SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,712 $250K 0.03% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,710 $250K 0.02% +3 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,711 $250K 0.04% -9,939 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,702 $249K <0.01% +51 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,688 $247K 0.06% -100 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,685 $247K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,671 $245K 0.01% -262 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,669 $244K 0.06% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,669 $244K 0.01% -291 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,667 $244K 0.08% +200 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. 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More: the full row for Mraz, Amerine & Associates, Inc. 1,512 $221K 0.03% -119 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,505 $220K 0.01% -217 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,504 $220K 0.04% +99 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,501 $220K 0.01% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,500 $219K <0.01% 0 13F-HR Timeline Point Windward Advisors Inc. 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LLC 1,371 $201K 0.02% +430 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,676 $200K 0.01% -246 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 1,370 $200K 0.02% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,450 $199K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,357 $199K 0.02% -4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,349 $197K 0.01% -196 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,366 $197K 0.01% 0 13F-HR/A Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,303 $191K 0.02% -5,047 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,291 $189K <0.01% -20 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,288 $188K 0.07% +90 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,284 $188K 0.02% +546 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,256 $184K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,247 $182K 0.12% +51 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,210 $177K 0.04% +4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,202 $176K 0.07% +122 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,200 $176K 0.12% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,160 $170K 0.13% +100 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,150 $168K 0.04% +2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,145 $168K 0.03% +219 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,136 $166K 0.06% +34 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,106 $162K 0.03% +146 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,092 $160K 0.02% -11 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,075 $157K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,084 $156K 0.1% -341 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,016 $149K 0.08% +309 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,008 $147K 0.02% -165 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,004 $147K 0.01% +13 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,000 $146K 0.08% -27 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 999 $146K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 967 $141K 0.08% -285 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 958 $141K 0.03% -98 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 956 $140K 0.06% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,164 $138K 0.03% +4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 891 $130K 0.01% -1,584 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 888 $130K 0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 882 $129K 0.14% -21 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 872 $128K <0.01% +215 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 862 $126K 0.07% +39 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 858 $126K 0.05% -3,589 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 856 $125K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 831 $122K <0.01% +7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 826 $121K 0.24% -13,153 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 777 $114K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 765 $112K 0.04% +465 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 764 $112K 0.04% +36 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 753 $110K 0.01% +27 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 752 $109K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 743 $109K 0.01% -161 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 727 $106K 0.04% -200 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 711 $104K 0.06% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 692 $101K 0.01% -30,267 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 680 $99K 0.01% -71 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 673 $98.5K 0.04% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 670 $98K <0.01% -89 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $95.1K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 647 $94.7K 0.01% -14 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 620 $90.8K 0.01% +147 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 614 $89.8K 0.01% -300 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 614 $89.8K 0.04% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 602 $88.1K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 583 $85.4K <0.01% -122 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 577 $84.4K 0.06% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 561 $82K 0.02% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 554 $81.1K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 545 $79.7K 0.01% -144 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 536 $78.4K 0.03% +24 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 523 $76.5K 0.02% -223 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 507 $74.2K <0.01% -161 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 500 $73.2K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 488 $72.3K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 485 $71K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 473 $69.2K 0.05% -18 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 466 $68K 0.02% +148 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 458 $67K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 454 $66.4K 0.01% -11 13F-HR Timeline City State Bank More: the full row for City State Bank 434 $63.5K 0.02% +10 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 430 $62.9K 0.03% -170 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 420 $61.5K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 416 $60.9K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 408 $59.7K 0.01% -230 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 406 $59.4K 0.05% -19 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 390 $57.1K 0.04% +90 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 387 $56.6K 0.01% -18 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 385 $56.3K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 377 $55.2K 0.04% +16 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 370 $54.1K 0.03% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 361 $52.8K 0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 360 $52.7K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 356 $52.1K 0.02% -46 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 348 $50.9K 0.01% -48 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 346 $50.6K 0.03% -573 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 344 $50.3K 0.02% -19 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 325 $48K <0.01% +34 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 324 $47K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 317 $46K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 314 $46K <0.01% -37 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 314 $45.9K <0.01% -56 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 310 $45.4K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 306 $44.7K 0.03% +2 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $43.9K 0.01% -16 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 300 $43.9K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 299 $43.8K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 295 $43.2K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 290 $42.4K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 284 $41.6K 0.01% -3 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 273 $39.9K 0.01% +257 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 270 $39.5K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 269 $39.4K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 265 $38K <0.01% -167 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 259 $37.9K 0.03% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $36.6K <0.01% -92 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 257 $36.3K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 237 $34.7K 0.01% +5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 237 $34.7K <0.01% +8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 237 $34.7K <0.01% -41,352 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 233 $34K 0.01% +9 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 230 $33.7K 0.13% +46 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 226 $33K 0.01% -9 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 215 $31.5K 0.02% -14 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 215 $31.5K <0.01% -292 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 210 $30.7K <0.01% -198 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 200 $29.3K 0.08% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 197 $28.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 194 $28.5K <0.01% +75 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 21,374 $28K 0.01% +20,128 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 191 $27.9K 0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 185 $27K 0.02% 0 13F-HR Timeline