Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 7,019 $437K 0.29% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 7,016 $436K 0.16% -522 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,906 $430K 0.09% +12 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,733 $419K 0.12% +281 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 6,726 $418K 0.09% +5 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. 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More: the full row for Wealth Management Associates, Inc. 5,472 $340K 0.09% +523 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,389 $335K 0.18% +172 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,373 $334K 0.13% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,345 $332K 0.19% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,290 $329K 0.04% +90 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,289 $329K <0.01% +351 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,245 $326K 0.04% -1,276 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,222 $325K 0.13% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,212 $324K <0.01% 0 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,174 $322K 0.03% +16 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,992 $321K 0.15% -1,257 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,150 $320K 0.01% -218 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,142 $320K 0.16% -136 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,059 $315K 0.05% -2,711 13F-HR Timeline Institute for Wealth Management, LLC. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,885 $304K 0.17% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,860 $302K 0.12% +706 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,843 $301K 0.03% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,843 $301K 0.08% -1,878 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,837 $301K 0.03% -2,725 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,823 $300K <0.01% -31 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,814 $299K 0.19% +1,802 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,760 $296K 0.03% +4 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,757 $296K <0.01% -2,180 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,722 $294K <0.01% +165 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,515 $293K 0.04% +379 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,695 $292K 0.12% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,684 $291K 0.08% -1,400 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,656 $290K 0.1% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,655 $290K 0.1% -145 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,636 $288K 0.04% 0 13F-HR/A Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,604 $286K 0.16% -52 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 4,593 $286K 0.04% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,583 $285K <0.01% +52 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,566 $284K 0.08% -8,031 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 4,564 $284K 0.29% +879 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,549 $283K 0.11% -86 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,548 $283K 0.06% -562 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,547 $283K <0.01% new 13F-HR Timeline Group PMG Wealth Management, Inc. 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More: the full row for CHAPIN DAVIS, INC. 4,450 $277K 0.05% +400 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,418 $275K 0.01% -484 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,403 $274K 0.26% +170 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 4,399 $274K 0.25% +7 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,376 $272K 0.14% -261 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,364 $271K 0.01% +584 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,231 $271K 0.16% -648 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,292 $267K 0.02% -448 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 4,276 $266K 0.03% -1,673 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,269 $266K <0.01% +131 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 4,124 $257K 0.15% 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,111 $256K 0.14% +213 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,103 $255K 0.01% +425 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,082 $254K 0.14% -362 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,054 $252K 0.03% 0 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 4,050 $252K 0.21% 0 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,980 $248K 0.08% -1,757 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,904 $243K 0.03% -7 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 3,900 $243K 0.37% -42,114 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,872 $241K 0.01% -199 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 3,394 $240K 0.16% -526 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,827 $238K 0.01% +674 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,827 $238K 0.01% -298 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,775 $235K 0.04% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,755 $234K 0.05% -132 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,748 $233K 0.04% +419 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,720 $231K 0.03% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,703 $230K 0.21% -300 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,700 $230K 0.03% -4,235 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 3,649 $227K 0.1% -47,307 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,639 $226K 0.05% 0 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,591 $223K 0.06% -25 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,589 $223K 0.12% new 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 3,584 $223K 0.11% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,584 $223K 0.11% +2 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,560 $221K 0.14% -641 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,526 $219K 0.16% -8 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,468 $218K 0.04% -30 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,497 $218K <0.01% +198 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,489 $217K 0.01% -150 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,483 $217K 0.27% +1 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,472 $216K 0.02% -95 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,470 $216K 0.08% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,408 $212K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,374 $210K 0.05% -470 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,353 $209K 0.12% -1,341 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,304 $206K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,298 $205K 0.02% -354 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,273 $204K 0.07% -394 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,250 $202K 0.05% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,245 $202K 0.01% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,235 $201K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,144 $200K <0.01% -52 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,046 $189K <0.01% -12 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,910 $181K 0.06% +115 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,848 $177K 0.06% -545 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,711 $169K 0.1% -80 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,484 $155K 0.01% -151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,331 $145K 0.14% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,157 $134K 0.01% +3 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,006 $125K 0.05% +185 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,000 $124K 0.02% +32 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,874 $117K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,836 $114K 0.01% +3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,812 $113K 0.03% +1,702 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,793 $112K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,784 $111K <0.01% -1,109 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,769 $110K 0.03% -201 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,737 $108K 0.01% +132 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,719 $107K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,700 $106K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,667 $105K 0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,645 $102K <0.01% +1,061 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,581 $98.4K 0.01% -4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,568 $97.5K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,462 $91K 0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,324 $82.3K <0.01% +2 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,280 $79.6K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,280 $79.6K 0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,229 $76.6K 0.03% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,212 $75.4K 0.03% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,165 $72.5K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,100 $68.4K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,081 $67.2K 0.02% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,067 $66.4K 0.02% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,062 $66.1K 0.02% +22 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,055 $65.6K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,034 $64.3K 0.03% +2 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,012 $62.9K <0.01% +512 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,004 $62.4K <0.01% -63 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,000 $62.2K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 994 $61.8K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 926 $57.6K 0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 897 $55.8K <0.01% +569 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 896 $55.7K 0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 890 $55.4K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 889 $55.3K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 856 $53.3K 0.03% -350 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 838 $52.1K <0.01% +1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 834 $51.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 800 $49.8K <0.01% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 780 $49K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 765 $47.6K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 763 $47.5K 0.01% 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 714 $44.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 707 $44.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 706 $43.9K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 683 $42.5K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 675 $42K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 650 $40.5K <0.01% +1 13F-HR Timeline NBH Bank More: the full row for NBH Bank 650 $40.4K 0.02% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 609 $37.9K 0.01% +598 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 605 $37.6K 0.01% +80 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 603 $37.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 585 $36.4K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 500 $31.1K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 500 $31.1K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $31.1K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 485 $30.2K <0.01% 0 13F-HR Timeline