Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,852 $662K 0.08% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,845 $661K <0.01% -8,525 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 8,390 $627K 0.07% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,157 $610K 0.01% +4,133 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,117 $607K 0.02% -1,246 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,718 $577K <0.01% +3,984 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,695 $575K 0.07% +56 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,464 $558K 0.02% -19,428 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,452 $557K <0.01% -185 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,449 $557K <0.01% -360 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,386 $552K 0.01% -114 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,339 $549K 0.02% +124 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,311 $547K 0.14% +143 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,296 $546K 0.21% +19 13F-HR/A Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,160 $535K 0.08% +10 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,083 $530K <0.01% +1,122 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,919 $517K 0.06% 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,865 $513K 0.01% +1,933 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 6,798 $508K 0.09% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,712 $502K 0.17% +945 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,622 $497K 0.07% +199 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6,438 $481K 0.31% +30 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,411 $479K 0.44% -3,939 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,410 $479K <0.01% -67 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,281 $470K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,281 $470K <0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,096 $456K 0.01% -1,550 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,074 $454K 0.18% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,909 $442K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,869 $439K 0.05% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,864 $439K <0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,665 $424K 0.01% +646 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,508 $412K <0.01% +1,158 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,485 $410K 0.03% -267 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,456 $408K -166 Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,317 $398K 0.2% +764 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,199 $389K 0.01% +1,089 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,195 $388K 0.03% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,116 $383K <0.01% -6,351 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,032 $376K 0.01% +98 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,988 $373K 0.14% +174 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,834 $361K 0.04% +135 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,747 $355K 0.45% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,650 $348K 0.15% -1,795 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,589 $343K 0.01% +4,581 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,582 $343K 0.06% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,399 $329K <0.01% +570 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,300 $322K <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,271 $319K 0.01% -53,303 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 4,233 $317K 0.16% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,980 $298K <0.01% -7,837 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,908 $292K 0.01% +870 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,858 $289K 0.04% -223 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,790 $283K 0.2% -400 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,734 $279K 0.29% +63 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,720 $278K 0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,655 $273K 0.01% +104 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,606 $270K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,574 $267K 0.04% -2,080 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,535 $264K 0.01% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,501 $262K 0.05% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,500 $262K 0.01% new 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 3,453 $258K 0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,348 $250K 0.01% +282 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 3,300 $247K 0.13% 0 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 3,200 $239K 0.12% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,186 $238K 0.07% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,181 $238K 0.12% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,101 $232K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,068 $229K <0.01% +802 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,055 $228K 0.02% -164 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,848 $213K <0.01% new 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,838 $212K 0.01% -1,580 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,806 $210K 0.02% +122 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,826 $208K 0.08% -924 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,774 $207K 0.03% +86 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,758 $206K 0.15% -619 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,731 $204K 0.01% -228 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,725 $204K <0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,695 $202K 0.01% -5,389 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 2,300 $172K <0.01% -200 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,270 $170K 0.06% +1,074 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,970 $153K 0.02% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,649 $123K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,541 $115K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,466 $110K 0.02% +25 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,400 $105K <0.01% -333 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,366 $102K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,212 $90.6K <0.01% -287 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,046 $78.2K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 937 $69.2K <0.01% -148 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 919 $68.7K 0.02% +15 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 855 $63.9K <0.01% -105 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 843 $63K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 824 $61.6K 0.01% +24 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 820 $61K 0.05% +92 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 765 $57.2K -2,953 Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 736 $55K 0.02% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 700 $52.3K 0.04% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 637 $47.6K 0.02% +520 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 599 $44.8K 0.01% +162 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 593 $44.4K 0.03% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 545 $40.8K <0.01% +19 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 533 $39.9K <0.01% +40 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 512 $38.3K <0.01% +7 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 500 $37.4K 0.03% 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/ 441 $33K <0.01% +119 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 400 $29.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 377 $28.2K <0.01% -131 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $22.5K <0.01% +5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 285 $21.3K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 274 $20.5K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 268 $20K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 266 $19.9K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 247 $18.5K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 208 $15.6K <0.01% +22 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 204 $15.3K <0.01% -2,559 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 200 $15K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 163 $12.2K <0.01% +21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 160 $12K <0.01% +3 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 160 $11.7K <0.01% -159 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 150 $11.2K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 145 $10.8K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 142 $10.6K <0.01% -10 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 120 $8.97K <0.01% new 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 103 $7.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 94 $7.03K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 89 $6.66K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 82 $6K <0.01% -40 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 60 $4.49K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 60 $4.49K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 60 $4.45K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 51 $3.81K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 50 $3.74K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 48 $3.59K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34 $2.54K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32 $2.42K <0.01% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 31 $2.32K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 28 $2.09K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 23 $1.74K <0.01% -107 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 23 $1.74K <0.01% -107 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 19 $1.42K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 18 $1.4K <0.01% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 14 $1.05K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $1K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $374 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $370 0.03% -4,946 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3 $225 <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $75 <0.01% 0 13F-HR/A Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $75 <0.01% -27,753 13F-HR Timeline Group