Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 17,390 $601K 0.1% -1,301 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,381 $601K <0.01% +425 13F-HR Timeline Group Gordian Advisors LLC More: the full row for Gordian Advisors LLC 17,294 $598K 0.4% +785 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 17,253 $596K 0.43% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,265 $562K 0.03% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 16,247 $561K 0.4% +3,892 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 16,158 $558K 0.02% -6,058 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 16,067 $555K 0.4% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 16,048 $554K <0.01% +3,346 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15,953 $551K 0.05% +1 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 15,869 $548K 0.22% -691 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 15,776 $545K 0.06% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 15,713 $543K 0.01% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 15,709 $543K 0.07% 0 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 15,693 $542K 0.56% -800 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 15,464 $534K 0.18% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,366 $531K <0.01% -11,574 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,210 $526K <0.01% +5,596 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,671 $518K <0.01% +1 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 14,957 $517K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14,795 $511K 0.14% -550 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,600 $504K <0.01% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 14,425 $498K 0.31% -1,758 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 14,305 $494K 0.27% +5 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,210 $491K 0.03% +7,105 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,857 $479K <0.01% +3,421 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 13,807 $477K 0.15% -722 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,762 $475K 0.18% +413 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,723 $474K 0.01% new 13F-HR/A Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 13,581 $469K 0.15% new 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 13,525 $467K 0.33% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 13,180 $455K 0.06% -2,205 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,833 $443K 0.11% 0 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 12,421 $429K 0.19% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,312 $425K 0.01% +3,505 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 12,082 $417K 0.25% -185 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,996 $414K <0.01% -133 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,769 $407K 0.01% +4,461 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 11,607 $401K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,573 $400K <0.01% +5 13F-HR Timeline Group McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 11,375 $393K 0.58% +577 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 11,325 $391K 0.3% +689 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,302 $390K 0.01% +214 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,179 $386K 0.03% +4,091 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 11,111 $384K 0.33% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,971 $379K 0.09% +1,169 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 10,922 $377K +1,863 Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,547 $364K 0.05% -82 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 10,500 $363K 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,255 $354K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,161 $351K <0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,048 $347K <0.01% +1,240 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,995 $345K 0.03% +1,044 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,460 $327K 0.16% 0 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 8,773 $303K 0.29% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,626 $298K <0.01% -694 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,386 $290K 0.18% +1 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,384 $290K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,201 $283K <0.01% +195 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,099 $280K 0.08% +393 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 7,856 $271K 0.04% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,829 $270K 0.02% +11 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 7,765 $268K 0.11% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 7,623 $263K 0.07% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,831 $263K 0.09% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,440 $257K 0.11% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,425 $255K 0.01% +1 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,332 $253K 0.01% -1,150 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 7,111 $246K 0.17% +10 13F-HR Timeline Group Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 6,993 $242K 0.13% -492 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 6,900 $238K 0.15% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,814 $235K 0.02% -130 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,805 $235K 0.01% -615 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,745 $233K 0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,586 $228K 0.02% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 6,560 $227K 0.06% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 6,512 $225K 0.06% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,498 $225K 0.1% +108 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,466 $223K 0.08% +67 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 6,419 $222K 0.02% -20 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,384 $221K 0.02% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 6,310 $218K 0.2% +1,160 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 6,304 $218K 0.02% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,288 $217K 0.07% -331 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,282 $217K 0.02% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,204 $214K 0.04% 0 13F-HR Timeline Summit Portfolio Management, LTD. More: the full row for Summit Portfolio Management, LTD. 5,984 $207K 0.13% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,892 $204K 0.01% -733 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,888 $203K 0.02% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,832 $202K 0.18% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,764 $199K <0.01% +533 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,624 $194K 0.03% -265 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,209 $180K 0.06% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,731 $163K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,637 $160K 0.03% +2,420 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,628 $160K 0.1% +56 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,507 $156K <0.01% -1,324 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,108 $142K <0.01% -494 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,098 $142K 0.05% +4 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,887 $134K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,883 $134K <0.01% +393 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,809 $132K 0.05% +5 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,508 $122K 0.1% +28 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,278 $113K <0.01% +1,182 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,150 $109K 0.02% +28 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,120 $108K <0.01% 0 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,852 $98.5K 0.01% +1,517 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,710 $93.6K 0.05% +4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,649 $91.5K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,601 $89.9K 0.04% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,577 $89K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,429 $83.9K 0.01% +2 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,669 $74K 0.04% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,084 $72K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,904 $65.8K 0.19% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,897 $65.5K 0.05% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,820 $62.9K 0.01% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,503 $51.9K 0.05% +1,002 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,446 $50K 0.03% +423 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 1,415 $48.9K 0.03% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,408 $48.6K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,405 $48.5K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,268 $43.8K <0.01% 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,125 $38.9K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,000 $34.5K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 856 $29K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 684 $23.6K 0.01% +244 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 681 $23.5K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 546 $18.9K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 531 $18.3K 0.01% -86 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 530 $18.3K <0.01% +1 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 488 $16.8K 0.01% -7 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 486 $16.8K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 481 $16.6K <0.01% +309 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 419 $14.5K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 380 $13.1K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 366 $12.6K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 352 $12.2K <0.01% +6 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 352 $12.2K <0.01% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 333 $11.5K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 325 $11.2K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 287 $9.92K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 284 $9.8K <0.01% +1 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 283 $9.78K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 225 $7.77K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $7.71K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 222 $7K <0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 180 $6.23K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 180 $6K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $4.84K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 129 $4.45K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 110 $3.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 108 $3.73K <0.01% +62 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 89 $3.08K <0.01% new 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 46 $1.59K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 37 $1.28K <0.01% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30 $1.04K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 23 $783 <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2 $69 <0.01% -167 13F-HR Timeline