TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,481 $221K 0.07% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,443 $217K 0.07% 0 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 2,424 $216K 0.11% -404 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,392 $213K <0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,375 $211K 0.01% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,377 $210K 0.07% +257 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,355 $210K <0.01% -45 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,347 $209K 0.02% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,321 $206K 0.02% -2,130 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,301 $205K 0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,296 $204K <0.01% -11,081 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,278 $203K 0.03% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,270 $202K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,264 $201K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,260 $201K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,125 $189K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,118 $188K 0.17% +7 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,114 $188K -20,160 Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,884 $168K 0.03% +5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,706 $152K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,683 $150K <0.01% +1,302 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,619 $144K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,570 $140K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,563 $139K 0.06% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,526 $136K 0.01% +457 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,391 $124K 0.07% -38 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,371 $122K 0.02% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,344 $120K 0.04% +4 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,300 $116K 0.09% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,296 $115K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,275 $113K 0.06% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,267 $113K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,222 $109K 0.08% -2,958 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,221 $109K 0.03% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,194 $106K 0.07% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,175 $105K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,030 $91.6K 0.05% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,027 $91.4K 0.06% +766 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,000 $89.5K <0.01% -820 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 929 $82.6K 0.01% +87 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 911 $81K <0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 870 $77.4K <0.01% +537 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 865 $77K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 869 $75.6K 0.04% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 837 $74.5K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 830 $73.8K <0.01% +377 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 819 $72.9K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 794 $70.6K 0.02% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 779 $69K 0.04% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 755 $67.2K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 747 $66.5K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 740 $65.8K 0.04% +129 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 636 $57K <0.01% +159 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 637 $56.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $53.4K <0.01% 0 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 595 $52.9K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 571 $51.6K 0.01% -7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 562 $50K <0.01% -150 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 506 $45K 0.05% -76 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 500 $44.5K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 500 $44.5K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 482 $42.9K 0.02% +2 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 460 $40.9K 0.02% -95 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 455 $40.5K <0.01% +19 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 440 $39.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 413 $36.7K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 403 $35.9K <0.01% +373 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $35.6K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 381 $33.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 363 $32.3K 0.01% +51 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 350 $31K 0.02% -91 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 337 $30K <0.01% -87 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 317 $28.2K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 316 $28.1K 0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 300 $26.7K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 295 $26.2K <0.01% +64 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 268 $23.8K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 266 $23.7K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 265 $23.6K 0.02% -40 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 262 $23.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 250 $22.2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 242 $21.5K <0.01% 0 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 233 $20.7K <0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 227 $20.2K 0.01% -83 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 226 $20.1K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 226 $20.1K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 224 $19.9K <0.01% 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 200 $17.8K <0.01% new 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 192 $17.1K 0.01% +50 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 180 $16K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 168 $15K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 158 $14.1K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 150 $13.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 143 $12.7K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 138 $12.3K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 130 $11.6K <0.01% +22 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 126 $11.2K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 125 $11.1K <0.01% -25 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 116 $10.3K <0.01% -5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 113 $10K <0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 104 $9.25K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 90 $8.01K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 88 $7.83K <0.01% -872 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 81 $7.21K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 73 $6.49K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 56 $4.98K <0.01% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 55 $4.89K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 50 $4.45K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 49 $4.36K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 46 $4.09K <0.01% -943 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $3.65K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 38 $3.37K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 26 $2.31K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 17 $2K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $541 <0.01% -35 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 130 $116 <0.01% 0 13F-HR Timeline