VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,817,539 $172M 0.13% +1,973,385 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,433,212 $155M 23.01% -238,208 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,241,811 $146M 0.04% +51,122 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,298,740 $58.5M 0.02% +582,203 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,336,957 $55.5M 5.1% +924 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,039,375 $46.8M 0.01% +277,218 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 976,870 $44M 0.05% -88,791 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 802,105 $36.1M 0.01% +12,522 13F-HR/A Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 763,076 $34.3M 3.8% +13,574 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 707,350 $31.9M 0.08% -1,468 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 543,585 $24.9M 0.43% -24,964 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 510,226 $23M 4.38% +28,496 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 446,086 $20.1M 0.11% +437,945 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 437,527 $19.7M 9.41% +429,416 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 386,587 $17.4M 1.73% -11,483 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 374,587 $16.9M 0.02% +1,105 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 355,749 $16M 0.04% -58,699 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 353,101 $15.9M 1.08% +337,720 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 345,793 $15.5M 0.03% -308,918 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 323,003 $14.6M 1.06% -16,810 13F-HR Timeline Security National Bank More: the full row for Security National Bank 283,026 $12.8M 1.86% +15,601 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 273,228 $12.3M 7.63% -25,484 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 267,716 $12.1M 1.26% -60,579 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 259,954 $11.7M 4.81% +4,048 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 259,375 $11.7M 0.48% +136,598 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 252,686 $11.4M 4.69% +72,844 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 252,292 $11.4M 0.06% -15,150 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 250,987 $11.3M -13,280 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 246,201 $11.1M 0.02% -159,805 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 238,905 $10.8M 3.13% +4,443 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 231,641 $10.4M 0.58% -6,511 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 230,079 $10.4M 4.5% -3,212 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 205,694 $9.27M 0.12% +14,427 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 202,477 $9.12M 0.57% +55,193 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 182,616 $8.23M 0.66% +12,926 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 176,906 $7.97M 2.83% -9,283 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 167,778 $7.56M 0.5% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 166,147 $7.48M 0.96% -19,388 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 163,191 $7.35M 4.09% +8,526 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 159,292 $7.3M 0.07% -24,094 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 160,123 $7.21M 0.1% 0 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 146,727 $6.61M 2.99% -92 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 140,136 $6.31M 0.08% +5,452 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 138,452 $6.24M 3.86% +2,379 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 134,561 $6.06M 0.01% +7,457 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 131,271 $5.91M 5.16% -1,452 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 122,930 $5.54M 3.96% -21,760 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 115,092 $5.18M 0.25% +9,688 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 110,775 $4.99M 1.17% +3,525 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 109,194 $4.92M 0.18% -465 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 106,610 $4.8M 0.05% new 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 99,805 $4.5M 0.05% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 99,730 $4.49M 0.01% +94,770 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 96,180 $4.33M 0.25% -9,016 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 95,092 $4.28M 0.05% +1,991 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 94,640 $4.26M 0.01% +1,308 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 99,304 $4.13M 0.03% +14,285 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 89,476 $4.03M 0.04% new 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 86,355 $3.89M 2.34% +4,436 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 85,255 $3.84M 0.04% -12,437 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 83,245 $3.75M 0.28% +21,450 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 80,503 $3.63M 1.91% -6,293 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 78,171 $3.52M 0.4% -665 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 76,221 $3.43M 1.8% new 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 72,402 $3.26M 1.75% -185 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 69,410 $3.13M 0.04% -16,336 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 69,122 $3.11M 0.06% -11,603 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 66,396 $2.99M <0.01% -10,379 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 64,539 $2.91M 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Planning in group Creative Planning More: the full row for Creative Planning 63,614 $2.87M <0.01% -3,066 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 63,584 $2.86M 0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 65,872 $2.86M 0.95% -955 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 63,446 $2.86M 0.72% -1,427 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 59,762 $2.69M 0.13% +25,784 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 59,075 $2.66M 1.47% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 57,939 $2.65M 0.32% +11,238 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 57,808 $2.6M 0.07% +9,219 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 57,313 $2.58M 0.06% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 56,437 $2.54M <0.01% new 13F-HR Timeline Group Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 55,695 $2.51M 1.86% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 52,667 $2.37M <0.01% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 52,482 $2.36M 0.17% +3,529 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 52,471 $2.36M 0.03% +11,029 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,309 $2.36M <0.01% -6,019 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 51,863 $2.34M 0.26% +46,010 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 51,423 $2.32M <0.01% +251 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 49,393 $2.23M 0.03% +401 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 48,547 $2.19M 1.21% -363 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 48,526 $2.19M +15,683 Timeline SPROTT INC. More: the full row for SPROTT INC. 44,583 $2.01M 0.06% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 43,314 $1.95M 2.21% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 43,352 $1.95M 0.26% +229 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 42,332 $1.91M 0.01% +2,866 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 41,445 $1.87M 0.2% -14,171 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 41,093 $1.85M 0.15% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 39,318 $1.77M 0.91% +2,980 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 38,725 $1.74M 0.21% +620 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 18,806 $1.73M 0.28% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,817 $1.7M 0.02% -702 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,189 $1.7M <0.01% -373,133 13F-HR/A Timeline Group Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 37,250 $1.68M 1.68% -250 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 37,000 $1.67M 0.23% -2,095 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 36,470 $1.64M <0.01% -61,630 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 35,750 $1.61M 0.16% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35,675 $1.61M 0.26% +6,908 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 34,530 $1.56M 0.11% +745 13F-HR Timeline Merk Investments LLC More: the full row for Merk Investments LLC 34,200 $1.54M 0.42% +11,333 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 33,266 $1.5M 0.71% +1,313 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 33,000 $1.49M 0.18% -4,000 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31,162 $1.4M 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 30,112 $1.36M 0.02% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 29,464 $1.33M 0.73% -16,609 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 29,118 $1.31M 0.09% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 28,988 $1.31M 0.19% -15,737 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28,590 $1.29M 0.14% +1,430 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 28,456 $1.28M 0.68% +2,807 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 28,136 $1.27M 0.01% -1,600 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 27,816 $1.25M 0.01% new 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 27,796 $1.25M 0.24% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27,503 $1.24M 0.12% +11,865 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 27,410 $1.23M 0.81% +5,950 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,064 $1.22M 0.01% +19,280 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 26,164 $1.18M <0.01% new 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 25,807 $1.16M 0.09% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,525 $1.15M 0.03% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 25,500 $1.15M 0.1% new 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 24,997 $1.13M 0.25% +4,159 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 24,574 $1.11M <0.01% +11,783 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 24,360 $1.1M 0.7% +10,870 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 23,966 $1.08M 0.01% -1,349 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23,466 $1.06M 0.01% -925 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,137 $1.04M <0.01% +7,242 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 22,853 $1.03M 0.41% +2,079 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 22,739 $1.02M 0.26% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,526 $1.01M <0.01% +644 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22,288 $1M <0.01% new 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,371 $963K 0.26% +355 13F-HR/A Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 20,804 $937K 0.93% +20,346 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 20,721 $933K 0.23% new 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 20,596 $928K 0.26% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 20,164 $914K 0.03% +4,935 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 19,950 $899K 0.6% +1,250 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,849 $894K <0.01% +3,581 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 19,100 $860K 0.02% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 18,435 $830K 0.09% +5,179 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 18,287 $824K 0.11% -357 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 17,121 $771K <0.01% +5,400 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 17,075 $769K 0.11% +9,165 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 16,275 $733K 0.11% +1,738 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,275 $688K <0.01% -3,877 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 15,202 $675K 0.05% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,623 $659K 0.14% +3,320 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,507 $654K 0.03% +1,628 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 13,876 $625K 0.03% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,842 $624K 0.12% -645 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 13,635 $614K 0.1% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,402 $608K 0.04% +1,873 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 13,435 $605K 0.09% 0 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 13,405 $604K 0.35% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,370 $602K 0.01% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 13,340 $601K 0.11% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,335 $601K 0.04% -170 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 13,001 $586K 0.18% +7,646 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,991 $585K <0.01% +3,115 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 12,900 $581K 0.2% +6,700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,882 $580K 0.02% +7,071 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 12,818 $577K 0.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,621 $569K <0.01% -538 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 12,137 $547K 0.1% +6,537 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 12,100 $545K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,042 $539K 0.01% -1,389 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,814 $532K <0.01% +3,718 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,734 $529K 0.01% -2,214 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,549 $527K 0.01% -765 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 11,670 $526K 0.26% +5,155 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,400 $514K <0.01% -500 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 11,280 $508K 0.09% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,253 $507K 0.03% +1,450 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 11,125 $501K 0.07% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 11,060 $498K 0.27% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,355 $466K 0.01% 0 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 10,350 $466K <0.01% -197 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,295 $464K 0.02% +452 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,088 $454K 0.16% +228 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,011 $451K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10,000 $450K 0.04% +5,000 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,759 $440K 0.01% -24 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,571 $431K 0.03% +2,072 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,245 $416K 0.01% +463 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,054 $408K 0.08% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 9,047 $408K 1.41% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,977 $404K 0.03% +2,299 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,604 $388K 0.03% -76 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 8,458 $381K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,352 $376K 0.01% new 13F-HR Timeline Group Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 8,268 $372K 0.33% -688 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 8,236 $371K 0.2% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,078 $364K 0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,803 $352K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,520 $339K <0.01% 0 13F-HR Timeline