Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,018 $504K 0.03% +249 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,015 $503K 0.08% +138 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,015 $503K 0.29% +403 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,012 $502K 0.06% +498 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,006 $499K 0.25% 0 13F-HR Timeline Albar Capital Partners LLP More: the full row for Albar Capital Partners LLP 1,004 $498K 0.08% -74,818 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,003 $497K 0.11% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,001 $496K 0.05% -1 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,000 $496K 0.12% +356 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,000 $496K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,000 $496K 0.24% +330 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 998 $495K 0.3% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 995 $493K 0.02% +78 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 993 $492K 0.03% +56 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 992 $492K 0.1% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 991 $491K 0.21% 0 13F-HR/A Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 989 $490K 0.21% -19 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 976 $484K 0.05% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 975 $483K 0.02% -81 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 970 $481K 0.1% -1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 966 $479K 0.15% -153 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 963 $478K 0.22% +137 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 966 $477K 0.1% +280 13F-HR Timeline Granite Harbor Advisors, Inc. 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More: the full row for New Covenant Trust Company, N.A. 958 $475K 0.42% +370 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 956 $474K 0.37% +112 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 954 $473K 0.02% +300 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 953 $472K 0.37% +184 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 951 $471K 0.13% +17 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 949 $470K 0.34% +459 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 948 $470K 0.07% +14 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 947 $470K 0.05% +344 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 947 $469K 0.06% +15 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 945 $468K 0.35% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 944 $468K 0.09% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 943 $468K 0.07% -7,317 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 928 $465K 0.09% +169 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 937 $465K 0.08% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 935 $463K 0.02% +26 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 933 $463K 0.07% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 930 $461K 0.04% -25 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 927 $460K 0.13% +5 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 910 $451K <0.01% 0 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 906 $449K 0.03% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 905 $449K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 905 $449K 0.05% 0 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 903 $448K 0.33% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 902 $447K 0.18% +70 13F-HR Timeline Davis Asset Management, L.P. More: the full row for Davis Asset Management, L.P. 900 $446K 0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 897 $445K 0.16% -54 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 894 $443K 0.02% -6,609 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 893 $443K 0.1% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 893 $443K 0.07% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 893 $443K 0.32% +405 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 889 $441K 0.01% +8 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 888 $440K 0.02% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 888 $440K 0.05% +60 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 886 $439K 0.14% +63 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 881 $437K 0.03% -5,288 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 880 $436K 0.11% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 879 $436K 0.01% new 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 878 $435K 0.03% +25 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 878 $435K 0.02% +138 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 877 $435K 0.11% +378 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 876 $434K 0.02% -160 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 875 $434K 0.18% -100 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 875 $434K 0.27% +287 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 874 $433K 0.04% +7 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 873 $433K 0.05% +324 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 872 $432K 0.05% +25 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 870 $432K 0.24% +26 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 871 $432K 0.01% +73 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 870 $431K 0.16% +8 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 867 $430K 0.15% -12 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 864 $428K 0.14% -12 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 863 $428K 0.21% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 833 $428K 0.04% +50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 861 $427K 0.04% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 861 $427K 0.05% +49 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 860 $426K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 859 $426K 0.01% +335 13F-HR Timeline Group VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 859 $426K 0.11% 0 13F-HR/A Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 859 $426K 0.22% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 858 $426K 0.02% -107 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 858 $425K 0.01% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 856 $424K 0.36% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 856 $424K 0.15% +173 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 853 $423K 0.04% +106 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 851 $422K 0.06% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 847 $420K 0.12% new 13F-HR Timeline Northwest Bancshares, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 832 $412K 0.05% new 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 830 $412K 1.01% -147 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 830 $411K 0.03% +155 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 828 $410K 0.09% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 822 $408K 0.04% -16,663 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 820 $407K 0.07% -8 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 820 $407K 0.09% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 819 $406K 0.14% -266 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 817 $405K 0.01% -78 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 816 $404K 0.12% +54 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 815 $404K 0.18% +6 13F-HR/A Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 814 $404K 0.32% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 812 $403K 0.03% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 809 $402K 0.05% +197 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 810 $402K 0.05% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 809 $401K 0.12% +334 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 804 $399K 0.36% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 802 $398K 0.25% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 801 $397K 0.18% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 800 $397K 0.04% -22 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 800 $397K 0.14% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 799 $396K 0.08% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 797 $395K 0.08% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 794 $394K 0.02% +24 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 794 $393K 0.25% +74 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 793 $393K 0.05% +6 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 792 $393K 0.03% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 790 $392K 0.21% -4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 789 $391K 0.13% +350 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 788 $391K 0.05% +27 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 788 $391K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 786 $390K 0.05% +104 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 786 $390K 0.05% -1,647 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 785 $389K 0.1% +12 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 785 $389K 0.03% +310 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 784 $389K 0.04% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 783 $388K 0.02% +293 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 779 $386K 0.03% +309 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 779 $386K 0.12% +201 13F-HR Timeline SGL Investment Advisors, Inc. 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More: the full row for Foster Group, Inc. 725 $359K 0.01% +170 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 724 $359K 0.04% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 724 $359K 0.13% +26 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 724 $359K 0.03% +34 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 722 $358K 0.11% -6 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 719 $356K 0.09% +25 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 714 $354K 0.08% +7 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 710 $352K 0.02% -582 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 707 $351K 0.08% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 705 $350K 0.06% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 708 $349K 0.23% +13 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 720 $347K 0.35% -44 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 700 $347K 0.06% -200 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 13,560 $347K 0.13% +618 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 695 $345K 0.03% +206 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 695 $345K 0.03% +57 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 693 $344K 0.1% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 693 $343K 0.02% +1 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 692 $343K 0.17% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 689 $341K 0.04% 0 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 688 $341K 0.28% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 688 $341K 0.07% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 687 $341K 0.01% +13 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 685 $340K 0.01% +66 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 685 $340K 0.07% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 662 $338K 0.07% -77 13F-HR Timeline