Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,395 $161K 0.15% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,350 $158K 0.08% +36 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,314 $155K 0.01% +492 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,298 $154K <0.01% +715 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,198 $148K <0.01% new 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,181 $146K 0.12% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,087 $142K 0.01% 0 13F-HR/A Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,086 $140K <0.01% +2,074 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,062 $138K 0.03% +2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,000 $134K 0.05% 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,954 $131K <0.01% +142 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,858 $125K 0.03% +1,752 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,740 $118K 0.01% +66 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,673 $112K <0.01% -59 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,600 $107K 0.01% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,535 $103K <0.01% -22 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,466 $98.4K <0.01% -1,861 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,376 $92.4K 0.07% +1,366 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,293 $86.8K <0.01% -3,025 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,286 $86.3K 0.01% -17 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,116 $79.7K <0.01% +104 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,179 $79.2K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,160 $77.9K <0.01% +198 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,159 $77.8K <0.01% -434 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,150 $77.2K 0.02% -93 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,119 $75.1K 0.01% +274 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,094 $73.4K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,063 $71.4K 0.02% +1,014 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,034 $70.4K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,019 $68.4K 0.01% +50 13F-HR Timeline TOBAM More: the full row for TOBAM 988 $66K 0.03% -17,877 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 966 $64.8K 0.01% +133 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 965 $64.8K 0.01% -4,927 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 960 $64.4K 0.03% +615 13F-HR/A Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 916 $61.5K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 903 $60.6K 0.01% +513 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 900 $60.4K 0.08% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 893 $60K <0.01% -82 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 890 $59.7K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 872 $58.5K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 806 $54.1K <0.01% +571 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 801 $53.8K <0.01% +154 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 800 $53.7K <0.01% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 717 $48.1K <0.01% -4 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 715 $48K 0.01% +11 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 686 $46.1K 0.02% -80 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 684 $45.9K <0.01% -195 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 673 $45.2K <0.01% -121 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 675 $45K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 669 $44.9K <0.01% -30,611 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 662 $44.4K 0.03% -59 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 648 $44.1K 0.03% +111 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 650 $44K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 608 $44K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 650 $43.6K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 639 $42.9K 0.02% +566 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 613 $41.2K <0.01% -12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 604 $40.6K <0.01% +404 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 586 $39.3K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 584 $39.2K <0.01% -2,442 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 550 $38.9K 0.03% -10 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 577 $38.7K <0.01% 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 573 $38.5K <0.01% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 551 $37K 0.01% -424 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 499 $33K 0.02% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 470 $31K <0.01% +45 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 450 $30.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 442 $30.2K <0.01% -2,748 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 448 $30.1K <0.01% -316 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 440 $29.5K <0.01% +9 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 407 $27.3K <0.01% -10 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 360 $26.5K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 392 $26.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 375 $25.2K <0.01% -75 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 365 $25K 0.01% +59 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 364 $24.4K <0.01% -75 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 358 $24K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 342 $23K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 325 $21.8K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 320 $21.5K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 316 $21.2K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 301 $20.2K 0.01% +5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 280 $18.8K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 274 $18.4K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 235 $16K <0.01% -39 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 236 $15.8K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 225 $15.1K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 224 $15K <0.01% -13 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 223 $15K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 220 $14.8K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 219 $14.7K <0.01% -42 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 219 $14.7K <0.01% -78 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 200 $13.4K 0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 200 $13.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 194 $13K <0.01% +164 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 199 $13K <0.01% -476 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 185 $12.4K 0.02% 0 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 176 $11.8K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 175 $11.7K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 168 $11.3K <0.01% -12 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 165 $11K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 154 $10.3K 0.01% +138 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 153 $10.3K <0.01% -53 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 152 $10K <0.01% +52 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 146 $10K <0.01% +117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 143 $9.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 138 $9.26K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 131 $8.79K 0.01% -1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 130 $8.73K <0.01% -92 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 125 $8.37K <0.01% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 121 $8.12K <0.01% -11 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 120 $8K <0.01% +70 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 116 $8K <0.01% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 119 $7.99K <0.01% -46 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 118 $7.92K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 111 $7.45K <0.01% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 110 $7.4K <0.01% +1 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 110 $7.38K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $7.22K <0.01% 0 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 107 $7.18K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 103 $6.91K <0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 102 $6.85K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 97 $6.81K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 100 $6.72K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 100 $6.71K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 97 $6.51K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 97 $6.51K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 96 $6.44K 0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $6.38K <0.01% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 93 $6.24K <0.01% -54 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 84 $5.72K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 79 $5.39K <0.01% -34 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $5.25K <0.01% +5 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 77 $5.17K 0.01% 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 77 $5.17K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 72 $4.83K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 65 $4.36K <0.01% +12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $4.36K <0.01% -200 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 60 $4.03K <0.01% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 59 $3.99K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 58 $3.89K <0.01% -14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $3.63K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 52 $3.49K <0.01% +2 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 47 $3.15K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $3K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $2.95K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 42 $2.82K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 41 $2.75K <0.01% -268 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 40 $2.69K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 38 $2.55K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 37 $2.52K <0.01% -963 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 35 $2.39K <0.01% -26 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $2.35K <0.01% -4 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 34 $2.28K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 32 $2.15K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 31 $2.08K <0.01% +18 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 31 $2.08K <0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $2.01K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $2.01K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35 $2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $1.95K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27 $1.81K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $1.68K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $1.68K <0.01% -57 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 25 $1.68K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $1.62K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $1.54K <0.01% -10 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 22 $1.5K <0.01% -7 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 22 $1.48K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22 $1.48K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 21 $1.41K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $1.27K <0.01% -498 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 19 $1.27K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 17 $1.2K <0.01% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $1.14K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 15 $1.01K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $1.01K <0.01% +10 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $1K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $806 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 12 $806 <0.01% +6 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 11 $738 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $672 <0.01% -8 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $612 <0.01% +5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $605 <0.01% +1 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9 $605 <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 8 $538 <0.01% -56 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $537 <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 7 $470 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $470 <0.01% -6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7 $459 <0.01% new 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6 $403 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $403 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $336 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5 $336 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $278 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $269 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $269 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3 $201 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $134 <0.01% -8 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 0 $20 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.