Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 9,536 $762K 0.44% +158 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9,299 $743K 0.02% -50 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 9,297 $742K 0.01% -62 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 9,151 $731K 0.12% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for Valmark Advisers, Inc. 8,804 $703K 0.01% -305 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,762 $700K 0.03% -1,376 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,713 $696K 0.06% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 8,596 $687K 0.15% -969 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 8,495 $678K <0.01% -7,427 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,473 $677K 0.06% +161 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,350 $667K 0.31% +135 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,326 $665K 0.05% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,175 $653K 0.07% -478 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 8,139 $650K 0.25% -51 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 8,088 $646K 0.32% -1,407 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,025 $641K 0.73% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,000 $639K 0.11% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,995 $638K 0.18% -94 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,981 $637K 0.31% +771 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,904 $631K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,833 $626K 0.02% -92 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,762 $620K 0.04% -100 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,755 $619K 0.05% -1,435 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 7,695 $615K 0.16% +35 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,632 $609K 0.02% -3,162 13F-HR Timeline Wealth Management Associates, Inc. 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Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 6,033 $482K 0.14% +1,119 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,032 $482K 0.08% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,016 $480K 0.04% -2,050 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 6,000 $479K 0.12% 0 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,994 $479K <0.01% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 5,908 $472K 0.33% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,888 $470K 0.01% -3,651 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,884 $470K 0.44% +91 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,827 $465K 0.12% -182 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,763 $460K 0.12% +46 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,853 $451K 0.01% -3,504 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,643 $451K 0.33% -375 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for WORLD EQUITY GROUP, INC. 5,108 $411K 0.12% -5,208 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,142 $411K 0.1% -583 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,141 $411K 0.27% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,138 $410K 0.03% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 5,131 $410K 0.05% +19 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,073 $405K 0.01% -333 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,048 $403K 0.01% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,033 $402K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,024 $401K <0.01% +389 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,025 $401K <0.01% +544 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,002 $399K 0.03% -112 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,980 $398K 0.03% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,929 $394K 0.12% -244 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,897 $391K 0.16% +448 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,884 $390K <0.01% +660 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,884 $389K 0.01% +166 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,797 $388K 0.13% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 4,827 $385K 0.49% +28 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,806 $384K 0.15% -20 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,777 $381K 0.09% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,745 $379K 0.33% +288 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,708 $376K 0.15% -180 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,667 $373K 0.01% -600 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,620 $369K 0.09% -240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L & S Advisors Inc More: the full row for L & S Advisors Inc 4,617 $369K 0.05% -15 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,600 $367K 0.21% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,580 $366K 0.12% -2,316 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,543 $363K 0.17% -17 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,536 $362K 0.03% -239 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 4,500 $359K 0.06% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 4,451 $355K 0.04% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,364 $349K 0.05% -508 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,320 $345K 0.05% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,255 $340K 0.03% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,211 $336K 0.22% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,162 $332K 0.16% -88 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,157 $332K <0.01% -1,479 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,150 $331K 0.07% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,222 $328K 0.15% +185 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,035 $327K 0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,078 $326K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,060 $324K <0.01% new 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,028 $322K <0.01% -697 13F-HR Timeline Group WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,000 $319K 0.11% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,993 $319K 0.02% -166 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,933 $318K 0.04% +232 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,884 $310K 0.03% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,853 $308K 0.23% -86 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,831 $306K 0.04% -1,161 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,828 $306K 0.02% 0 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,796 $303K 0.06% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,789 $303K 0.03% 0 13F-HR Timeline Group CALTON & ASSOCIATES, INC. 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Riley Wealth Advisors, Inc. 3,511 $280K 0.01% +531 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,494 $279K 0.27% -9 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,468 $277K 0.16% -1 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,437 $274K 0.01% -198 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,400 $272K <0.01% 0 13F-HR Timeline Group Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 3,391 $271K 0.07% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,370 $269K 0.05% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,359 $268K 0.04% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,341 $267K 0.14% +405 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,337 $266K 0.11% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,335 $266K 0.05% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,332 $266K 0.08% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,637 $263K 0.01% +1,015 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,896 $231K 0.06% -34 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,875 $230K 0.08% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,850 $228K 0.14% 0 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 2,828 $226K 0.14% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,776 $222K 0.1% +160 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,767 $221K <0.01% -425 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,745 $219K 0.1% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,733 $218K <0.01% +211 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,700 $216K 0.04% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. 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