NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 10,967 $280K 0.58% -10,324 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,841 $277K 0.05% -1,581 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,773 $275K <0.01% -382 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,714 $273K 0.02% +87 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 10,605 $271K 0.22% +661 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10,579 $270K 0.09% -3,750 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,458 $267K 0.04% +2,467 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,211 $261K 0.06% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 10,188 $260K 0.06% +8 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 10,180 $260K 0.04% 0 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,112 $258K <0.01% -5,846 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,028 $256K 0.02% -23 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,613 $245K 0.03% 0 13F-HR/A Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,576 $244K 0.02% +347 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,479 $242K 0.06% -481 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,452 $241K 0.03% -744 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,345 $238K <0.01% +1,090 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 9,421 $238K 0.02% -803 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 9,172 $234K 0.03% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 9,164 $234K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,147 $233K 0.02% +29 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 9,022 $230K 0.09% +81 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,792 $224K 0.02% -1,912 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 8,777 $224K 0.06% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,707 $222K 0.04% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 8,669 $221K <0.01% new 13F-HR Timeline Group NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,600 $219K 0.13% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,577 $219K 0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,616 $219K 0.03% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,519 $217K <0.01% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,500 $217K 0.11% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,330 $213K 0.01% +6 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8,270 $211K 0.02% -3,243 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,233 $210K <0.01% -7,302 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,192 $209K 0.05% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,172 $209K 0.06% -160 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,108 $207K <0.01% -1,750 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,063 $206K +7,848 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,060 $206K 0.01% -576 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 8,027 $205K 0.07% -11,999 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,000 $204K <0.01% 0 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 7,991 $204K 0.03% -1,234 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 7,913 $202K 0.04% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,885 $201K <0.01% +77 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 7,080 $181K 0.12% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,023 $179K 0.01% +8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,871 $175K <0.01% -77 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,814 $174K <0.01% +69 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,089 $155K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,920 $126K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,748 $121K 0.05% +48 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,634 $118K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,613 $118K 0.04% +735 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,894 $99.4K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,690 $94.2K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,656 $93.3K 0.02% +18 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 3,576 $91.3K <0.01% +1,231 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 3,383 $86.3K 0.07% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,262 $83.2K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,200 $81.7K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,137 $80.1K 0.05% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,934 $74.9K <0.01% +257 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,807 $71.6K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,669 $68.1K <0.01% -2,531 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,659 $67.8K <0.01% +27 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,612 $66.7K <0.01% -12 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,537 $64.7K 0.02% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,255 $57.6K 0.02% -438 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,135 $54.5K <0.01% -9 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,991 $50.8K <0.01% -37 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,970 $50.3K 0.01% +933 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,855 $47.3K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,819 $46.4K 0.03% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,808 $46.1K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,751 $44.7K 0.02% -1,312 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,598 $41K <0.01% +1,573 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,496 $38.2K <0.01% +239 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,399 $35.7K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,359 $34.7K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,300 $33.2K 0.01% -478 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,286 $32.8K 0.02% +13 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,278 $32.6K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,162 $29.7K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,130 $28.8K 0.02% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,128 $28.8K <0.01% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,100 $28.1K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,096 $28K 0.01% +26 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,050 $26.8K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,046 $26.7K 0.01% +46 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,041 $26.6K 0.01% -29 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $25.5K <0.01% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 896 $22.9K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 893 $22.8K <0.01% +554 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 854 $21.8K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 836 $21.3K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 813 $20.7K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 725 $18.5K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 703 $17.9K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 690 $17.5K <0.01% +1 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 656 $16.7K -39,124 Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 653 $16.7K 0.01% +7 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 636 $16.2K <0.01% +7 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 509 $13K <0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 492 $12.4K <0.01% +117 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 392 $10K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 375 $9.57K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 358 $9.14K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 310 $7.91K <0.01% +17 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 289 $7.38K <0.01% +3 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 284 $7.25K 0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 277 $7.07K <0.01% -2,959 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 257 $6.56K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 247 $6.3K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 210 $5.36K <0.01% -704 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 180 $4.59K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 177 $4.52K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 169 $4.31K <0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 161 $4.09K <0.01% -71 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 157 $4.01K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 138 $3.52K <0.01% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 125 $3.19K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 111 $2.83K <0.01% -2 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 84 $2.14K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 84 $2.14K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 81 $2.07K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 54 $1.38K <0.01% 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 47 $1.2K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 30 $766 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 30 $766 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 29 $740 <0.01% +8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $614 <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 23 $587 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20 $510 <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $26 <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1 $26 <0.01% -37 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.