MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,204 $406K <0.01% -5,491 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,992 $400K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 12,992 $400K <0.01% +12,379 13F-HR Timeline Group Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 12,900 $397K 0.19% -20,100 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,881 $396K 0.02% +365 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,814 $394K 0.04% -881 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 12,759 $393K 0.04% +4,151 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,447 $383K 0.08% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,447 $383K 0.02% -4,941 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,332 $380K <0.01% +15 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 12,260 $377K 0.14% +190 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 12,130 $373K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,061 $371K 0.01% +1,208 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,993 $369K 0.02% +2,721 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,964 $369K 0.03% -7,117 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 11,967 $368K 0.04% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,679 $359K <0.01% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 11,535 $355K 0.2% +58 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,335 $349K <0.01% +1,626 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 11,292 $348K 0.23% +438 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,287 $347K 0.1% -1,907 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,201 $345K 0.12% +765 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,755 $331K 0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 10,587 $327K 0.15% -2,044 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,482 $323K 0.08% 0 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 10,365 $319K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10,116 $311K 0.01% -1,305 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,115 $311K 0.01% +606 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10,000 $308K 0.03% 0 13F-HR Timeline Group Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 9,828 $303K 0.17% 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 9,836 $303K 0.1% -17 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 9,646 $297K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,509 $292K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 9,491 $292K 0.01% -1,476 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 9,427 $290K 0.19% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 9,420 $290K 0.2% -677 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,374 $289K <0.01% -3,154 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 9,098 $280K 0.17% +911 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 8,737 $269K 0.01% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 8,535 $262K 0.12% +866 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,470 $261K 0.02% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 8,369 $258K 0.26% +1,630 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,332 $256K 0.09% +53 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,322 $256K 0.1% -1,797 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,066 $248K 0.03% -1,332 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 7,802 $240K 0.18% -1,258 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,786 $240K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,731 $238K 0.01% +104 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,715 $237K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,580 $233K 0.15% +80 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,517 $231K 0.11% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,437 $229K 0.01% +43 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,430 $229K 0.01% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,360 $227K 0.01% -295,461 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,347 $226K 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,286 $224K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,214 $222K <0.01% new 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 7,172 $221K 0.17% -5,548 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,163 $220K 0.01% -80 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,098 $218K <0.01% +1,062 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,000 $215K 0.09% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 6,869 $211K 0.07% new 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 6,815 $210K 0.05% -260 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 2,276 $209K 0.36% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,763 $208K 0.02% -76 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,727 $207K 0.01% +43 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,720 $207K 0.07% -75 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 6,512 $200K 0.16% -87 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,115 $157K 0.01% -829 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 4,630 $143K 0.14% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,600 $142K <0.01% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,337 $133K 0.13% +521 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,965 $122K 0.01% +25 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,825 $118K 0.03% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,258 $100K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,250 $100K 0.01% +1,626 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,060 $94.2K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,028 $93.2K <0.01% +28 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,611 $80.4K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,189 $67.1K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,134 $65.7K 0.04% +198 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,088 $64.3K 0.05% +14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,990 $61.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,946 $59.9K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,665 $51.3K 0.02% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,623 $50K 0.04% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,600 $49.2K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,500 $46.2K <0.01% +1,489 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,455 $44.8K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,419 $43.7K <0.01% -10 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,349 $41.5K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,300 $40K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,281 $39.4K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,277 $39.3K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,168 $36K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,135 $34.9K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,126 $34.7K <0.01% -264 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,100 $33.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,000 $30.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 877 $27K <0.01% +592 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 854 $26.3K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 811 $25K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 805 $24.8K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 768 $23.6K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 722 $22.2K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 643 $19.8K <0.01% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 613 $18.9K <0.01% -6 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 562 $17.3K <0.01% -7,439 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 562 $17.3K <0.01% -65 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 561 $17.3K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 557 $17.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 532 $16.4K <0.01% +38 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 503 $15.5K <0.01% +3 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 472 $14.5K <0.01% 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 463 $14.2K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 378 $11.6K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 371 $11.4K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 358 $11K <0.01% -4,416 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 350 $10.8K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 317 $9.76K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 311 $9.57K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 292 $8.99K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 281 $8.64K <0.01% -63 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 275 $8.46K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 244 $7.51K <0.01% -243 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 212 $6.52K <0.01% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 208 $6.4K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 183 $5.63K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 172 $5.3K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 170 $5.23K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 130 $4K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 133 $4K <0.01% -454 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 108 $3.31K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 82 $2.52K <0.01% -59 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 80 $2.46K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 78 $2.4K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 68 $2.09K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 66 $2.03K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 64 $1.97K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 55 $1.69K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 50 $1.56K <0.01% -3 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 32 $985 <0.01% -664 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 30 $923 <0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 6 $170 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4 $123 <0.01% -31,296 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $21 <0.01% new 13F-HR Timeline Group WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 28,730 (0.24%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 28,730 (0.24%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR