BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 59,810 $3.05M 0.3% +11,133 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 59,256 $3.01M 0.21% +22,919 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 58,539 $2.98M 0.15% +6,155 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58,367 $2.97M <0.01% -2,954 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,167 $2.96M 0.01% -25,697 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 57,927 $2.95M 1.03% +3,496 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 57,685 $2.94M 0.05% +1,869 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 57,365 $2.92M 0.19% +439 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 57,198 $2.91M 1.33% +19,727 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 57,088 $2.91M 0.37% -7,615 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 57,060 $2.91M 2.72% +1,905 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 56,810 $2.89M 0.42% -49,852 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 56,202 $2.86M 0.02% +4,638 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 55,956 $2.85M +35,753 Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 55,871 $2.85M 0.57% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 55,296 $2.81M 0.11% +1,439 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 64,830 $2.76M 0.01% +531 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53,399 $2.72M 0.23% -3,204 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 52,891 $2.69M 0.05% new 13F-HR Timeline Group Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 52,037 $2.65M 1.94% +2,302 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 51,076 $2.6M 0.9% -5,074 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 50,793 $2.59M 0.35% +5,812 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 50,779 $2.59M 0.02% +14,210 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 49,149 $2.5M 0.37% new 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 48,980 $2.48M 0.4% +7,054 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 48,519 $2.47M 1.15% +5,201 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 47,458 $2.42M 1.66% +17,680 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 47,317 $2.41M 0.26% -1,938 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 47,265 $2.41M 0.41% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 44,129 $2.25M 0.76% +13,800 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 43,421 $2.21M 0.31% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 42,741 $2.18M 0.65% -721 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 42,489 $2.16M 0.01% +30,499 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 42,195 $2.15M 0.18% +2,755 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 41,228 $2.1M 0.81% -3,000 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 41,137 $2.1M 1.77% -3,925 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 40,168 $2.05M 0.29% +7,992 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 40,026 $2.04M 0.16% -25,510 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 40,026 $2.04M 1.12% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 39,548 $2.01M 1.24% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 39,512 $2.01M 0.06% +26,358 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 39,315 $2M 0.33% +2,687 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,191 $2M 0.06% +5,210 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 38,841 $1.98M 0.44% +310 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 38,136 $1.94M 0.09% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 37,221 $1.9M 0.21% +5,700 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 36,588 $1.86M 0.75% -2,185 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 36,100 $1.84M 0.08% -398 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,048 $1.84M 0.04% -1,063 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 35,925 $1.83M 0.12% -2,941 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35,504 $1.81M 0.11% -1,165 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 35,470 $1.81M 0.05% +8,030 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35,301 $1.79M 0.06% +17,068 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 35,020 $1.78M 0.43% -445 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 34,895 $1.78M 0.14% +2,817 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 34,492 $1.76M <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 34,373 $1.75M 0.06% +958 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 34,334 $1.75M 1.32% -5,606 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 34,073 $1.74M 0.14% -4,553 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 33,890 $1.73M 0.13% +941 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 33,731 $1.72M 0.21% +4,385 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 33,553 $1.71M 0.68% +3,575 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,542 $1.71M 0.07% -7,505 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 33,000 $1.68M 0.11% +15,700 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 32,374 $1.65M 0.06% +1,463 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 32,180 $1.64M 0.15% -12,696 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 32,101 $1.64M 0.07% -4,544 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,073 $1.63M 0.04% +4,056 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 31,912 $1.63M 0.01% -12,991 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 31,900 $1.63M 0.05% -1,475 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 31,358 $1.6M 0.11% -2,368 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 31,329 $1.6M +10,563 Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 30,500 $1.55M 0.48% +10,000 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 30,027 $1.53M 0.15% +2,097 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 29,999 $1.53M 0.09% -610 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 29,756 $1.52M 0.07% +49 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 29,705 $1.51M 0.09% -37 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 29,573 $1.51M 0.05% -3,176 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 29,096 $1.48M 0.14% -3,000 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 29,000 $1.48M 0.75% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 28,958 $1.48M 0.21% +2,203 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 28,838 $1.47M 0.02% +182 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28,586 $1.46M 0.53% +917 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 28,116 $1.43M 0.5% -2,637 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 28,106 $1.43M 1.04% -1,997 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 28,094 $1.43M 0.53% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 27,937 $1.42M 0.77% +825 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 27,812 $1.42M 0.31% -6,997 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 27,812 $1.42M 0.27% -12,438 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,741 $1.41M <0.01% -303 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 27,735 $1.41M 0.09% -1,877 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 27,710 $1.41M 0.13% -6,852 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,590 $1.41M 0.06% +587 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 27,130 $1.38M 0.1% +986 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 27,127 $1.38M 0.13% -119,425 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 25,918 $1.31M 0.1% -444 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,318 $1.29M 0.08% -596 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 25,217 $1.28M 0.02% -1,130 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 25,188 $1.28M 0.05% -3,200 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 24,923 $1.27M 0.09% -62,196 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,733 $1.26M 0.03% +14,234 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 24,721 $1.26M 0.17% +646 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,621 $1.25M 0.19% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 24,540 $1.25M 0.14% +162 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 24,523 $1.25M 0.02% +4,062 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 24,365 $1.24M 0.91% +84 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 24,167 $1.23M 0.06% -906 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 24,027 $1.22M 0.05% +3,087 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23,300 $1.19M 0.02% +6,900 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 23,242 $1.18M 0.22% -343,989 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 23,183 $1.18M 0.32% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 22,944 $1.17M 0.42% +153 13F-HR/A Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 22,865 $1.16M 0.24% +142 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 22,547 $1.15M 1.03% -2,416 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22,420 $1.14M 0.01% +20,223 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 21,802 $1.11M 1.16% +650 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,670 $1.1M 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,539 $1.1M 0.04% -135,076 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 21,520 $1.1M 0.04% +14,242 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 21,061 $1.07M 0.28% -2,612 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 21,000 $1.07M 0.42% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 20,750 $1.06M 0.76% +195 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,707 $1.06M 0.05% -2,468 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 20,664 $1.05M 0.71% -239 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,526 $1.05M 0.03% +5,959 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 20,362 $1.04M 0.61% +643 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,341 $1.04M 0.01% -146,397 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,306 $1.03M 0.05% -947 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 20,111 $1.02M 0.43% -13,050 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 20,090 $1.02M 0.15% +4,212 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 19,945 $1.02M 0.85% -2,597 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 19,914 $1.01M 0.36% -1,615 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,773 $1.01M 0.02% -1,245 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 19,675 $1M 0.89% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 19,654 $1M 0.07% +5,813 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,462 $991K 0.03% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 19,329 $985K <0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,321 $984K 0.01% -3,929 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 19,091 $973K 0.02% new 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 19,018 $969K 0.54% +1,197 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18,805 $958K 0.05% +939 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 18,803 $958K 0.12% -165 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,778 $957K 0.03% -26,880 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,557 $945K 0.11% +514 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 18,090 $922K 0.34% +2,267 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 18,069 $921K 0.22% +1,068 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 17,837 $909K 0.01% -12,700 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 17,665 $900K 0.16% +785 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 17,501 $892K 0.56% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,471 $890K <0.01% -10,113 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,328 $883K 0.05% -4,642 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,175 $875K 0.02% +29 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 17,033 $868K 0.05% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,936 $862K 0.05% +5,965 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,587 $845K 0.01% +1,892 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,494 $840K 0.08% -26 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 16,263 $829K 0.27% +78 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 16,144 $823K 0.1% +849 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,932 $812K -4,753 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 15,916 $811K 0.05% -2,660 13F-HR Timeline Group Rinkey Investments More: the full row for Rinkey Investments 15,865 $808K 0.21% new 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 15,610 $795K 0.75% +5,637 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 15,570 $793K 0.79% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 15,435 $786K 0.07% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 14,767 $752K 1.15% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,756 $750K 0.05% -1,990 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,602 $744K 0.01% -4,385 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,553 $741K 0.09% +1,157 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 14,533 $740K 0.26% -6,605 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 14,514 $739K 0.04% -7,289 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,378 $733K 0.01% +5,736 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,246 $726K 0.01% -158 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 14,114 $719K 0.18% +3,519 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,935 $710K 0.03% +2,505 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 13,864 $706K 0.06% +1,204 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 13,787 $702K 1.46% +690 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 13,770 $702K 0.33% -5 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13,668 $696K 0.12% -302 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,645 $695K 0.02% 0 13F-HR/A Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 13,627 $694K 0.17% -117 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 13,465 $686K 0.22% -6,655 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 13,364 $681K 0.32% +1,477 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,229 $674K 0.03% -577 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 13,142 $670K 0.32% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 13,137 $669K 0.47% +982 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 13,122 $669K 0.14% +1,761 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 13,088 $667K 0.08% +3,435 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,035 $664K 0.26% -613 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 12,973 $661K 0.13% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,786 $651K 0.01% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,761 $649K 0.15% -59,366 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,699 $647K 0.01% +128 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,649 $644K 0.01% -236 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 12,575 $641K 0.01% +624 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,450 $634K 0.01% -261 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 12,318 $628K <0.01% -26,950 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,283 $626K 0.05% +4,877 13F-HR Timeline Ameliora Wealth Management Ltd. 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