U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,677 $299K 0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 11,513 $295K 0.04% +393 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,302 $290K <0.01% -898 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,155 $286K <0.01% -1,330 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 11,036 $283K 0.08% +108 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,922 $280K 0.13% -110 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 10,757 $276K 0.12% -320,003 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,704 $273K 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,659 $273K <0.01% +2,701 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,627 $272K 0.02% -1,093 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,519 $270K 0.01% +6 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,519 $269K 0.21% -8,119 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,243 $262K 0.01% -69 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,224 $261K 0.02% -5,409 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,196 $261K 0.03% +477 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 10,180 $261K 0.04% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 10,180 $261K 0.07% +261 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,051 $258K 0.02% 0 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 9,944 $255K 0.22% +325 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,960 $255K 0.07% +401 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,858 $253K <0.01% -2,079 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,878 $252K +1,916 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,845 $252K <0.01% +1,143 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,613 $246K 0.03% -1,675 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 9,443 $242K 0.11% -7,277 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 9,338 $241K 0.23% 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 9,326 $239K 0.07% -1,172 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,229 $236K 0.02% +59 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,225 $236K 0.04% -153 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 9,172 $235K 0.04% -280 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,118 $234K 0.02% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 9,111 $233K 0.01% +1,339 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 8,965 $230K 0.05% -7,659 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 8,941 $229K 0.1% +51 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 8,777 $225K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,648 $222K 0.01% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 8,600 $220K 0.15% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,577 $220K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,636 $220K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 8,519 $218K <0.01% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,500 $218K 0.13% 0 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 8,358 $214K 0.19% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,332 $213K 0.07% -282 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,324 $213K 0.01% -2,810 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 8,255 $211K <0.01% -46,654 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 8,180 $210K 0.19% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,143 $209K <0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,000 $205K <0.01% new 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,991 $205K 0.04% -100 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,808 $200K <0.01% -2,351 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,807 $200K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,642 $196K 0.01% +7 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 7,080 $181K 0.14% -2,481 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,015 $180K 0.01% +5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,948 $178K <0.01% +169 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,745 $173K <0.01% +43 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 $156K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,200 $133K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,700 $120K 0.06% +30 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,038 $103K 0.03% -471 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,894 $99.8K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,878 $99.3K 0.04% +1,307 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,690 $94.5K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,638 $93.2K 0.02% -525 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,262 $83.6K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,236 $82.9K <0.01% +2,934 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,200 $82K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,063 $78.5K 0.04% +24 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2,941 $75.3K 0.05% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,807 $71.9K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,693 $69K 0.02% +7 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,677 $68.6K <0.01% -305 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,632 $67.4K <0.01% +17 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,624 $67.2K 0.01% -106 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,576 $66K <0.01% -1,082 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 2,345 $60.1K <0.01% 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,144 $54.9K <0.01% -3 13F-HR/A Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,069 $53K 0.04% 0 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 2,028 $52K <0.01% 0 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 672 $51K 0.01% new 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 1,937 $49.5K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,819 $46.6K 0.04% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,808 $46.3K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,795 $46K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,778 $45.4K 0.01% +485 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,399 $35.8K 0.01% -73 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,359 $34.8K 0.02% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,273 $32.6K 0.02% +9 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,257 $32.2K <0.01% +198 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,162 $29.8K <0.01% -707 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,130 $29K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,128 $28.9K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,100 $28.2K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,070 $27.4K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,070 $27.4K 0.01% +13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,050 $26.9K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,037 $26.6K 0.01% +674 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,033 $26.5K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $25.6K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,000 $25.6K 0.02% -440 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 914 $23.4K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 896 $23K 0.02% new 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 854 $21.9K 0.01% -384 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 836 $21.4K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 813 $20.8K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 725 $18.6K 0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 703 $18K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 689 $17.6K <0.01% -1,140 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 646 $16.6K 0.01% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 629 $16K <0.01% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 571 $14.6K <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 504 $12.9K <0.01% +3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 503 $12.9K <0.01% new 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 $9.61K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 375 $9.53K <0.01% -216 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 358 $9.17K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 339 $8.69K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 293 $7.51K <0.01% +9 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 286 $7.33K <0.01% +2 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 257 $6.58K <0.01% -505 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 232 $5.94K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 215 $5.5K <0.01% +30 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 157 $4.02K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 138 $3.54K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 125 $3.2K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 113 $2.9K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 84 $2.15K <0.01% -32 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 84 $2.15K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 81 $2.08K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 54 $1.38K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 47 $1.2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25 $1K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 38 $974 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 30 $769 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 30 $769 <0.01% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $617 <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 23 $589 <0.01% -1,831 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 21 $538 <0.01% +6 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20 $512 <0.01% -391,933 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 5 $135 <0.01% -99 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $26 <0.01% 0 13F-HR Timeline Group 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.