KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 875 $258K 0.04% +11 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 869 $256K 0.07% +164 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 868 $256K 0.07% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 862 $254K 0.18% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 857 $253K 0.21% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 855 $252K 0.01% +103 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 931 $251K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 849 $250K 0.04% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 845 $249K 0.04% -17 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 840 $248K 0.02% -8 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 838 $247K 0.01% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 833 $246K 0.07% -87 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 832 $245K <0.01% -126 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 833 $245K 0.07% +54 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 826 $244K 0.33% +19 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 822 $242K 0.1% +48 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 821 $242K 0.01% +6 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 817 $241K 0.09% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 814 $240K 0.01% -61 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 808 $237K 0.13% +4 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 804 $237K 0.01% -532 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 801 $236K 0.01% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 800 $236K 0.06% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 800 $236K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 800 $236K 0.03% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 800 $236K 0.13% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 800 $236K 0.19% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 799 $236K 0.09% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 798 $235K 0.05% -135 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 797 $235K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $235K 0.11% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 795 $234K 0.02% +9 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 788 $232K 0.09% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 785 $232K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 782 $231K 0.1% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 782 $231K 0.19% -1 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 781 $231K <0.01% -57 13F-HR Timeline 111 Capital More: the full row for 111 Capital 777 $229K 0.04% -1,503 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 770 $227K 0.01% -431 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 763 $225K 0.02% -188 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 761 $224K 0.01% +32 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 761 $224K 1.08% +17 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 759 $224K 0.01% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 759 $224K 0.19% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 753 $222K 0.24% -9 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 753 $222K 0.23% -39 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 752 $222K 0.13% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 750 $221K <0.01% 0 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 749 $221K 0.04% -273 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 750 $219K 0.17% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 741 $219K 0.05% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 742 $219K 0.01% +21 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 742 $219K 0.19% -2,223 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 742 $219K 0.04% -4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 739 $218K 0.02% -186 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 739 $218K 0.03% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 738 $218K 0.12% +47 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 737 $217K 0.07% -26 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 736 $217K 0.03% +5 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 736 $217K 0.1% +4 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 734 $216K 0.28% -10 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 733 $216K 0.06% +15 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 732 $216K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 730 $215K 0.03% -106 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 729 $215K 0.03% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 727 $214K 0.03% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 726 $214K 0.12% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 793 $214K 0.09% +111 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 722 $213K 0.14% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 721 $213K 0.04% -25 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 717 $211K 0.05% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 716 $211K 0.12% -192 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 715 $211K 0.11% -45 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 709 $209K 0.07% +253 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 707 $209K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 706 $208K 0.03% +15 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 705 $208K 0.03% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 704 $208K 0.05% -16 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 702 $207K 0.12% +3 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 699 $206K 0.01% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 696 $205K 0.04% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 696 $205K 0.19% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 694 $205K 0.01% +1 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 693 $204K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 688 $203K 0.1% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 685 $202K 0.09% +296 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 682 $201K 0.18% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 679 $200K <0.01% -250 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 657 $194K 0.06% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 644 $190K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 626 $185K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 705 $183K 0.12% -210 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 618 $182K <0.01% +2 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 680 $182K 0.08% -43 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 611 $180K 0.09% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 572 $169K 0.06% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 560 $165K 0.02% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 547 $161K 0.02% -46 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 540 $159K 0.01% -100 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 533 $157K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 531 $157K 0.02% -32 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 530 $156K 0.05% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $155K <0.01% -35 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 520 $153K 0.01% -23 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 516 $152K 0.02% +36 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 501 $148K 0.1% +20 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 496 $146K 0.04% +18 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 463 $137K 0.01% -511 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 463 $137K 0.1% -110 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 462 $136K 0.07% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 455 $134K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 454 $134K 0.11% +113 13F-HR Timeline Boit C F David More: the full row for Boit C F David 450 $133K 0.07% 0 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 449 $132K 0.15% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 440 $130K 0.02% -72 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 421 $124K 0.04% +39 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 413 $122K 0.04% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 408 $120K 0.04% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $118K 0.06% -22 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 400 $118K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $118K 0.02% -100 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 388 $114K <0.01% +164 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 382 $113K 0.03% +1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 435 $112K 0.07% +114 13F-HR Timeline OSSIAM More: the full row for OSSIAM 378 $111K <0.01% -808 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 377 $111K 0.05% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 375 $111K 0.22% +2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 369 $109K 0.02% 0 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 365 $108K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 360 $106K <0.01% -40 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 356 $105K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 355 $105K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 351 $104K 0.07% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 400 $103K <0.01% 0 13F-HR Timeline Group Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 341 $101K 0.07% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 341 $101K 0.03% -2,552 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 340 $100K 0.04% +55 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 336 $99.1K 0.03% +75 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 332 $97.9K 0.01% -9 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 315 $92.9K 0.03% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 311 $91.7K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 310 $91.4K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 306 $90.2K 0.09% -3 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 304 $90K <0.01% -1 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 222 $90K 0.07% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 305 $90K 0.03% +4 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $88.5K 0.04% -400 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $88.5K 0.05% -890 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 291 $85.8K 0.04% +5 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 288 $84K <0.01% 0 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 277 $81.7K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 274 $80.8K <0.01% +57 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 273 $80.5K 0.02% -24 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $79.6K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 263 $77.6K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 259 $76.4K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 237 $74.9K 0.05% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 250 $73.7K 0.02% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 249 $73.4K 0.03% +20 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 247 $73K 0.01% -10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 240 $70.8K <0.01% +53 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 239 $70.6K 0.02% +13 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 237 $69.8K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 235 $69.3K <0.01% +49 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 234 $69K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 231 $68.1K 0.03% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 230 $67.7K 0.03% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 224 $66.1K 0.03% +9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 216 $63.8K 0.01% +47 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 216 $63.7K 0.03% -4 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 216 $63.7K 0.05% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 214 $63.1K <0.01% +16 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 210 $62K 0.04% +11 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 210 $61.9K 0.03% +25 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 200 $59K 0.04% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 196 $57.8K 0.02% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 187 $55.1K 0.05% -81 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 187 $55K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 186 $54.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 184 $54.4K <0.01% -7 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 183 $54K 0.02% +18 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 183 $54K 0.04% +178 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 131 $52.5K 0.04% -41 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 193 $52.5K 0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 175 $51.6K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 172 $50.7K 0.01% +1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 170 $50.1K <0.01% 0 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 162 $47.8K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 160 $47.2K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 160 $47.2K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 147 $43.4K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 142 $41.9K 0.01% +18 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 140 $41.3K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 139 $41K 0.02% -91 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 715 $40K 0.01% +481 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 135 $39.8K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 135 $39.8K 0.03% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 132 $39K 0.05% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 132 $38.9K 0.02% new 13F-HR/A Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 132 $38.8K 0.01% +1 13F-HR Timeline