ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 10,831 $284K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,795 $284K <0.01% -836 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 10,755 $283K 0.02% -12,901 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 10,659 $280K 0.05% -2,382 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,561 $277K 0.03% -6,573 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,322 $271K <0.01% -36 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,318 $271K <0.01% -939 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,129 $266K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,973 $262K 0.03% +624 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,615 $253K 0.01% -67 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,606 $252K <0.01% 0 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 9,601 $252K 0.04% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,598 $252K 0.01% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 9,578 $252K 0.01% -883 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,365 $251K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,484 $249K 0.09% +616 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,419 $247K <0.01% +644 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,342 $245K 0.01% +355 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,234 $243K 0.08% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,228 $242K <0.01% +297 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,209 $242K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 9,047 $238K 0.03% -6,068 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,032 $237K 0.01% -5,163 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,958 $236K 0.01% -254,946 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,918 $234K 0.02% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,717 $229K <0.01% +15 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,716 $229K 0.07% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 8,713 $229K 0.01% -202 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 8,679 $228K 0.27% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,603 $226K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,583 $225K 0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,525 $224K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,463 $222K <0.01% new 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,335 $219K 0.09% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,300 $218K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,278 $217K 0.01% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 8,246 $217K 0.15% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,201 $215K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,187 $215K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,041 $211K <0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,884 $207K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,852 $206K <0.01% +7,744 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,746 $203K 0.01% -359 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,714 $203K 0.09% +2,223 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 7,475 $196K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,241 $190K <0.01% -260 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 6,966 $183K 0.18% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,225 $164K <0.01% +6,064 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 5,683 $153K <0.01% +829 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 9,528 $151K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 5,400 $142K <0.01% +2,400 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,808 $126K 0.01% -1,281 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,636 $122K 0.01% +560 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,389 $115K <0.01% +1,358 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,361 $115K <0.01% +992 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,267 $112K <0.01% -3,703 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,224 $111K -55 Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 4,066 $107K <0.01% 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,029 $106K 0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,666 $96.3K 0.01% -500 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,630 $95.4K 0.02% new 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,554 $93.4K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,470 $91.2K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,470 $91.2K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,272 $86K <0.01% +1,262 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,186 $83.7K <0.01% +1,140 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,170 $83.3K <0.01% -998 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,005 $78.9K 0.02% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,000 $78.8K <0.01% new 13F-HR Timeline Group CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 3,000 $78.8K 0.07% 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,774 $73K <0.01% -524 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,737 $71.9K <0.01% +114 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,649 $69.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,280 $59.9K 0.02% +210 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,208 $58K <0.01% -35 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,105 $55.3K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,038 $53.5K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,034 $53K <0.01% -311 13F-HR/A Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,899 $49.9K <0.01% -7 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,868 $49.1K 0.01% -12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,855 $48.7K <0.01% -533 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,787 $46.9K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,755 $46.1K 0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,702 $44.7K <0.01% +374 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,886 $44.3K <0.01% -33,454 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,656 $43.5K 0.02% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,650 $43.3K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,647 $43.3K <0.01% +43 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,546 $40.6K <0.01% +80 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,536 $40.4K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,478 $39K 0.02% -4,938 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,325 $34.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,313 $34.5K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,305 $34.3K 0.02% +77 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,236 $32K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,210 $31.8K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,168 $30.7K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,153 $30.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,103 $29.2K <0.01% +130 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,062 $27.9K <0.01% -7,706 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $26.3K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,000 $26.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 950 $25K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 934 $24.5K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 894 $23K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 841 $22.1K <0.01% +74 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 825 $21.7K <0.01% -1,313 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 799 $21K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 790 $20.8K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 785 $20.6K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 784 $20.6K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 764 $20.1K <0.01% +437 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 732 $19.2K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 710 $18.7K 0.02% -900 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 686 $18K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 670 $17.6K <0.01% +271 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 625 $17.6K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 655 $17.2K <0.01% +450 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 646 $17K <0.01% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 625 $16.4K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 624 $16.4K 0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 624 $16.4K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 603 $15.8K <0.01% +584 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 565 $14.8K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 563 $14.8K <0.01% +510 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 553 $14.5K 0.01% +500 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 529 $13.9K <0.01% +276 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 502 $13.2K <0.01% -133 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $13K <0.01% -36 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 493 $13K 0.01% +4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 486 $12.8K <0.01% +435 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 478 $12.6K <0.01% +83 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 469 $12K <0.01% -172 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 446 $11.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 411 $10.8K <0.01% +163 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 383 $10.1K <0.01% +260 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 320 $8.41K <0.01% 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 308 $8.27K <0.01% new 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 312 $8.2K <0.01% +29 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 281 $7.38K <0.01% +220 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 278 $7.3K 0.01% -135 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 263 $6.96K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 259 $6.85K <0.01% +114 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 258 $6.78K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 247 $6.49K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 244 $6.41K <0.01% -23 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 235 $6.17K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 228 $5.99K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 225 $5.91K <0.01% +19 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 223 $5.86K <0.01% +11 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 210 $5.52K <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 209 $5.49K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 203 $5.33K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 195 $5.12K <0.01% +91 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 176 $4.62K <0.01% +123 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 171 $4.49K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 162 $4.26K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 161 $4.23K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 139 $4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 143 $3.94K <0.01% +40 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 149 $3.91K <0.01% -3 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 137 $3.6K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 129 $3.39K <0.01% +60 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 125 $3.28K <0.01% +10 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 125 $3.28K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 118 $3.1K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 118 $3.1K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 117 $3.07K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 110 $2.89K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $2.63K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $2.63K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 97 $2.55K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 96 $2.52K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 91 $2.39K <0.01% +11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $2.37K <0.01% +38 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 89 $2.33K <0.01% -1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 80 $2.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 66 $1.73K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 61 $1.6K <0.01% +35 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 58 $1.52K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 55 $1.45K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 54 $1.42K <0.01% +14 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 51 $1.34K <0.01% +10 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $1.34K <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 43 $1.13K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 42 $1.1K <0.01% +11 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $1.1K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $1.02K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 34 $1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 39 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21 $1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38 $998 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37 $972 <0.01% 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 36 $946 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 36 $946 <0.01% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $920 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 33 $867 <0.01% -13 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 30 $797 <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 29 $762 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 29 $755 <0.01% new 13F-HR Timeline