Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 48,389 $5.38M 1.17% +7,161 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 47,888 $5.32M 1.11% -1,595 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 47,882 $5.32M 1.27% +914 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 46,432 $5.16M 3.03% +9,278 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 46,054 $5.12M 2.01% +887 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 45,820 $5.09M 0.64% +43 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43,254 $4.81M 1.33% +2,443 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 42,556 $4.73M 0.75% -3,058 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 41,931 $4.66M 3.14% -378 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 41,715 $4.64M 3.38% -4,459 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 41,177 $4.58M 1.9% +4,207 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 40,954 $4.55M 2.56% -621 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 40,867 $4.54M 0.33% +11,830 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 40,254 $4.48M 3.89% -3,616 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 38,926 $4.33M 2.25% +2,035 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 37,588 $4.2M 0.42% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 37,413 $4.16M 1.04% -2,386 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 36,631 $4.1M 0.04% +1,109 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 35,610 $3.96M 1.02% +38 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,310 $3.93M 0.01% +125 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 34,247 $3.83M 3.01% +123 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. 32,770 $3.64M 0.07% -466 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 32,710 $3.64M 0.05% +19,160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 32,605 $3.63M 0.86% +71 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 31,863 $3.54M 2.56% +998 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 27,994 $3.5M 0.34% -147 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 30,957 $3.44M 2.06% +18,913 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 30,745 $3.42M 0.05% -1,486 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,709 $3.41M 0.12% +685 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 30,702 $3.41M 0.04% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 29,743 $3.31M 0.01% -245 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 29,727 $3.31M 0.71% +1,010 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,717 $3.3M 0.01% +33 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 28,630 $3.18M 0.02% +16,693 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 28,335 $3.15M 1.13% -830 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 28,031 $3.12M 0.23% -464 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 27,664 $3.08M 1.32% +3,172 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 27,662 $3.08M 0.21% +1,387 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 27,269 $3.03M 0.64% -1,505 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 27,220 $3.03M 3.55% +539 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,068 $3.01M <0.01% +23,976 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 26,869 $2.99M 0.41% -131,959 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 26,710 $2.97M 0.52% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,334 $2.95M 0.05% +117 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26,360 $2.93M 0.08% -34,342 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 26,722 $2.89M 2.54% -50 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 25,285 $2.85M 0.65% +13,999 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,252 $2.81M 0.01% -45,579 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 25,047 $2.78M 0.07% +8,709 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 24,792 $2.76M 0.47% -9,948 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 24,779 $2.75M 3.09% -5,685 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 24,042 $2.67M 0.45% -4,209 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 22,949 $2.67M 1.64% +1,063 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 23,741 $2.64M 0.01% -717 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,284 $2.63M 0.09% -247 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,575 $2.62M <0.01% +2,091 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,567 $2.62M 0.18% +285 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 23,307 $2.61M 0.42% +3,873 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 22,875 $2.54M 0.86% +758 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,526 $2.5M 0.04% +743 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 22,175 $2.47M 2.08% +3,047 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,844 $2.43M <0.01% new 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 21,831 $2.43M 0.3% +5,808 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 21,023 $2.34M 0.21% +1,354 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 20,999 $2.33M 1.78% +830 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20,826 $2.32M 0.61% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,739 $2.31M 0.13% +6,055 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 20,209 $2.27M 1.92% +8,290 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 20,397 $2.27M 0.74% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,142 $2.14M 0.01% +9,046 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,232 $2.14M 0.01% +43 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 17,977 $2M 1.36% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 17,449 $1.94M 1.08% +216 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,336 $1.93M 0.19% -151 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 17,275 $1.92M -16,508 Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 17,245 $1.92M 0.1% +23 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 17,009 $1.89M 0.15% +90 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 16,593 $1.84M 0.14% -466 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,225 $1.8M 1.24% -85 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,038 $1.78M <0.01% -150 13F-HR Timeline Group Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 15,981 $1.78M 1.46% +3,262 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 15,965 $1.77M 0.12% +2,788 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 15,952 $1.77M 0.23% -468 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 15,936 $1.77M 1.7% +181 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,698 $1.75M 0.02% -2,514 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 15,647 $1.74M 0.81% +964 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 15,550 $1.73M 0.95% +2,295 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,059 $1.67M 0.02% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,662 $1.63M 0.4% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,650 $1.63M 0.3% -166 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 14,526 $1.62M 0.46% +2,145 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,393 $1.6M 0.24% +33 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,370 $1.6M 0.04% -14,017 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,142 $1.57M 0.11% -1,292 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 14,074 $1.56M 0.74% +30 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 13,829 $1.54M 0.38% 0 13F-HR Timeline Group Brown Financial Advisors More: the full row for Brown Financial Advisors 13,829 $1.54M 0.58% +3,004 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 13,650 $1.53M 1.03% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 13,720 $1.53M 1.38% +6,134 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 13,573 $1.51M 1.04% +2,113 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 13,527 $1.5M 1.06% +106 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 13,437 $1.49M 0.67% +1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,176 $1.46M 0.31% +13 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,822 $1.43M <0.01% +556 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,767 $1.42M <0.01% -89 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,705 $1.41M <0.01% new 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 12,502 $1.39M 1.17% -139 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,250 $1.36M 0.09% -715 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 11,905 $1.32M 0.01% new 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,888 $1.32M 0.53% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,866 $1.32M 0.26% +4,923 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 11,754 $1.31M 0.96% +452 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,602 $1.29M 0.08% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 11,295 $1.26M 0.34% +5,748 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 11,254 $1.25M 0.52% +2,436 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,236 $1.25M 0.28% -349 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 11,171 $1.24M 0.78% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,008 $1.22M 0.03% +23 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,821 $1.2M 0.04% +1,059 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,879 $1.18M 0.39% +22 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 10,238 $1.14M 0.56% +4,665 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 9,977 $1.11M 0.78% new 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 9,876 $1.1M 0.48% -181 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 9,719 $1.08M 1% +2 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,635 $1.07M <0.01% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 9,451 $1.05M 0.02% +1,606 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 $1.05M 0.03% 0 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 9,297 $1.03M 0.31% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 9,243 $1.03M 0.15% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,210 $1.02M <0.01% +2,114 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 9,178 $1.02M 0.57% +1,552 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,019 $1M 0.09% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,998 $1M 0.01% new 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 8,950 $995K 0.49% +147 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 8,940 $994K 0.1% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,812 $980K 0.05% +167 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 8,805 $979K 0.83% +4 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,797 $978K 0.13% -435 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 8,047 $975K 0.28% +1,060 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,748 $973K 0.01% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 8,571 $953K 0.13% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 8,142 $905K 0.17% -2,962 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 7,900 $878K 0.07% +2,005 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,604 $845K 0.05% +95 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,592 $844K 0.64% +2 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,566 $841K 0.09% -207 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 7,457 $829K 0.15% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,421 $825K 0.01% +11 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,406 $823K 0.3% -1,800 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,399 $823K 0.48% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,394 $822K 0.02% +4,330 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 7,305 $812K 0.45% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,258 $807K <0.01% +299 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,115 $791K 0.02% -3,025 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,933 $771K 0.02% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,906 $768K <0.01% 0 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,898 $767K 0.04% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,809 $757K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIP Wealth, LLC More: the full row for BIP Wealth, LLC 6,755 $751K 0.03% +3,477 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,753 $751K 0.09% -240 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,752 $751K <0.01% -1,380 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 6,601 $734K 0.14% +7 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,447 $717K <0.01% +13 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,237 $693K 0.01% -571 13F-HR Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,225 $692K 0.55% +3 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,054 $673K 0.01% new 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,991 $666K 0.01% +74 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,984 $665K 0.04% +8 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,897 $656K 0.22% +10 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,677 $639K 0.07% +3,169 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,653 $628K <0.01% -652 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 5,594 $622K 0 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,546 $617K 0.02% +1 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 $612K 0.03% 0 13F-HR Timeline Group Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 4,850 $604K 0.48% +2,585 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 5,346 $594K +2,673 Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,266 $586K <0.01% -548 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 5,249 $584K 0.25% +247 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,209 $579K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,167 $574K 0.02% +1,271 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,123 $570K 0.29% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,851 $563K 0.05% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 5,031 $559K 0.29% +2,348 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 4,996 $555K 0.32% +109 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 4,970 $553K 0.15% new 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 4,929 $548K 0.17% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,920 $547K 0.03% new 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,889 $544K 0.14% -52 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,870 $541K 0.03% -345 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,790 $533K <0.01% +2,786 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,786 $532K 0.16% +47 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,704 $523K 0.2% +89 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,690 $521K 0.02% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,301 $519K 0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,657 $518K 0.08% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,549 $506K 0.03% +146 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,529 $504K 0.01% +841 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,493 $500K 0.01% 0 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 4,343 $483K 0.22% +2,511 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,320 $480K <0.01% 0 13F-HR Timeline