Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 951 $274K 0.02% -110 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 943 $271K 0.19% -232 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 943 $271K 0.01% -67 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 938 $270K 0.08% -35 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 938 $270K 0.02% -51 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 937 $270K 0.14% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 935 $269K 0.03% -55 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 934 $269K 0.01% -3 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 932 $268K 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 931 $268K <0.01% -26 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 928 $267K 0.01% -49 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 927 $267K 0.01% -4,425 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 925 $266K 0.03% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 922 $266K 0.14% +5 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 917 $264K 0.05% +19 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 913 $263K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 912 $263K 0.04% +64 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 911 $262K 0.04% +1 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 910 $260K 0.06% +2 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 903 $260K 0.02% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 900 $259K 0.12% +5 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 899 $259K 0.01% 0 13F-HR Timeline Group Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 895 $258K 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 894 $257K 0.01% 0 13F-HR Timeline NavPoint Financial, Inc. 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More: the full row for LifeSteps Financial, Inc. 818 $235K 0.15% -71 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 814 $234K 0.08% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 812 $234K 0.04% -22 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 808 $232K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 806 $232K 0.03% -31 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 806 $232K <0.01% -3,746 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 802 $231K 0.04% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 800 $230K 0.02% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 800 $230K 0.14% 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 799 $230K 0.1% -37 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 800 $230K 0.04% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 794 $229K 0.12% +3 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 794 $228K 0.03% -289 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 792 $228K <0.01% +6 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 790 $227K 0.07% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 788 $227K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 787 $227K 0.2% 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 786 $226K 0.09% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 784 $226K 0.02% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 780 $224K 0.14% +1 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 778 $224K 0.14% +4 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 775 $224K 0.05% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 774 $223K 0.08% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 774 $223K 0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 766 $220K 0.1% -439 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 765 $220K 0.01% -60 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 765 $220K 0.03% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 764 $220K 0.03% 0 13F-HR Timeline Group Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 762 $219K 0.06% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 762 $219K 0.07% -143 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 760 $219K 0.14% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 758 $218K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 757 $218K 0.01% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 757 $218K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 754 $217K 0.01% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 755 $217K 0.14% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 751 $216K 0.03% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 750 $216K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 746 $215K <0.01% +237 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Trust Co More: the full row for Heritage Trust Co 740 $213K 0.02% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 740 $213K 0.1% 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 739 $213K <0.01% new 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 739 $213K 0.05% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 736 $212K 0.04% -42 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 734 $211K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 731 $210K 0.02% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 731 $210K 0.05% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 729 $210K 0.01% -866 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 730 $210K 0.06% -417 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 728 $210K <0.01% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 726 $209K <0.01% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 725 $209K 0.03% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 721 $208K 0.08% -690 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 718 $207K 0.01% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 716 $206K 0.02% -135 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 716 $206K 0.05% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 714 $206K 0.01% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 710 $204K 0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 710 $204K 0.01% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 709 $204K <0.01% new 13F-HR Timeline Group Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 710 $204K 0.17% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 708 $204K 0.03% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 707 $204K 0.02% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 705 $203K 0.08% -362 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 704 $203K <0.01% -1,441 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 700 $201K 0.04% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 700 $201K 0.04% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 698 $201K 0.09% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 697 $201K 0.05% -3,675 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 697 $201K 0.06% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 674 $194K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 652 $188K 0.01% -297 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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Mason LLC 564 $162K 0.06% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 558 $161K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 551 $160K 0.01% +101 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 548 $158K 0.02% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 545 $157K 0.12% 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 531 $153K 0.05% -860 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 517 $149K 0.05% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 512 $147K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 510 $147K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 500 $144K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 494 $142K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 494 $142K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 478 $138K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 470 $135K 0.05% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 470 $135K 0.06% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 463 $133K 0.05% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 452 $130K 0.04% -59 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 442 $127K 0.13% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 438 $126K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 435 $125K 0.04% +33 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 431 $124K 0.02% +10 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 426 $123K 0.09% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 420 $121K 0.01% +93 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 419 $121K 0.03% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 418 $120K 0.07% +1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 408 $117K 0.08% +21 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 398 $115K 0.07% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 390 $112K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 380 $109K 0.08% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 376 $108K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 376 $108K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 288 $100K 0.01% +28 13F-HR Timeline Group LANARK FINANCIAL, INC. 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More: the full row for Aviso Financial Inc. 322 $92.7K <0.01% -1,445 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 319 $92K 0.04% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 319 $91.8K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 314 $90.3K 0.02% +1 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 310 $89.2K <0.01% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 308 $89.1K 0.05% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 309 $89.1K 0.08% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 309 $89K 0.01% -15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 308 $88.6K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 300 $86.4K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 300 $86.4K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 300 $86.4K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 298 $85.8K 0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 290 $83.5K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 289 $83.2K 0.02% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 275 $79.2K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 275 $79.2K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 267 $76.8K 0.01% +2 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 259 $74.6K 0.04% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 260 $74.4K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 257 $74K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 250 $72K 0.02% +90 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $72K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 248 $71.4K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 240 $69.1K 0.02% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 240 $69.1K 0.03% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 238 $68.5K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 234 $67.5K 0.03% -27 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 227 $65.3K 0.07% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 225 $64.8K 0.02% -100 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 220 $63.2K 0.03% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 217 $62.5K <0.01% +50 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 214 $61.6K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 207 $60K <0.01% +150 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $57.6K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 200 $57.6K 0.03% 13F-HR/A Timeline