Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,720 $345K <0.01% +206 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,675 $340K 0.05% -140 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,650 $337K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,640 $335K 0.01% +163 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,603 $331K <0.01% +149 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,600 $330K 0.01% -54 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,600 $330K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,582 $328K <0.01% -352 13F-HR/A Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,579 $328K 0.01% +180 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,496 $317K 0.01% +334 13F-HR/A Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,492 $317K 0.07% +21 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,492 $317K <0.01% +301 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,379 $314K 0.46% 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,457 $312K 0.06% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,431 $309K 0.02% +316 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,405 $305K 0.03% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,359 $300K <0.01% +23 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. 2,340 $297K 0.01% -77 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,324 $295K 0.01% +78 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,309 $293K 0.02% 0 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,303 $292K 0.02% +422 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,300 $292K 0.03% -54 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,265 $288K 0.07% -73 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,238 $284K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,153 $274K <0.01% +8 13F-HR/A Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,144 $272K 0.02% +24 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,123 $270K <0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,109 $268K <0.01% +8 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,098 $266K 0.13% +277 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,082 $264K 0.11% -44 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,069 $263K 0.01% -2,470 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,062 $262K 0.03% -282 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,036 $259K 0.42% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,035 $258K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,033 $258K 0.01% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,030 $258K 0.12% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,029 $258K <0.01% -182 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,010 $255K 0.06% -327 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,000 $254K <0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,969 $250K <0.01% -1,257 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,962 $249K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,918 $244K 0.01% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,903 $242K 0.07% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,895 $241K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,864 $237K 0.01% +113 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,852 $235K <0.01% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,847 $235K <0.01% -993 13F-HR/A Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,843 $234K 0.01% +8 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 1,825 $232K -29 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,825 $232K 0.01% +109 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,810 $230K 0.19% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,819 $230K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,805 $229K 0.02% -7 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,785 $227K 0.1% 0 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 1,788 $225K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,766 $224K 0.03% +29 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 1,771 $224K 0.08% -1,000 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,750 $222K 0.03% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,746 $222K 0.06% -113 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,740 $221K <0.01% -19 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,708 $217K <0.01% +27 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,701 $216K 0.06% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,695 $215K 0.04% -1 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,665 $211K 0.12% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,649 $209K 0.03% +1,322 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,647 $209K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,630 $207K 0.36% +770 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,615 $205K 0.01% -95 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,605 $204K 0.03% -1,016 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,600 $203K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,600 $203K 0.02% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,596 $203K 0.02% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,593 $202K 0.1% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,607 $202K 0.01% +223 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 1,204 $153K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,201 $153K <0.01% +895 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,177 $150K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 982 $124K <0.01% +295 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 956 $121K <0.01% +491 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 848 $108K <0.01% -21 13F-HR Timeline Quarry LP More: the full row for Quarry LP 818 $104K 0.03% -1,851 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 802 $102K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 710 $90.2K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 701 $89K <0.01% +90 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 671 $85.2K 0.02% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 668 $83.2K <0.01% -13 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 651 $82.7K 0.03% +226 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 624 $79.3K <0.01% +63 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 611 $77.6K 0.07% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $76.2K <0.01% -84 13F-HR/A Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 550 $69.9K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 558 $65.2K 0.01% +496 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 512 $65K 0.01% -229 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 501 $63.6K <0.01% +23 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $63.5K 0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 496 $63K 0.01% -100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 449 $57K <0.01% +84 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 439 $55.7K <0.01% +30 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 434 $55K 0.03% -247 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 420 $53.3K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 418 $53.1K 0.01% -7 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 410 $52.1K <0.01% +8 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 405 $49.9K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 363 $46.1K 0.03% +362 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 363 $46.1K 0.03% +41 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 353 $44.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 352 $44.7K <0.01% -52 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 320 $40.6K <0.01% +78 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 307 $39K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 299 $38K <0.01% +140 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 298 $37.9K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 279 $34.9K 0.01% +101 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 270 $34.3K <0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 251 $31.9K 0.02% -1,239 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 245 $31.2K 0.02% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 234 $29.7K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 217 $27.6K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 205 $25.8K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 189 $24K <0.01% +4 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 187 $23.8K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 187 $23.8K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 180 $23K 0.01% -1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 177 $22.5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 174 $22.1K 0.01% +35 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 173 $21.9K 0.01% +1 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 170 $21.6K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 150 $19.1K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 148 $18.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 140 $17.8K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 126 $16K <0.01% -25 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 120 $15.1K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 114 $14.5K <0.01% +102 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 114 $14.5K <0.01% +110 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 111 $14.1K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $12.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $11.2K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 71 $9.02K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 69 $8.77K <0.01% -8 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 69 $8.76K 0.01% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $8.38K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 66 $8.38K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 65 $8.26K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 65 $8.26K <0.01% -2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 62 $7.87K <0.01% +11 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 57 $7.26K <0.01% -25 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 53 $6.73K <0.01% -14 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $6.22K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 47 $5.97K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 42 $5.33K <0.01% 0 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 42 $5.33K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 42 $5.18K <0.01% -2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 44 $5K <0.01% +13 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 37 $4.7K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $4.7K <0.01% -85 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 32 $4.07K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 31 $3.94K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $3.94K <0.01% -4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 26 $3.3K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 25 $3.18K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $3.05K <0.01% +2 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 23 $3K <0.01% -2,891 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 23 $2.92K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $2.8K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 22 $2.79K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19 $2.41K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16 $2.03K <0.01% +10 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $2K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $1.91K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $1.78K <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $1.52K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $1.37K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $1.28K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $1.27K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.27K <0.01% -27 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 10 $1.27K <0.01% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10 $1.27K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.14K <0.01% +4 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 9 $1.14K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $1.02K <0.01% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8 $1.02K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 12 $1K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $889 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $762 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $636 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $382 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $382 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $381 <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2 $246 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $128 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $128 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $38 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,446 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.