Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,305 $633K 0.01% +6,015 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,100 $625K 0.01% +4,225 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 16,070 $624K <0.01% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 15,941 $619K 0.14% +9,305 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 15,869 $616K 0.09% -51,039 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 14,977 $582K <0.01% -556 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,736 $572K <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,704 $571K 0.04% +51 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 14,179 $550K 0.01% -725 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,159 $550K 0.04% +5,929 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 13,755 $534K <0.01% -148,978 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 13,543 $526K <0.01% new 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 13,475 $523K 0.01% 0 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 13,367 $519K <0.01% 0 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,089 $508K <0.01% -1,038 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,831 $498K <0.01% -340,140 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 12,524 $486K 0.01% -719 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 12,388 $481K 0.11% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,294 $478K 0.01% -690 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,213 $474K <0.01% +587 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 12,099 $470K 0.27% +364 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 12,097 $470K 0.03% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 12,018 $467K <0.01% +1,783 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,960 $465K <0.01% -9,910 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 11,793 $458K <0.01% -2,894 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11,772 $457K <0.01% +5,999 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 11,702 $455K 0.25% -1,574 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,531 $448K 0.03% -44,785 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 11,245 $437K 0.07% -455 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 11,181 $434K 0.08% +18 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,883 $423K 0.01% +1,534 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,816 $420K <0.01% -975 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 10,799 $419K 0.01% +2,506 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,672 $414K 0.01% +364 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 10,663 $414K 0.09% +265 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,580 $411K <0.01% -504 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 10,451 $406K 0.02% +230 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,157 $392K 0.01% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,000 $388K 0.02% +1,500 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9,889 $384K 0.17% +3,636 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 9,768 $379K 0.03% +5,221 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 9,703 $377K 0.07% +2,336 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 9,515 $370K 0.01% -100 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,272 $360K 0.06% -13,266 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,186 $357K <0.01% +1,611 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,676 $337K <0.01% -332 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,649 $336K <0.01% -22,942 13F-HR/A Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 8,623 $335K <0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 8,562 $333K 0.02% -210 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,919 $325K 0.06% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,207 $319K 0.01% +6,664 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,195 $318K <0.01% +257 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,991 $310K 0.02% -4,963 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 7,922 $308K 0.06% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 7,861 $305K 0.09% -23,644 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,837 $304K <0.01% -20,246 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,692 $299K <0.01% -227 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,671 $298K 0.01% +1,000 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,670 $298K 0.02% -1,329 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,651 $297K 0.01% -294 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 7,421 $288K 0.01% -2,640 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,226 $281K 0.11% 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,106 $276K 0.07% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,885 $267K <0.01% -830 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,770 $262K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,639 $258K <0.01% 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 6,634 $258K <0.01% -266 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 6,614 $257K <0.01% -2,086 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,610 $257K 0.01% -9 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 6,480 $252K 0.01% -2,351 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,345 $246K 0.03% -2,802 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 6,242 $242K 0.02% -34,670 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,199 $241K <0.01% +126 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,157 $239K 0.2% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,105 $237K <0.01% +65 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,100 $237K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,092 $237K <0.01% +224 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,092 $237K 0.01% new 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,061 $235K <0.01% -2,415 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,025 $234K 0.01% +531 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 5,956 $231K 0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,876 $228K 0.02% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,791 $225K <0.01% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,767 $224K 0.04% -23,510 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,656 $220K 0.24% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 5,588 $217K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,556 $216K <0.01% -4,161 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,412 $210K 0.02% -583 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,367 $208K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,245 $204K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,219 $203K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,931 $192K <0.01% +274 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,796 $186K <0.01% -505 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,286 $166K 0.03% +1,031 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,226 $164K <0.01% 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 4,124 $160K 0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,488 $135K 0.01% -522 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,388 $132K <0.01% -988 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,154 $123K <0.01% +145 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,463 $95.6K 0.01% -922 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,257 $88K <0.01% -111,502 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,234 $86.8K <0.01% +772 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,183 $84.8K <0.01% +1,011 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,167 $84.2K <0.01% +621 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,160 $83.9K <0.01% -139 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,891 $73.4K <0.01% -1,828 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,410 $54.8K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,371 $53.2K 0.01% -9,446 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,004 $38.9K <0.01% -244 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 948 $36.8K 0.03% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 833 $32.4K <0.01% +129 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 807 $31.3K <0.01% -113 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 651 $25.3K <0.01% -48 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 644 $25K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 575 $22.3K 0.01% -337 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 526 $20.4K 0.01% +79 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 519 $20.2K <0.01% -1,787 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 473 $18.7K 0.01% -307 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 479 $18.6K <0.01% +74 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 471 $18.3K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 439 $17.1K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 423 $16.4K <0.01% +153 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 410 $15.9K <0.01% +216 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 400 $15.5K <0.01% -14,500 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 391 $15K <0.01% +23 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 386 $15K 0.01% -29 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 375 $14.6K <0.01% -129 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 375 $14.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 345 $13.4K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 336 $13.1K 0 Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 333 $12.9K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 299 $11.6K <0.01% +28 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 273 $10.6K <0.01% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 262 $10.3K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 254 $10K <0.01% -49 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 255 $9.9K <0.01% -813 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 253 $9.83K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 212 $8K <0.01% -20 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 201 $8K <0.01% +170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 185 $7.95K <0.01% +20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 189 $7.34K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 167 $6.49K <0.01% +145 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 157 $6.1K <0.01% -119 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 151 $5.87K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 139 $5.4K <0.01% -524 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 136 $5.28K <0.01% -7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 115 $4.47K <0.01% +60 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 103 $4K <0.01% -8 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 100 $3.88K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 91 $3.53K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 77 $3.38K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 73 $2.84K <0.01% -10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 72 $2.8K <0.01% -206 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 72 $2.76K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $2.72K <0.01% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 68 $2.63K <0.01% -308 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 67 $2.6K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 59 $2.27K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $2.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 53 $2.06K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 47 $2K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $1.75K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $1.28K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $1.28K <0.01% -4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $1.24K <0.01% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $1.2K <0.01% +10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $1.05K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $1K <0.01% +16 13F-HR/A Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 31 $1K <0.01% -29,683 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17 $1K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $894 <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $894 <0.01% -11 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 23 $874 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $854 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $777 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $699 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $622 <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $544 <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $505 <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $388 <0.01% +7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $194 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $194 <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $155 <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $78 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -25 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.