WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8,631 $287K 0.25% -4,096 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,584 $285K <0.01% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 8,555 $284K 0.73% +2,385 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,539 $284K <0.01% 0 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. 8,488 $282K <0.01% +2,640 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 8,465 $281K 0.1% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 8,274 $275K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,305 $274K 0.02% -2,347 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,215 $273K 0.01% -17,689 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,137 $270K 0.01% +409 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 8,052 $268K 0.15% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,022 $267K 0.03% -107 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 7,965 $265K 0.02% -553 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,946 $264K 0.04% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,913 $263K 0.15% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 7,803 $258K 0.51% +1,210 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,727 $257K 0.11% new 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 7,649 $254K 0.45% +28 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,647 $254K 0.04% +1,006 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,643 $254K 0.03% +1 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,651 $254K 0.03% -2,187 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,547 $251K 0.01% +347 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,503 $249K 0.16% -4,889 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,450 $248K 0.08% -683 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 7,365 $245K 0.08% +147 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,259 $241K <0.01% -62,807 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,256 $241K 0.02% -10 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,160 $238K 0.01% -876 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 7,104 $236K <0.01% new 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,014 $233K 0.01% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 6,991 $232K 0.16% -3,645 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,935 $231K 0.02% -58 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 6,900 $229K 0.09% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,842 $227K 0.02% +45 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 6,835 $227K 0.05% -792 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,911 $227K 0.1% -769 13F-HR/A Timeline Argent Trust Co More: the full row for Argent Trust Co 6,800 $226K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,633 $220K 0.02% +11 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,628 $220K 0.01% -65,635 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,580 $219K 0.06% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 6,532 $217K 0.08% -4,021 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,439 $214K 0.03% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,416 $213K 0.07% +106 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,348 $211K <0.01% -364 13F-HR/A Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,320 $210K 0.02% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,266 $208K 0.07% -25 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,222 $207K 0.06% -5,441 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,158 $205K 0.1% -1,598 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,976 $199K 0.04% +725 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,968 $198K 0.01% -53 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,816 $193K 0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,526 $184K 0.01% -406 13F-HR Timeline LANARK FINANCIAL, INC. 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More Investments Ltd 5,211 $173K 0.02% +1,161 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 4,924 $164K 0.04% -98 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 4,624 $153K 0.1% -2,480 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,408 $147K <0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,118 $137K 0.03% +3,455 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,089 $136K 0.01% -969 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,367 $111K 0.07% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,013 $100K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,000 $99.7K <0.01% +2,902 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,999 $99.7K 0.04% -1,833 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,878 $95.7K 0.29% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for FAS Wealth Partners, Inc. 1,808 $60.1K <0.01% +13 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,556 $51.7K <0.01% +28 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,519 $50.5K 0.02% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,415 $47K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,391 $46.2K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,346 $44.7K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,317 $43.8K <0.01% +465 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,310 $43.1K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,245 $41.4K 0.03% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,194 $39.7K 0.03% -199,995 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,192 $39.6K 0.01% +667 13F-HR Timeline City State Bank More: the full row for City State Bank 1,131 $37.6K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,121 $37.3K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,075 $36K 0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,063 $35.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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Advisory Services LLC 815 $27.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 793 $26.4K <0.01% -2,558 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 739 $24.6K 0.02% 0 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 698 $23.2K 0.01% +6 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 680 $22.6K <0.01% 0 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 675 $22.4K 0.01% +5 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 652 $21.7K <0.01% -37 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 650 $21.6K <0.01% -3,520 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 650 $21.6K <0.01% +475 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 627 $20.9K <0.01% -1 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. 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Hasenberg, Inc 183 $6.07K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 182 $6.05K <0.01% +139 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 173 $5.76K <0.01% +155 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 157 $5.22K 0.01% -278 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 150 $4.99K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 139 $4.62K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 137 $4.55K <0.01% -292 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 126 $4.18K <0.01% -19 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 70 $2.33K <0.01% 0 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 64 $2.13K <0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 65 $2.12K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 62 $2.06K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 52 $1.73K <0.01% +51 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 50 $1.66K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 41 $1.36K <0.01% +22 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 37 $1.23K <0.01% 0 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 37 $1.21K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 18 $1K <0.01% -6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 11 $366 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $366 <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11 $366 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 9 $269 <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6 $199 <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6 $199 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $199 <0.01% -33 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $100 <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1 $34 <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1 $34 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $33 <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -18,706 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.