Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,810 $365K 0.02% 0 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. 7,684 $359K 0.01% +132 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,586 $354K 0.02% +12 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,563 $353K <0.01% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,478 $349K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,425 $347K 0.02% -202 13F-HR/A Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,381 $345K 0.03% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,356 $344K 0.17% +13 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,265 $339K 0.32% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,211 $337K 0.01% -29 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,000 $327K <0.01% +239 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,939 $324K <0.01% 0 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,927 $324K 0.02% +1,511 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,750 $315K 0.11% -745 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,686 $313K 0.01% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,662 $311K 0.04% -14 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,495 $303K 0.05% +590 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,492 $303K 0.04% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,485 $303K 0.09% +322 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,450 $301K 0.01% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,428 $300K 0.11% -438 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,410 $299K +4,492 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,343 $296K 0.01% +45 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,249 $292K 0.04% +4 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 6,200 $290K <0.01% +2 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,125 $286K 0.18% -170 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,094 $285K 0.06% -19 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 6,085 $284K 0.05% +67 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 5,956 $281K 0.04% -586 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,749 $269K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,749 $269K 0.01% -540 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,726 $267K 0.02% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 5,709 $267K 0.09% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,703 $266K 0.01% +294 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,697 $266K 0.02% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,642 $264K 0.01% +19 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,592 $261K 0.19% -1,472 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,588 $261K 0.01% -513 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5,161 $256K 0.24% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,443 $254K <0.01% +350 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,413 $253K 0.01% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,340 $249K 0.09% +200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,301 $248K 0.01% -181 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,099 $238K <0.01% 13F-HR/A Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,999 $236K 0.01% new 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,971 $232K 0.04% -4,284 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,948 $231K <0.01% +1,168 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4,896 $229K 0.07% -179 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,874 $227K 0.05% +4 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,774 $223K 0.07% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,761 $222K <0.01% -1,377 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,741 $221K 0.02% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,681 $219K 0.06% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,662 $218K 0.04% -584 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,660 $218K 0.01% +34 13F-HR/A Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,624 $216K 0.2% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,584 $214K <0.01% +58 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,580 $214K 0.03% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,565 $213K 0.02% -22 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4,537 $212K 0.11% +26 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 4,500 $210K 0.08% -2,100 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,481 $209K <0.01% -1,283 13F-HR Timeline Group Breachway Investments LLC More: the full row for Breachway Investments LLC 4,399 $205K 0.22% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,377 $204K <0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 4,375 $204K 0.03% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,398 $204K 0.01% 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,283 $200K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,860 $180K <0.01% +34 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,253 $152K 0.13% -554 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,225 $151K 0.07% +26 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,145 $147K 0.01% -236 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,056 $143K <0.01% +305 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,900 $135K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,629 $123K <0.01% +16 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,341 $109K 0.03% -309 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,324 $109K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,101 $98.1K 0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,951 $91.1K 0.01% +803 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,902 $88.8K <0.01% +100 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,880 $87.8K 0.03% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,777 $83K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,760 $82.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,712 $80K <0.01% +50 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,945 $79.1K <0.01% +1,263 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,676 $78K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,600 $74.7K 0.03% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,585 $74K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,578 $73.6K <0.01% +426 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,567 $73.2K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,562 $73K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,500 $70.1K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,468 $68.6K 0.01% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,432 $66.9K <0.01% +579 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,417 $66.2K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,250 $58.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,165 $54.4K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,121 $52.4K <0.01% +574 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,103 $51.5K 0.03% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,019 $47.6K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 972 $45.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 867 $40.5K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 800 $37.4K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 778 $36.3K <0.01% +270 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 772 $36.1K 0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 729 $34.1K <0.01% -83 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 646 $30K <0.01% +409 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 625 $29.2K <0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 580 $27.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 552 $25.8K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 430 $20.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 402 $18.9K <0.01% +338 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 401 $18.7K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 395 $18.5K <0.01% -10 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 347 $16.2K <0.01% -28 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 321 $15K <0.01% +258 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 272 $12.7K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 260 $12.2K 0.01% 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 257 $12.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $11.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 237 $11.1K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 232 $10.8K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 229 $10.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 216 $10.1K <0.01% -255 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 216 $10.1K <0.01% -45 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 200 $9.34K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 200 $9.34K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 142 $6.63K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 128 $5.98K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 126 $5.88K <0.01% +111 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 125 $5.84K <0.01% -436 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 115 $5.37K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 112 $5.23K <0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 111 $5.18K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 108 $5.04K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 105 $4.91K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 79 $3.69K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 78 $3.64K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 69 $3.22K <0.01% -179 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 68 $3.18K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 65 $3.04K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 60 $2.8K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 39 $1.85K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 30 $1.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22 $1.03K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17 $807 <0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 17 $776 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 15 $701 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $468 <0.01% 0 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) 3 $140 <0.01% +2 13F-HR Timeline Group