Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,868 $381K <0.01% +515 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,820 $379K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,162 $377K <0.01% 0 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 8,716 $374K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,596 $369K <0.01% -20 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,473 $364K 0.12% +5 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,117 $353K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,047 $346K 0.02% -49 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,026 $345K 0.06% +3 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 8,000 $344K 0.33% 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,916 $340K 0.23% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,774 $334K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,620 $327K 0.01% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,600 $326K 0.06% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,563 $325K 0.12% +300 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,394 $318K <0.01% +651 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 6,946 $298K 0.08% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,839 $294K <0.01% +1,307 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,787 $291K 0.1% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,758 $290K 0.06% +32 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 6,734 $289K <0.01% +91 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,666 $286K <0.01% 13F-HR/A Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,580 $283K 0.08% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,505 $279K 0.03% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,459 $277K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,424 $276K 0.02% -890 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,355 $273K <0.01% 0 13F-HR Timeline Group Dala Group, LLC More: the full row for Dala Group, LLC 6,241 $268K 0.23% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,189 $266K 0.03% -1,177 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,112 $262K 0.02% +553 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,059 $260K 0.07% -13 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,003 $258K <0.01% -770 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,950 $255K 0.02% -44 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,862 $252K 0.03% +812 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,823 $250K 0.11% -3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,731 $246K 0.01% -2,345 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,582 $240K 0.01% -5,721 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,490 $236K 0.07% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,373 $231K <0.01% +2 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,247 $225K 0.03% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,247 $225K 0.06% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,167 $225K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,208 $224K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,992 $214K <0.01% +22 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,971 $213K 0.11% +14 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,664 $200K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,576 $197K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,351 $187K <0.01% -624 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,785 $163K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,705 $159K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3,617 $155K 0.04% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,232 $139K <0.01% +136 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,168 $136K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,939 $129K 0.01% -198 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,803 $120K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Community Bank in group United Community Bank More: the full row for United Community Bank 2,645 $114K 0.04% 0 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,579 $111K 0.03% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,467 $106K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,414 $104K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,200 $94.5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,143 $92K <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,813 $77.8K <0.01% 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 1,623 $69.7K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,520 $65.3K <0.01% +1,473 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 1,491 $64K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,417 $60.8K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,409 $60.5K <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. 1,322 $56.8K <0.01% -434 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,235 $53.1K 0.01% +6 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,193 $51.2K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,187 $51K <0.01% -10 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,076 $46.2K <0.01% +128 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,015 $43.6K <0.01% +251 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,000 $42.9K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 992 $42.6K 0.04% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 983 $42.2K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 978 $42K <0.01% -87 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 949 $40.8K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 921 $39.5K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 902 $38.7K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 883 $37.9K 0.02% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 716 $31K 0.03% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 593 $25.5K <0.01% +3 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 585 $25.1K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 514 $22.1K <0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 519 $22K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 505 $21.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 498 $21.4K 0.01% -71 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 461 $19.8K <0.01% -2,743 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 436 $18.7K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 436 $18.7K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 392 $16.8K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 342 $14.7K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 337 $14.5K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 336 $14.4K 0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 323 $13.9K <0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 294 $12.6K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 291 $12.5K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 283 $12.1K <0.01% -9 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 265 $11.4K <0.01% +1 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 245 $10.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 226 $9.71K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 225 $9.66K <0.01% +1 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 215 $9.24K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 175 $7.51K <0.01% 0 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 158 $6.79K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 143 $6.17K <0.01% -465 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 140 $6.01K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 147 $6K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 138 $5.93K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 123 $5.28K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 94 $4.04K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 69 $3.1K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 63 $2.72K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 60 $2.58K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 54 $2.32K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 54 $2.32K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $1.68K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 29 $1.25K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $85 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $31 <0.01% 13F-HR Timeline