Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 409 $23.7K 0.01% +385 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 400 $23.2K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $23.2K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 394 $22.8K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 350 $20.3K <0.01% -251 13F-HR Timeline MATHER GROUP, LLC. 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Rowe Price Investment Management, Inc. 281 $17K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 292 $16.9K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 291 $16.9K <0.01% +220 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 290 $16.8K 0.01% -304 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 263 $15.2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 236 $15.1K <0.01% +76 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $14.5K <0.01% -455 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 208 $12.1K <0.01% 0 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. 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More: the full row for Steigerwald, Gordon & Koch Inc. 66 $3.83K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 65 $3.77K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 64 $3.71K <0.01% +5 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 62 $3.59K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 55 $3.19K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 52 $3.02K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 57 $3K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 51 $2.96K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 45 $2.61K <0.01% +9 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 44 $2.55K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 42 $2.44K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 42 $2.44K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 40 $2.32K <0.01% -7 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 39 $2.26K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 38 $2.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36 $2.07K <0.01% -17 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 34 $1.97K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $1.91K <0.01% +7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 32 $1.85K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 31 $1.8K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $1.74K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 25 $1.45K <0.01% +9 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $1.45K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 24 $1.39K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $1.39K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $1.27K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $1.16K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $986 <0.01% -108 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17 $985 <0.01% new 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 14 $812 <0.01% 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 12 $696 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $638 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11 $638 <0.01% -508 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9 $522 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9 $522 <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $406 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4 $232 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3 $174 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $116 <0.01% -11 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2 $116 <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.