LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,447 $344K 0.05% +27 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,436 $341K 0.37% -57 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,432 $340K 0.08% -7 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,423 $338K 0.04% -2,012 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,421 $338K 0.17% +33 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,413 $336K 0.01% +438 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,411 $335K 0.13% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,411 $335K 0.13% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,479 $334K 0.01% -853 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,400 $333K <0.01% -438,483 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,389 $330K 0.15% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,386 $329K 0.09% -577 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,385 $329K 0.02% -43 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,384 $329K 0.02% -703 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,380 $328K 0.02% -7 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,378 $327K 0.03% +1 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,377 $327K 0.03% +46 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,370 $325K 0.03% +209 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,380 $325K 0.19% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,418 $325K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,367 $325K 0.01% -121 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,365 $324K <0.01% +33 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,351 $321K 0.01% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,349 $320K 0.06% -57 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,344 $319K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,340 $318K 0.07% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,335 $317K 0.05% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,331 $316K 0.07% -41 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,330 $316K 0.03% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,335 $315K 0.01% -3,281 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,312 $312K 0.15% -206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,312 $312K <0.01% +71 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,310 $311K 0.01% +71 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,302 $309K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,300 $309K 0.06% -15 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,299 $309K 0.08% +19 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,297 $308K 0.07% +6 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,296 $308K 0.01% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,291 $307K 0.07% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,286 $306K 0.14% -602 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,286 $305K 0.03% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,282 $305K 0.12% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,281 $304K 0.07% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,280 $304K 0.15% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,267 $301K 0.05% -112 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,268 $301K 0.19% +3 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,266 $301K 0.04% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,255 $298K 0.06% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,251 $297K 0.27% -182 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,239 $294K <0.01% +2 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,237 $294K 0.01% -152 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 801 $293K 0.19% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,228 $292K 0.01% +150 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,221 $290K -50 Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,220 $290K 0.22% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,220 $290K 0.01% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,219 $290K 0.03% -20 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,219 $290K 0.1% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,218 $289K 0.02% -16 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,217 $289K 0.04% -1 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,213 $288K 0.08% -8 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,350 $288K 0.08% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,203 $286K 0.01% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 1,197 $284K 0.16% +70 13F-HR Timeline American Trust More: the full row for American Trust 1,193 $283K 0.02% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,191 $283K 0.08% +24 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,182 $281K 0.01% -5 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,179 $280K 0.22% +105 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,178 $280K 0.07% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,177 $280K 0.02% -8 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,176 $279K 0.04% -414 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,174 $279K 0.03% +66 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,161 $276K 0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,153 $274K 0.05% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,153 $274K 0.01% -58 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,151 $273K 0.25% -190 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,149 $273K 0.09% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,149 $273K 0.01% +28 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,147 $272K <0.01% -67 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,142 $271K 0.06% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,125 $267K 0.05% -15 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,122 $267K 0.06% -975 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,113 $264K 0.01% 0 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 1,105 $263K 0.1% +2 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,104 $262K 0.02% +68 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,104 $262K 0.01% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,102 $262K 0.05% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,100 $261K 0.04% -25 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,098 $261K 0.09% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,096 $260K 0.11% +7 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,095 $260K 0.11% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,094 $260K 0.03% -10 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,116 $259K 0.02% +10 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,086 $258K 0.14% 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,068 $254K 0.02% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,057 $251K 0.02% -14 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,056 $251K 0.18% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,054 $250K 0.02% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,050 $249K <0.01% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,050 $249K 0.09% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,048 $249K 0.06% -167 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,048 $249K 0.14% +1 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,040 $247K 1.12% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,034 $246K 0.08% -10 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,028 $244K 0.18% +43 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,020 $242K 0.03% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,019 $242K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,018 $242K 0.03% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,016 $241K 0.19% -156 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,014 $241K 0.02% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,006 $239K 0.01% +41 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,006 $239K 0.03% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,005 $239K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,001 $238K 0.03% +25 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,000 $238K 0.02% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 998 $237K <0.01% -83 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 997 $237K 0.03% -122 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 996 $237K 0.09% +3 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,013 $237K 0.03% +4 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,000 $236K 0.03% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 995 $236K 0.07% +12 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 993 $236K 0.09% -1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 993 $236K 0.01% -21 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 991 $235K 0.04% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 991 $235K 0.04% 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 989 $235K 0.08% -1 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 988 $235K 0.08% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,099 $234K 0.01% new 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 984 $234K 0.07% -15 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 985 $234K 0.01% +35 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 981 $233K 0.01% -75 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 981 $233K 0.01% -650 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 980 $233K <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 980 $233K 0.02% -48 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 979 $233K 0.16% -66 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 970 $230K <0.01% +146 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 970 $230K 0.03% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 958 $229K 0.18% new 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 963 $229K 0.13% -246 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 961 $228K 0.07% +1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 958 $228K 0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 957 $227K 0.06% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 952 $226K 0.13% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 952 $226K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 948 $225K 0.02% -72 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 947 $225K <0.01% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 946 $225K <0.01% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 946 $225K 0.08% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 943 $224K 0.06% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 940 $223K 0.05% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 939 $223K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 924 $220K 0.01% -24 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 923 $219K 0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 921 $219K 0.02% new 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 920 $219K 0.2% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 919 $218K 0.03% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 918 $218K 0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 905 $215K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 902 $214K 0.02% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 900 $214K 0.05% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 900 $214K 0.13% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 897 $213K 0.01% -147 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 896 $213K 0.05% new 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 895 $213K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 893 $212K 0.1% +37 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 891 $212K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 887 $211K 0.25% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 886 $210K 0.02% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 883 $210K 0.05% -201 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 882 $210K 0.03% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,201 $208K 0.05% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 875 $208K 0.06% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 875 $208K 0.06% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 872 $207K 0.01% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 866 $206K 0.02% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 862 $205K 0.04% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 860 $204K <0.01% -32,890 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 857 $204K 0.06% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 854 $203K 0.17% new 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 852 $202K <0.01% -11 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 851 $202K 0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 851 $202K 0.06% -625 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 851 $202K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 842 $200K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 805 $191K 0.01% +8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 803 $191K <0.01% +213 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 800 $190K <0.01% new 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 798 $190K 0.09% -606 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 773 $184K <0.01% +192 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 737 $175K 0.01% +3 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 736 $175K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 736 $175K 0.1% -143 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 718 $171K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 700 $167K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 688 $163K 0.03% -433 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 683 $162K 0.02% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 646 $153K 0.03% +15 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 637 $151K 0.07% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 636 $151K 0.09% -17 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 632 $150K 0.05% -328 13F-HR Timeline