Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 26,966 $1.03M 1.08% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 26,961 $1.03M 0.05% -267 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 25,951 $992K 0.94% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 25,087 $959K 0.07% +14,735 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 24,537 $938K 0.62% +1,282 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,434 $934K <0.01% -588 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 24,247 $927K 0.08% +6,586 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 24,019 $918K <0.01% -7,486 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 24,003 $917K 0.09% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,785 $909K 0.02% +5,384 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,267 $889K <0.01% +16 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 23,253 $889K 0.5% -1,387 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 22,800 $883K 0.21% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 22,730 $869K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 22,613 $864K 0.13% +5,026 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,888 $837K 0.02% +933 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,023 $803K 0.03% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 20,638 $789K 1.41% -83 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,559 $786K <0.01% +5,348 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 20,518 $784K 0.35% +4,719 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 20,345 $778K 0.11% +9,993 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 20,142 $770K 0.27% +4,496 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 19,577 $748K 0.66% 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 18,694 $714K 0.1% +6,187 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 17,930 $681K 0.22% +522 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 17,670 $675K 0.42% +85 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 17,361 $664K 0.18% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,254 $659K <0.01% -60,626 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 16,638 $636K 0.18% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,049 $613K 0.01% +8 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 15,909 $608K 7.37% -1,016,207 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,900 $608K <0.01% -33,600 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 15,168 $580K 0.06% +2,656 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 15,047 $575K 0.3% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,980 $573K 0.07% +2,172 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,687 $561K 0.11% +3,694 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,578 $557K 0.02% +130 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,312 $550K 0.14% +77 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 13,064 $499K 0.34% -3,130 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12,750 $487K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,369 $473K <0.01% +9 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,335 $471K 0.02% +1,587 13F-HR/A Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 12,294 $470K 0.03% +9 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 11,935 $456K 0.04% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,065 $426K 0.2% +243 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 10,929 $418K 0.1% +2,754 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,600 $405K 0.09% +1,000 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,560 $404K 0.09% -75 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,101 $386K <0.01% +31 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,828 $376K 0.1% +1,011 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 9,732 $372K 0.14% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,719 $371K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,660 $369K <0.01% +660 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,634 $368K <0.01% -307 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,634 $368K 0.02% -307 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,400 $359K <0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,997 $344K <0.01% -1,433 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 8,995 $344K 0.24% +1,275 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 8,550 $327K 0.23% +4,100 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 8,174 $312K 0.33% 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 8,124 $310K 0.27% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,048 $308K 0.02% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 8,044 $307K 0.34% +1 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 7,900 $302K 0.04% new 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,848 $300K 0.02% +1,388 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,533 $288K <0.01% +3,541 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,159 $274K <0.01% +2,588 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,157 $274K 0.08% +1,310 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,074 $270K 0.08% +35 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,825 $261K 0.06% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,820 $261K 0.01% new 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,801 $260K 0.01% +158 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,750 $258K 0.01% new 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 6,714 $257K 0.12% +2,170 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,701 $256K 0.14% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,674 $255K 0.01% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,541 $250K 0.03% -1,043 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 6,362 $243K 0.18% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,358 $243K 0.01% +2,352 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 6,087 $233K 0.13% +30 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,015 $230K <0.01% +17 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,728 $219K 0.01% +330 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,688 $217K 0.05% -130 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,669 $217K 0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,714 $215K <0.01% -218 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,500 $210K 0.04% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,470 $209K 0.05% +10 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,390 $206K 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,384 $206K 0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,300 $203K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,452 $170K <0.01% -5,446 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,949 $151K 0.1% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,656 $140K <0.01% +1,397 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,600 $138K 0.02% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,503 $133K 0.05% +2 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 2,605 $99.6K 0.1% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,305 $88.1K <0.01% +310 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,801 $68.8K <0.01% -3,642 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,692 $64.7K 0.03% -1,692 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,590 $60.8K 0.06% 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,531 $58.5K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,401 $53.5K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,391 $53.2K <0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,317 $50.3K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,240 $47.4K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,151 $44K 0.02% -99 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,043 $39.9K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,000 $38.2K <0.01% new 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 750 $28.7K 0.01% -50 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 677 $25.9K 0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 654 $25K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 500 $19.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 362 $14K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 364 $13.9K 0.01% +43 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 362 $13.8K <0.01% +141 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 352 $13.5K <0.01% -598 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 250 $9.55K 0.01% -3,584 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 200 $7.64K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 200 $7.63K <0.01% -530 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 200 $7.57K 0.01% +100 13F-HR/A Timeline Sankala Group LLC More: the full row for Sankala Group LLC 123 $4.62K <0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $3.82K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 88 $3.36K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 62 $2.37K <0.01% 0 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/ 45 $1.72K <0.01% 0 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 31 $1.19K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $459 <0.01% new 13F-HR Timeline