Bangor Savings Bank More: the full row for Bangor Savings Bank 9,190 $697K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,168 $695K 0.02% -734 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,148 $694K 0.01% +638 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,968 $680K 0.07% +595 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,911 $678K <0.01% -2,395 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,812 $668K 0.06% 0 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 8,395 $637K 0.58% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,171 $620K 0.02% -977 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,873 $597K <0.01% +214 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 7,830 $594K 0.12% +1,433 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,720 $586K 0.03% -7,403 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,679 $582K 0.03% -195 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,612 $577K 0.01% +214 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,495 $568K <0.01% +247 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,460 $566K 0.04% +380 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,459 $566K <0.01% -131 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,295 $553K 0.05% -1,054 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,246 $550K <0.01% +985 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 7,004 $531K 0.27% -293 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,987 $530K 0.27% +3,739 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 6,865 $521K 0.17% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,576 $499K 0.06% +387 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,423 $490K 0.05% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,442 $489K 0.42% +1,649 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,334 $480K 0.04% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,331 $480K 0.07% +1,614 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 6,173 $468K 0.17% -58 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,961 $452K 0.06% 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 5,955 $452K 0.18% new 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 5,955 $452K 0.26% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,909 $448K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,813 $441K 0.03% +1,233 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,753 $436K 0.2% +44 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,367 $407K 0.04% -21 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,321 $404K 0.03% +268 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,277 $400K <0.01% +626 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,215 $396K 0.06% -135 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,196 $394K 0.13% +6 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 THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,000 $379K 0.23% new 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,872 $370K 0.13% 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,809 $365K 0.04% -237 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,733 $359K 0.13% new 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,650 $353K 0.14% +204 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,610 $350K <0.01% new 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,600 $349K 0.01% -1,144 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 4,492 $341K 0.08% +200 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,487 $340K 0.01% -508 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,480 $340K 0.01% -508 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,296 $326K 0.01% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,291 $325K 0.01% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,212 $319K 0.01% -252 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 4,058 $308K <0.01% -82 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,050 $307K 0.02% +370 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $303K 0.13% new 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,975 $302K 0.23% +63 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,924 $298K <0.01% +90 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 3,908 $296K <0.01% +468 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,850 $292K 0.28% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,837 $291K 0.16% +47 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,773 $286K <0.01% +56 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,650 $277K 0.1% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,616 $274K 0.02% new 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 3,614 $274K 0.25% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,590 $272K <0.01% +827 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,532 $270K 0.02% +46 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,612 $259K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,390 $257K <0.01% -273 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,348 $254K <0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,265 $248K <0.01% +53 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,203 $243K 0.01% -496 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 3,135 $238K 0.19% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,090 $234K 0.07% -335 13F-HR Timeline 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. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,068 $233K 0.05% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,971 $225K <0.01% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,877 $218K 0.01% -345 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,876 $218K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,823 $214K 0.02% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,798 $212K 0.14% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,769 $212K 0.01% new 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 2,728 $207K 0.07% -7 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,715 $206K 0.15% +20 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,705 $205K <0.01% -142 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,687 $204K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,292 $174K 0.02% -100 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,019 $153K 0.01% +896 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,903 $144K <0.01% +591 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,600 $121K <0.01% +1,310 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,574 $119K 0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,498 $114K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,476 $112K 0.02% +26 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,454 $110K <0.01% -114 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,443 $109K 0.06% +827 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,046 $79.3K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,027 $77.9K <0.01% +563 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,026 $77.8K 0.02% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 971 $73.7K 0.01% +17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 960 $72.8K <0.01% -13 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 900 $68.3K <0.01% -311 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 843 $63.9K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 800 $60.7K -2,214 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 US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 798 $60.5K <0.01% -48 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 620 $47K <0.01% +14 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 572 $43.4K <0.01% +8 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 525 $39.8K 0.03% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 482 $36.6K 0.01% 13F-HR/A Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 470 $35.7K 0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 468 $35.5K 0.02% +159 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 439 $33.3K 0.01% +432 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 402 $30.5K <0.01% -4 13F-HR 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% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 381 $28.9K <0.01% -68 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 354 $26.9K <0.01% -132 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 339 $25.7K <0.01% -225 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/ 338 $25.6K <0.01% +29 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 266 $20.2K <0.01% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 19,896 $18.8K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 240 $18.3K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 220 $16.7K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 214 $16.2K 0.01% +8 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 210 $15.9K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 204 $15.5K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 193 $14.6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 187 $14.2K <0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 183 $13.9K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 180 $13.7K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 175 $13.3K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 167 $12.7K 0.01% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 157 $11.9K <0.01% +2 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 Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 138 $10.5K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 120 $9.1K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 118 $8.95K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 99 $7.51K 0.01% 0 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 $6.52K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 81 $6K 0.01% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 71 $5.38K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 56 $4.25K <0.01% -786 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 51 $3.87K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 50 $3.79K <0.01% -369 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 50 $3.75K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 48 $3.64K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 39 $2.96K <0.01% -32,974 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 30 $2.28K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 26 $2K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $1.9K <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 Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 21 $1.59K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $765 <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 $301 <0.01% 0 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $76 <0.01% -1,256 13F-HR Timeline Group