SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 41,475 $1.15M 0.23% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 41,457 $1.15M <0.01% -29,015 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 39,770 $1.1M 0.01% -230 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 39,739 $1.1M <0.01% +22,273 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,143 $1.06M <0.01% -1,163,073 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 38,010 $1.05M <0.01% +20,307 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 37,094 $1.03M <0.01% -5,674 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 36,592 $1.01M 0.01% +16,038 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 36,195 $1M 0.01% +478 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 34,638 $959K 0.01% -618 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 33,232 $920K 0.37% +10,732 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 30,943 $857K 0.01% -998 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 30,855 $854K 0.01% new 13F-HR Timeline HGI Capital Management, LLC More: the full row for HGI Capital Management, LLC 30,050 $832K 2.29% new 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 29,503 $817K 0.01% +14,980 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 28,936 $801K <0.01% -29,764 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 28,333 $784K 0.17% -8,271 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 27,500 $761K 0.06% -5,000 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 27,398 $758K <0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 26,896 $744K 0.02% -33,387 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 26,212 $726K 0.35% +7,429 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 25,351 $702K <0.01% +429 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) 25,208 $698K 0.02% +16,232 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,160 $669K <0.01% +3,110 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 23,602 $653K 0.01% -8,224 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 23,385 $647K +15,611 Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 23,180 $642K 0.04% +3,130 13F-HR/A Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 22,925 $635K 0.02% -310 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 22,458 $622K 0.02% -29,627 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 22,179 $614K 0.01% +1,454 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 21,841 $605K <0.01% -849 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 20,793 $576K 0.01% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 20,600 $570K 0.16% -317 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,510 $568K <0.01% -12,125 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 20,208 $559K 0.08% +11,525 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 19,442 $538K 0.19% +2,944 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,283 $534K 0.02% +465 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 19,082 $528K 0.16% +1,070 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 18,837 $521K 0.01% +39 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 18,767 $519K <0.01% -1,245 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 18,765 $519K <0.01% +740 13F-HR/A Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 18,528 $513K 2.01% -40 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 18,425 $510K <0.01% -2,274 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 18,390 $509K 0.01% -38,389 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 16,742 $463K 0.01% +2,738 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 16,000 $443K 0.07% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 15,868 $439K 0.23% -2,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,861 $439K <0.01% +1,355 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,957 $414K 0.02% +3,706 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 14,944 $414K +209 Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,892 $412K 0.03% -84 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 14,467 $400K 0.01% -119 13F-HR Timeline Group Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 14,451 $400K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 14,415 $399K 0.05% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 14,228 $394K +14,125 Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 13,959 $386K <0.01% +5,892 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,831 $383K <0.01% -2,119 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,600 $365K <0.01% +785 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,144 $364K 0.03% +13,084 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 13,019 $360K <0.01% -552 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,664 $351K 0.02% +3,938 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,301 $340K <0.01% -832 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 12,097 $335K <0.01% +11,322 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,070 $334K <0.01% +111 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,825 $327K 0.02% +3,857 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 11,595 $321K <0.01% new 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 11,303 $313K 0.05% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,992 $304K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,959 $303K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,854 $300K 0.07% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,817 $299K <0.01% +44 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,558 $292K <0.01% -3,553 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,425 $289K 0.01% +2,132 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 10,159 $281K 0.03% -12,685 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,721 $269K 0.01% +265 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 9,675 $268K 0.09% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,627 $266K <0.01% -446 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,537 $264K <0.01% 0 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 9,164 $254K 0.03% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,047 $250K <0.01% -783 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 8,863 $245K <0.01% +1,555 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,688 $240K 0.01% -262 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,651 $239K 0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 8,600 $238K 0.17% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,430 $233K 0.01% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 8,398 $232K 0.01% -205 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,375 $232K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,273 $229K <0.01% +7,878 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,279 $229K <0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 8,191 $227K 0.11% new 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 7,875 $220K <0.01% +596 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,931 $220K 0.01% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,858 $218K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,800 $216K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 7,756 $215K 0.01% -164 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,614 $211K <0.01% -243 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,608 $211K <0.01% -8,441 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 7,606 $211K 0.06% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 7,449 $206K 0.07% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,411 $205K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,402 $205K <0.01% -14 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 7,279 $201K 0.02% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,003 $194K 0.01% +485 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 6,705 $186K <0.01% +366 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,407 $177K <0.01% +129 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,325 $175K 0.02% -175 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 6,304 $174K 0.05% -294 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,343 $148K <0.01% new 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,119 $142K <0.01% -279 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,786 $132K <0.01% +130 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,669 $129K <0.01% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,455 $123K <0.01% +37 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,334 $120K 0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,000 $111K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,514 $97.3K <0.01% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,285 $90.9K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,092 $85.6K <0.01% -418 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,917 $81K <0.01% +2,449 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,900 $80.3K <0.01% -296 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,681 $74.2K <0.01% +398 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,494 $69K <0.01% -187,298 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,395 $65.7K <0.01% +920 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,351 $65.1K <0.01% -14 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,250 $62.3K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,955 $54.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,655 $45.8K <0.01% -180 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,268 $35.1K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,006 $27.8K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 984 $27K <0.01% +373 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 914 $25.3K <0.01% -53 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 909 $25.2K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 819 $22.7K 0.03% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 800 $22.1K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 768 $21.3K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 570 $16K 0.01% -31 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 565 $15.6K <0.01% +227 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 549 $15.2K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 511 $14.1K <0.01% +15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 469 $13K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 455 $12.6K <0.01% +5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 448 $12.4K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 435 $12K <0.01% +173 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 426 $11.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 381 $10.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 314 $9K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 298 $8.25K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 294 $8.14K 0.01% +49 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 279 $7.72K 0.03% -81 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 270 $7.47K <0.01% +20 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 267 $7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 237 $6.56K <0.01% -20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 208 $5.76K <0.01% +11 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 194 $5.31K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 190 $5.26K <0.01% +190 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 180 $4.98K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 185 $4.85K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 175 $4.84K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 173 $4.79K <0.01% -161 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 167 $4.62K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 161 $4.45K <0.01% -237 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 142 $3.93K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 127 $3.48K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 96 $2.66K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $2.63K <0.01% +54 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 93 $2.57K <0.01% -5 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $2.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 90 $2.49K <0.01% +17 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 88 $2.44K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 80 $2.21K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 78 $2.16K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 65 $1.8K <0.01% +25 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $1.41K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $957 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 34 $942 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 34 $941 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $803 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 23 $637 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $609 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $558 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $526 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 18 $499 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16 $443 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $416 <0.01% -10 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 15 $415 <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 11 $305 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $56 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.