Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 411 $337K 0.03% +67 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 410 $336K 0.01% -8 13F-HR Timeline Group AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 408 $335K 0.2% -7 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 406 $333K 0.01% +23 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 405 $332K 0.02% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 405 $332K 0.03% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 403 $331K 0.02% -2 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 403 $331K 0.11% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 403 $330K 0.03% -21 13F-HR Timeline American Trust More: the full row for American Trust 402 $330K 0.03% -21 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 401 $329K 0.05% +131 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 401 $329K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $328K 0.01% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 400 $328K 0.03% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 400 $328K 0.16% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 400 $328K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 398 $326K 0.01% +27 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 398 $326K 0.02% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 397 $326K 0.06% -164 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 395 $324K 0.02% -6 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 395 $324K 0.05% -306 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 395 $324K 0.05% -1 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 394 $324K 0.05% +80 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 392 $322K 0.14% -12 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 391 $321K 0.24% -57 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 388 $321K 0.01% +22 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 378 $320K 0.07% +16 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 390 $320K 0.07% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 388 $318K 0.05% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 387 $317K 0.05% -1 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 386 $317K 0.05% 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 384 $315K 0.02% +1 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 384 $315K 0.05% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 383 $314K 0.14% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 382 $314K 0.09% -51 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 330 $313K 0.07% -575 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 382 $313K 0.09% +1 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 381 $313K 0.02% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 379 $311K 0.03% +5 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 378 $310K 0.04% +104 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 376 $308K 0.03% -14 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 377 $308K 0.16% -7 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 375 $308K 0.04% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 375 $308K 0.14% 0 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 374 $307K 0.18% -399 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 374 $307K 0.02% -45 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 374 $307K 0.18% +21 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 373 $306K 0.02% 0 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 371 $304K 0.2% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Management Associates, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 360 $295K 0.19% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 360 $295K 0.02% +16 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 358 $293K 0.03% +13 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 357 $293K 0.25% 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 357 $293K 0.04% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 355 $291K 0.02% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 354 $291K 0.18% +5 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 354 $290K 0.09% -8 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 353 $290K 0.07% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 354 $290K 0.12% -8 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 353 $290K 0.02% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 302 $289K 0.12% 0 13F-HR Timeline Swisher Financial Concepts, Inc. 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More: the full row for Shoker Investment Counsel, Inc. 350 $287K 0.08% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 350 $287K 0.18% +16 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 350 $287K 0.13% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 350 $287K 0.14% -3 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 348 $285K 0.54% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 348 $285K 0.01% -5 13F-HR/A Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 346 $284K <0.01% +2 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 346 $284K 0.18% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 345 $283K 0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 342 $281K 0.01% +22 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 342 $281K 0.23% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 339 $278K 0.04% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 339 $278K 0.04% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 338 $277K 0.14% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 338 $277K <0.01% -3 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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More: the full row for Palisades Hudson Asset Management, L.P. 335 $275K 0.11% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 335 $275K 0.06% +65 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 334 $274K 0.05% -20 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 334 $274K 0.02% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 333 $273K 0.05% -20 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 332 $272K 0.08% +3 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 331 $272K 0.01% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 331 $272K 0.12% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 330 $271K 0.09% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 329 $270K 0.21% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 328 $269K 0.02% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 327 $268K 0.04% -9 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 327 $268K 0.03% +1 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 326 $267K 0.03% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 326 $267K 0.08% +61 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 325 $267K 0.04% +59 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 315 $266K 0.02% +6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 324 $266K 0.06% +1 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 322 $264K 0.18% +12 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 323 $264K 0.06% -29 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 320 $263K 0.01% +13 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 320 $262K 0.26% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 319 $262K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 318 $261K 0.01% +1 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 317 $260K 0.23% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 317 $260K 0.03% +13 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 317 $260K 0.08% +10 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 316 $259K 0.05% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 315 $258K 0.05% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 315 $258K 0.08% -72 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 314 $258K 0.03% new 13F-HR Timeline Group Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 312 $256K 0.03% -20 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 311 $255K 0.08% +73 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 311 $255K 0.02% +6 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 311 $255K 0.17% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 307 $252K <0.01% -133 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 307 $252K 0.02% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 306 $251K 0.03% -8 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 304 $249K 0.13% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 303 $249K 0.04% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 302 $248K 0.07% -17 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 302 $248K 0.25% +31 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 301 $247K 0.03% +26 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 301 $247K 0.03% -4 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 301 $247K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 300 $246K 0.01% +19 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 300 $246K 0.07% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 300 $246K 0.13% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 300 $246K 0.06% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 300 $246K 0.01% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 299 $245K 0.19% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 299 $245K 0.22% 13F-HR Timeline Ruggiero Investments, Inc. 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Co. 294 $242K 0.03% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 294 $241K 0.03% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 294 $241K 0.04% +29 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 294 $241K 0.1% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 293 $240K <0.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 292 $240K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 290 $238K 0.01% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 290 $238K 0.02% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 290 $238K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 289 $237K 0.18% -13 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 287 $235K 0.01% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 287 $235K 0.01% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 287 $235K 0.03% -15 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 287 $235K 0.09% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 286 $235K 0.17% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 286 $235K 0.03% +16 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 286 $235K 0.07% +6 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 286 $235K 0.03% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 286 $233K 0.07% +78 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 283 $232K 0.15% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 283 $232K 0.02% +10 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 283 $232K 0.08% -68 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 0 $232K 0.05% -283 13F-HR Timeline Amount filed as zero, left out of ratios. JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 282 $231K 0.14% -30 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 282 $231K 0.12% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 282 $231K 0.08% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 279 $231K 0.01% -4 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 280 $230K 0.05% -120 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 279 $229K 0.06% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 278 $228K 0.05% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 277 $227K 0.19% 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 277 $227K 0.02% new 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 276 $226K 0.1% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 276 $226K 0.21% 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 276 $226K 0.02% -32 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 275 $226K 0.16% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 275 $226K 0.21% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 274 $225K 0.01% +20 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 274 $225K 0.04% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 245 $224K 0.09% -24 13F-HR Timeline