PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,202 $507K <0.01% +345 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,203 $507K <0.01% -2,223 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,194 $505K 0.07% 0 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,178 $502K 0.42% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 2,153 $496K <0.01% -671 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,138 $492K <0.01% -5,848 13F-HR Timeline Group Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 2,106 $485K 0.06% new 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 2,070 $477K <0.01% +316 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,045 $471K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,022 $466K <0.01% +300 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 2,000 $461K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,995 $459K <0.01% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,984 $457K <0.01% -134 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,590 $433K 0.03% -137 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,869 $430K <0.01% -511 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,867 $430K <0.01% -3,722 13F-HR Timeline Group READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,837 $423K 0.02% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,832 $422K <0.01% -530 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,792 $413K <0.01% -146 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,789 $412K 0.01% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,712 $394K 0.08% -27 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,691 $390K <0.01% new 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,685 $388K <0.01% -10,051 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,680 $387K <0.01% +20 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,635 $377K <0.01% -891 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,625 $374K 0.01% -617 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,625 $374K 0.09% -133 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,577 $363K 0.02% -75 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,552 $357K 0.01% +7 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,544 $356K 0.03% -18,872 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,538 $354K 0.16% -52 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,510 $348K 0.01% -99 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,523 $346K <0.01% +559 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,500 $345K <0.01% +52 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,470 $338K <0.01% +6 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,469 $338K 0.04% +75 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,457 $336K <0.01% +3 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,268 $335K 0.01% -9 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,441 $332K 0.16% +7 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,432 $330K 0.09% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,408 $324K 0.03% +528 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,399 $322K 0.01% new 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,380 $317K <0.01% -11,026 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,342 $309K <0.01% -7,911 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,307 $301K 0.05% +104 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,289 $297K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,284 $296K <0.01% -4,350 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,261 $290K 0.04% -1,274 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,251 $288K <0.01% new 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,236 $285K 0.03% -170 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,205 $277K <0.01% -636 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,200 $276K 0.02% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 1,162 $268K <0.01% -38 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,134 $261K <0.01% -255 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,130 $260K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,114 $257K 0.03% -1,109 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,109 $255K 0.12% -1,051 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,105 $254K 0.08% +69 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,105 $254K 0.12% +17 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,098 $253K 0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,093 $252K 0.15% +60 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,088 $251K 0.07% +98 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,134 $249K 0.18% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,078 $248K <0.01% +37 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 1,059 $244K 0.01% 0 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,048 $241K 0.01% +93 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,036 $239K 0.19% -20 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,031 $237K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,021 $235K <0.01% -11,414 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,010 $233K 0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,000 $230K 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,000 $230K <0.01% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,000 $230K 0.01% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 952 $219K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 912 $210K <0.01% -131 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 900 $207K 0.09% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 886 $204K <0.01% -35,758 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 886 $204K <0.01% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 883 $203K 0.06% new 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 876 $202K 0.14% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 876 $202K 0.1% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 869 $200K 0.09% -665 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 470 $181K 0.01% -172 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 727 $167K 0.01% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 711 $164K <0.01% -3,663 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 684 $158K 0.04% +340 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 608 $138K 0.01% +95 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 587 $135K <0.01% -46 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 579 $133K <0.01% -427 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 564 $130K <0.01% +10 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 553 $124K <0.01% +402 13F-HR/A Timeline Group STRS OHIO More: the full row for STRS OHIO 525 $121K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 500 $115K <0.01% +36 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 467 $108K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 420 $96.7K <0.01% -74 13F-HR/A Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 418 $96.3K 0.08% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 396 $90K <0.01% +54 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 409 $89.9K 0.04% 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 382 $88K <0.01% -2 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 329 $75.8K <0.01% -24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 289 $66.6K <0.01% 0 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 256 $59K <0.01% -15 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 247 $56.9K <0.01% +139 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 240 $55.3K <0.01% new 13F-HR/A 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. 225 $52K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 200 $46.1K <0.01% +74 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 193 $44.4K <0.01% -50 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 161 $37.1K <0.01% -18 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 144 $33.2K 0.01% -59 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 132 $30.4K <0.01% -8,544 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 132 $30.4K <0.01% -30 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 120 $27.6K 0.01% +95 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 90 $20.7K <0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 73 $16.9K <0.01% -5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 58 $13.4K <0.01% -38 13F-HR/A Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 56 $12.9K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 51 $11.7K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50 $11.5K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 48 $11.1K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 48 $11K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 44 $10.1K 0.01% -207 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 44 $10.1K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 42 $9.67K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 42 $9.67K <0.01% +10 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 39 $9K <0.01% -1 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 36 $8.29K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $8.06K <0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 33 $7.6K <0.01% -45 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 32 $7.37K <0.01% -44 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $7K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $5.99K <0.01% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26 $5.99K <0.01% -6 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $5.3K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 23 $5.3K 0.01% 0 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 21 $4.84K <0.01% -35 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 19 $4.38K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $4.09K <0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 17 $3.92K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17 $3.92K <0.01% +3 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $3.92K <0.01% -34 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15 $3.45K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $3.45K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $3.45K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14 $3.22K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13 $2.99K <0.01% -5 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 12 $2.8K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12 $2.76K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 12 $2.76K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10 $2.3K <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 9 $2.07K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $2.07K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 10 $2K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $2K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8 $1.84K <0.01% -2 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7 $1.61K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6 $1.38K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6 $1.38K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $1.15K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 5 $1.15K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4 $1K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $922 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $922 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $691 <0.01% -2 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3 $691 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $691 <0.01% -187 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $461 <0.01% -4 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $461 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $461 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $461 <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $231 <0.01% -9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $231 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $231 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $230 <0.01% -1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1 $230 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $230 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1 $230 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $230 <0.01% 0 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1 $230 <0.01% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1 $0 0% new 13F-HR/A Timeline Group Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.