Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,219 $412K 0.06% -180 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,218 $412K 0.01% -52 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,212 $410K <0.01% 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,200 $406K 0.01% +467 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,187 $401K <0.01% +171 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,159 $392K 0.01% +15 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,158 $392K 0.01% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,153 $390K <0.01% -80 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,140 $385K 0.02% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,133 $383K 0.07% -3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,131 $382K 0.02% +2 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,123 $380K <0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,120 $379K 0.01% +88 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,119 $378K 0.03% +224 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,112 $376K 0.04% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,106 $374K 0.01% -136 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,102 $373K 0.02% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,100 $372K 0.01% -2 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 1,097 $371K <0.01% -111 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,068 $361K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,066 $360K <0.01% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,038 $351K 0.01% new 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,025 $347K 0.01% +142 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,022 $346K 0.09% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,021 $345K 0.02% -497 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,000 $338K 0.07% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 973 $329K <0.01% -49 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 966 $327K 0.01% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 966 $327K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 959 $324K 0.01% -60 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 958 $324K 0.07% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 958 $324K 0.06% +2 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 953 $322K <0.01% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 931 $315K 0.03% -84 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 931 $315K 0.01% -1 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 914 $309K 0.02% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 911 $308K 0.05% +1 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 911 $308K 0.12% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 905 $306K 0.01% +74 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 879 $297K 0.06% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 818 $293K 0.01% +5 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 865 $292K 0.03% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 853 $289K 0.21% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 850 $287K 0.01% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 831 $281K <0.01% -239 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 831 $281K 0.04% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 830 $281K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 822 $278K 0.02% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 822 $277K 0.01% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 816 $276K 0.13% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 814 $275K 0.02% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 813 $275K <0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 811 $274K 0.08% -41 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 800 $271K 0.03% new 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 795 $269K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 784 $265K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 772 $261K 0.01% -47 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 752 $254K <0.01% -1,097 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 750 $254K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 750 $254K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 739 $250K <0.01% -16 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 733 $248K 0.01% -68 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 730 $247K 0.02% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 725 $245K 0.02% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 715 $242K 0.12% -84 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 715 $242K <0.01% new 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 711 $240K 0.06% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 711 $240K <0.01% -487 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 710 $240K 0.06% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 708 $239K 0.08% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 706 $239K 0.03% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 694 $235K 0.02% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 686 $232K 0.08% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 675 $228K 0.02% -273 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 651 $220K 0.01% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 649 $219K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 639 $216K <0.01% -115 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 633 $214K 0.1% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 625 $212K 0.03% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 610 $206K 0.01% -182 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 617 $206K <0.01% +28 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 600 $203K 0.01% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 596 $200K 0.08% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 591 $200K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 582 $197K 0.02% +30 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 567 $192K <0.01% -161 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 531 $180K 0.02% -86 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 514 $174K <0.01% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 505 $171K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 501 $169K 0.01% +71 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 488 $165K 0.08% +101 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 478 $162K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 476 $161K <0.01% +42 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 451 $153K 0.01% -509 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 444 $150K <0.01% +43 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 438 $148K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 309 $104K <0.01% +52 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 300 $101K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 284 $96K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 283 $95.7K 0.07% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 243 $82.2K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 204 $69K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 192 $64.9K <0.01% +111 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 180 $60.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 169 $56.5K <0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 160 $54.1K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 150 $50.7K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 135 $45K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 133 $45K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 130 $44K 0.01% +50 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 127 $42.9K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 125 $42.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 117 $39.6K 0.01% +50 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 115 $38.9K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 110 $37.3K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 103 $34.7K <0.01% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 99 $33.5K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 97 $32.8K <0.01% -23 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 90 $30.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 88 $30K 0.02% -20 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 84 $28.4K 0.02% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 83 $28.1K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 75 $25.4K <0.01% +18 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 95 $25.2K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 74 $25K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 71 $24K <0.01% new 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 68 $23K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 63 $21.3K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 58 $19.6K <0.01% -256 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 58 $19.6K <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 49 $16.6K <0.01% +20 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 47 $15.9K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 46 $15.7K <0.01% +4 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 45 $15.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 41 $13.9K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 40 $13.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $13.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 36 $12.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 32 $10.8K <0.01% -1 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 31 $10.5K <0.01% +11 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 29 $9.81K <0.01% +2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 29 $9.81K <0.01% +5 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 27 $9.13K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $9.13K <0.01% +22 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 26 $8.79K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27 $8.51K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 26 $8.45K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 24 $8.12K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 24 $8K <0.01% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23 $7.69K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 22 $7.44K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 22 $7.44K <0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $7.44K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $7.1K <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 20 $6.66K <0.01% +5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $5.75K <0.01% -2 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 17 $5.75K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $5.41K <0.01% +5 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16 $5.41K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15 $5.07K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15 $5.07K <0.01% +3 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 14 $4.73K <0.01% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 13 $4.4K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13 $4.4K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 12 $4.06K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $3.72K <0.01% -1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 10 $3.38K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9 $3.21K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $3.04K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 9 $3.04K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $3.04K <0.01% -11 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 8 $2.82K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $2.71K <0.01% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $2.71K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $2.71K <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $2.71K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8 $2.71K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7 $2.37K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7 $2.33K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $2.03K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $2.03K <0.01% +5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $2K <0.01% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $1.7K <0.01% +5 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5 $1.69K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5 $1.69K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $1.69K <0.01% +4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $1.37K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $1.35K <0.01% +1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4 $1.35K <0.01% 0 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $1.01K <0.01% 0 13F-HR/A Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $1K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $677 <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2 $677 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $676 <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $579 <0.01% -1,039 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1 $379 <0.01% -14 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $339 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1 $338 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $338 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1 $338 <0.01% 0 13F-HR Timeline