CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 31,030 $3.37M 0.01% +953 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 30,113 $3.27M 0.25% -4,491 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,079 $3.27M 0.11% -109 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29,672 $3.23M 1.16% -1,225 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,640 $3.22M 0.01% +39 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 28,868 $3.14M 0.24% +101 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 28,437 $3.09M 0.76% -675 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,399 $2.98M <0.01% new 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 27,386 $2.98M 2.17% +1,287 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 27,322 $2.97M 0.69% +1,511 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,194 $2.96M 0.07% -710 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 26,775 $2.91M 0.55% -325 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 25,667 $2.79M 1.49% +55 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25,493 $2.77M 1.29% -116 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,441 $2.77M <0.01% +12,948 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 25,144 $2.73M 0.19% +1,162 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 25,004 $2.72M 0.98% -367 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 24,844 $2.7M 0.05% -1,938 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 24,098 $2.62M 0.73% +1,116 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,031 $2.61M 0.06% +15,575 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,585 $2.56M 0.42% +38 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 23,238 $2.53M 0.49% -359 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,849 $2.48M 0.01% +241 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 22,618 $2.46M 0.01% +3,767 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,093 $2.4M 0.05% -238 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 21,705 $2.36M 0.22% -24,446 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,074 $2.29M <0.01% +222 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 20,812 $2.26M 0.82% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20,707 $2.25M 0.62% +400 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,164 $2.19M 0.17% -388 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,515 $2.12M 0.03% -571 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 20,298 $2.05M 0.7% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,626 $2.02M 0.03% -28,839 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 18,197 $1.98M 1.34% +545 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 18,132 $1.97M 0.16% +1,903 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 17,977 $1.95M 1.42% -1,169 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,597 $1.91M 0.15% +581 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,465 $1.9M 0.19% -51 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 17,196 $1.87M 0.15% +4,140 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 16,959 $1.84M 0.34% +3,011 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 15,735 $1.71M 1.18% -20,190 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,707 $1.69M 0.49% -456 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,492 $1.68M 0.4% -268 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 15,433 $1.68M <0.01% -15 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 15,326 $1.67M 0.09% +163 13F-HR/A Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,116 $1.64M 0.34% +4 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,800 $1.61M <0.01% +7,400 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,662 $1.59M 0.41% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,475 $1.57M 0.25% +187 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 14,322 $1.56M 0.49% +62 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 14,260 $1.55M 1.36% -706 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 14,003 $1.52M 0.71% +36 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 13,829 $1.5M 0.37% +2,306 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 13,650 $1.48M 0.93% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,531 $1.47M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 13,465 $1.46M 0.1% -958 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 13,435 $1.46M 0.71% -93 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,248 $1.44M <0.01% +935 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,187 $1.43M 0.58% -271 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 12,790 $1.39M 1.05% +515 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,363 $1.34M 0.72% +1,927 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,072 $1.31M 0.1% new 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,888 $1.29M 0.55% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,867 $1.29M 0.01% 0 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,602 $1.26M 0.08% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,596 $1.26M 0.07% +412 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 11,510 $1.25M 0.92% -887 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 11,416 $1.24M 0.1% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,382 $1.24M 0.03% +189 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 11,160 $1.21M 0.75% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,953 $1.19M 0.04% +27 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,735 $1.17M 0.4% +34 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 10,620 $1.15M 0.18% -184 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,435 $1.13M 0.01% +1,615 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,209 $1.11M 0.01% +878 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 10,165 $1.1M 0.07% -142 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,090 $1.1M 0.49% -47 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 10,066 $1.09M 0.42% -200 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 9,982 $1.09M 1.06% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 9,782 $1.06M 0.18% -636 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,450 $1.03M 0.04% 0 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,275 $1.01M 0.03% +498 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 9,170 $997K 0.1% -210 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,019 $980K 0.09% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,976 $976K 0.01% -2,100 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 8,915 $969K 0.18% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 8,836 $960K 0.31% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 8,783 $955K 0.56% +6 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,633 $938K 0.09% +19 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,333 $906K 0.01% -596 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 8,274 $899K 0.33% +2,999 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,100 $880K <0.01% -900 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 7,882 $857K 0.66% +7 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,859 $854K 0.02% -156 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 7,786 $846K 0.5% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,773 $845K 0.1% -471 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,650 $832K 0.6% +1,903 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,590 $825K 0.69% +223 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 7,447 $810K 0.49% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,399 $804K 0.53% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,287 $792K 0.01% +68 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,269 $790K 0.03% -396 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 7,091 $771K 0.06% -38 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,993 $760K 0.09% -4,368 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,987 $759K 0.31% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 6,933 $754K 0.51% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,929 $753K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,898 $750K 0.04% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,766 $735K 0.05% +4,069 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,596 $717K <0.01% +2,702 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,554 $712K <0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,415 $697K <0.01% +17 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,408 $697K 0.3% +2,677 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 6,360 $691K 0.31% -50 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,219 $676K 0.57% -67 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,047 $657K 0.02% -905 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 6,024 $655K 0.15% +1 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,982 $653K 0.01% -169 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,964 $648K 0.04% -989 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,833 $634K <0.01% +312 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,805 $631K 0.06% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,775 $628K 0.04% -1,496 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,699 $620K 0.33% +163 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,613 $610K 0.19% +1,669 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 5,594 $608K <0.01% new 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,573 $606K 0.05% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,487 $596K 0.15% -1,542 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,412 $588K 0.04% -117 13F-HR/A Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,411 $588K 0.18% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 5,286 $575K 0.32% +1,350 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,276 $574K 0.19% -58 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,233 $569K 0.31% +1 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,199 $565K 0.04% -457 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,166 $562K 0.02% +7 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,157 $561K 0.07% -1,700 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,123 $557K 0.31% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,096 $554K 0.35% -33 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,021 $546K <0.01% -1,865 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 4,929 $536K 0.19% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,906 $533K 0.08% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,851 $531K 0.05% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,844 $527K 0.15% +10 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,493 $488K 0.01% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,445 $483K 0.24% +1,414 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,367 $475K 0.07% +138 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,320 $470K <0.01% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,297 $467K 0.02% +1,428 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 4,265 $464K 0.21% +11 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) 4,249 $462K 0.01% +1,715 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,178 $454K <0.01% -183 13F-HR Timeline Group WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,071 $443K 0.32% +25 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,047 $440K 0.06% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,995 $434K 0.01% +931 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,976 $432K 0.02% -57 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,960 $430K 0.35% 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 3,949 $429K 0.05% -245 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,896 $423K 0.02% -21 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,859 $419K <0.01% +591 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,781 $411K 0.03% -23 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,751 $408K 0.06% 0 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,599 $391K 0.08% +156 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,582 $389K <0.01% +937 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,539 $385K 0.05% +3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,609 $365K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,282 $357K 0.01% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 3,214 $349K 0.12% +8 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,209 $349K 0.01% +14 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,143 $342K <0.01% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,132 $340K 0.01% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,066 $333K 0.08% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,287 $331K 0.12% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 3,040 $330K 0.1% +8 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,979 $324K 0.01% -163 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,944 $320K 0.05% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,911 $316K <0.01% 0 13F-HR Timeline Group Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,849 $310K 0.11% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,735 $304K 0.02% -147 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,774 $302K 0.13% -708 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,763 $300K 0.01% new 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,735 $297K 0.21% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,726 $296K 0.07% +7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,718 $295K 0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,705 $294K 0.01% +52 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,705 $294K 0.04% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,702 $294K 0.09% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,689 $292K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,688 $292K <0.01% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,682 $291K 0.13% -49 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,679 $291K 0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,679 $291K 0.02% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,673 $291K 0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,646 $288K 0.03% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,600 $283K <0.01% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,581 $281K 0.12% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,569 $279K 0.06% +1 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,466 $268K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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