Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 250 $1.71K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 236 $1.61K <0.01% -111 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 234 $1.6K <0.01% +75 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 217 $1.48K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 207 $1.41K <0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $1.36K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 200 $1.36K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 191 $1.3K <0.01% -143 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 186 $1.27K <0.01% +46 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 147 $1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 146 $996 <0.01% +16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 145 $989 <0.01% -358 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 144 $982 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 131 $894 <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 130 $887 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 128 $846 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 120 $818 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 120 $818 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 104 $710 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $682 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $682 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 95 $648 <0.01% +67 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 92 $609 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 88 $600 <0.01% +26 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 86 $587 <0.01% +63 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 81 $553 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 80 $546 <0.01% new 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79 $539 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 68 $464 <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 67 $457 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 60 $409 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 59 $402 <0.01% -446 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 50 $362 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 47 $321 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 36 $249 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 34 $232 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17 $116 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $75 <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1 $7 <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 119 $0 0% -111 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 39 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 30 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.