Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,452 $337K <0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,427 $336K <0.01% -4,588 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,400 $334K 0.02% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,380 $333K 0.03% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,339 $330K 0.02% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,120 $329K 0.05% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,308 $328K 0.04% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,246 $324K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,219 $323K <0.01% +4,486 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,161 $319K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,158 $319K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,115 $316K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,115 $316K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,094 $315K 0.01% -274 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,085 $315K 0.03% -570 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,066 $313K <0.01% new 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 5,026 $311K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,017 $310K 0.02% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,015 $310K 0.02% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,121 $309K 0.05% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,957 $307K 0.02% new 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 4,910 $304K 0.21% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,899 $303K <0.01% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,848 $300K 0.04% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,770 $295K 0.08% new 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,760 $294K 0.02% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,725 $292K <0.01% new 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,721 $292K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,685 $290K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,676 $289K 0.05% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,662 $289K <0.01% -1,089 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,644 $287K 0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,576 $283K <0.01% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 4,571 $283K 0.01% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 4,544 $281K 0.05% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,482 $277K 0.05% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 4,448 $275K 0.02% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,331 $268K 0.08% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,280 $265K <0.01% +2,013 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,248 $263K <0.01% new 13F-HR Timeline Group Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,210 $260K 0.24% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 4,197 $260K 0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,147 $256K 0.01% +2,816 13F-HR/A Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,115 $255K 0.05% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,105 $254K 0.01% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,100 $254K 0.03% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,145 $250K 0.03% -11,855 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,017 $248K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,918 $242K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,779 $240K 0.01% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,795 $235K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,740 $231K 0.01% new 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,684 $228K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,680 $228K <0.01% +3,089 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,668 $227K 0.02% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,649 $226K 0.01% new 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,648 $226K 0.11% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,642 $225K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,635 $225K 0.02% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,577 $221K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,577 $221K <0.01% new 13F-HR Timeline Group Clayton Partners LLC More: the full row for Clayton Partners LLC 3,489 $216K 0.16% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,486 $216K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,473 $215K <0.01% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,433 $212K 0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,418 $211K 0.05% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,413 $211K 0.18% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,384 $209K <0.01% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,375 $209K 0.04% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,374 $209K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,368 $208K 0.02% -41,372 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,318 $205K 0.02% new 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 3,312 $205K 2.75% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 3,277 $203K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,191 $197K 0.01% -34 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,915 $180K <0.01% +63 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,685 $163K <0.01% +383 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,544 $157K <0.01% +423 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,489 $154K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,125 $136K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,107 $130K <0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,898 $117K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,871 $116K 0.01% -964 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,839 $114K <0.01% -13,666 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,769 $109K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,551 $96.4K <0.01% +977 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,485 $91.8K <0.01% +1,035 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,477 $91.4K 0.03% +817 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,268 $78.4K 0.05% -518 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,161 $71.8K <0.01% +987 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,096 $68K 0.05% -988 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,090 $67.4K 0.03% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,047 $64.8K 0.01% +47 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,042 $64.4K 0.01% +270 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,001 $61.9K 0.01% +484 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,000 $61.9K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,000 $61.9K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 993 $61.4K 0.03% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 959 $59.3K <0.01% -190,851 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 941 $58.5K <0.01% +15 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 899 $55.6K <0.01% +6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 783 $48.4K <0.01% +27 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 776 $48K <0.01% -1,648 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 766 $47.4K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 755 $46.7K 0.01% +687 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 733 $45.3K <0.01% -253 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 670 $41.4K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 581 $35.9K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 546 $33.8K 0.03% +127 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 510 $31.5K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 505 $31K <0.01% -5,266 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 500 $30.9K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $30.9K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 490 $30.3K <0.01% -15,877 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 485 $30K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 480 $29.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 457 $28.3K <0.01% +95 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 423 $26.2K <0.01% +174 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 419 $25.9K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 388 $24K <0.01% -14 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 390 $23.5K <0.01% +60 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 353 $21.8K <0.01% +16 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 335 $20.7K 0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 331 $20.5K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 328 $20.3K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 309 $19.1K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 285 $17.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $15.5K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 245 $15.2K 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. 231 $14.3K <0.01% 0 13F-HR/A Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 218 $13.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 217 $13.4K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 207 $12.8K <0.01% -77 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 201 $12.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 168 $10.4K <0.01% +162 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 166 $10.3K <0.01% +98 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 163 $10.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 152 $9.4K <0.01% -69 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 147 $9.09K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $8.6K <0.01% +107 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 138 $8.54K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 131 $8.1K <0.01% +24 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 130 $8.04K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 126 $7.79K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 120 $7.42K <0.01% +82 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 117 $7.24K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 117 $7.24K <0.01% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 111 $6.87K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 106 $6.56K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 106 $6.56K <0.01% -1,063 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 101 $6.25K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $6.18K <0.01% -700 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 100 $6.18K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $6.18K <0.01% -620 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 90 $5.57K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 81 $5.01K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 73 $4.51K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 63 $3.9K <0.01% -1,313 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $3.71K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 58 $3.59K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 58 $3.59K <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 55 $3.4K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 55 $3.4K <0.01% -254 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 50 $3.09K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 44 $2.73K <0.01% +37 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 44 $2.72K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $2.66K <0.01% +7 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 39 $2.41K <0.01% new 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 37 $2.29K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 33 $2.04K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $1.79K <0.01% +5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 27 $1.75K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 27 $1.67K <0.01% +9 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 26 $1.61K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $1.53K <0.01% +21 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 24 $1.49K <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $1.42K <0.01% +11 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 21 $1.3K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $1.05K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $1.05K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $928 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $866 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 14 $866 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $805 <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 13 $804 <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $680 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $619 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 9 $557 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $310 <0.01% -34 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $309 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $309 <0.01% +2 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $247 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $186 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $186 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.