Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,989 $344K <0.01% +1,147 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,693 $327K <0.01% -21,453 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,682 $327K <0.01% new 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,602 $322K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,523 $318K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,471 $315K 0.01% -1,090 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,317 $306K <0.01% +609 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,314 $306K 0.01% new 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,285 $304K <0.01% +632 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,252 $302K 0.01% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,230 $301K 0.03% +294 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,200 $299K 0.16% -100 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,100 $293K 0.05% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,047 $290K <0.01% -214 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,031 $289K 0.17% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,028 $289K 0.08% -7,751 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,026 $289K <0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,000 $287K <0.01% -3,138 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,000 $287K 0.03% -71 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,982 $286K <0.01% new 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,932 $284K 0.02% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,850 $279K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,752 $273K 0.04% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,750 $273K 0.22% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,716 $271K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,665 $268K 0.04% +52 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,655 $268K +195 Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 4,654 $268K 0.07% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,599 $264K <0.01% new 13F-HR/A Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,529 $260K 0.02% -887 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,497 $259K 0.04% -402 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,437 $255K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,404 $253K 0.01% +505 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) 4,336 $249K 0.01% -210 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 4,289 $247K 0.06% +1,214 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 4,200 $241K 0.01% new 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,200 $241K 0.01% -42,600 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,185 $241K 0.02% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,164 $239K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,151 $239K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,150 $239K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,110 $236K 0.01% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,090 $235K 0.12% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,000 $230K 0.18% new 13F-HR/A Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,015 $228K <0.01% -543 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,950 $227K 0.04% new 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,929 $226K 0.14% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,925 $226K <0.01% +109 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,921 $225K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,866 $222K 0.01% -762 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,840 $221K 0.04% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,740 $215K 0.14% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,700 $213K 0.11% -300 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,678 $211K 0.05% -999 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,674 $211K 0.01% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,628 $209K 0.03% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,611 $208K <0.01% +481 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,557 $204K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,183 $183K <0.01% +737 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 3,130 $180K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,000 $172K <0.01% -2,600 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,919 $168K 0.03% +112 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,738 $157K 0.07% +465 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,596 $149K <0.01% new 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,589 $149K 0.2% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,549 $147K 0.1% -842 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,547 $146K <0.01% +180 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,545 $146K <0.01% -31 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,540 $146K 0.08% 0 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,505 $144K 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,490 $143K 0.09% -700 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,458 $141K <0.01% +1,670 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,334 $134K <0.01% -894 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,076 $119K <0.01% -1,222 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,049 $116K <0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,000 $115K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,795 $103K <0.01% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,682 $97K <0.01% +963 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,684 $96.8K 0.01% -4,540 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,629 $93.7K 0.03% +878 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,339 $77K <0.01% +164 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,335 $76.8K 0.01% -9,058 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,319 $75.8K <0.01% +26 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,293 $74.3K <0.01% +174 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,207 $69.4K 0.01% +300 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,200 $69K <0.01% 0 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,197 $68.8K <0.01% -33,990 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,188 $68.3K <0.01% -3,671 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,180 $67.8K 0.01% -200 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,143 $66K <0.01% -14 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,103 $63.4K <0.01% -672 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,032 $59.3K <0.01% -63 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,010 $58K <0.01% +11 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,007 $57.9K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,000 $57.5K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 998 $57.4K <0.01% -1,513 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 989 $56.9K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 916 $52.7K <0.01% +316 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 901 $51.8K <0.01% +788 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 900 $51.7K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 854 $50.1K <0.01% -22 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 700 $40.2K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 666 $38.3K <0.01% -144 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 549 $31.6K <0.01% +500 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 524 $30.1K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 523 $30.1K <0.01% +430 13F-HR Timeline Group Financially Speaking Inc More: the full row for Financially Speaking Inc 500 $28.7K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 480 $28K <0.01% +170 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 469 $27K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 468 $26.9K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 453 $26K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 440 $25.8K <0.01% +66 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 444 $25.5K <0.01% +100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 439 $25.2K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 436 $25.1K 0.01% -291 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 427 $24.3K <0.01% +142 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 394 $22.7K <0.01% +5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 352 $20.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 346 $20K 0.01% -1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 314 $18.1K <0.01% -95 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 311 $17.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 305 $17.5K 0.01% +91 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 300 $17.2K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 300 $17.2K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 280 $16.1K -7,478 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 279 $16K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 270 $15.5K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 267 $15.3K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 250 $14.4K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 249 $14.3K <0.01% -2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 248 $14.3K <0.01% +163 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 226 $13K <0.01% +79 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 221 $12.7K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 207 $11.9K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 199 $11.4K <0.01% 0 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 194 $11.2K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 193 $11K <0.01% +149 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 165 $9.49K <0.01% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 165 $9K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 150 $8.62K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $8.62K <0.01% -250 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 136 $7.82K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 129 $7.42K <0.01% +5 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 128 $7.36K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 127 $7.3K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 124 $7.13K <0.01% new 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 116 $6.67K <0.01% -100 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 116 $6.67K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 114 $6.55K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 110 $6.32K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 110 $6.32K 0.01% -40 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 107 $6.15K <0.01% +22 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 103 $5.92K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 57 $5.75K <0.01% -293 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 94 $5.41K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 92 $5.29K <0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 90 $5.17K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 85 $4.89K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 76 $4.37K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 75 $4.31K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 69 $3.97K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 69 $3.97K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 65 $3.74K <0.01% +25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64 $3.68K <0.01% -20 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 59 $3.39K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $3.05K <0.01% +45 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 51 $2.93K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 60 $2.91K <0.01% new 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 50 $2.88K <0.01% -3,805 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 50 $2.88K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $2.82K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 47 $2.7K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $2.7K <0.01% +27 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 46 $2.65K <0.01% new 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 45 $2.59K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $2.47K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 41 $2.36K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 41 $2.36K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 39 $2.24K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 39 $2.22K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 30 $1.73K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 30 $1.73K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 27 $1.55K <0.01% 0 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 26 $1.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $1.44K <0.01% -504 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21 $1.21K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 20 $1.15K <0.01% +5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $1.09K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 18 $1.03K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 18 $1.03K <0.01% -10 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $1K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15 $863 <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 15 $862 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $805 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $575 <0.01% -20 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $574 <0.01% +9 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $517 <0.01% +5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7 $411 <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 7 $402 <0.01% 0 13F-HR Timeline