CX Institutional More: the full row for CX Institutional 2,236 $461K 0.01% -22 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,281 $461K 0.03% +189 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,227 $459K 0.02% +123 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,225 $458K 0.06% -525 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,217 $457K 0.01% +503 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,212 $456K 0.01% +303 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,209 $455K 0.11% -500 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 2,204 $454K 0.17% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,189 $451K 0.2% +41 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,175 $448K 0.01% +85 13F-HR/A Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,170 $447K 0.33% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,170 $447K 0.01% 0 13F-HR Timeline 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 2,166 $446K 0.02% +81 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,161 $445K 0.15% -1 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,148 $443K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,141 $441K <0.01% +848 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,140 $441K 0.01% +42 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,125 $438K 0.11% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,117 $436K 0.33% +125 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,075 $427K 0.03% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,061 $425K 0.01% +84 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,053 $423K 0.01% +454 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,052 $423K <0.01% -54 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,051 $423K 0.02% +10 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,049 $422K <0.01% -284 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,047 $422K <0.01% +1,159 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,060 $416K 0.09% +13 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,007 $413K 0.01% -82 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,007 $413K 0.03% +707 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,002 $412K 0.01% +2 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,000 $412K 0.12% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 1,994 $411K 0.28% +314 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,991 $410K <0.01% +414 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,969 $406K 0.01% new 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,967 $405K <0.01% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,948 $401K 0.05% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,937 $399K 0.02% +46 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,928 $397K <0.01% -93 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,891 $390K <0.01% +275 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,884 $388K 0.01% +130 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,877 $387K 0.04% +216 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,868 $385K 0.04% +33 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,865 $384K 0.01% -380 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,860 $383K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,851 $381K <0.01% -28 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,842 $379K 0.37% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,833 $378K 0.01% -79 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,814 $374K 0.04% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,795 $370K <0.01% +21 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,793 $369K 0.04% +111 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,771 $365K 0.21% -638 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,756 $362K 0.01% +190 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,650 $360K 0.27% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,745 $359K 0.12% -194 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,738 $358K 0.23% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,728 $356K 0.01% +85 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,723 $355K 0.02% -110 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,716 $354K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,698 $350K -3,024 Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,704 $348K 0.26% -13 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,680 $346K 0.03% -28 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,678 $346K 0.08% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,669 $344K 0.01% +385 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,652 $340K 0.02% -132 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,651 $340K 0.08% -4 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,650 $340K 0.08% -75 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,644 $339K 0.06% -39 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,638 $338K 0.02% +474 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,634 $337K 0.27% +20 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,628 $335K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,628 $335K 0.01% +135 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,619 $334K 0.01% +13 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,614 $332K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,595 $329K <0.01% +84 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,591 $328K 0.13% 0 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,589 $327K 0.2% -35 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,586 $327K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,580 $325K <0.01% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,575 $324K 0.01% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,572 $324K 0.12% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,582 $324K 0.01% -7 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,565 $322K 0.01% +251 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,544 $318K <0.01% -3 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,536 $316K 0.03% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,533 $316K <0.01% +225 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,518 $313K 0.02% +37 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,512 $311K 0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,507 $310K 0.19% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,500 $309K 0.03% -200 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,500 $309K 0.05% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,493 $308K 0.03% +42 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,492 $307K 0.07% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,487 $306K 0.1% +5 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,487 $306K 0.06% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,480 $305K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,477 $304K 0.02% +537 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,476 $304K 0.05% -207 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,476 $304K 0.02% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,481 $303K 0.02% -49 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,472 $303K 0.01% -267 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,462 $301K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,452 $299K 0.01% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,451 $299K 0.14% -3 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,451 $299K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,448 $298K 0.01% +4 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,433 $295K 0.09% -225 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,424 $293K <0.01% new 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,420 $293K 0.06% -376 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,416 $292K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,415 $292K 0.08% +48 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,411 $291K 0.09% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,403 $289K 0.01% +60 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,400 $288K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,387 $286K 0.01% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,380 $284K 0.01% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,376 $283K 0.09% -82 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,369 $282K 0.01% +274 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,366 $281K <0.01% +97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,361 $280K <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 1,360 $280K <0.01% 0 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,338 $276K 0.01% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,324 $273K 0.11% -7 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,315 $271K 0.03% -104 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,328 $270K 0.01% +8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,311 $268K 0.01% +232 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,299 $268K <0.01% -40 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,299 $268K 0.01% +25 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,288 $265K 0.01% +188 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,286 $265K 0.14% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,283 $264K 0.01% +2 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,281 $264K 0.02% -26 13F-HR/A Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,280 $264K 0.13% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,278 $263K <0.01% +142 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,277 $263K 0.03% -7 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,272 $262K 0.06% -300 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,245 $256K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,245 $256K 0.01% +65 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,239 $255K 0.09% -47 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,238 $255K 0.06% -5,991 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,236 $255K 0.07% +3 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,229 $253K <0.01% -1,070 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,226 $253K 0.16% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,224 $252K 0.02% +15 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,222 $252K 0.03% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,222 $252K 0.03% +1 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,219 $251K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,215 $250K 0.02% +1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,215 $250K <0.01% +144 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,203 $248K <0.01% -44 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,200 $247K 0.08% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,200 $247K 0.16% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,249 $245K 0.01% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,171 $241K 0.01% +2 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,156 $238K 0.01% -6 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,155 $238K 0.06% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,153 $238K 0.01% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,152 $237K 0.01% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,201 $236K 0.08% -4 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,143 $235K 0.01% +1 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,143 $235K 0.13% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,137 $234K <0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,135 $234K 0.01% -1 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,129 $233K 0.03% -62 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,124 $232K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,123 $231K <0.01% -52 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,107 $228K +1,040 Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,106 $228K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,106 $228K <0.01% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,106 $228K 0.01% -5 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,103 $227K <0.01% -5 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,101 $227K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,097 $226K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,090 $225K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,088 $224K 0.01% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,087 $224K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,082 $223K 0.03% 0 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 1,078 $222K 0.12% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,077 $222K 0.01% 0 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,063 $219K 0.05% -4 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,062 $219K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,058 $218K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,057 $218K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,057 $218K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,057 $218K <0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,048 $216K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,047 $216K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,038 $214K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,036 $214K 0.01% +11 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,027 $212K 0.05% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,025 $211K 0.01% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,025 $211K 0.03% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,020 $210K <0.01% -362 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,018 $210K <0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,015 $209K <0.01% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,014 $209K 0.03% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,003 $207K <0.01% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,000 $206K 0.07% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 990 $204K 0.01% -43 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 990 $204K 0.1% -51 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 989 $204K 0.11% new 13F-HR Timeline