Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 54,499 $6.98M 1.94% +1 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 53,732 $6.88M 0.13% +88 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 53,211 $6.82M 4.26% +21,348 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 52,878 $6.77M 0.02% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 52,876 $6.77M 1.47% +4,487 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 51,624 $6.61M <0.01% +762 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 51,363 $6.58M 2.37% -1,801 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 50,270 $6.44M 2.34% +759 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 49,719 $6.37M 2.46% new 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 49,473 $6.34M 3.87% +361 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 48,551 $6.22M 3.51% +2,119 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 48,096 $6.16M 1.25% -664 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 48,083 $6.16M 1.18% +195 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 47,918 $6.14M 1.73% -3,824 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 46,155 $5.91M 2.18% +101 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 45,677 $5.85M 0.6% -143 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,196 $5.79M 0.03% +26,054 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,674 $5.72M 0.04% +8,043 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 43,403 $5.56M 0.36% +2,536 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 43,337 $5.55M 1.25% +5,924 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 42,521 $5.45M 2.06% +1,344 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 41,887 $5.36M 2.81% +10,930 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 41,758 $5.35M 3.12% -173 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 41,375 $5.3M 0.66% +18,068 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40,691 $5.21M 1.24% -2,563 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 40,334 $5.17M 2.41% +1,408 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 39,386 $5.04M 3.75% -868 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 37,075 $4.75M 0.1% +12,028 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 36,925 $4.73M 0.67% -5,631 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 36,169 $4.63M 0.07% +3,399 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,834 $4.59M 0.01% +524 13F-HR/A Timeline KWB Wealth More: the full row for KWB Wealth 35,602 $4.56M 0.39% -1,986 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 35,389 $4.53M 1.06% -221 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 35,268 $4.52M 0.67% +11,226 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 34,245 $4.39M 0.46% +18,293 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34,142 $4.37M 1.31% +5,807 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 33,675 $4.31M 0.05% +965 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 33,361 $4.27M 0.02% +21,456 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 31,971 $4.09M 0.86% -634 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 31,456 $4.03M <0.01% +7,881 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 31,348 $4.02M 2.88% -2,899 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 30,702 $3.93M 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,681 $3.93M 0.13% -28 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 30,242 $3.87M 0.05% -503 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 30,006 $3.84M 0.06% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 29,996 $3.84M 0.24% +2,334 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,758 $3.81M 0.01% +41 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 29,703 $3.8M 0.72% -24 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 29,483 $3.77M 0.35% +1,489 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 28,966 $3.71M 1.37% +1,302 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,102 $3.6M <0.01% +1,034 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,748 $3.56M 0.02% -882 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 27,447 $3.52M 0.67% +178 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,765 $3.43M 0.01% +3,024 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 26,502 $3.39M 2.61% -220 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,320 $3.37M 0.2% -1,711 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 25,909 $3.29M 0.7% +624 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,333 $3.24M 0.01% +81 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 25,218 $3.23M 3.14% +439 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 24,899 $3.19M 0.51% -1,811 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,762 $3.17M 0.04% -1,572 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 24,640 $3.16M 0.8% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,284 $3.09M 0.1% 0 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 23,664 $3.03M 1.56% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,542 $3.02M 0.19% -25 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 23,562 $3.01M 1.77% +613 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 23,403 $3M 0.42% -1,389 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 22,621 $2.9M 0.38% -4,248 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,280 $2.85M 0.04% -246 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 22,066 $2.83M 2.14% -109 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 21,722 $2.78M 2.06% +5,741 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 21,651 $2.77M 0.34% -180 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 21,477 $2.75M 2.06% +1,268 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,303 $2.73M 0.14% +564 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 21,223 $2.72M 0.83% -1,652 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 21,067 $2.7M 0.22% +44 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20,826 $2.67M 0.62% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 20,397 $2.61M 0.74% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 19,373 $2.48M 1.84% -1,626 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 19,234 $2.46M 1.43% +5,661 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,232 $2.46M 0.01% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 17,870 $2.29M 1.45% +1,645 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 17,497 $2.24M 1.29% -480 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 17,405 $2.23M 0.39% +4,229 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,338 $2.22M 0.2% +2 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,504 $2.22M +13,203 Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 17,294 $2.21M 1.09% -155 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 17,212 $2.2M 0.11% 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 16,964 $2.17M 1.72% +3,244 13F-HR/A Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,665 $2.13M 0.16% -344 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 16,609 $2.13M 0.14% +16 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,348 $2.09M 0.73% +2,519 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 16,251 $2.09M 0.97% +604 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,034 $2.05M <0.01% -4 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,450 $1.98M 0.98% -100 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,426 $1.98M 0.02% -272 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 15,279 $1.96M 0.72% 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 15,262 $1.95M 0.89% 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 15,159 $1.94M <0.01% +2,337 13F-HR Timeline Group Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 15,117 $1.94M 0.34% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 15,072 $1.93M 0.26% +679 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 14,995 $1.92M 0.83% +4,757 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 14,744 $1.89M 1.18% +1,217 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,662 $1.88M 0.41% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,584 $1.87M <0.01% +9,794 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,463 $1.86M 0.29% -187 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,312 $1.83M <0.01% +1,545 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 14,112 $1.81M 0.78% +38 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 14,068 $1.8M 0.42% -458 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,883 $1.78M 0.11% -259 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 13,829 $1.77M 0.4% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 13,650 $1.75M 1.07% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 13,511 $1.73M 0.69% +74 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 13,438 $1.72M 0.42% +2,143 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 13,421 $1.72M 0.93% +2,250 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 13,234 $1.7M 1.37% +3,515 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 13,220 $1.69M 0.64% +1,966 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,075 $1.67M <0.01% -8,769 13F-HR Timeline Group M Wealth Management, LLC More: the full row for M Wealth Management, LLC 12,474 $1.6M 1.25% -28 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,324 $1.58M 1% +570 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,888 $1.52M 0.59% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,619 $1.49M 0.04% +798 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,602 $1.49M 0.08% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,344 $1.45M 0.23% -522 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,236 $1.44M 0.29% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,037 $1.41M 0.03% +29 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 11,017 $1.41M 0.4% +138 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 10,860 $1.39M 0.18% +1,617 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,734 $1.37M <0.01% +1,524 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 10,576 $1.36M 0.13% +7,987 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 10,195 $1.33M 0.49% +7,395 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 9,977 $1.28M 0.84% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 9,954 $1.27M 0.03% +503 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 9,731 $1.25M 0.62% +553 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,656 $1.24M 0.07% -2,594 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 9,651 $1.24M 0.49% -225 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 9,491 $1.22M +3,897 Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,450 $1.21M 0.03% 0 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 9,297 $1.19M 0.33% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,198 $1.18M <0.01% +5,366 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,998 $1.15M 0.06% +186 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 8,812 $1.13M 0.85% +7 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,748 $1.12M 0.01% 0 13F-HR/A Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 8,736 $1.12M 0.46% -214 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 8,637 $1.11M 0.24% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 8,380 $1.07M 0.1% -560 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,279 $1.06M <0.01% new 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 8,128 $1.04M 0.28% +81 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 8,108 $1.04M 0.11% -463 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 7,950 $1.02M 0.13% -847 13F-HR/A Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,900 $1.01M 0.07% 0 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,782 $997K 0.84% +190 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,771 $995K 0.15% -371 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,625 $977K 0.05% +21 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,617 $976K 0.03% +862 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,493 $960K 0.01% +72 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,459 $955K 0.15% +2 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,443 $953K 0.09% -123 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,283 $933K <0.01% +25 13F-HR Timeline Group Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 7,237 $927K 0.44% -68 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,206 $923K 0.3% -200 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 7,161 $917K 0.89% -8,775 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 7,049 $903K 0.15% +448 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,047 $903K 0.02% +114 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,944 $889K <0.01% -5,761 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,932 $888K <0.01% +485 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,906 $885K <0.01% 0 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,898 $883K 0.04% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,784 $869K 0.01% -68,682 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,708 $859K 0.09% -45 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,532 $837K 0.01% +295 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,289 $805K 0.13% -520 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,062 $776K 0.01% +71 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,054 $775K 0.01% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,754 $737K 0.22% -143 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,694 $729K 0.07% +17 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,631 $721K 0.25% +927 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,538 $709K 0.05% +1,271 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,505 $705K 0.03% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,481 $702K 0.01% +2,036 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,458 $699K 0.02% +249 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,287 $677K 0.01% -1,828 13F-HR Timeline Group Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,123 $656K 0.3% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,111 $655K 0.01% -155 13F-HR Timeline Accredited Investors Inc. 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