Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,090 $277K 0.03% +43 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,089 $276K 0.06% +55 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 1,086 $276K 0.26% +1 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,085 $276K 0.17% -180 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,085 $276K 0.05% -58 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,082 $275K 0.14% +22 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,082 $275K 0.19% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,075 $273K 0.06% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,075 $273K 0.06% -214 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 1,075 $273K 0.12% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,079 $273K 0.06% -9 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,074 $273K 0.48% 0 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 1,073 $273K 0.04% -5 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,072 $272K 0.1% 0 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 1,072 $272K 0.24% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,072 $272K 0.2% 0 13F-HR Timeline Farringdon Capital, Ltd. 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More: the full row for Fee-Only Financial Planning, L.C. 1,050 $267K 0.14% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,050 $267K 0.05% -16 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,049 $266K 0.13% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,047 $266K 0.07% +24 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,047 $266K 0.07% -616 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,046 $266K 0.19% -1 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,045 $265K 0.05% -1 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,044 $265K 0.41% -140 13F-HR Timeline TOP Private Wealth LLC. 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More: the full row for Prism Advisors, Inc. 1,025 $260K 0.06% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,024 $260K 0.12% +45 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,024 $260K 0.07% +72 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,024 $260K 0.12% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,024 $260K 0.15% +116 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 1,025 $260K 0.09% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,023 $260K 0.06% +4 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,021 $259K 0.13% +8 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,020 $259K 0.07% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,019 $259K 0.11% -59 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,019 $259K 0.13% -276 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 1,018 $258K 0.09% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,016 $258K 0.04% -11 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,015 $258K 0.18% +35 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,012 $257K 0.1% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,011 $257K 0.07% -810 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,010 $257K 0.08% -12 13F-HR/A Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,005 $255K 0.04% +4 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,006 $255K 0.15% +16 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,004 $255K 0.07% -42 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,006 $255K 0.1% -243 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,003 $255K 0.14% +119 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 1,002 $254K 0.14% 0 13F-HR Timeline Nicholas Wealth, LLC. 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More: the full row for Sherman Asset Management, Inc. 989 $251K 0.19% -477 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 987 $251K 0.09% -55 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 985 $250K 0.19% -1 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 985 $250K 0.16% +3 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 981 $249K 0.28% +2 13F-HR Timeline Stegent Equity Advisors, Inc. 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More: the full row for MontVue Capital Management, Inc. 973 $247K 0.14% +15 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 972 $247K 0.08% +31 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 970 $246K 0.16% +30 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 970 $246K 0.09% -5 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 966 $245K 0.16% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 965 $245K 0.08% new 13F-HR Timeline Chatterton & Associates Inc. 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More: the full row for Kondo Wealth Advisors, Inc. 952 $242K 0.08% +33 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 952 $242K 0.09% +100 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 951 $242K 0.11% -26 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 951 $242K 0.2% +1 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 949 $241K 0.2% +1 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 949 $241K 0.05% +1 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 945 $240K 0.07% +4 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 943 $239K 0.04% -42,039 13F-HR Timeline Group Kure Advisory, LLC More: the full row for Kure Advisory, LLC 943 $239K 0.11% +30 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 917 $238K 0.07% +5 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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More: the full row for eCIO, Inc. 933 $237K 0.07% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 932 $237K 0.05% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 932 $237K 0.08% new 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 932 $237K 0.19% -31 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 930 $236K 0.08% -1 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 931 $236K 0.06% +64 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 930 $236K 0.02% +2 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 929 $236K 0.18% +1 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 915 $236K 0.09% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 927 $235K 0.1% 0 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 894 $235K 0.2% +35 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 924 $235K 0.22% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 920 $234K 0.15% +66 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 920 $234K 0.05% -11 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 918 $233K 0.14% +5 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 917 $233K 0.34% -146 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 915 $232K 0.17% +3 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 914 $232K 0.11% +6 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 915 $232K 0.14% -558 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 910 $231K 0.1% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 910 $231K 0.06% -147 13F-HR/A Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 910 $231K 0.07% +1 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 912 $231K 0.09% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 909 $231K 0.07% -156 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 906 $230K 0.16% -183 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 905 $230K 0.2% +130 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 904 $230K 0.11% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 903 $229K 0.12% +2 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 902 $229K 0.19% -50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 902 $229K 0.13% -22 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 899 $228K 0.04% +20 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 898 $228K 0.23% +1 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 897 $228K 0.14% +1 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 897 $228K 0.06% new 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 894 $227K 0.14% +20 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 893 $227K 0.07% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 892 $227K 0.11% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 891 $226K 0.4% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 890 $226K 0.08% +27 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 937 $226K 0.03% -48 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 890 $226K 0.2% +6 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 888 $226K 0.15% +19 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 888 $226K <0.01% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 888 $226K 0.09% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 888 $226K 0.06% -74 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 887 $225K 0.18% -58 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 887 $225K 0.07% -86 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 887 $225K 0.07% +18 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 881 $224K 0.02% new 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 878 $223K 0.23% 0 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 877 $223K 0.09% -50 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 864 $223K 0.17% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 875 $222K 0.05% +550 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 875 $222K <0.01% -5,220 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.