Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 845 $221K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 915 $221K 0.01% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 835 $218K <0.01% new 13F-HR Timeline Group ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 834 $218K 0.08% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 833 $218K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 832 $217K <0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 828 $216K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 819 $214K 0.01% new 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 772 $212K 0.19% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 810 $212K 0.21% +212 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 808 $211K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 806 $211K <0.01% +53 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 800 $209K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $209K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 785 $205K 0.06% +140 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 783 $205K <0.01% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 782 $204K 0.02% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 780 $204K 0.01% +70 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 776 $203K 0.08% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 775 $202K 0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 721 $188K 0.11% 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 708 $185K <0.01% +46 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 670 $175K 0.04% +650 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 660 $172K 0.1% -34 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 651 $170K <0.01% 0 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 650 $170K <0.01% +245 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 634 $166K 0.16% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 597 $156K <0.01% +149 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 591 $155K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 571 $149K 0.01% +19 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 569 $149K <0.01% +7 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 560 $146K 0.03% 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 555 $145K 0.08% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 506 $132K 0.07% +39 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 458 $120K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 455 $119K <0.01% +192 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 450 $118K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 500 $117K 0.16% 0 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 440 $115K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 430 $112K 0.01% -775 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 415 $108K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 410 $107K 0.03% new 13F-HR/A Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 393 $103K 0.05% -307 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 379 $99K 0.04% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 377 $98.5K +20 Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 371 $96.9K 0.01% +10 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 367 $95.9K 0.05% +50 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 338 $88.3K 0.03% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 337 $88K 0.01% +83 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 355 $86.5K <0.01% +19 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 315 $82.3K 0.01% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 305 $81.8K <0.01% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 310 $81K 0.05% +18 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 305 $79.7K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 299 $79K <0.01% +17 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 300 $78.4K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $78.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 292 $76.3K <0.01% +45 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 271 $70.8K <0.01% -4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 245 $64K 0.03% +9 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 232 $61K 0.04% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 233 $60.9K <0.01% +88 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 225 $58.8K 0.02% -11 13F-HR/A Timeline Godfrey Financial Associates, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 115 $30K <0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 115 $30K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 113 $29.5K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 111 $29K <0.01% +2 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 110 $28.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 100 $27K 0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 102 $26.6K <0.01% +55 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $26.1K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $26.1K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 100 $26.1K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $26.1K 0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 100 $26.1K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $26.1K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $26.1K 0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 98 $25.6K 0.02% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 94 $24.6K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 90 $23.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 87 $22.7K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 84 $21.9K <0.01% +29 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $21.9K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 83 $21.7K 0.01% +8 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 75 $19.6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $19.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 74 $19.3K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 73 $19.1K <0.01% +22 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 72 $18.8K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 72 $18.8K <0.01% +7 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 70 $18.3K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 69 $18K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 68 $17.8K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 67 $17.5K <0.01% -30 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 67 $17.5K 0.01% +61 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 65 $17K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 60 $15.7K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 59 $15.4K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $14.9K <0.01% +8 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 53 $14.5K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 52 $13.5K <0.01% +40 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 50 $13.1K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 50 $13.1K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 48 $12.5K <0.01% -35 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 48 $12.5K 0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 46 $12K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 45 $11.8K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 44 $11.5K <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $11.2K <0.01% +3 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 44 $11K <0.01% -6,206 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 42 $11K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 40 $10.4K <0.01% -24 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 40 $10.4K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 39 $10.2K <0.01% +35 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 38 $9.93K 0.01% +6 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 50 $9.86K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 37 $9.67K <0.01% +17 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 261 $8.88K <0.01% +40 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 34 $8.88K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 34 $8.88K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $8.36K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 30 $8.16K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 32 $8K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 30 $8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $7.84K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $7.05K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $7.05K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $7K <0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28 $7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $6.79K <0.01% +17 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 26 $6.79K <0.01% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $6.53K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $6.53K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 24 $6.27K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 23 $6.01K <0.01% +13 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 23 $6.01K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 23 $6.01K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 23 $6.01K <0.01% 0 13F-HR Timeline McMillan Office, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 19 $4.96K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $4.7K <0.01% +6 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 17 $4.44K <0.01% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 16 $4.18K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 15 $3.92K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $3.66K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $3.49K <0.01% -3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $3.4K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13 $3.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $3.29K <0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 12 $3.13K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 12 $3.13K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $3.13K <0.01% +5 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 11 $2.87K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $2.87K <0.01% +3 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 11 $2.87K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11 $2.84K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $2.61K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10 $2.61K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $2.61K <0.01% +1 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 10 $2.61K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9 $2.35K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9 $2.35K <0.01% +7 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 9 $2.35K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $2.09K <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. 8 $2.09K <0.01% -16 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 8 $2.09K <0.01% 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $2.09K <0.01% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 8 $2.09K <0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6 $2K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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