Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,529 $496K 0.08% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,494 $493K <0.01% -189 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,423 $483K 0.06% -199 13F-HR/A Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,224 $472K 0.21% +138 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,163 $459K 0.1% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,909 $448K 0.02% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 5,907 $448K 0.37% -5,252 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,894 $447K 0.09% -3,846 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,869 $445K 0.04% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,806 $441K 0.28% -16,973 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. 5,806 $440K 0.01% -16,073 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 5,695 $432K 0.1% -21,813 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,542 $421K 0.02% +230 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,493 $417K <0.01% +9 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,482 $416K 0.01% -19,057 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,475 $416K 0.07% -898 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,390 $409K 0.03% +1,161 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,281 $401K 0.04% +49 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,265 $400K 0.46% 0 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 LCNB CORP More: the full row for LCNB CORP 5,190 $394K 0.14% +202 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,111 $388K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,036 $382K 0.01% +560 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,029 $382K 0.03% +560 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,974 $378K 0.06% +362 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 4,914 $373K 0.4% -150 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,845 $368K 0.12% -1,517 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,701 $357K 0.01% -51,649 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,608 $350K <0.01% -706 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,415 $335K 0.01% -138 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,408 $335K 0.04% -2,979 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,317 $328K <0.01% +176 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,291 $326K 0.01% -1,405 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,143 $314K 0.02% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,135 $314K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,077 $309K <0.01% +916 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,882 $295K 0.08% -10,607 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,856 $293K 0.26% +90 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,790 $288K 0.18% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,708 $281K <0.01% +256 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,672 $279K 0.03% +1 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,689 $278K 0.1% +161 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,650 $277K 0.11% -1,000 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 3,643 $277K -735 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,578 $272K +70 Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,480 $264K 0.02% -441 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 3,415 $259K <0.01% -39,919 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,291 $250K +2,740 Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,235 $246K 0.08% -57,626 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,212 $244K <0.01% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,186 $242K 0.06% 0 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/A Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,866 $218K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,846 $216K <0.01% -762 13F-HR Timeline 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. 2,798 $212K 0.16% +40 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,742 $208K 0.03% -232 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,727 $207K <0.01% +2 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 2,696 $205K 0.09% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,678 $203K 0.18% +16 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,640 $200K <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,425 $184K <0.01% +512 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,900 $144K 0.01% +100 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,593 $121K 0.02% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,568 $119K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,500 $114K 0.02% +22 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,450 $110K 0.01% -91 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,313 $99.7K <0.01% +251 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,198 $90.9K <0.01% -249 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,070 $81.2K <0.01% +921 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 TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,042 $79.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 981 $74.4K 0.01% +54 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 960 $73K <0.01% +881 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 959 $72.8K <0.01% +9 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 894 $67.9K <0.01% +238 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 847 $64.3K 0.01% +13 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 843 $64K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 800 $60.7K <0.01% 0 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 PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 607 $46.1K 0.03% +9 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 533 $40.5K <0.01% +80 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 454 $34.5K <0.01% +451 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 397 $30.1K 0.01% +258 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 369 $28K <0.01% +275 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/ 342 $25.9K <0.01% -29 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 341 $25.9K <0.01% -2,708 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 319 $24.2K <0.01% +25 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 304 $23.1K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $22.4K <0.01% -2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 295 $22.4K 0.01% +177 13F-HR/A Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 280 $21.3K <0.01% +4 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 Aspect Partners, LLC More: the full row for Aspect Partners, LLC 254 $19.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 206 $15.6K 0.01% +113 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 Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 191 $14.4K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 152 $11.6K 0.01% new 13F-HR 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% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 148 $11.2K <0.01% -57 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 Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 118 $8.96K <0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 117 $8.88K <0.01% -520 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 112 $8.5K <0.01% +52 13F-HR Timeline 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 EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 99 $7.51K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 89 $6.75K <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% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 86 $6.53K <0.01% new 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 US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 47 $3.56K <0.01% -259 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 23 $1.75K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 23 $1.75K <0.01% 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 Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20 $1.52K <0.01% -27 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 17 $1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $921 <0.01% -20 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $302 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.