Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 5,550 $203K 0.02% -803 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,503 $201K 0.02% -560 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,491 $201K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,472 $200K <0.01% +376 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,471 $200K <0.01% -405 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,326 $195K <0.01% +736 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,051 $185K 0.02% +13 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 4,940 $181K 0.01% -4,940 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,861 $178K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,233 $155K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 4,114 $150K 0.04% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,100 $150K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,042 $148K 0.11% -531 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,023 $147K 0.01% +4 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,776 $138K 0.01% -32 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,661 $134K 0.08% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,546 $130K 0.05% 0 13F-HR/A Timeline 10Elms LLP More: the full row for 10Elms LLP 3,500 $128K 0.12% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,502 $127K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3,379 $124K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 3,344 $122K 0.06% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,300 $121K 0.05% +2,700 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,212 $117K 0.05% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,033 $111K 0.02% +18 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,002 $110K 0.07% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,866 $102K -776 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,776 $101K <0.01% +2,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,750 $101K 0.06% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,650 $96.9K -619 Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,591 $94.7K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,480 $90.7K <0.01% +1,226 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,352 $86K 0.19% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,211 $80.8K 0.03% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,180 $79.7K 0.01% +544 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,166 $79.2K <0.01% -151 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,164 $79.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,098 $77K 0.02% +22 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,081 $76.1K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,065 $76K <0.01% +11 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,000 $73.1K 0.03% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,925 $70.4K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,899 $69.4K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,884 $68.9K 0.02% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,843 $67.4K <0.01% -26 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,815 $66.3K <0.01% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 37 $65.4K <0.01% -1,753 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,500 $54.8K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,500 $54.8K <0.01% -500 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,489 $54.4K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,504 $54K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,475 $53.9K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,443 $52.7K 0.02% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,396 $51K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,403 $51K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,368 $50K <0.01% +13 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,215 $44.4K 0.02% +115 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,136 $41.5K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,097 $40.1K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,075 $39.3K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,035 $37.8K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,019 $37.2K 0.01% +11 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,011 $36.9K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 988 $36.1K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 980 $35.8K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 871 $31.8K 0.03% -223 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 819 $29.9K <0.01% -65 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 811 $29.6K <0.01% +6 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 690 $25.2K 0.02% +7 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 677 $24.7K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 665 $24.3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 636 $23K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 628 $23K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 605 $22.1K 0.02% -3,459 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 546 $20K 0.01% +146 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 520 $19K <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 501 $18.3K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $18.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $18.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 500 $18.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 450 $16.4K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 437 $16K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 416 $15.2K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 400 $14.6K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 362 $13.2K <0.01% -900 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 321 $11.7K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 250 $9.14K <0.01% +100 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 237 $8.99K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 245 $8.96K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 190 $6.94K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 180 $6.59K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 173 $6K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 163 $6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 160 $5.85K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 141 $5.15K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 140 $5.12K 0.02% +64 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 118 $4.31K <0.01% -715 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 110 $4.02K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $3.65K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 100 $3.65K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 85 $3.1K <0.01% -62 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 59 $2.16K <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 45 $1.65K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 44 $1.61K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 43 $1.57K <0.01% -118 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 31 $1.12K <0.01% +7 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30 $1.1K <0.01% -38,804 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11 $402 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7 $256 <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5 $183 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1 $37 <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $24 <0.01% 0 13F-HR Timeline