Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,813 $857K +5,470 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17,718 $853K 0.08% -837 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 17,695 $851K 0.48% -125 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,572 $846K <0.01% +4,047 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,164 $826K 0.04% -5,827 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 17,040 $820K 0.65% -7,704 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,737 $805K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,625 $800K 0.02% +120 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,593 $798K 0.01% +90 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 16,390 $789K 0.3% -320 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,274 $783K 0.01% +9,113 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,115 $775K <0.01% +1,454 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,034 $772K 0.01% +11,517 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 15,958 $768K 0.67% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 15,957 $768K 0.01% -165 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,831 $762K 0.02% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,470 $744K 0.15% -260 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 15,234 $733K 0.11% -393 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 15,230 $733K 0.17% +125 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 15,193 $731K 0.07% -526 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 15,980 $728K 0.23% +498 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 14,799 $712K 0.03% +13 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,581 $702K 0.04% -740 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,408 $693K <0.01% +225 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,376 $692K 0.05% -2,017 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,355 $691K <0.01% -812 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 14,199 $683K 0.01% +195 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,049 $676K 0.02% -5,324 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,635 $656K <0.01% -3,459 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,167 $634K <0.01% +2,099 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 13,018 $626K 0.36% -119 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 12,666 $612K 0.08% -3,016 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 12,512 $602K <0.01% -105,783 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,505 $602K 0.08% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 12,389 $596K 0.18% -84 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,200 $587K <0.01% +846 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,174 $586K 0.03% +16 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,050 $580K 0.07% +17 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11,618 $559K 0.19% +7,523 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 11,607 $559K 0.33% +25 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,533 $555K 0.02% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 11,498 $553K 0.41% +26 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,432 $550K 0.26% +477 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,333 $545K 0.1% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,260 $542K 0.02% -168 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,260 $542K 0.06% -168 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,733 $516K <0.01% +2,669 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,539 $507K 0.01% +2,641 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 10,338 $497K 0.37% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,321 $497K 0.26% +25 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,296 $495K 0.02% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 10,161 $489K 0.12% -267 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,129 $487K 0.04% -1,671 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,982 $480K 0.01% +168 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 467,217 $467K 0.56% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,569 $460K 0.02% -49 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9,496 $457K 0.11% -80 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 9,464 $455K <0.01% +4,147 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 9,302 $448K 0.14% -382 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 9,243 $445K 0.36% +4 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,207 $443K <0.01% +127 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 9,079 $437K 0.01% -27 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 8,879 $427K 0.08% -540 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,681 $418K <0.01% -137 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,661 $417K 0.01% -20 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,691 $416K 0.03% +2,429 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,618 $415K 0.05% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,501 $409K 0.17% +2,268 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,440 $406K 0.16% +613 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,293 $399K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,289 $399K 0.02% -2,566 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,187 $394K 0.14% -59 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 8,114 $390K 0.04% +642 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 8,089 $389K 0.17% +55 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,091 $389K <0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,073 $388K 0.01% +356 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,068 $388K <0.01% +3 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,065 $388K 0.02% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,982 $384K 0.35% -215 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,939 $382K 0.04% +17 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 7,889 $379K 0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,868 $379K <0.01% +1,265 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,790 $378K 0.54% -1,154 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,779 $374K 0.02% new 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 7,590 $365K 0.09% -106 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,584 $365K 0.08% -66 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,434 $358K 0.02% +853 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,419 $357K 0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,231 $348K 0.01% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 7,184 $346K 0.1% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,143 $343K 0.01% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,130 $343K 0.04% -56 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,853 $330K 0.11% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,811 $328K <0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,780 $326K <0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,855 $320K 0.01% +38 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,563 $316K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,536 $315K 0.08% -256 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 6,530 $314K 0.2% +100 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 6,468 $311K 0.08% -587 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,456 $311K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,434 $310K 0.01% -383 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,258 $301K <0.01% +18 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,224 $299K 0.01% -460 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,153 $296K 0.02% -413 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 6,043 $291K 0.08% -150 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,001 $289K <0.01% +1,147 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 6,000 $289K 0.01% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 5,961 $287K 0.21% -23 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,918 $285K <0.01% +674 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 5,882 $283K 0.23% +13 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,852 $282K 0.01% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,795 $279K 0.04% -72 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 5,743 $276K 0.22% +16 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,623 $271K 0.02% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,579 $268K 0.02% +1 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,572 $268K 0.01% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,539 $267K 0.02% -845 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,525 $266K 0.05% -16 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,511 $265K 0.01% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,511 $265K 0.08% -25 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,477 $264K <0.01% -2,851 13F-HR/A Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 5,339 $257K 0.1% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,201 $250K 0.04% +8 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,078 $244K <0.01% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,067 $244K 0.21% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,058 $243K 0.03% +561 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 5,035 $242K 0.06% +4 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,000 $241K 0.02% -1,500 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,985 $240K 0.01% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,856 $234K 0.03% +40 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,850 $233K 0.14% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 4,830 $232K 0.17% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,820 $232K <0.01% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,803 $231K 0.09% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,774 $230K <0.01% -193 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,762 $229K 0.02% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,715 $227K 0.02% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,690 $226K 0.01% +103 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,597 $221K 0.11% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 4,562 $220K 0.06% new 13F-HR/A Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 4,549 $219K 0.09% -241 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,529 $218K 0.05% -93 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 4,507 $217K 0.17% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,500 $217K 0.04% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 4,490 $216K 0.05% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,489 $216K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,481 $216K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,471 $215K 0.01% -550 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,464 $215K 0.01% +38 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,433 $213K 0.01% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,420 $213K 0.01% +1 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 4,402 $212K 0.09% +10 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,339 $209K 0.01% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,316 $208K 0.04% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,224 $203K <0.01% -243 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,218 $203K <0.01% -1,097 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,100 $197K +232 Timeline MOTCO More: the full row for MOTCO 3,921 $189K 0.02% -2,735 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,715 $179K <0.01% +1,044 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,612 $174K <0.01% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,155 $152K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3,153 $151K 0.06% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,016 $145K 0.02% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,933 $141K <0.01% +1,175 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,910 $140K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,646 $127K 0.02% +3 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,633 $127K <0.01% -95 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,625 $126K 0.06% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,600 $125K 0.05% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,600 $125K <0.01% -11 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,590 $125K <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 2,570 $124K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,439 $117K <0.01% -98 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,436 $117K 0.01% +2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,377 $114K 0.04% +364 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,361 $114K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,303 $111K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 2,251 $108K 0.08% -49 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,239 $108K <0.01% 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,198 $106K 0.08% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,089 $101K <0.01% -1,436 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 2,000 $96.2K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,969 $95K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,951 $94K <0.01% -11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,927 $93K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,912 $92K <0.01% +1,683 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,904 $91.6K 0.02% +5 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,899 $91.4K <0.01% +1,479 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,870 $90K 0.07% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,773 $85.3K <0.01% -6 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,768 $85.1K <0.01% +463 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,766 $85K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,702 $81.9K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,693 $81.5K 0.02% -503 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,399 $67.3K <0.01% +3 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,391 $66.9K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,252 $60.3K <0.01% +16 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 1,196 $57.6K 0.02% +270 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,190 $57.3K <0.01% 0 13F-HR Timeline