CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,918 $409K 0.01% new 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,901 $406K 0.05% -379 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,894 $404K 0.1% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,894 $404K 0.21% 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 1,886 $402K <0.01% new 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,849 $395K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,815 $387K <0.01% +329 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,766 $377K <0.01% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,745 $372K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,694 $362K <0.01% -102 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,674 $357K <0.01% 13F-HR/A Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,670 $356K 0.02% -111 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,652 $356K <0.01% -1,000 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,665 $355K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,647 $351K 0.1% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,638 $350K <0.01% 0 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,625 $349K 0.03% new 13F-HR Timeline ANB BANK More: the full row for ANB BANK 1,634 $349K 0.13% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,622 $346K 0.01% +64 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,607 $343K 0.01% -110 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,604 $342K 0.14% -109 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,601 $342K <0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,600 $341K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,596 $341K 0.05% -47 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,579 $337K <0.01% -111 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,538 $328K <0.01% +9 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,535 $328K 0.01% +26 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,525 $325K <0.01% -1,621 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,523 $325K 0.02% -2,194 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,483 $316K <0.01% +248 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,481 $316K 0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,480 $316K <0.01% -10,920 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,470 $314K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,444 $308K <0.01% +243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,429 $305K 0.02% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,411 $301K 0.01% -105 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,406 $300K 0.01% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,404 $300K 0.01% -50 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,391 $297K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,377 $294K <0.01% -1,076 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,363 $291K 0.01% -217 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,352 $289K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,346 $287K <0.01% +1,316 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,333 $284K 0.11% -200 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,318 $281K <0.01% -4,980 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,289 $275K 0.17% -1,391 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,267 $270K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,259 $269K <0.01% +670 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,257 $268K 0.04% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,253 $267K <0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,243 $265K 0.02% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,236 $264K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,236 $264K 0.05% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,234 $263K 0.13% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,234 $263K 0.07% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,212 $259K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,206 $257K 0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,200 $256K 0.17% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,194 $255K 0.02% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,187 $253K 0.03% 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. 1,183 $252K 0.01% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,175 $251K 0.01% new 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 1,170 $249K 0.01% -32,575 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,143 $244K <0.01% -20,869 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,142 $244K 0.06% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,134 $242K 0.02% -1,905 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,100 $235K 0.01% -1,100 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,084 $231K 0.05% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,062 $227K 0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,057 $226K 0.04% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,051 $224K 0.03% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,043 $223K <0.01% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 1,027 $219K 0.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,026 $219K <0.01% +624 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,015 $217K 0.07% new 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,000 $213K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,000 $213K 0.03% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 995 $212K 0.1% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 987 $211K 0.04% new 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 970 $207K 0.93% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 964 $206K 0.01% -2,787 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 964 $206K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 954 $204K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 955 $204K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 954 $204K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 943 $201K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 801 $171K 0.04% -482 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 681 $145K 0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 638 $136K <0.01% +260 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 628 $134K 0.01% -135 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 508 $108K 0.03% +186 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 505 $108K <0.01% -11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 495 $106K <0.01% +164 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 483 $103K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 475 $101K <0.01% +8 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 469 $100K 0.03% -109 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 452 $96.5K <0.01% +299 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 441 $94.1K 0.01% +370 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 438 $93K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 416 $89K 0.05% -234 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 411 $87.7K 0.01% -233 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 407 $86.9K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 403 $86K 0.05% +13 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 395 $84.3K <0.01% new 13F-HR Timeline Group Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 392 $83.7K 0.01% +280 13F-HR/A Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 387 $82.6K <0.01% new 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 355 $76.4K <0.01% -112 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 352 $75.1K 0.04% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 331 $70.6K 0.03% +118 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 331 $70.6K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 302 $64.9K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 300 $64K 0.01% -7 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 300 $64K 0.01% +294 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 300 $64K 0.01% -200 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 289 $60.6K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 276 $58.9K 0.02% +160 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 269 $57.4K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 243 $51.9K 0.01% +151 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 241 $51.4K <0.01% +9 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 220 $47K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 208 $44.4K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 205 $43.8K <0.01% +190 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $42.7K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 186 $39.7K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 183 $39.1K 0.01% +13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 179 $38.2K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 179 $38.2K 0.03% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 160 $34.1K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 162 $33.3K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 155 $33.1K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 132 $28.2K <0.01% +81 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $24.3K <0.01% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 110 $23.5K <0.01% +18 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 102 $21.8K <0.01% +35 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 99 $21.1K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 97 $20.7K 0.02% -259 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 92 $19.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $17.7K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 76 $16.2K <0.01% +72 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 70 $15K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 67 $14.3K <0.01% +34 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 65 $14K <0.01% +10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $13.7K <0.01% +2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 63 $13.4K <0.01% new 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 58 $12.4K 0.01% +5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 55 $11.7K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 49 $10.5K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48 $10.2K <0.01% -356 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 49 $10K <0.01% +28 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $9.18K <0.01% -4 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 42 $8.96K <0.01% +8 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 42 $8.96K <0.01% -22 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 41 $8.75K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 40 $8.54K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 39 $8.32K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 39 $8.32K <0.01% +5 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 38 $8.11K <0.01% +13 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 30 $6.4K <0.01% +6 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 28 $6.02K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 26 $5.55K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $5.34K <0.01% +5 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 24 $5.12K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22 $4.64K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $4.48K <0.01% -3 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 20 $4.27K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 19 $4.05K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $3.84K <0.01% -19 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $3.63K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $3.5K <0.01% -22 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16 $3.42K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $3.2K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15 $3.2K <0.01% -24 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $3.2K <0.01% +11 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 14 $2.99K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14 $2.99K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13 $2.77K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $2.6K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12 $2.56K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $2.56K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $2.56K <0.01% +7 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 12 $2.56K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11 $2.35K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $2.35K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $2.13K <0.01% +8 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $1.92K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $1.92K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $1.92K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 9 $1.92K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.71K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $1.49K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $1.07K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1.07K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5 $1.07K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6 $1K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5 $1K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4 $854 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4 $854 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $641 <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $641 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $641 <0.01% 0 13F-HR Timeline