VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,973 $283K 0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,355 $276K <0.01% +1,936 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 11,126 $275K 0.11% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 11,244 $273K 0.15% -500 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,131 $270K 0.03% -13,482 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 11,065 $269K <0.01% -1,660 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 10,876 $264K 0.04% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,656 $259K 0.03% +95 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,650 $259K 0.04% -817 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 10,639 $258K 0.01% -1,766 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 10,391 $252K 0.09% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10,300 $250K 0.01% -44,704 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 10,300 $250K 0.02% -825 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,249 $249K 0.02% +1,666 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 10,238 $249K 0.04% +637 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,190 $248K <0.01% -605 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,176 $247K 0.02% +967 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,174 $247K <0.01% -148 13F-HR Timeline Quarry LP More: the full row for Quarry LP 10,023 $243K 0.05% -6,814 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 10,437 $243K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,938 $241K 0.01% +1,737 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 9,891 $240K 0.04% +844 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,762 $237K <0.01% -226,005 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 9,460 $236K 0.01% +118 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 9,600 $233K 0.01% -1,600 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 9,595 $233K <0.01% -395,300 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9,338 $227K 0.15% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 9,528 $226K <0.01% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 9,267 $225K 0.04% -1,392 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,206 $224K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,134 $222K 0.01% +856 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 9,130 $222K 0.01% +417 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,890 $216K 0.01% +287 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 8,759 $213K 0.11% -725 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,704 $211K <0.01% -13 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,687 $211K 0.01% +803 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 8,675 $211K 0.04% +1,200 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 8,604 $209K 0.25% -75 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,557 $208K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,490 $206K 0.03% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 8,468 $206K 0.13% +222 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 8,376 $203K <0.01% -1,202 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,350 $203K 0.08% +15 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,365 $179K <0.01% +124 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,288 $177K <0.01% +3,021 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,119 $173K <0.01% +3,847 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,922 $168K <0.01% -824 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,983 $146K 0.01% +5,949 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,852 $142K 0.01% +1,044 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 $132K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,699 $114K <0.01% +310 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,615 $112K 0.01% +2,860 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,585 $111K <0.01% +224 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,123 $100K 0.01% +94 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,130 $100K <0.01% +3,236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EFG International AG in group EFG International AG More: the full row for EFG International AG 4,066 $98.8K <0.01% 0 13F-HR Timeline Group Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,992 $97K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,982 $96.7K <0.01% -242 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,871 $94K 0.01% +1,833 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,477 $84.5K 0.01% -189 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 $84.3K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,470 $84.3K 0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 3,360 $81.6K 0.08% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,225 $78.3K 0.02% -43,533 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,211 $78K <0.01% +41 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,197 $77.7K <0.01% +460 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,824 $69K <0.01% +50 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,823 $68.6K 0.02% +543 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,755 $66.9K 0.01% +1,914 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,706 $65.7K <0.01% +498 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,649 $64.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,601 $63.2K <0.01% +1,055 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,682 $62.5K <0.01% +1,579 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,513 $61.1K 0.02% -29,847 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,500 $60.7K 0.02% +964 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,574 $60.2K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,105 $51.1K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,040 $49.5K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,036 $49K <0.01% +2 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,881 $45.7K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,875 $45.5K <0.01% +1,492 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,868 $45.4K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,862 $45.2K <0.01% -37 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,859 $45.2K <0.01% +1,173 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,796 $43.6K <0.01% +628 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,787 $43.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,705 $41.4K <0.01% +3 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,656 $40.2K <0.01% +9 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,650 $40.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,352 $32.8K <0.01% +39 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,325 $32.2K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,224 $29.8K 0.02% -81 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,213 $29.4K <0.01% +213 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,207 $29.3K <0.01% +537 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,198 $29.1K <0.01% -3,438 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,049 $25.5K 0.01% -104 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 950 $23.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 942 $22.9K <0.01% +178 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 868 $21.1K <0.01% +69 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 807 $19.6K <0.01% -18 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 793 $19.3K 0.01% -141 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 790 $19.2K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 785 $19.1K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 750 $18.2K <0.01% new 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 748 $18.2K <0.01% +262 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 742 $18K <0.01% +240 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 739 $17.9K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 732 $17.8K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 689 $16.7K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 644 $15.6K 0.01% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 625 $15.1K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 615 $14.9K <0.01% +295 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 606 $14.7K <0.01% +77 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $12.1K <0.01% -4,900 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 499 $12.1K <0.01% +461 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 497 $12.1K 0.01% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $12K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 485 $11.8K <0.01% -80 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 447 $10.9K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 446 $10.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 433 $10.5K <0.01% +22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 430 $10.4K <0.01% +118 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 414 $10K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 396 $9.62K 0.01% +118 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 399 $9K <0.01% -70 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 338 $8K 0.01% -1,140 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 308 $7.48K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 302 $7.34K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 295 $7.17K <0.01% -308 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 297 $6.92K <0.01% +34 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 281 $6.83K <0.01% +71 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 261 $6.34K <0.01% -20 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 258 $6.27K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 257 $6.24K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 248 $6.02K <0.01% +53 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 247 $6K <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 $5.93K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 243 $5.9K <0.01% +200 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 241 $5.85K <0.01% +13 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 235 $5.71K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 215 $5.6K <0.01% +6 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 223 $5.42K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 216 $5.25K <0.01% +155 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 211 $5.12K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 203 $4.93K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 198 $4.81K <0.01% -1,657 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 179 $4.79K <0.01% +36 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 197 $4.79K <0.01% +60 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 187 $4.54K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 171 $4.15K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 166 $4.03K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 170 $4K <0.01% +31 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 164 $3.98K <0.01% -1,492 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 162 $3.94K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 158 $3.84K <0.01% -405 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 157 $3.83K <0.01% +28 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 154 $3.74K <0.01% +29 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 146 $3.55K <0.01% -30 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 134 $3.25K <0.01% -15 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 129 $3.13K <0.01% -517 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 129 $3.13K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 125 $3.04K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 118 $2.87K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 118 $2.87K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 110 $2.67K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 108 $2.62K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 105 $2.55K <0.01% +14 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $2.43K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 97 $2.36K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $2.19K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 89 $2.15K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 80 $1.94K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 78 $1.9K <0.01% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 74 $1.8K <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 73 $1.77K <0.01% -989 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 66 $1.61K <0.01% +12 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 66 $1.6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 66 $1.6K <0.01% +11 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 62 $1.51K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 61 $1.48K <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 61 $1.48K <0.01% +19 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 60 $1.46K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 53 $1.29K <0.01% -500 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 43 $1.04K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $1.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 21 $1K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 41 $996 <0.01% -10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $948 <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37 $899 <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. 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