Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,148 $346K <0.01% +1,212 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,110 $344K 0.02% 0 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,064 $341K 0.07% 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 5,000 $336K 0.05% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,894 $329K 0.01% 0 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,807 $324K 0.07% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,804 $323K 0.74% -29,678 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,794 $323K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,749 $320K 0.01% +267 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,668 $314K 0.01% -280 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,634 $312K <0.01% +45 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,533 $305K 0.3% 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,500 $303K <0.01% new 13F-HR Timeline Group TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,373 $294K -545 Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 4,339 $292K 0.01% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,315 $290K 0.03% -11 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 4,278 $288K <0.01% +171 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,252 $286K 0.01% -4,121 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,156 $280K 0.03% +91 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,038 $272K 0.05% +105 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,024 $271K 0.01% +266 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,017 $270K <0.01% +138 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,000 $269K <0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,966 $267K <0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,958 $266K 0.01% -555 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,945 $265K 0.01% -103 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,945 $265K <0.01% +584 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,850 $259K 0.09% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,837 $257K <0.01% -20,013 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,790 $255K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,759 $253K 0.02% +111 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,694 $249K 0.01% -66 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,689 $248K 0.06% +59 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,658 $246K 0.01% -129 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,650 $246K 0.01% +132 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,646 $245K 0.01% -1,560 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,619 $244K <0.01% -58,064 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,618 $243K 0.12% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,589 $242K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,563 $240K <0.01% +228 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 3,561 $240K 0.2% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3,532 $238K 0.11% -623 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,422 $230K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,404 $229K <0.01% -5,546 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,353 $226K <0.01% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,101 $225K 0.05% -7 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,312 $223K 0.05% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,216 $216K 0.05% +129 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,128 $211K 0.07% 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,127 $210K 0.05% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,075 $208K <0.01% -448 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) 3,093 $208K 0.01% -1,523 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,092 $208K 0.09% +53 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,072 $208K <0.01% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,022 $203K <0.01% -148 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,018 $203K <0.01% -1,649 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,010 $203K 0.2% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,953 $199K 0.01% -96 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,908 $196K <0.01% -32,553 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,779 $187K <0.01% -151 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 2,628 $177K 0.01% +432 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,568 $173K <0.01% +286 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,566 $173K 0.08% +742 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,310 $155K <0.01% -206 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,288 $154K <0.01% -603 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,257 $153K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,129 $143K 0.07% -218 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,046 $138K <0.01% +633 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,881 $127K <0.01% -6 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,740 $118K 0.11% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,697 $114K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,447 $97.4K <0.01% +1,128 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,399 $94.7K <0.01% +251 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,305 $87.8K 0.04% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,300 $87.5K <0.01% -61,471 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,296 $87.2K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,233 $83K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,223 $82.3K <0.01% +453 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,181 $79.5K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,104 $74.3K <0.01% +27 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,088 $73K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,000 $67.3K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 964 $64.9K <0.01% -28 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 899 $60.5K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 842 $56.7K <0.01% +331 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 830 $55.9K <0.01% +644 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 800 $53.8K <0.01% -22 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 753 $50.7K 0.02% -162 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 702 $47K <0.01% +158 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 694 $46.7K <0.01% -2,107 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 620 $41.7K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 616 $41.5K <0.01% +372 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 603 $40.6K 0.03% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 550 $37K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 514 $34.6K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 500 $33.6K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $26.9K <0.01% -10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 378 $25.4K <0.01% +39 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 370 $24.9K <0.01% -5,481 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 368 $24.8K 0.01% -56 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 365 $24.6K 0.01% +124 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 362 $24.4K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 360 $24.2K <0.01% +62 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 354 $23.8K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 350 $23.6K <0.01% -228 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 287 $20.9K <0.01% -1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $20.2K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $20.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 270 $19.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 288 $19.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 274 $18.4K <0.01% -80 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 253 $17K <0.01% -62 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 235 $15.8K 0.01% -800 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 211 $14.2K <0.01% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $13.5K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 188 $12.7K <0.01% +8 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 186 $12.5K <0.01% -8 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 184 $12.4K <0.01% -69 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 159 $10.7K 0.01% +44 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 157 $10.6K <0.01% -6,111 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 155 $10.4K <0.01% -1,065 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 154 $10.4K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 147 $9.89K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 136 $9.15K <0.01% -12 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 130 $8.75K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 127 $8.55K <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 125 $8.41K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 119 $8.01K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 113 $7.61K <0.01% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 110 $7.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 107 $7.2K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 107 $7.2K 0.01% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 101 $6.8K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $6.73K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 100 $6.73K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $6.12K <0.01% +22 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 90 $6.12K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 90 $6.06K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 77 $5.18K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 77 $5.18K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $4.91K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 72 $4.85K <0.01% -58 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 70 $4.71K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 66 $4.44K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 65 $4.38K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 63 $4.24K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 61 $4.11K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 61 $4.11K <0.01% -15 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 57 $3.84K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 54 $3.63K <0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 51 $3.43K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,123 $3.16K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 42 $2.83K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 41 $2.76K <0.01% +27 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 41 $2.76K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 38 $2.56K <0.01% 0 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 35 $2.36K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $2.02K <0.01% +19 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30 $2.02K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 26 $1.75K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $1.68K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $1.68K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $1.68K <0.01% +18 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $1.55K <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $1.48K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 22 $1.48K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $1.28K <0.01% -11 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 18 $1.21K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18 $1.2K <0.01% -48 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $1.08K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16 $1.08K <0.01% -8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15 $1.01K <0.01% 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $943 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $943 <0.01% -2 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 13 $875 <0.01% -3,619 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $808 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $808 <0.01% -67 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $740 <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $673 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $673 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 9 $606 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $606 <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $606 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 8 $570 <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8 $539 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7 $471 <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6 $404 <0.01% +2 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4 $274 <0.01% 0 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 4 $269 <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4 $269 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $269 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $202 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $201 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $135 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $135 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $135 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $68 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.