Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,160 $770K 0.03% -51 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,110 $766K 0.03% -501 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 10,090 $764K 0.48% 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,015 $759K 0.06% new 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,845 $746K <0.01% +605 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 9,767 $740K 0.12% -5,979 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,729 $737K 0.04% +4,429 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,586 $726K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,373 $710K <0.01% -10,048,573 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,352 $708K <0.01% +4,910 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,157 $694K 0.06% -376 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,969 $679K 0.02% -884 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,968 $679K <0.01% +769 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,751 $663K 0.02% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 8,690 $658K 0.2% 0 13F-HR/A Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 8,670 $657K 0.39% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,339 $632K 0.01% +2,722 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 8,146 $617K 0.45% +295 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,920 $600K 0.03% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,532 $570K 0.02% +765 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 7,349 $557K <0.01% +154 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,307 $553K 0.13% new 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 7,188 $544K 0.33% -323 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 7,128 $540K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,080 $536K 0.19% +879 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,890 $522K 0.2% -125 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,683 $506K 0.03% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,337 $506K 0.04% +537 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,611 $501K 0.12% +590 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,459 $489K 0.26% -6,124 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,390 $484K 0.02% -97 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,277 $484K <0.01% -993 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 5,995 $454K 0.18% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 5,972 $452K 0.15% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,733 $434K <0.01% +190 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,583 $423K <0.01% -3,042 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,410 $410K <0.01% -320 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,395 $409K 0.05% -610 13F-HR Timeline 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 5,290 $401K <0.01% -78 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,151 $390K <0.01% +277 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 5,040 $382K 0.07% -75 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 4,935 $374K 0.29% +377 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,900 $371K <0.01% +4,510 13F-HR Timeline Group Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,888 $370K 0.21% -100 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,874 $369K 0.14% -386 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,534 $366K 0.44% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,705 $356K <0.01% +735 13F-HR Timeline Group TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 4,692 $355K 0.13% new 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,656 $353K 0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,572 $346K 0.11% +19 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,513 $342K 0.14% +47 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,334 $333K 0.13% +1,251 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,343 $329K 0.02% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,295 $325K 0.27% +1,613 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,175 $316K 0.01% -806 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,163 $315K 0.06% +142 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,009 $304K 0.2% -489 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,946 $299K <0.01% -788 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,907 $296K 0.12% +1,055 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,871 $293K 0.09% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,764 $285K 0.04% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,763 $285K 0.08% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,579 $271K 0.01% -2,074 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,523 $267K 0.03% +409 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,428 $262K 0.36% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,409 $258K <0.01% -249 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,396 $257K <0.01% -683 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,382 $256K 0.01% -12,165 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,333 $252K 0.11% +140 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,271 $248K 0.01% +99 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,265 $247K 0.13% -33 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,193 $242K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,113 $236K 0.02% +59 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,086 $234K 0.17% -392 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,947 $223K 0.01% +4 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,944 $223K 0.01% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,938 $223K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,915 $221K 0.03% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,795 $212K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,782 $211K <0.01% +131 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,779 $210K <0.01% +61 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,751 $208K 0.05% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,705 $205K 0.02% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,584 $204K 0.09% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,388 $181K 0.01% +71 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,892 $143K <0.01% -1,859 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,816 $138K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,403 $106K <0.01% +649 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,312 $99K <0.01% -464 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,144 $86.6K 0.06% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,070 $81K 0.04% -55 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,005 $76.1K 0.02% +544 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 995 $75.4K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 913 $69.2K <0.01% +135 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 893 $67.7K 0.01% -1,064 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 798 $61.3K <0.01% -1,283 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 805 $61K 0.05% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 659 $48K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 576 $44.4K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 583 $44.2K 0.01% -70 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 544 $41.2K 0.01% +16 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 505 $38.2K 0.04% -50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 478 $37.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 451 $34.2K <0.01% -774 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 402 $30.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 399 $30.2K <0.01% +390 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 350 $26.5K <0.01% +94 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 348 $26.4K <0.01% +253 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 314 $23.8K <0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 297 $22.9K <0.01% +158 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 275 $20.8K <0.01% -29 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 247 $18.7K 0.01% +174 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 246 $18.6K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 223 $16.9K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 205 $15.5K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 201 $15.2K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 198 $15K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 192 $14.6K 0.01% -277 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 168 $12.7K <0.01% 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 150 $11.4K 0.01% -71 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 134 $10.1K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 122 $9.24K 0.05% -3 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 119 $9.01K 0.01% -120 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 68 $5.22K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 57 $4.32K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 47 $3.56K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 45 $3.41K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 39 $3K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 32 $2.42K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 30 $2.3K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 27 $2K <0.01% -76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 26 $1.97K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $1.97K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21 $1.62K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14 $1.03K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 9 $681 0.01% new 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