FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,559 $404K 0.06% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,470 $397K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,402 $392K 0.01% -100,388 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,357 $389K 0.03% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,234 $380K 0.14% +293 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 5,226 $380K 0.37% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,023 $371K 0.01% +259 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,041 $366K 0.01% -19,571 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,000 $363K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,990 $362K <0.01% +1,372 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,947 $359K 0.04% new 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,944 $359K -1,169 Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,927 $358K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,735 $344K 0.07% +1,936 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,702 $342K 0.02% +3,810 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,680 $340K 0.01% -74 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,663 $339K 0.05% +205 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,635 $337K 0.24% +1,977 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,631 $336K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,630 $336K 0.03% new 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 4,563 $331K <0.01% +1,841 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,530 $329K 0.01% +1,974 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,304 $328K 0.01% +23 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,441 $323K 0.02% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,218 $322K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,314 $319K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,370 $317K 0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,350 $316K 0.07% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,345 $316K 0.02% -790 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,344 $316K 0.01% +494 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,278 $311K <0.01% new 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,663 $304K 0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,175 $303K 0.01% +875 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,130 $300K <0.01% +358 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,079 $296K 0.04% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,074 $296K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,948 $287K 0.01% +2,232 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) 3,936 $286K 0.01% -6,584 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,915 $284K <0.01% +1,139 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,843 $284K <0.01% -1,737 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,912 $284K <0.01% +3,389 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,686 $284K 0.26% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,891 $283K <0.01% +166 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,376 $277K 0.08% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,798 $276K 0.03% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,796 $276K <0.01% +342 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,773 $274K 0.02% -165 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,732 $271K <0.01% +592 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,700 $269K <0.01% -5,967 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,667 $266K 0.13% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 3,657 $266K <0.01% -34 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,632 $264K <0.01% -324 13F-HR Timeline QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 3,470 $252K 0.26% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,460 $251K 0.08% +336 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,447 $250K 0.01% -9,897 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,418 $248K <0.01% +391 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,412 $248K 0.02% +685 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,409 $248K 0.29% -117 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,297 $242K <0.01% +928 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,323 $241K 0.01% new 13F-HR Timeline National Pension Service More: the full row for National Pension Service 3,307 $240K <0.01% -708 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,293 $239K 0.04% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,291 $239K 0.14% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,276 $238K <0.01% +465 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,240 $235K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,182 $231K 0.04% +1,057 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,002 $231K 0.01% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 3,059 $222K <0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,055 $222K 0.02% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,041 $221K 0.06% -6,521 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,979 $220K 0.01% -1,080 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,966 $219K <0.01% +66 13F-HR/A Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,000 $218K 0.03% new 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,985 $217K 0.04% -37 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,953 $215K 0.08% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,948 $214K 0.07% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,902 $211K 0.05% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,886 $210K 0.06% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,780 $202K 0.13% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,755 $200K <0.01% +12 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,748 $200K <0.01% -231 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,705 $196K 0.08% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,528 $188K 0.04% -31 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,270 $165K 0.07% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,207 $160K 0.01% +522 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,104 $153K <0.01% -446,951 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,085 $151K 0.01% 0 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,074 $151K 0.01% +264 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,905 $138K 0.08% +630 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,873 $136K <0.01% -3,844 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,725 $125K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,701 $124K 0.02% -5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,641 $119K 0.07% +1,509 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,624 $118K <0.01% +1,432 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,500 $110K 0.01% +371 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,463 $106K -114 Timeline CX Institutional More: the full row for CX Institutional 1,445 $105K <0.01% +175 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,388 $101K 0.01% -6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,375 $99.9K <0.01% +1,046 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,340 $97.3K 0.01% -707 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,326 $96.3K 0.03% +355 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,291 $93.8K <0.01% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,200 $88.5K <0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,201 $87.2K <0.01% +403 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,189 $86.4K <0.01% -34 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,180 $85.7K <0.01% +826 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,168 $84.8K <0.01% +647 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,112 $80.8K 0.01% new 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,106 $80.3K <0.01% -1,377 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,100 $79K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,081 $79K 0.01% -568 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,079 $78.4K <0.01% -517 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,069 $77.6K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,049 $76.2K <0.01% +436 13F-HR Timeline MOTCO More: the full row for MOTCO 967 $73.9K 0.01% +286 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 994 $72.2K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 986 $71.6K 0.01% +61 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 931 $67.6K 0.02% +98 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 900 $65.4K 0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 874 $63.5K 0.02% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 812 $59K <0.01% new 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 766 $55.6K 0.05% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 750 $54.5K <0.01% 0 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 743 $54K <0.01% -1,089 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 675 $49K 0.04% +548 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 660 $47.9K <0.01% -1,670 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 620 $45K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 590 $42.9K <0.01% +90 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 494 $35.9K <0.01% -590 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 493 $35.8K <0.01% +67 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 491 $35.7K <0.01% -220 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 447 $34K 0.02% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 454 $33K <0.01% new 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 431 $31K <0.01% -345 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 416 $30K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 395 $28.7K <0.01% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 377 $27.4K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 366 $26.9K <0.01% -304 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 361 $26K <0.01% +232 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 350 $25.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 344 $25K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 334 $24.3K 0.02% -114 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 326 $23.7K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 319 $23K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 312 $22.7K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 293 $21.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 284 $20.6K <0.01% -587 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 276 $20K <0.01% -284 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 265 $19.2K <0.01% -185 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 237 $17.2K <0.01% -191 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 220 $16K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 220 $16K <0.01% -94 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 208 $15.1K <0.01% -23 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 203 $14.7K <0.01% +128 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 193 $14K <0.01% -1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 190 $13.8K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 190 $13.8K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 174 $13K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 177 $12.9K <0.01% +90 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 173 $12.6K <0.01% +102 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 142 $10.5K 0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 135 $9.8K <0.01% +5 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 133 $9.72K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 131 $9.52K <0.01% +87 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 120 $8.72K <0.01% -6,487 13F-HR/A Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 119 $8.64K <0.01% +1 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 114 $8K <0.01% +13 13F-HR/A Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 110 $7.99K 0.01% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 109 $7.92K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $7.84K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 104 $7.55K <0.01% -166 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 104 $7.55K <0.01% -588 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $7.26K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 100 $7.26K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 99 $7.19K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 98 $7.09K <0.01% -59,833 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 95 $6.92K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 95 $6.88K <0.01% +2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 94 $6.83K <0.01% -15 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 80 $5.81K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 80 $5.81K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 80 $5.81K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 71 $5.17K <0.01% +37 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 70 $5.08K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 66 $5K <0.01% +50 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 64 $4.63K <0.01% +1 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 63 $4.58K <0.01% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 58 $4.47K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 58 $4.21K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 56 $4.07K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 63 $4K <0.01% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $3.71K <0.01% +20 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 50 $3.63K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 49 $3.56K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 43 $3.17K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 42 $3.05K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 40 $2.91K <0.01% +10 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37 $2.69K <0.01% -615 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 37 $2.69K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 36 $2.62K <0.01% 0 13F-HR Timeline