EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,680 $544K <0.01% +3,618 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 5,160 $543K 0.03% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,660 $541K <0.01% -417 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,608 $535K 0.12% +11 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,517 $525K <0.01% -596 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,464 $519K <0.01% +199 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 4,400 $511K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,390 $510K 0.01% -94 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,333 $503K <0.01% +600 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,198 $488K <0.01% -594 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,085 $475K <0.01% +158 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,050 $470K <0.01% 0 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,974 $462K <0.01% -4,553 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,966 $461K <0.01% +239 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,961 $460K 0.01% +1,883 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 3,960 $460K 0.24% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,899 $453K <0.01% +1,913 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,860 $448K 0.07% 0 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,859 $448K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,817 $444K <0.01% +419 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,736 $434K 0.09% -394 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,732 $434K 0.01% +15 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,680 $428K <0.01% -13 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,680 $428K 0.02% +760 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,656 $425K <0.01% -114 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,621 $421K <0.01% +489 13F-HR/A Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,590 $418K 0.01% -829 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,593 $417K 0.01% +56 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,586 $417K <0.01% -265 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,489 $405K <0.01% -4,544 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,485 $405K <0.01% +1,095 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,436 $399K <0.01% +43 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,305 $384K 0.59% +1,354 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,271 $380K <0.01% +102 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 3,202 $372K 0.07% -136 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,180 $369K 0.03% -2,645 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,160 $367K 0.02% +514 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,160 $367K 0.03% +24 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,143 $365K <0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,028 $360K 0.01% +106 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,076 $357K <0.01% -378 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,977 $346K 0.01% -6,606 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,972 $345K 0.01% -15,497 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,941 $342K <0.01% new 13F-HR Timeline Group PDT Partners, LLC More: the full row for PDT Partners, LLC 2,900 $337K 0.02% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,886 $335K <0.01% +820 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,867 $333K 0.01% +674 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,804 $326K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,784 $323K 0.09% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,717 $316K <0.01% -40 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,711 $315K <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,696 $311K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,590 $301K 0.01% +146 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,588 $301K <0.01% -102 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,539 $295K 0.03% +604 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,530 $294K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,529 $294K <0.01% +1,922 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,458 $286K <0.01% +36 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,430 $282K 0.01% -1,300 13F-HR Timeline Corient IA LP in group Corient Private Wealth LP More: the full row for Corient IA LP 2,420 $281K 0.26% -1,440 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,369 $275K <0.01% +1,272 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 2,340 $272K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,309 $268K <0.01% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,293 $266K 0.12% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,263 $263K <0.01% 0 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,237 $260K 0.21% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,212 $257K <0.01% 0 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 2,203 $256K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,148 $250K <0.01% -200 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,130 $247K <0.01% -27,444 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,073 $241K 0.05% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,070 $241K 0.05% -34 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 2,068 $240K <0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,028 $236K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,975 $235K <0.01% +828 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,019 $234K 0.02% -1,430 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,003 $233K <0.01% +400 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,972 $229K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,933 $225K 0.02% -298 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,920 $223K <0.01% -804 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,899 $221K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,893 $220K <0.01% 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,872 $217K 0.02% -52 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,856 $216K <0.01% new 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,853 $215K 0.02% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,841 $214K 0.02% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,794 $208K 0.01% -256 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,764 $205K 0.02% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 1,730 $201K 0.11% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,727 $201K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,610 $187K 0.01% -5,355 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,605 $186K <0.01% -137 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,504 $175K <0.01% +104 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,415 $164K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,254 $146K <0.01% +108 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,119 $130K <0.01% +246 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,043 $121K <0.01% +393 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 988 $115K <0.01% +140 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 919 $106K <0.01% -41 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 880 $102K <0.01% -713 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 792 $92K <0.01% +60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 709 $82.4K <0.01% +100 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 708 $82.2K <0.01% +362 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 681 $79.1K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 625 $72.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 618 $71.8K 0.01% -24 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 593 $68.9K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 587 $68.2K 0.02% +162 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 555 $64.5K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 519 $60.3K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 518 $60K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 403 $46.8K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 382 $44.5K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 279 $32.4K <0.01% +6 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 258 $30K 0.02% +61 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 228 $25.8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 172 $20K 0.01% +82 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 163 $18.9K <0.01% 0 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 157 $18.2K <0.01% +9 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 162 $17K 0.08% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 131 $15.2K <0.01% +26 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 130 $15.1K 0.01% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 123 $14.3K 0.01% +11 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 102 $11.8K <0.01% +5 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 95 $11K <0.01% -120 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 94 $10.9K <0.01% +2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 90 $10.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 87 $10.1K <0.01% +12 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 82 $9.53K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 78 $9.11K <0.01% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 78 $9.06K <0.01% +5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 77 $8.95K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 73 $8.02K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 68 $7.9K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 64 $7.43K <0.01% +39 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 63 $7.32K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 63 $7.32K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 62 $7.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $6.04K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 52 $6.04K <0.01% +34 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41 $4.76K <0.01% +36 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 39 $4.6K <0.01% +20 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $4.53K <0.01% +5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 39 $4.53K <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 33 $3.83K <0.01% -45 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 30 $3.48K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 30 $3.48K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 29 $3.37K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28 $3.25K <0.01% +2 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 28 $3.25K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26 $3.02K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 26 $3.02K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26 $3.02K <0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $3.02K <0.01% +25 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 23 $2.67K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 22 $2.56K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19 $2.21K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21 $2K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $1.98K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $1.74K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14 $1.66K <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $1.63K <0.01% +2 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 13 $1.51K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $1.4K <0.01% +5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12 $1.39K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12 $1.39K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12 $1.39K <0.01% -1,976 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 11 $1.28K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $1.28K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $1.06K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $1.05K <0.01% -24 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $930 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 6 $728 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $697 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $581 <0.01% -2 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $581 <0.01% +1 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4 $465 <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $465 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $465 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $349 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $341 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $235 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $232 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $232 <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $232 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $232 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $117 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $116 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1 $116 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.