Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,334 $623K 0.07% +1,758 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,194 $612K 0.01% -534,259 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,142 $608K <0.01% +647 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,939 $593K 0.01% +327 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,739 $578K 0.03% +60 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,509 $561K <0.01% +263 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,505 $561K <0.01% -368 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 7,425 $555K 0.26% +438 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,385 $550K <0.01% -74 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,295 $545K 0.04% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,169 $536K 0.03% -551 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 7,133 $533K 0.36% -111,301 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 7,000 $523K 0.22% +3,000 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,867 $513K 0.1% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,780 $507K <0.01% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,698 $501K 0.07% +367 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6,641 $492K 0.25% -363 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,539 $489K <0.01% +6,335 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 6,266 $468K 0.41% -176 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,197 $463K 0.01% -3,608 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,035 $451K 0.03% +222 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,970 $446K 0.01% +61 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,932 $445K <0.01% -2,979 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 5,901 $441K <0.01% -8,431 13F-HR/A Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,875 $439K 0.2% +122 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,829 $436K 0.15% -344 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,500 $411K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,376 $402K 0.03% -2,084 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,373 $401K 0.09% -42,954 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,196 $388K 0.13% 0 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 Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,181 $387K 0.04% -186 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,143 $384K 0.03% -178 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,052 $377K <0.01% +1,462 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,016 $375K 0.15% +366 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,940 $369K 0.05% -275 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,915 $367K 0.13% +43 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,915 $367K 0.13% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,908 $367K 0.01% +696 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,785 $358K 0.19% +3,342 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,702 $351K 0.04% -107 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 4,700 $351K <0.01% -11,800 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,536 $339K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,450 $333K <0.01% +526 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,400 $329K 0.01% +265 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,396 $328K 0.12% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,260 $318K 0.01% -227 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 4,217 $315K 0.28% +367 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,173 $312K 0.01% new 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,139 $309K 0.03% -4 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,014 $300K <0.01% +1,138 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. 3,976 $297K 0.01% -624 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 3,898 $291K 0.22% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,856 $288K 0.02% +1,837 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,650 $273K 0.09% 0 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 3,617 $270K 0.25% +3 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,461 $259K 0.07% -1,031 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 3,423 $256K 0.16% -63,331 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,415 $255K 0.14% -422 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,390 $253K <0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,348 $250K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,338 $249K 0.01% +135 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,337 $249K 0.09% +609 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,330 $249K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,316 $248K <0.01% +1,413 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,212 $240K <0.01% -53 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,210 $239K <0.01% -6,307 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,193 $239K 0.07% +103 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,186 $238K 0.12% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 3,135 $234K 0.19% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,068 $229K <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 $229K 0.05% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,029 $226K 0.01% +152 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,986 $223K 0.02% -10,098 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,971 $222K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,851 $213K <0.01% +146 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,844 $213K 0.01% -1,452 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,822 $211K <0.01% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,805 $210K 0.16% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,784 $208K 0.01% +97 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,292 $171K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,191 $163K 0.01% +693 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,092 $156K <0.01% +1,046 13F-HR/A Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,734 $130K <0.01% new 13F-HR/A Timeline Group NFSG Corp More: the full row for NFSG Corp 1,680 $126K 0.02% +709 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,630 $122K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,606 $120K <0.01% +6 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,589 $119K 0.01% +15 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,489 $111K 0.02% +13 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,454 $109K <0.01% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 1,117 $83.5K 0.03% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 900 $67.2K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 851 $63.6K <0.01% +51 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 843 $63K 0.01% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 818 $61.1K 0.03% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 806 $60.2K <0.01% +6 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 799 $59.7K <0.01% +179 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 732 $54.7K <0.01% +378 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 660 $51.2K 0.02% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 657 $49.1K 0.01% -5,304 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 525 $39.2K 0.03% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 489 $36.5K 0.02% +21 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 439 $32.8K 0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 413 $30.9K <0.01% +11 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 397 $29.7K 0.01% 0 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/ 338 $25.2K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 294 $21.9K <0.01% new 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 WPG Advisers, LLC More: the full row for WPG Advisers, LLC 224 $16.7K 0.01% +10 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 210 $15.7K <0.01% 0 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 202 $15.1K <0.01% -163,413 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 199 $14.9K <0.01% +12 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 194 $14.5K <0.01% +1 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 190 $14.2K <0.01% 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 159 $11.9K <0.01% +2 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 $11.1K <0.01% 0 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 146 $10.9K <0.01% -74 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 118 $8.82K <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) 105 $7.85K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 104 $7.77K <0.01% -235 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 100 $7.54K 0.01% -67 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 89 $6.65K <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 $6.43K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 71 $5.31K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 71 $5.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $5.23K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 55 $4.11K <0.01% -120 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 54 $4.04K <0.01% -45 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 50 $3.73K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 48 $3.59K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 38 $2.84K <0.01% -1 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34 $2.54K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 27 $2.02K 0.01% -213 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $1.87K <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 $1.72K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 20 $1.49K <0.01% -1 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 17 $1.27K <0.01% -39 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12 $897 <0.01% -369 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 11 $823 <0.01% -220,659 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $745 <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4 $299 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $296 <0.01% -1 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $75 <0.01% 0 13F-HR Timeline Group