Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,311 $223K 0.09% -6,749 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,290 $221K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,282 $221K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,276 $221K 0.02% -2,901 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,263 $220K 0.03% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,258 $219K 0.01% +31 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,232 $218K 0.05% -33 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,218 $217K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,218 $217K 0.01% 0 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 3,202 $216K 0.15% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,195 $215K 0.07% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,187 $215K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,183 $214K <0.01% -2,093 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,172 $214K <0.01% -121 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,142 $211K 0.04% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,131 $211K 0.15% -121 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,118 $210K 0.05% -768 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 3,078 $207K 0.05% new 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,075 $207K <0.01% -158 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,075 $207K 0.13% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,066 $206K 0.02% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,053 $205K 0.06% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,046 $205K <0.01% -1,752 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,042 $205K 0.02% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,027 $204K 0.09% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,027 $204K 0.08% -331 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,024 $204K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,010 $203K 0.03% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,000 $202K 0.07% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,000 $202K 0.01% new 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,000 $202K 0.08% -700 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,000 $202K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,921 $197K 0.11% +453 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,918 $196K 0.01% +13 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,877 $194K 0.01% +934 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,788 $188K 0.08% +213 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,734 $184K 0.06% +1,321 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,654 $179K 0.02% -201 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,540 $171K 0.02% -22 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,500 $168K 0.01% +262 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,490 $168K 0.04% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,484 $167K 0.13% -860 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,451 $165K <0.01% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,440 $164K 0.13% 0 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 2,436 $164K <0.01% 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,420 $163K 0.09% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,228 $150K 0.08% +63 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,228 $149K <0.01% -1,125 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,199 $148K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,109 $142K 0.01% +48 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,981 $133K 0.09% +68 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,907 $128K 0.03% -698 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,808 $122K 0.01% -67 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,685 $116K 0.08% -459 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,643 $111K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,628 $110K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,618 $109K 0.01% +99 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,617 $109K <0.01% -3,648 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,546 $104K 0.08% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,538 $104K 0.1% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,505 $101K 0.06% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,489 $100K 0 Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,400 $94.2K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,386 $93.3K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,350 $90.9K 0.01% -350 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,278 $85.8K <0.01% +416 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,259 $84.7K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,254 $84K <0.01% +525 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,226 $82.7K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,214 $81.7K 0.02% +40 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,170 $78.8K 0.03% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,122 $75.5K <0.01% +1,000 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,100 $74K 0.02% -100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,092 $73.6K 0.01% +227 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,074 $72.3K <0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 976 $66K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 977 $65.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 975 $64.9K 0.01% +224 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 955 $64.3K 0.02% +275 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 946 $64K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 889 $59.8K <0.01% +76 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 886 $59.6K 0.02% new 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 852 $57.3K 0.01% -4,366 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 830 $55.9K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 800 $54.4K 0.04% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 781 $52.6K 0.01% +758 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 725 $48.8K <0.01% -5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 710 $47.8K <0.01% -8 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $47K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 684 $46K 0.01% +61 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 614 $44.8K 0.06% 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 655 $44.1K 0.03% +337 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 620 $41.7K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 616 $41.5K 0.01% +357 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 604 $40.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 600 $40.4K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 600 $40.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 582 $39.2K 0.01% -12 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 574 $38.6K 0.01% +500 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 553 $37.2K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 534 $35.9K 0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 519 $34.9K 0.01% +28 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 511 $34.4K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 498 $33.5K <0.01% +120 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 480 $32.3K <0.01% -119 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 452 $30.4K <0.01% +17 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 444 $29.9K <0.01% +146 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 426 $28.7K <0.01% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 401 $27K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 400 $26.9K <0.01% -560 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Center for Financial Planning, Inc. 216 $14.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 212 $14.3K <0.01% -154 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 211 $14.2K <0.01% +21 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 211 $14.2K <0.01% -51 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 212 $14K <0.01% -35 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 204 $13.7K <0.01% +24 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $13.5K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 200 $13.5K 0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. 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More: the full row for Decker Retirement Planning Inc. 197 $13.3K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 191 $12.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 188 $12.7K <0.01% +26 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 178 $12.4K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 184 $12.4K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $12.1K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 178 $12K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. 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LLC 163 $11K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 141 $10.8K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 158 $10.6K <0.01% +13 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 153 $10.3K 0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 152 $10.2K <0.01% new 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $10.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 147 $9.87K <0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 145 $9.76K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 144 $9.69K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 143 $9.62K <0.01% +64 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 142 $9.56K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 140 $9.4K <0.01% +33 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 122 $8.21K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 122 $8.21K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 118 $7.94K <0.01% 0 13F-HR Timeline DAGCO, INC. 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