Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,201 $470K 0.18% +2,551 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 6,214 $465K 0.26% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,021 $451K 0.1% +498 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,800 $450K 0.04% +85 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,005 $450K 0.06% +145 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,995 $449K 0.17% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,730 $429K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,653 $423K 0.02% +782 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,617 $421K 0.01% +156 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,543 $415K <0.01% +548 13F-HR Timeline Group 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 5,368 $402K <0.01% -1,100,359 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,300 $397K 0.02% +7 13F-HR Timeline Group Signature Wealth Management Group More: the full row for Signature Wealth Management Group 5,260 $394K 0.16% +118 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,115 $383K 0.07% +23 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,078 $380K 0.12% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,990 $374K 0.02% +225 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,988 $373K 0.2% -24 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,981 $373K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,874 $365K <0.01% -431 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,734 $354K <0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,656 $349K 0.01% 0 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 4,558 $341K 0.27% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,553 $340K 0.1% +1,704 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,498 $337K 0.26% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,466 $334K 0.13% +137 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,442 $333K <0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,343 $325K 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,079 $305K <0.01% +221 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,075 $305K 0.02% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,021 $301K 0.06% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,970 $297K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,751 $281K <0.01% +22 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,673 $275K 0.09% +76 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,658 $274K <0.01% -18 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,638 $272K <0.01% +484 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,569 $267K 0.03% +362 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,478 $260K 0.19% -300 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,300 $247K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,298 $247K 0.16% -39 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,083 $242K 0.09% +101 13F-HR/A Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,193 $239K 0.11% +359 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,172 $238K 0.01% -367 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,114 $233K 0.03% -142 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,054 $229K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,943 $220K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,938 $220K 0.02% -216 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,852 $214K 0.08% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,584 $207K 0.09% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,615 $205K 0.02% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,718 $203K <0.01% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,682 $201K 0.17% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,651 $199K <0.01% +325 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,317 $173K 0.01% -9 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,081 $160K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,957 $147K 0.01% -47 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,776 $133K <0.01% +1,468 13F-HR/A Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,609 $120K <0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,320 $98.8K 0.1% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,308 $98K <0.01% +4 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,225 $91.8K 0.01% +983 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,125 $84.2K 0.04% +965 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 995 $74.5K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 885 $66.3K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 805 $60.3K 0.04% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 778 $58.3K <0.01% +212 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 754 $56.5K <0.01% +654 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 743 $55.7K <0.01% new 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 659 $49K 0.03% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 653 $48.9K 0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 576 $43.1K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 555 $41.6K 0.04% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 528 $39.5K 0.01% -97 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 469 $35.1K 0.02% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 461 $34.5K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 402 $30.1K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 390 $29.2K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 390 $29K <0.01% 0 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 316 $23.7K <0.01% -6,439 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 314 $23.6K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 308 $23K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 304 $22.8K <0.01% -61 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 279 $20.9K <0.01% +9 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 585 $20K 1.95% -277,150 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 256 $19.2K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 239 $17.9K 0.02% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 223 $16.7K <0.01% -13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 221 $16.5K 0.01% -200 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 201 $15.1K 0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 198 $14.8K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 139 $10.4K <0.01% -168 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 125 $9.36K 0.06% -130 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 103 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 95 $5.88K <0.01% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 73 $5.47K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 71 $5.34K <0.01% +45 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 68 $5.09K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 57 $4.27K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 45 $3.37K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 39 $3.03K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 35 $3K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 32 $2.39K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 26 $1.95K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $1.95K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 23 $1.72K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21 $1.6K <0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 15 $1.12K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14 $1.05K <0.01% +9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $824 <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9 $674 <0.01% -1 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2 $150 <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1 $42 <0.01% 0 13F-HR Timeline Group