GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 591 $212K 0.1% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 585 $210K 0.11% -29 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 573 $206K <0.01% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 564 $202K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 563 $202K 0.02% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 561 $201K 0.05% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 520 $188K 0.01% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 521 $187K 0.09% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 505 $181K 0.02% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 500 $180K 0.02% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 484 $174K new Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 462 $173K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 445 $160K 0.08% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 433 $155K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 414 $149K <0.01% +19 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 405 $145K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 401 $144K 0.05% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 401 $144K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 400 $144K <0.01% 0 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 391 $140K 0.03% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 393 $137K <0.01% +172 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 376 $135K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 356 $129K 0.06% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 359 $129K 0.03% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 330 $118K 0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 329 $118K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 325 $117K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 320 $115K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 314 $113K 0.02% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 293 $105K <0.01% +95 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 290 $104K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 281 $101K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 276 $99K <0.01% new 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 270 $96.9K <0.01% +109 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 270 $96.9K 0.04% 0 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 265 $95.1K <0.01% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 252 $90.5K 0.09% +2 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 232 $83.3K <0.01% -181 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 229 $82.2K <0.01% +80 13F-HR/A Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 227 $81.5K 0.06% -52 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 215 $77.2K 0.06% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 213 $76.5K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 210 $75.4K 0.02% -87 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 208 $74.7K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 205 $73.6K 0.04% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 199 $71.4K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 200 $71K 0.02% 0 13F-HR/A Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 194 $69.7K 0.07% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 193 $69.3K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 192 $69K 0.02% +30 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 192 $68.9K 0.05% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 191 $68.7K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 183 $65.7K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 183 $65.6K +1 Timeline City State Bank More: the full row for City State Bank 179 $64.3K 0.02% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 162 $58.2K 0.01% -7 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 155 $55.6K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 154 $55.3K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 145 $52.2K 0.02% -54 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 140 $50.3K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 140 $50.3K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 139 $49.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 138 $49.5K 0.04% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 136 $48.8K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 129 $46.3K 0.01% 0 13F-HR/A Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 125 $45K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 125 $44.9K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 125 $44.9K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 119 $42.7K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $42.4K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 116 $42K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 115 $41.3K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 112 $40.2K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 109 $39.2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 109 $39K <0.01% +92 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 107 $38.4K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105 $37.8K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 102 $36.7K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 100 $35.9K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 96 $34.5K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 91 $32.9K 0.01% +68 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 86 $30.9K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 83 $29.8K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 82 $29.4K <0.01% +36 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/ 80 $28.7K <0.01% 0 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 80 $28.6K 0.04% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 79 $28.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 76 $27.4K <0.01% -817 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 75 $27K 0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 75 $26.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 74 $26.6K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 70 $25.1K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 70 $25.1K 0.02% -267 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 68 $24.4K <0.01% +56 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 65 $23.5K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 65 $23.3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 62 $22.3K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 62 $22.1K <0.01% +1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 58 $20.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 56 $20.1K <0.01% new 13F-HR/A Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 50 $18K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 50 $18K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 48 $17.6K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 47 $16.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 46 $16.5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $16.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 44 $15.8K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 40 $14.4K 0.01% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 39 $14K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 38 $13.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 33 $11.8K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 31 $11.3K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 31 $11K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 30 $10.8K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 28 $10.1K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $7.91K <0.01% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 21 $7.63K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 20 $7.22K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 20 $7.18K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20 $7.18K <0.01% -2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17 $6.1K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 16 $5.74K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 16 $5.74K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15 $5.51K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15 $5.38K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15 $5.38K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14 $5.03K <0.01% -52 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 14 $4.88K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 13 $4.67K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13 $4.67K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 12 $4.32K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10 $3.59K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $3.59K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10 $3.59K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9 $3.33K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9 $3.23K <0.01% -784 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 8 $2.87K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8 $2.87K <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 7 $2.56K <0.01% 0 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 7 $2.55K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 6 $2.15K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5 $1.79K <0.01% -2,257 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 5 $1.77K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2 $718 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $718 <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1 $359 <0.01% -116 13F-HR Timeline