EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,010 $235K 0.01% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 5,000 $235K 0.02% 0 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,958 $233K 0.01% -596 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,903 $230K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,890 $229K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,886 $229K 0.01% +18 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,883 $229K 0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,860 $228K 0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,860 $228K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,851 $228K <0.01% +4,211 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,790 $225K <0.01% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,750 $223K 0.04% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 4,750 $223K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,745 $223K <0.01% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,725 $222K 0.07% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,715 $221K 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,665 $219K 0.02% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,660 $219K 0.02% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 4,500 $218K 0.24% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,640 $218K 0.02% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,639 $218K 0.06% +16 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,635 $217K 0.03% +19 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,631 $217K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,620 $217K 0.05% +18 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,580 $215K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,572 $215K 0.02% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,540 $213K 0.11% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,526 $212K 0.02% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,503 $211K 0.01% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,466 $210K 0.03% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,436 $208K 0.06% -178 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,425 $208K 0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,425 $208K 0.11% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,553 $206K 0.05% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,379 $205K 0.03% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,356 $204K 0.01% -219 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,322 $203K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,318 $203K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,205 $197K <0.01% -1,351 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4,110 $193K 0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 4,000 $188K 0.05% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,895 $183K 0.18% 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 3,689 $173K 0.04% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,508 $165K 0.03% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,475 $163K 0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,475 $163K 0.01% 0 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 3,289 $154K 0.15% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,243 $152K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,186 $149K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,182 $149K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,000 $141K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,923 $138K 0.01% -1,173 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,894 $136K 0.05% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,851 $134K 0.01% +413 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,821 $132K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,822 $132K 0.02% +11 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,776 $130K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,685 $126K 0.02% +1,525 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,674 $125K 0.01% +11 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,570 $121K 0.09% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,525 $118K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,500 $117K <0.01% -70 13F-HR Timeline Group Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,379 $112K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,369 $111K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,326 $109K 0.01% +1,994 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,317 $109K 0.01% +9 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,223 $104K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,177 $102K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,083 $97.7K 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 2,053 $96.3K <0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,020 $94.8K 0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,000 $93.8K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,935 $90.8K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,836 $86.2K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,775 $83.3K 0.05% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,754 $82.3K 0.01% -7,161 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,695 $79.5K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,550 $72.7K 0.01% 0 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,500 $70.4K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,475 $69K 0.02% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,450 $68K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,427 $67K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,422 $66.7K 0.03% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,343 $63K 0.03% -1,186 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,310 $61.5K 0.04% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,265 $59.4K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,258 $59K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,255 $58.9K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,250 $58.6K 0.03% -75 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,225 $57.5K 0.02% -150 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,205 $56K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,168 $54.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 1,115 $52K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,060 $49.8K 0.05% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,050 $49.3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,039 $48.8K 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,000 $46.9K 0.03% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $46.9K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 982 $46.1K <0.01% +147 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 960 $45K 0.02% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 945 $44.3K 0.04% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 916 $43K <0.01% +460 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 878 $41.2K 0.01% +747 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 847 $39.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 777 $36.5K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 750 $35.2K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 725 $34K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 720 $33.8K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 702 $32.9K <0.01% +300 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 650 $30.5K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 545 $25.6K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 530 $24.9K 0.01% +2 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 24,445 $24.4K 0.02% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 498 $23K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 452 $21.9K <0.01% -556 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 465 $21.8K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 460 $21.6K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 445 $20.9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 443 $20.8K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 404 $19.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 381 $17.9K 0.02% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 370 $17.4K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 360 $16.9K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 350 $16.4K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 345 $16.2K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 334 $15.7K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 328 $15.4K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 325 $15.2K <0.01% 0 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 300 $14.1K 0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 290 $13.6K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 276 $13K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 250 $11.7K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 225 $10.6K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 220 $10.3K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 213 $9.99K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 205 $9.66K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 190 $8.91K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 189 $8.87K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 175 $8.21K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 174 $8K <0.01% -1,299 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 157 $7.38K <0.01% -545 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 155 $7.25K -305 Timeline CX Institutional More: the full row for CX Institutional 155 $7K <0.01% -1 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 112 $5.25K <0.01% -126 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 86 $4.04K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 55 $2.58K <0.01% -13,572 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 41 $1.92K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 38 $1.78K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 34 $1.59K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $1.31K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $1.17K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10 $469 <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7 $328 <0.01% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1 $47 <0.01% -9,102 13F-HR Timeline Group