Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8,607 $394K 0.03% -2,400 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,602 $387K 0.01% -1,667 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,303 $380K 0.1% +772 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 8,232 $377K 0.11% -59 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 8,215 $376K 0.17% -227 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,174 $374K 0.03% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,022 $367K 0.03% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,008 $367K 0.02% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,954 $364K 0.11% -111 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,951 $364K 0.02% +5 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,876 $361K 0.05% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 7,841 $359K 0.01% -1,562 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,673 $351K 0.02% -550 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,619 $349K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,414 $340K <0.01% +2,950 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,267 $333K 0.04% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,173 $329K 0.18% -6,922 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 7,003 $321K 0.01% +85 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 6,840 $313K 0.04% -1,031 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,768 $310K 0.01% +177 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 6,801 $309K 0.06% -49 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,636 $304K 0.01% 0 13F-HR Timeline Group WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 6,462 $296K 0.17% +1,828 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,325 $290K <0.01% +54 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 6,330 $290K 0.04% -500 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,321 $290K <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,259 $287K 0.01% new 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,327 $286K 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,993 $274K <0.01% +2,993 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,846 $268K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,846 $267K <0.01% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,777 $265K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 5,673 $260K <0.01% +911 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,614 $257K <0.01% new 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 5,623 $255K 0.15% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,512 $252K 0.14% -20 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,500 $252K 0.06% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,500 $252K 0.04% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,467 $250K 0.16% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 5,463 $246K 0.05% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,294 $242K <0.01% -47 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 5,265 $241K 0.14% +515 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,079 $233K <0.01% -1,394 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,045 $231K <0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,021 $230K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,000 $229K 0.02% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,926 $226K 0.04% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,879 $223K 0.03% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,849 $222K <0.01% -173 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,808 $220K 0.05% -1,267 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,781 $219K 0.1% -2,044 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,741 $217K <0.01% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 4,729 $217K 0.13% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,662 $214K 0.02% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,656 $213K 0.05% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,637 $212K <0.01% -91 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,622 $212K 0.13% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,426 $203K 0.02% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 4,235 $194K 0.13% +648 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,913 $179K 0.01% +1,022 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,804 $174K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,500 $160K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,358 $151K 0.02% +4 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,000 $137K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,777 $127K <0.01% -15,329 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,738 $125K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,600 $119K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,600 $119K 0.01% +1,500 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,396 $110K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,299 $105K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,280 $104K 0.02% +275 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,174 $99.6K 0.06% -292 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,049 $93.8K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,978 $90.6K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,675 $76.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,633 $74.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,497 $68.6K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,447 $66.3K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,168 $53.5K 0.03% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,148 $52.6K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 986 $45.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 957 $43.8K -10,336 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 948 $43.4K <0.01% +785 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 937 $42.9K 0.01% +8 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 879 $40.2K 0.02% -3,182 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 840 $38.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 812 $37.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 793 $36.3K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 731 $33.4K <0.01% -60 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 647 $29.6K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 609 $27K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 561 $25.7K <0.01% new 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 555 $25.4K 0.01% +3 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 554 $25.4K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 500 $22.9K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 439 $20.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 376 $17.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 293 $13.4K <0.01% -2 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 280 $12.8K <0.01% +2 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 268 $12.3K <0.01% +265 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 207 $9.46K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 205 $9.38K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 169 $7.74K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 120 $5.5K <0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 105 $4.81K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 99 $4.54K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 86 $3.94K <0.01% -95 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 82 $3.76K <0.01% 0 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 81 $3.71K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 78 $3.57K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 74 $3.39K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $3.21K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 69 $3.16K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 60 $2.75K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 52 $2.38K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 41 $1.88K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 40 $1.83K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 36 $1.65K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30 $1.37K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 29 $1.33K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25 $1.15K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 21 $962 <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 18 $836 <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 16 $713 <0.01% +6 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13 $606 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $550 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $366 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6 $294 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 5 $229 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2 $92 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1 $46 <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1 $0 0% -27 13F-HR Timeline Group Value filed as zero, left out of ratios.