RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,628 $3.92M 0.12% +1,507 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,605 $3.91M 0.02% new 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 7,559 $3.88M 0.36% +499 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,604 $3.88M 0.17% -13 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,540 $3.88M 0.32% -566 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,536 $3.87M 0.8% +360 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,527 $3.87M 1.67% +254 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,518 $3.86M 0.66% +1,253 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 7,504 $3.86M 0.98% -50 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,486 $3.85M 0.29% -58 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7,485 $3.85M 0.31% +385 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 7,482 $3.85M 5.32% +1,301 13F-HR Timeline Security National Bank More: the full row for Security National Bank 7,482 $3.85M 0.73% +204 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,475 $3.84M 3.68% -26 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,468 $3.84M 0.29% -468 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,463 $3.84M 2.62% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 7,449 $3.83M 0.69% +219 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,446 $3.83M 1.99% +316 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,443 $3.83M 0.4% -140 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,440 $3.82M 3.12% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 7,088 $3.82M 3.11% 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,431 $3.82M 5.02% +723 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,389 $3.81M 0.94% -45,348 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,400 $3.8M 2.11% +3,090 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,394 $3.8M 1.23% -173 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,365 $3.78M 2.3% -438 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,333 $3.77M 0.32% new 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,313 $3.76M 2.56% +424 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,311 $3.76M 0.25% -110 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,301 $3.75M 1.45% -661 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 7,271 $3.74M 1.63% +6,833 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,308 $3.73M 0.35% -20 13F-HR/A Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 7,246 $3.72M 0.19% +407 13F-HR Timeline Group Texas Yale Capital Corp. 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Mason LLC 6,984 $3.59M 1.9% +214 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,983 $3.59M <0.01% +880 13F-HR Timeline Group SWF LLC More: the full row for SWF LLC 6,937 $3.56M 1% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,908 $3.55M 0.96% +1,909 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 6,898 $3.54M 0.12% -6,747 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,890 $3.54M 1.54% +247 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,870 $3.53M 4% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,861 $3.53M 1.33% +6 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 6,856 $3.52M 0.78% +236 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,847 $3.52M 0.06% -2,652 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,840 $3.52M 0.31% +803 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,816 $3.5M 0.93% +5,566 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,778 $3.48M 0.88% +241 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,756 $3.47M 0.07% +900 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 299,818 $3.46M 0.39% -308,877 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 6,728 $3.46M 2.26% +1,011 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 6,712 $3.45M 0.84% -818 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,706 $3.45M 1.06% +5,891 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 6,703 $3.44M 0.28% -202 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,763 $3.44M 1.21% +71 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,669 $3.43M 0.23% -116 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,669 $3.43M 1.59% +1 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,663 $3.42M 1.06% +114 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,641 $3.41M 0.89% -844 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 6,629 $3.41M 0.64% +191 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 6,623 $3.4M 1.93% +4,227 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,623 $3.4M 1.95% -3,082 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,595 $3.39M 0.96% -161 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,588 $3.39M 1.56% +200 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,547 $3.38M 1.53% +216 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,569 $3.38M 1.35% +3,917 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,569 $3.38M 0.07% +226 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,566 $3.37M 0.17% -91 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 6,564 $3.37M 3.26% +2,041 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,532 $3.36M 0.65% -67 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 6,522 $3.35M 2.71% +252 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,508 $3.34M 2.54% -43 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,500 $3.34M 0.66% -189 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,472 $3.33M 0.35% new 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,472 $3.33M 1.42% -70 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 6,467 $3.32M 2.33% 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 6,462 $3.32M 3.17% -987 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,452 $3.32M 3.01% +225 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 6,451 $3.31M 1.34% -1,542 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 6,438 $3.31M 0.61% +259 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,427 $3.3M 1.59% +4,427 13F-HR/A Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,411 $3.29M 2.07% +95 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 6,409 $3.29M 1.77% -77 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,405 $3.29M 0.45% -540 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 6,402 $3.29M 0.37% -296 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,383 $3.28M 0.4% -362 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,365 $3.27M 0.23% +349 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,353 $3.26M 1.82% +1,543 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,352 $3.26M 0.31% +347 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,341 $3.26M 0.19% -642 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,318 $3.25M 1.75% +28 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,312 $3.24M 0.54% +1,281 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 6,292 $3.23M 11.12% +195 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 6,275 $3.22M 0.49% +370 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,242 $3.21M 0.24% -22 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,239 $3.21M 1.15% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,229 $3.2M 0.31% -236 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 6,217 $3.19M 0.2% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,210 $3.19M 0.33% -18 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,190 $3.18M 1.82% -162 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,145 $3.16M 0.71% -189 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6,126 $3.15M 1.12% +32 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,120 $3.15M 0.19% +4,925 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,114 $3.14M 2.82% +1,495 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,150 $3.14M 3.32% -1,409 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,110 $3.14M 0.06% -1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,101 $3.14M 0.12% -261 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,093 $3.13M 0.45% +624 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,071 $3.12M 1.24% -685 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 6,049 $3.11M 1.01% +813 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,048 $3.11M 0.38% +818 13F-HR/A Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,024 $3.11M 1.15% +1,296 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,999 $3.08M 0.41% +2,000 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,987 $3.08M 2.26% -26 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,986 $3.08M 1.05% -81 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,984 $3.08M 0.24% +348 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 5,977 $3.07M 2.07% +317 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 5,975 $3.07M 0.54% -547 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,971 $3.07M 0.29% +153 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 5,964 $3.06M 17.57% +492 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,922 $3.04M 2.68% +292 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,912 $3.04M 0.77% +157 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,894 $3.03M 0.35% -33,667 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,887 $3.03M 2.39% +17 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,878 $3.02M 0.22% +654 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5,859 $3.01M 0.47% -10 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,887 $3M 1.09% -698 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,811 $2.99M 1.04% +539 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,808 $2.98M 0.36% +505 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,770 $2.97M 0.04% -1,513 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,755 $2.96M 1.44% +4,526 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,752 $2.96M 1.42% +100 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,740 $2.95M 2.8% +354 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,718 $2.94M 1.55% +1,035 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,707 $2.93M 0.33% -2,299 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,691 $2.92M 0.22% +896 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,683 $2.92M 0.76% +1 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 5,667 $2.91M 0.71% -757 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,634 $2.9M 0.95% +763 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,625 $2.89M 0.03% +2,963 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,623 $2.89M 0.49% -62 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,624 $2.89M 0.12% -12,208 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,561 $2.86M 0.14% +304 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,560 $2.86M 0.39% +50 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,558 $2.86M 0.33% -3 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 5,548 $2.85M 1.19% -37 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,547 $2.85M 0.19% +876 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,513 $2.83M 1.55% -4,562 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,510 $2.83M 1.05% -438 13F-HR Timeline WORLD EQUITY GROUP, INC. 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