Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,967 $445K 0.13% -280 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,179 $439K 0.02% -590 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,642 $416K 0.01% +2,803 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,174 $396K <0.01% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,172 $396K 0.1% +3,682 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,070 $391K 0.33% -2,133 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 9,054 $390K 0.06% -389 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,040 $390K 0.12% +1,477 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,953 $386K 0.02% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 8,820 $380K 0.06% -68 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 8,716 $376K 0.02% 0 13F-HR/A Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,693 $375K 0.12% +220 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 8,675 $374K 0.33% -300 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,619 $372K 0.05% -914 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,353 $360K <0.01% +2,350 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,949 $359K 0.02% +175 13F-HR/A Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,287 $357K 0.06% +261 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 8,180 $353K <0.01% new 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 8,000 $352K 0.34% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,117 $350K 0.09% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,008 $345K 0.01% +388 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,916 $341K 0.22% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,600 $328K 0.06% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,283 $314K 0.04% -1,586 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,207 $311K 0.02% -2,036 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,938 $299K <0.01% -456 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,875 $297K new Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,784 $293K 0.01% new 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,780 $292K 0.06% +22 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,598 $285K 0.02% +174 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,558 $283K <0.01% -108 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,512 $281K 0.08% -4,603 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,473 $279K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 6,470 $279K 0.09% -317 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,447 $278K 0.21% -4,533 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,355 $274K <0.01% 0 13F-HR Timeline Group Dala Group, LLC More: the full row for Dala Group, LLC 6,241 $269K 0.22% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,156 $266K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,054 $261K 0.07% -5 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,930 $256K 0.02% -2,117 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,862 $253K 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,862 $253K <0.01% -3,300 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,823 $251K 0.12% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,808 $250K 0.02% -142 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,449 $246K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,637 $243K <0.01% +645 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,420 $234K 0.01% -162 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,270 $227K 0.01% -3,550 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,211 $225K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,208 $225K 0.01% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,981 $215K <0.01% new 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,939 $213K <0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,930 $213K 0.02% -14,857 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,835 $209K 0.01% +259 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,789 $207K <0.01% -584 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,692 $202K 0.1% -279 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,351 $188K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,929 $169K <0.01% +1,729 13F-HR Timeline 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 $160K 0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,672 $158K 0.12% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,310 $143K <0.01% +142 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,106 $134K <0.01% +303 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 3,102 $134K <0.01% -130 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,939 $128K 0.01% 0 13F-HR Timeline 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 2,588 $112K 0.03% +9 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,414 $104K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,143 $92.4K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,894 $81.7K <0.01% +572 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,845 $79.6K 0.01% +428 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,645 $70.9K 0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,623 $70K 0.03% 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 $60.8K <0.01% 0 13F-HR Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,312 $56.6K 0.02% new 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/ 1,285 $56K <0.01% new 13F-HR Timeline Group Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,250 $53.9K 0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,235 $53.3K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,213 $52.3K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,096 $47.3K <0.01% +81 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,076 $46.4K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 983 $42.4K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 978 $42.2K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 949 $40.9K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 921 $39.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 902 $38.9K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 902 $38.9K 0.04% -90 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 900 $38.8K <0.01% -100 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 883 $38.1K 0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 784 $33.8K <0.01% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 609 $26.3K <0.01% +16 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 585 $25.2K <0.01% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 583 $25.1K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 516 $22.3K <0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 519 $22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 509 $22K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 505 $21.8K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 498 $21.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 436 $18.8K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 436 $18.8K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 431 $18.6K 0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 426 $18.4K <0.01% -3,191 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 392 $16.9K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 342 $14.8K <0.01% 0 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 $14.5K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 317 $13.7K <0.01% new 13F-HR/A Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 295 $12.7K 0.01% +1 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 266 $11.5K <0.01% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 265 $11.4K <0.01% +122 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 226 $9.75K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 225 $9.71K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 223 $9.62K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 175 $7.55K <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 157 $6.78K <0.01% -126 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 141 $6.09K <0.01% -150 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 148 $6K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 138 $5.95K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 123 $5.3K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 94 $4.12K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 69 $2.98K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 60 $2.59K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 60 $2.57K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 56 $2.42K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 54 $2.33K <0.01% 0 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 Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6 $263 <0.01% new 13F-HR Timeline