True Wealth Design, LLC More: the full row for True Wealth Design, LLC 954 $207K 0.05% +507 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 954 $207K 0.03% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 952 $206K 0.04% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 950 $206K 0.02% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 949 $205K 0.12% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 946 $205K 0.04% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 945 $205K 0.11% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 943 $204K 0.09% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 942 $204K 0.02% +11 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 942 $204K 0.05% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 941 $204K 0.03% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 941 $204K 0.08% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 940 $203K 0.08% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 940 $203K 0.04% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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Private Wealth Management, LLC 698 $151K 0.07% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 696 $151K 0.11% -82 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 694 $150K 0.05% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 691 $149K 0.08% +254 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 684 $148K 0.07% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 665 $144K 0.07% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 664 $144K 0.03% -5 13F-HR Timeline Mountain Hill Investment Partners Corp. 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Evart, Inc. 615 $133K 0.11% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 605 $131K 0.03% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 599 $131K 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 603 $131K 0.09% +100 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 594 $129K 0.04% +165 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 586 $127K 0.03% -48 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 579 $125K 0.03% +529 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 528 $125K 0.02% 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 574 $124K 0.06% -53 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 570 $123K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 564 $122K 0.04% +200 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for TFC Financial Management, Inc. 431 $93.3K 0.01% +8 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 427 $92.4K 0.03% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 418 $90.5K 0.03% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 418 $90.5K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 418 $90.5K 0.05% -24 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 416 $90.1K 0.05% -14 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 405 $87.7K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 405 $87.7K 0.05% -29 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 399 $87.2K 0.02% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 402 $87K 0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $86.6K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 400 $86.6K 0.07% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 396 $85.7K 0.02% +301 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 395 $85.5K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 394 $85.2K <0.01% -371 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 392 $84.9K 0.02% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 389 $84.3K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 388 $84K 0.06% +83 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 382 $83K <0.01% +32 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 382 $82.7K 0.01% +333 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 379 $82K 0.07% -7 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 367 $79.4K 0.05% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. 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More: the full row for Ball & Co Wealth Management Inc. 315 $68K 0.05% -35 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 311 $67.3K 0.02% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 306 $66.2K 0.05% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 305 $66K 0.02% -71 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 302 $65.4K 0.03% +29 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 301 $65.2K 0.01% +10 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 300 $65.1K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 300 $64.9K 0.03% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 300 $64.9K 0.04% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 297 $64.3K 0.04% 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 293 $63.4K 0.04% -5 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 293 $63.4K 0.01% +287 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 290 $62.8K 0.02% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 290 $62.8K 0.04% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 287 $62.1K 0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 283 $61.4K 0.01% -97 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 282 $61K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 282 $61K 0.05% +47 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 290 $60.5K 0.01% -24 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 279 $60.4K 0.04% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 260 $60.2K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 272 $58.9K 0.02% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 272 $58.9K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 269 $58.2K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 267 $57.8K 0.01% -100 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 265 $57.4K 0.01% -69 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 265 $57.4K 0.02% +41 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 258 $55.8K <0.01% +27 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 257 $55.6K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 243 $52.6K 0.03% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 242 $52.4K 0.02% +57 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 300 $52K 0.02% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 240 $52K 0.02% +90 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 239 $51.7K 0.02% +20 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 238 $51.5K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 238 $51.5K 0.01% -535 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 237 $51.3K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sachetta, LLC More: the full row for Sachetta, LLC 235 $50.9K 0.02% -22 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 234 $50.6K 0.03% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 232 $50.2K 0.01% -20 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 232 $50.2K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 231 $50K <0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 230 $49.8K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 227 $49.1K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 225 $48.7K 0.03% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 225 $48.7K 0.06% +210 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 224 $48.6K 0.02% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 224 $48.5K 0.01% +10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 220 $47.6K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 212 $45.9K 0.02% -883 13F-HR Timeline