Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 7,337 $365K 0.34% +72 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. 7,277 $362K 0.01% -407 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,203 $358K 0.01% -8 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 7,200 $358K 0.02% +273 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,148 $353K 0.01% +2,149 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,919 $344K <0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,894 $343K <0.01% -3,632 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,754 $336K 0.12% +4 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,686 $332K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,625 $329K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,609 $328K <0.01% +5,880 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,495 $323K 0.05% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,469 $321K 0.09% -16 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,450 $321K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,623 $320K 0.02% -1,399 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,398 $318K 0.23% +806 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,392 $318K 0.12% -36 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,371 $317K 0.02% -291 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,342 $314K 0.01% -1 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,255 $311K -155 Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 6,252 $311K 0.04% +3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,202 $308K <0.01% +2 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,125 $304K 0.18% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 6,113 $304K 0.06% +19 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,082 $302K 0.1% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,937 $295K 0.03% -148 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,876 $292K 0.01% +575 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,754 $286K 0.11% +414 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,749 $286K 0.01% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 5,702 $283K 0.09% -7 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,678 $282K <0.01% +235 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,567 $277K 0.01% +154 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,514 $274K 0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5,379 $267K 0.16% -3,949 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,357 $266K 0.01% -285 13F-HR/A Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5,161 $256K 0.25% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,141 $255K <0.01% new 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,130 $255K 0.01% new 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 5,080 $252K 0.01% -646 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,952 $246K <0.01% -3,834 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,944 $246K 0.05% -27 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,930 $245K 0.01% -658 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,905 $243K 0.01% +245 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,871 $242K 0.02% -2,554 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,876 $242K 0.05% +2 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,716 $234K <0.01% +433 13F-HR Timeline Group Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,708 $234K 0.06% +27 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,662 $232K 0.04% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,569 $227K 0.01% -3,330 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4,507 $224K 0.07% -389 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,505 $224K 0.02% -60 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 4,500 $224K 0.09% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,487 $223K 0.03% +112 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 4,424 $220K 0.22% -200 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 4,430 $219K 0.21% +31 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,243 $211K 0.03% -2,249 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,191 $208K <0.01% +1,135 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,181 $208K <0.01% -300 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,137 $206K <0.01% -962 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,033 $200K 0.01% -1,670 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,884 $193K <0.01% +24 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,770 $187K 0.1% -767 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,638 $181K <0.01% -3,362 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,416 $170K 0.01% +271 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,263 $161K 0.03% +1,763 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,146 $156K 0.11% -107 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,073 $153K 0.07% -152 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,960 $145K 0.01% -1,438 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,900 $144K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,822 $140K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,686 $133K <0.01% +57 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,352 $116K 0.03% +11 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,326 $115K 0.01% +2 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,110 $105K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,101 $104K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,902 $94.5K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,899 $94.4K <0.01% +122 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,787 $88.8K <0.01% +209 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,760 $87.5K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,735 $86.2K 0.01% +614 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,740 $86K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,712 $85.1K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,676 $83K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,666 $82.8K 0.01% -285 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,600 $79.5K 0.03% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,585 $78.8K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,567 $77.9K 0.04% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,497 $74.4K 0.01% +29 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,432 $71.2K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,420 $70.6K 0.03% -460 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,417 $70.4K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,396 $69.4K 0.04% -166 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,200 $59.6K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,165 $57.9K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,142 $56.7K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,033 $51.3K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 972 $48.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 971 $48.2K 0.01% -48 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 914 $45.4K <0.01% +136 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 881 $43.6K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 810 $40.2K <0.01% -57 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 800 $39.8K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 650 $32.3K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 646 $32K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 625 $31.1K <0.01% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 580 $28.8K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 555 $27.6K 0.01% -548 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 552 $27.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 501 $24.9K <0.01% +100 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 430 $21.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 363 $17.6K <0.01% -39 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 350 $17.4K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 347 $17.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 339 $16.4K <0.01% -56 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 321 $15.9K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 261 $13K 0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $12.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 243 $12.1K <0.01% new 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 232 $11.5K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 229 $11.4K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 223 $11.1K <0.01% -11,938 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 216 $10.7K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 214 $10.6K <0.01% -2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 200 $9.94K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 221 $8.98K <0.01% -1,724 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 144 $7.16K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 142 $7.05K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 128 $6.36K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 126 $6.26K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 125 $6.21K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 115 $5.71K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 112 $5.57K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 111 $5.52K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 105 $5.22K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 79 $3.93K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 78 $3.88K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 75 $3.73K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 68 $3.38K <0.01% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 60 $2.98K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 57 $2.83K <0.01% -8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 48 $2.38K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 39 $2.01K <0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 24 $1.2K <0.01% +7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22 $1.09K <0.01% 0 13F-HR/A Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 17 $864 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 15 $745 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $597 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $497 <0.01% 0 13F-HR Timeline