Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,358 $376K 0.03% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,357 $376K 0.03% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,183 $361K 0.02% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,175 $360K 0.1% -8,523 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,160 $359K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,137 $357K 0.03% -10,974 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,130 $356K <0.01% +1,405 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,120 $355K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,102 $354K 0.07% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,078 $352K <0.01% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 4,065 $351K <0.01% 13F-HR/A Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,063 $350K <0.01% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,050 $349K 0.08% -500 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,002 $345K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,968 $342K <0.01% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 3,949 $341K 0.33% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,936 $339K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,865 $333K 0.01% -446 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,838 $331K <0.01% +2,178 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,834 $331K <0.01% new 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,817 $329K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,787 $327K 0.02% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,772 $325K 0.01% new 13F-HR Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,695 $319K <0.01% -2,215 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,682 $317K 0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,648 $315K 0.1% -11,901 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,613 $312K <0.01% new 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,592 $310K 0.09% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,524 $304K <0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,514 $303K 0.01% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,498 $302K 0.07% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,383 $292K 0.05% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,568 $288K 0.06% -76 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,481 $287K 0.03% new 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,300 $285K 0.05% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,299 $284K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,275 $282K <0.01% +3,028 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,264 $281K 0.13% -5,093 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,161 $278K 0.09% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,222 $276K 0.2% -991 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,193 $275K 0.02% -4,422 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,133 $270K 0.04% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,118 $269K <0.01% -2,125 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,081 $266K 0.07% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,000 $259K 0.08% new 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 2,983 $257K <0.01% new 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,969 $256K <0.01% new 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,949 $254K 0.04% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,947 $254K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,907 $251K 0.01% -10,738 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,885 $249K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,884 $249K 0.15% -183 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,882 $248K 0.06% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,836 $245K 0.21% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,803 $242K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,799 $241K <0.01% new 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,791 $241K 0.02% new 13F-HR Timeline Group Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 2,785 $240K <0.01% -5,853 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,741 $236K 0.03% -8,081 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,656 $229K 0.05% 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. 2,639 $228K 0.01% new 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,629 $227K <0.01% -342 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,617 $226K 0.04% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,609 $225K 0.14% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,577 $222K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,554 $220K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,545 $219K 0.01% +1,123 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,514 $217K 0.06% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,695 $216K 0.23% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,499 $215K 0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,498 $215K 0.11% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,480 $214K 0.04% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,452 $211K 0.04% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,435 $210K 0.01% new 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,416 $208K 0.1% -6,110 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 2,400 $207K 0.15% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,355 $203K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,350 $203K 0.05% -3,825 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,348 $203K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,296 $198K 0.01% -7,012 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,226 $192K 0.11% -2,770 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,162 $186K <0.01% +593 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 2,000 $172K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,966 $170K <0.01% +223 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,814 $156K 0.01% -215 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,752 $151K <0.01% +46 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,744 $150K 0.01% +92 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,702 $147K <0.01% -190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,555 $134K 0.07% -45 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,526 $132K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,500 $129K 0.01% +500 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,369 $118K 0.03% +971 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,285 $111K <0.01% +69 13F-HR Timeline Group Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 1,244 $107K 0.07% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,279 $102K <0.01% +1,201 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,126 $97.1K 0.02% -645 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,100 $94.9K <0.01% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,070 $92.3K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,051 $90.6K <0.01% +18 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 978 $84.3K 0.02% +627 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 949 $81.8K 0.05% -40 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 784 $67.6K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 761 $65.6K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 719 $62K 0.02% +60 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 715 $61.7K 0.06% -4,917 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 720 $59.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 650 $56K 0.01% +80 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 642 $55.4K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 636 $54.8K <0.01% +62 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 630 $54.3K 0.02% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 603 $52K 0.02% 0 13F-HR Timeline Ceredex Value Advisors LLC More: the full row for Ceredex Value Advisors LLC 550 $47.4K <0.01% -308,400 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 509 $43.9K <0.01% +479 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 500 $43.1K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $43.1K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 500 $43.1K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 444 $38.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 438 $37.7K <0.01% +158 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 471 $37.7K <0.01% -387 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 422 $36.4K <0.01% +122 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 377 $32.5K <0.01% +49 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 364 $31.4K 0.01% +56 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 432 $30.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 424 $27.7K <0.01% -88 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 291 $25.1K <0.01% +228 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 277 $23.9K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 274 $23.6K <0.01% +201 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 267 $23K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 238 $20.5K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 224 $19K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 211 $18.2K <0.01% +16 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 210 $18.1K 0.01% +32 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 206 $17.8K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 181 $15.6K 0.01% -30 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 178 $15.3K <0.01% +106 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 175 $15.1K <0.01% +127 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 211 $14.9K 0.13% -7 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 175 $14.4K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 164 $14.1K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 159 $13.6K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 150 $12.9K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 144 $12.4K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 136 $11.7K <0.01% +64 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 131 $11.3K <0.01% +2 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 129 $11.1K <0.01% +1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 124 $10.7K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 122 $10.5K <0.01% -5 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 118 $10.2K <0.01% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 105 $9.05K 0.01% -7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 102 $8.79K <0.01% -51 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $8.62K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $8.62K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $8.62K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $8.62K <0.01% +8 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 98 $8.46K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $8.45K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 97 $8.38K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 96 $8.28K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 90 $7.76K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 83 $7.16K <0.01% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 82 $7.07K <0.01% +5 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 81 $6.99K <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 79 $6.81K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 77 $6.64K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 76 $6.57K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 75 $6.47K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 74 $6.38K <0.01% -27 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $6.29K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 71 $6.12K <0.01% +18 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 71 $6.12K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 66 $5.7K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 65 $5.61K <0.01% +50 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 62 $5.35K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 62 $5.35K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 61 $5.26K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 60 $5.17K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 59 $5.09K <0.01% +10 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 59 $5.07K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 56 $4.83K <0.01% +26 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 49 $4.23K <0.01% +24 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53 $4K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 46 $3.97K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $3.97K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 46 $3.97K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 45 $3.88K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 42 $3.62K <0.01% +11 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 41 $3.54K <0.01% +39 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 41 $3.54K <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41 $3.54K <0.01% +11 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 40 $3.45K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 40 $3.45K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 40 $3.45K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 33 $2.85K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 32 $2.81K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 32 $2.76K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 30 $2.59K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $2.42K <0.01% -3 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 27 $2.35K <0.01% -26 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 27 $2.33K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 26 $2.24K <0.01% 0 13F-HR Timeline