Francis Financial, Inc. More: the full row for Francis Financial, Inc. 7,328 $556K 0.14% -248,799 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,310 $555K 0.06% +391 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,063 $536K 0.02% -276 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,683 $507K <0.01% -766 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,622 $498K 0.07% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,474 $491K 0.21% +400 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6,373 $484K 0.08% -425 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,369 $483K <0.01% +88 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,369 $483K <0.01% +88 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,362 $483K 0.16% -350 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,234 $473K 0.21% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,086 $462K 0.25% +769 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,909 $449K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,869 $446K 0.05% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,696 $432K 0.02% -400 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 5,621 $427K 0.53% +874 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,484 $416K <0.01% -24 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,374 $408K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,314 $403K <0.01% -1,096 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,312 $403K 0.02% +1,404 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,265 $400K 0.51% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,232 $397K 0.05% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,195 $394K 0.03% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 5,184 $394K 0.01% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 5,064 $384K 0.37% -1,347 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,038 $382K 0.1% -2,273 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 4,988 $379K 0.14% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,834 $367K 0.04% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,650 $353K 0.15% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,612 $350K 0.06% +1,111 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,553 $346K 0.01% -479 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,542 $345K <0.01% +143 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,494 $341K 0.01% +4,493 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,476 $340K 0.01% -113 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,469 $339K 0.06% -113 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 4,378 $332K -1,078 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 $326K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,229 $321K 0.03% +4,225 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,150 $315K 0.02% new 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,143 $314K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,141 $314K <0.01% +161 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,135 $314K 0.01% +600 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,107 $312K 0.02% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,921 $298K 0.02% -1,564 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,790 $288K 0.19% 0 13F-HR/A Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,766 $286K 0.29% +32 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,671 $279K 0.04% -187 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,608 $274K 0.01% +2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,500 $266K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,508 $263K +2,743 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,452 $262K <0.01% -3,413 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,431 $260K 0.04% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,528 $259K 0.11% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,401 $258K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,271 $245K 0.01% -77 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 3,200 $243K 0.12% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,186 $242K 0.07% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,181 $241K 0.12% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,170 $241K <0.01% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,161 $240K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,101 $235K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,068 $233K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FMR LLC in group FMR LLC More: the full row for FMR LLC 3,049 $231K <0.01% +2,672 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,974 $226K 0.04% -600 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,872 $218K <0.01% +24 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,838 $215K 0.01% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,758 $209K 0.17% 0 13F-HR/A Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,742 $208K 0.02% -64 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,725 $207K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,695 $205K <0.01% -5,023 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,690 $204K 0.01% -5 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,662 $202K 0.19% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,270 $170K 0.06% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,140 $162K 0.02% -634 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,913 $143K -20,000 Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,812 $138K <0.01% -3,304 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,800 $137K 0.01% +1,640 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,568 $119K 0.01% 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,541 $117K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,478 $112K 0.02% +12 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,447 $110K <0.01% +81 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,062 $80.6K <0.01% +788 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,046 $79.4K <0.01% 0 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 970 $74.5K 0.04% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,036 $72.4K <0.01% -8,561 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 927 $70.4K 0.02% +8 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 950 $68.6K <0.01% +13 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 843 $64K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 834 $63.3K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 826 $62.7K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 800 $60.7K 0.01% -24 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 736 $55.9K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 656 $49.8K <0.01% -199 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 637 $48.4K 0.02% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 598 $45.4K 0.03% +5 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 551 $41.8K <0.01% +6 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 453 $34.4K <0.01% -759 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 400 $30.4K <0.01% -1,000 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 371 $28.2K <0.01% -70 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 306 $23.2K <0.01% -206 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 304 $23.1K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 302 $22.9K <0.01% +2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 294 $22.3K <0.01% -1,355 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 276 $21K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 266 $20.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 205 $15.6K <0.01% -3 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 204 $15.5K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 200 $15.2K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 160 $12.1K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 154 $11.7K <0.01% -379 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 150 $11.4K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 150 $11.4K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 149 $11.3K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 142 $10.8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 139 $10.6K <0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 120 $9.11K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 118 $8.96K <0.01% -45 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 103 $7.82K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 94 $7.14K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 93 $7.06K 0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 89 $6.76K <0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 86 $6.53K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 79 $6K <0.01% -3 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 70 $5.31K 0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 66 $5.01K <0.01% -533 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 60 $4.55K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 51 $3.87K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 48 $3.64K <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) 47 $3.57K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 45 $3.42K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34 $2.58K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32 $2.43K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 28 $2.12K <0.01% 0 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 $1.75K <0.01% 0 13F-HR Timeline Group 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 BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11 $836 <0.01% +10 13F-HR/A Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4 $304 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3 $228 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -9,484 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.