LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 776 $232K 0.2% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 771 $230K <0.01% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 769 $230K 0.06% -16 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 766 $229K 0.03% -78 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 758 $226K 0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 756 $226K 0.01% -17 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 753 $225K 0.02% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 749 $223K 0.05% -10 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 739 $221K <0.01% +17 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 733 $219K 0.09% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 731 $218K 0.08% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 730 $218K 0.01% +1 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 725 $216K 0.09% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 719 $215K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 717 $214K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 705 $210K 0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 627 $210K <0.01% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 701 $209K 0.12% -4 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 694 $207K <0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 693 $207K 0.01% -6 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 691 $206K 0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 690 $206K 0.05% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 685 $204K 0.04% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 680 $203K 0.21% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 678 $202K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 676 $202K 0.01% -29 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 674 $201K 0.17% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 672 $201K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 659 $197K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 638 $190K <0.01% -100 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 552 $189K 0.15% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 620 $185K <0.01% -139 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 602 $180K 0.03% +10 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 600 $179K 0.08% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 586 $175K 0.06% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 580 $173K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 576 $172K 0.02% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 570 $170K 0.01% -14 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 553 $165K 0.06% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 539 $161K 0.13% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 527 $157K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 518 $155K 0.02% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 502 $150K <0.01% -5 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 475 $142K 0.05% 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/ 465 $139K <0.01% -3 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 413 $125K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 406 $121K 0.05% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 383 $114K 0.03% -274 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 370 $110K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 360 $107K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 360 $107K 0.03% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 356 $106K 0.07% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 344 $103K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 326 $97.2K 0.03% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 301 $89.8K 0.04% -470 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 300 $89.5K <0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 300 $89.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 297 $88.5K <0.01% -65 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 296 $88.3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 292 $87.1K 0.03% +131 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 292 $87.1K <0.01% -48 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 288 $86K 0.04% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 286 $85.4K 0.03% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,292 $84K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 280 $83.5K <0.01% +279 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 268 $80K 0.05% +11 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 260 $77.6K 0.02% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 253 $75.5K <0.01% -1,457 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 252 $75.2K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 251 $74.8K 0.02% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 250 $74.6K 0.07% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 240 $71.6K <0.01% +170 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 228 $68K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 218 $65K <0.01% +14 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 209 $62.4K <0.01% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 204 $60.9K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 190 $59.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 188 $56.1K <0.01% -3 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 187 $55.8K 0.01% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 181 $54.2K 0.03% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 180 $53.7K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 174 $51.9K 0.01% +8 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 174 $51.9K 0.03% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 169 $50.5K 0.02% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 166 $49.6K <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 150 $46.4K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 154 $46K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merited Wealth, LLC More: the full row for Merited Wealth, LLC 149 $44.5K 0.04% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 145 $43.3K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 144 $43K 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 143 $42.6K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 140 $41.8K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 138 $41.2K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 136 $40.6K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 130 $38.8K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 129 $38.6K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 128 $38K 0.01% +1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 122 $36.4K 0.03% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 122 $36.4K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 114 $34K <0.01% -956 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 113 $33.7K <0.01% -7 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 112 $33.4K <0.01% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 107 $31.8K 0.01% -101 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 105 $31.4K <0.01% +55 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 105 $31.3K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 101 $30.2K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $29.8K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 96 $29K <0.01% 0 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 95 $28K <0.01% +5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 91 $27.2K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 86 $25.7K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 84 $25.1K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 84 $25.1K 0.01% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 73 $21.8K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 72 $21.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 72 $21.5K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 66 $19.7K 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 64 $19.1K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 64 $19.1K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 62 $18.5K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 60 $18K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 59 $17.6K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 56 $16.8K <0.01% -2 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 55 $16.4K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 52 $15.5K <0.01% -10 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $15K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 46 $13.7K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 44 $13.1K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 42 $12.5K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40 $11.9K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 37 $11K 0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 35 $10.4K <0.01% 0 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 35 $10.4K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 32 $9.55K 0.01% -12 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $9K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 30 $8.95K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26 $7.81K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 26 $7.76K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 25 $7.46K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 25 $7.46K 0.05% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 24 $7.16K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 21 $6.27K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 20 $6.05K <0.01% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 20 $5.97K 0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 20 $5.97K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 17 $5.07K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17 $5.07K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 16 $4.71K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 15 $4.48K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 15 $4.48K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 14 $4.18K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 14 $4.18K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 14 $4.18K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12 $3.58K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9 $2.69K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 8 $2.42K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $2.39K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8 $2.39K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5 $1.49K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5 $1.49K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $1.2K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $1.19K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2 $598 <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2 $597 <0.01% -5 13F-HR Timeline Group