CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 19,636 $622K 0.05% -1,509 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 19,385 $614K 0.22% +8,494 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,122 $605K 0.01% -1,996 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,544 $587K <0.01% +2,722 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 17,010 $539K 0.01% new 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 16,756 $531K 0.33% +3,719 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16,098 $510K 0.01% +2,292 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 15,429 $506K 0.02% new 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 15,758 $499K 0.22% -1,975 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 15,610 $494K 0.49% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,157 $480K <0.01% -29 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 14,892 $472K 0.23% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,732 $466K <0.01% +464 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 14,058 $447K 0.01% +45 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 13,487 $427K 0.21% -412 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,357 $423K 0.01% -7,651 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 13,162 $417K 0.11% -307 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,967 $411K <0.01% +3,634 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 12,975 $411K 0.2% +1,615 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,946 $410K 0.15% +121 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 11,674 $391K 0.18% -39 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,943 $386K 0.17% +902 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 12,078 $382K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,836 $375K <0.01% +1,896 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 11,707 $371K 0.04% +2,206 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,499 $364K 0.01% -2,545 13F-HR Timeline Group FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 10,975 $348K 0.34% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 10,925 $346K 0.03% -844 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,913 $346K <0.01% +6,233 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 10,747 $340K 0.29% 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 10,532 $334K 0.03% +40 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10,476 $332K 0.13% -20,279 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,352 $328K 0.01% +1,328 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,189 $323K <0.01% +315 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 9,875 $313K 0.12% -1,086 13F-HR Timeline Group TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,855 $312K 0.12% -640 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,829 $311K 0.12% +100 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,677 $306K <0.01% -6,663 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,636 $305K <0.01% -59 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 9,586 $304K 0.06% +1,405 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 9,416 $298K 0.12% -1,604 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,290 $294K 0.01% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,218 $292K 0.06% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,186 $291K 0.03% +7 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 9,030 $286K 0.18% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,416 $273K <0.01% +32 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 8,443 $267K 0.19% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 8,431 $267K 0.04% +32 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,946 $252K 0.02% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 7,715 $244K 0.21% -3,599 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 7,617 $241K 0.16% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,500 $237K <0.01% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 7,490 $237K 0.03% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 7,419 $235K 0.02% +28 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 7,396 $234K 0.06% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,375 $234K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,321 $232K 0.01% -5,737 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,251 $230K 0.09% +9 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,232 $229K 0.04% new 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 7,121 $227K 0.2% 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,081 $224K 0.05% -8 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 7,065 $224K 0.1% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,047 $223K <0.01% -55,830 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,044 $223K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,987 $221K <0.01% +968 13F-HR Timeline Group Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,978 $221K 0.13% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,865 $217K 0.03% -664 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,859 $217K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,852 $217K 0.01% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 6,697 $212K 0.06% -390 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6,504 $207K 0.07% -615 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 6,405 $203K 0.13% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,064 $192K 0.04% +981 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,930 $188K 0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 4,790 $152K 0.01% +19 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,565 $145K 0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,537 $144K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,154 $132K <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,136 $131K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,850 $122K <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,636 $115K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,546 $112K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 3,257 $103K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,251 $103K 0.02% +2,883 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,053 $96.7K 0.06% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,024 $95.8K <0.01% -828 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,719 $86.1K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,664 $84.4K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,011 $64K <0.01% +8 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,854 $58.7K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,507 $47.7K <0.01% -7 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,450 $45.9K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,278 $40.5K <0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,270 $40.2K 0.03% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,216 $38.5K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,177 $37.3K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,144 $36.2K 0.01% +5 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,098 $34.8K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,096 $34.7K <0.01% +4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,045 $33.1K 0.01% +4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 988 $31.3K <0.01% 0 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 784 $24.8K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 774 $24.7K <0.01% +100 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 754 $23.9K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 750 $23.8K 0.01% +90 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 661 $20.9K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 595 $19K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 570 $18K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 557 $17.6K <0.01% +296 13F-HR/A Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 444 $14.1K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 434 $13.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 403 $12.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 334 $10.6K <0.01% -1,185 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 330 $10.4K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 194 $6.14K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 208 $6K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 161 $5.1K <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 144 $4.56K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 142 $4.5K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 141 $4.46K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 128 $4.05K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 127 $4.04K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 110 $3.48K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 84 $2.64K <0.01% -54 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 78 $2.47K <0.01% +46 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 67 $2.12K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 67 $2.12K 0.03% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 34 $1.08K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13 $412 <0.01% 0 13F-HR Timeline