LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 37,000 $3.82M <0.01% -25,630 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 36,441 $3.76M 0.22% -325 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 36,316 $3.75M 0.23% -680 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 36,230 $3.74M 0.06% +1,858 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 35,706 $3.69M 1.19% -1,042 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 34,455 $3.59M 0.57% -11,602 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 34,723 $3.59M 0.03% +10,698 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,695 $3.58M <0.01% +18,034 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,323 $3.55M 0.01% -3,235 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 33,534 $3.46M <0.01% +3,132 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 33,291 $3.44M 0.01% +23,163 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 31,989 $3.3M <0.01% +17,693 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 31,707 $3.28M 0.06% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 31,696 $3.27M 1.06% -1,863 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 31,655 $3.27M 0.34% +1,673 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 31,311 $3.23M 0.01% +22,943 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 31,024 $3.2M 1.36% +257 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 30,595 $3.16M 1.3% +2,237 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 30,414 $3.14M 0.19% +2,763 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 30,061 $3.11M 0.52% -152 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 29,798 $3.08M 1.05% +20,317 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 29,325 $3.03M <0.01% -1,210 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,236 $3.02M 0.16% +18,162 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,226 $3.02M 0.04% +32 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 27,766 $2.87M 1.91% +787 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,795 $2.85M 0.15% +528 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 27,353 $2.83M 2.59% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 27,283 $2.82M 0.26% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 27,167 $2.81M 0.02% +3 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 26,614 $2.75M 0.25% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 26,479 $2.74M 0.17% -1,129 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 26,404 $2.73M 0.11% +973 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 26,313 $2.72M 0.07% +23,021 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 25,682 $2.65M 1.9% -95 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25,456 $2.63M 0.02% +23,312 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 25,257 $2.63M 0.09% -216 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 25,240 $2.61M 0.01% +625 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,201 $2.6M 0.04% +11,467 13F-HR Timeline Group CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 25,095 $2.59M 1.41% -1,794 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 24,689 $2.55M 0.77% +1,816 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,342 $2.51M 0.03% +21,999 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 24,195 $2.5M 0.03% +17,727 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 23,949 $2.47M 0.06% +608 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 23,894 $2.47M 1.23% +876 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,743 $2.45M 0.81% -128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 23,732 $2.45M 0.23% +2,112 13F-HR/A Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 23,686 $2.45M 0.02% +14,336 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 23,683 $2.45M 0.14% +5,101 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 23,500 $2.43M 0.64% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 23,345 $2.41M -5,102 Timeline STEPH & CO More: the full row for STEPH & CO 22,059 $2.28M 0.77% -201 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 22,036 $2.28M 0.08% -1,034 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 21,953 $2.27M 0.05% -47 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 21,865 $2.26M 0.09% +9,132 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,656 $2.24M 0.03% +395 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 21,453 $2.22M 0.12% -590 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 21,399 $2.21M 0.31% -1,435 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 21,305 $2.2M 0.03% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 21,084 $2.18M 0.08% +8,664 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,956 $2.16M 0.07% -3,402 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 20,952 $2.16M 0.09% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 20,893 $2.16M 1.08% +6,880 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 20,866 $2.16M 4.83% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 20,313 $2.1M 1.48% -1,346 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,199 $2.09M 0.12% -788 13F-HR Timeline Group Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 19,868 $2.05M 0.24% +1,423 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,850 $2.05M 0.07% -8,654 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,326 $2M 0.06% +2,173 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,633 $1.92M 0.33% +19 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 18,493 $1.91M 1.09% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,293 $1.89M 0.11% +394 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,854 $1.84M 0.11% +1,817 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 17,830 $1.84M 0.13% -65 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,696 $1.83M 0.03% +4,533 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 17,661 $1.82M 0.14% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 17,406 $1.81M 0.03% +1,642 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,190 $1.78M 0.03% -839 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 17,121 $1.77M 0.71% -279 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,857 $1.74M 0.05% -13,938 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 16,755 $1.73M +4,724 Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 16,663 $1.72M 0.11% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 16,152 $1.66M 0.03% +4,039 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,010 $1.65M <0.01% -27,835 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 15,727 $1.62M 0.3% +4,775 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,709 $1.62M 0.07% +1,026 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,607 $1.61M <0.01% -113 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,552 $1.61M 0.17% +32 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 15,326 $1.58M 0.43% -849 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,221 $1.57M 0.04% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,061 $1.56M 0.1% +2,222 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,959 $1.55M 0.02% +225 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,826 $1.53M 0.1% -4,736 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 14,815 $1.53M 0.31% -2,058 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,731 $1.52M 0.04% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 14,706 $1.52M 0.19% -20 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 14,550 $1.5M 0.91% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 14,334 $1.48M 0.23% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 14,266 $1.47M 0.32% +9,275 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 14,044 $1.45M 0.87% +1,117 13F-HR/A Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 13,539 $1.4M 0.55% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 13,500 $1.39M <0.01% -5,335 13F-HR/A Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 13,460 $1.39M 0.48% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13,267 $1.37M 0.58% -172 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,229 $1.37M 0.03% -568 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,167 $1.36M 0.15% -536 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,149 $1.36M 0.04% +2,411 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,941 $1.34M 0.69% +1,795 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,786 $1.32M 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 12,734 $1.32M 0.96% +624 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,589 $1.3M 0.02% +6,973 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 12,544 $1.29M 0.45% 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,361 $1.28M 0.16% +673 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,239 $1.26M 0.03% +13 13F-HR Timeline Group BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 12,191 $1.26M 1.46% +126 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,071 $1.25M 0.04% +2,200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,813 $1.22M 0.07% +532 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 11,800 $1.22M 0.85% -641 13F-HR/A Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,771 $1.22M 1.43% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,649 $1.2M 0.11% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,639 $1.2M 0.07% -3,907 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 11,387 $1.18M 0.43% -365 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,383 $1.18M 0.12% -7,069 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 11,249 $1.16M 0.4% -918 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 11,025 $1.14M 0.25% -115 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,023 $1.14M 0.08% +4,256 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,923 $1.13M 0.13% -650 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,922 $1.13M 0.06% -1,041 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,857 $1.12M 0.22% -1,621 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,829 $1.12M 0.04% -351 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 10,881 $1.12M 0.06% -5,988 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,784 $1.11M 0.08% +5,245 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,723 $1.11M 0.03% -336 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,646 $1.1M 0.27% -425 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 10,518 $1.09M 0.77% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,404 $1.07M 0.03% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,371 $1.07M 0.09% -69 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 10,177 $1.05M 0.21% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,165 $1.05M 0.05% +809 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,071 $1.04M 0.01% +773 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,067 $1.04M 0.3% -3,387 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,877 $1.02M 0.22% +2 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,811 $1.01M 0.08% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,714 $1M 0.05% -584 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,521 $983K 0.13% +205 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 9,393 $970K 0.34% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,322 $963K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 9,308 $962K 0.14% +1,625 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,307 $961K 0.06% -13,099 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 9,300 $961K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,162 $946K 0.36% +3 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,083 $938K 0.06% -143 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,075 $937K 0.1% -130 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,939 $923K 0.17% -1,461 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 8,878 $917K 0.54% +20 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,868 $916K <0.01% +168 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 8,812 $910K 0.01% -851 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,771 $906K 0.05% +6,282 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,670 $896K 0.22% +5,235 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,657 $894K 0.09% -6 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,512 $878K 0.3% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,488 $877K 0.07% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,473 $875K 0.34% +7 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,349 $862K 0.39% +392 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,304 $858K 0.36% +2,975 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,303 $851K 0.16% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,211 $848K 0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,141 $841K 0.1% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,122 $839K <0.01% -200 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,121 $839K 0.39% -70 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,060 $833K 0.27% +4,951 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,046 $831K 0.37% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 8,009 $827K 0.28% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,994 $826K <0.01% -338 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,831 $809K 0.02% +1,050 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,680 $793K 0.06% +3 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,665 $792K 0.19% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,621 $787K 0.66% 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,610 $786K 0.4% -43 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,549 $780K 0.38% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 7,500 $775K <0.01% 0 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,496 $774K 0.56% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,454 $770K 0.01% +1,364 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 7,336 $758K 0.1% 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 7,313 $755K 0.18% +62 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,303 $754K 0.02% -37,459 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,290 $753K 0.2% +9 13F-HR Timeline EWG Elevate Inc. 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