TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 5,883 $213K 0.03% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,801 $210K 0.02% +339 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,752 $208K 0.02% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,539 $201K 0.05% +231 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,058 $183K 0.01% +894 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,593 $166K 0.06% +148 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,991 $145K 0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,787 $137K 0.04% -6,709 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,787 $137K 0.04% -252 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,736 $135K <0.01% +3,612 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 3,670 $133K 0.6% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 3,166 $115K 0.16% 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,618 $94.8K <0.01% -67 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,463 $89.2K 0.02% +119 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,403 $87K 0.02% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,291 $83K 0.04% +167 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,233 $80.9K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,150 $77.9K <0.01% -327 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,767 $64K <0.01% +13 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,502 $54.4K <0.01% +304 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,496 $54.2K 0.05% +9 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,123 $40.7K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,057 $38.7K 0.01% +681 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 958 $34.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 924 $33.5K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 865 $31.3K 0.02% -125 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 854 $30.9K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 826 $29.9K 0.02% +249 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 670 $24.3K <0.01% +449 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 670 $24.3K <0.01% -1,025 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 594 $21.5K 0.01% +397 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 579 $21K <0.01% +389 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 545 $19.7K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 515 $18.6K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 474 $17.2K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 451 $16.3K 0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 385 $13.9K 0.01% +1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 379 $13.7K 0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 322 $11.7K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 303 $11K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 286 $10.4K <0.01% +60 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 266 $9.63K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 260 $9.42K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 228 $8.26K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 215 $7.79K 0.01% +201 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 194 $7.03K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 192 $7K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 190 $6.88K <0.01% +140 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 174 $6.31K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 162 $5.88K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 150 $5.43K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 141 $5.11K <0.01% +82 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 126 $4.56K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 124 $4.49K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 114 $4.13K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 99 $3.59K <0.01% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 88 $3.19K <0.01% 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 59 $2.14K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 55 $1.99K <0.01% new 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 55 $1.99K <0.01% +54 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 53 $1.92K <0.01% +15 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 52 $1.88K <0.01% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 45 $1.63K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43 $1.56K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crewe Advisors LLC More: the full row for Crewe Advisors LLC 28 $1.01K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 28 $1.01K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $906 <0.01% +20 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18 $652 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 18 $652 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 17 $616 <0.01% -22 13F-HR Timeline Group