Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,204 $1.04M 0.04% +1,885 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,454 $959K <0.01% +405 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,310 $942K 0.01% +451 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,224 $933K 0.03% +733 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 7,813 $886K <0.01% -5,369 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,750 $879K 0.02% +1,234 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,652 $868K 0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 7,374 $836K <0.01% +630 13F-HR Timeline Group American Assets Capital Advisers, LLC More: the full row for American Assets Capital Advisers, LLC 7,208 $817K 0.82% -34,637 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 7,110 $806K 0.01% +6,496 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 7,018 $796K 0.06% -1,567 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,953 $789K 0.04% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,939 $787K <0.01% -55 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 6,691 $759K 0.01% -323 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,200 $727K 0.06% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 6,301 $714K 0.01% -425 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 6,242 $708K 0.14% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,119 $694K +2,583 Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,100 $692K 0.02% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,006 $681K 0.01% new 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 5,970 $677K 0.01% -117 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,895 $669K <0.01% -5,830 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 5,892 $668K <0.01% +499 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,825 $661K <0.01% +175 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,808 $659K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,780 $656K 0.02% +4,835 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 5,710 $648K 0.48% 0 13F-HR Timeline KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 5,700 $646K <0.01% +2,400 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,586 $634K 0.03% -19 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,469 $620K <0.01% -108,369 13F-HR Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 5,400 $612K <0.01% +800 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,340 $606K <0.01% +992 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,097 $578K 0.01% +1,233 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,059 $574K 0.07% -962 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,900 $556K 0.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,814 $546K 0.04% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,644 $527K <0.01% -2,965 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,620 $524K <0.01% -422 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,604 $522K 0.01% -532 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) 4,503 $511K 0.01% +2,700 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,496 $510K <0.01% +1,269 13F-HR/A Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,465 $506K 0.06% -176 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,291 $487K 0.02% +537 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,239 $481K 0.01% -100 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,186 $475K 0.03% -5,010 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 4,151 $471K <0.01% +34 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,136 $469K <0.01% -29 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,068 $461K 0.16% -12,407 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,057 $460K 0.02% new 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,040 $458K 0.02% -424 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 4,020 $456K <0.01% +912 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 4,000 $454K 0.15% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,000 $454K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,864 $438K 0.01% +699 13F-HR/A Timeline Jain Global LLC More: the full row for Jain Global LLC 3,500 $397K 0.01% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,451 $391K 0.01% -1,092 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,433 $389K 0.04% +875 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,327 $377K <0.01% -350 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 3,236 $372K 0.01% +98 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,135 $356K <0.01% +906 13F-HR/A Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,029 $344K 0.01% +4 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,992 $339K <0.01% -108 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,946 $334K 0.01% +128 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,691 $325K 0.11% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,832 $321K <0.01% -3,756 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,711 $307K 0.01% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,688 $305K 0.02% -122 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,624 $298K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,601 $295K <0.01% -19,770 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,594 $294K 0.1% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,594 $294K 0.15% -100 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,558 $290K +1,915 Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,557 $290K <0.01% +110 13F-HR Timeline Group ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,487 $282K <0.01% +40 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,411 $273K 0.01% +77 13F-HR/A Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,406 $273K 0.45% +20 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,354 $267K <0.01% +412 13F-HR Timeline Group American Trust More: the full row for American Trust 2,330 $264K 0.02% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,290 $260K <0.01% -448 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,284 $259K 0.04% new 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 2,265 $257K 0.08% -546 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,250 $255K <0.01% +50 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,229 $253K <0.01% -140 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,177 $247K 0.02% -125 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,162 $245K <0.01% +62 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,155 $244K 0.01% -70 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,137 $242K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,136 $242K <0.01% +38 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,097 $238K 0.02% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,090 $237K <0.01% +62 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,084 $236K <0.01% +2,080 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,077 $236K 0.08% -167 13F-HR/A Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,070 $235K 0.02% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,042 $232K 0.12% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,029 $230K 0.05% -1,459 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,022 $229K 0.03% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,969 $223K <0.01% -109 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,942 $220K <0.01% 0 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,924 $218K <0.01% -466 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,919 $218K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,892 $215K 0.04% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,806 $205K <0.01% new 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 1,765 $200K 0.05% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,700 $193K 0.04% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,761 $178K 0.07% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,100 $125K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 889 $101K 0.01% -2,012 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 872 $98.9K <0.01% +19 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 819 $92.9K 0.01% +147 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 770 $87.3K <0.01% +17 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 699 $79.3K <0.01% +31 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 592 $67.1K 0.01% +153 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 578 $66.5K <0.01% +44 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 569 $64.5K 0.01% +175 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 524 $59.4K <0.01% +173 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 453 $51K <0.01% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 412 $46.7K 0.02% 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 400 $45.4K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 374 $42.4K 0.01% +308 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 366 $41.5K <0.01% +121 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 356 $40.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 337 $38.2K <0.01% +33 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 332 $37.7K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 317 $36K <0.01% -96 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 294 $33.3K 0.01% +13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 293 $33.2K <0.01% +51 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 285 $32.3K <0.01% +14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 284 $32.2K 0.01% +114 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 266 $30K 0.02% +148 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 257 $29.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 149 $28.1K <0.01% +88 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 247 $28K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 235 $26.7K <0.01% +41 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 231 $26.2K <0.01% +164 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 231 $26K <0.01% -1 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 225 $25.5K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 224 $25.4K <0.01% -6 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $22.7K <0.01% +100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 175 $20K <0.01% 0 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 152 $17K <0.01% +3 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 149 $16.9K <0.01% +109 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 132 $15K <0.01% -181 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 127 $14.4K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 122 $13.8K 0.01% +10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 118 $13.4K 0.01% -3,144 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 116 $13.2K <0.01% +1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 106 $12.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 89 $10.1K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 86 $9.75K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 85 $9.64K <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 81 $9.19K <0.01% -11 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80 $9.07K <0.01% +9 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 85 $9K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 62 $7.03K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 54 $6.12K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $5.9K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 52 $5.9K <0.01% -55 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 50 $5.72K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 50 $5.67K <0.01% +38 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $5.33K <0.01% +3 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 45 $5K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 39 $4.42K <0.01% +27 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $4.2K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 34 $4K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 34 $3.86K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32 $3.68K <0.01% -54 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29 $3.29K <0.01% +27 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 28 $3.18K <0.01% +7 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 27 $3.06K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27 $3.06K <0.01% -208 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 27 $3.06K <0.01% -3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24 $2.72K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 19 $2.15K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $1.93K <0.01% +5 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $1.93K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 15 $1.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.48K <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13 $1.47K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $1.47K <0.01% -76 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11 $1.25K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $1.14K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.14K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 9 $1.02K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $1.02K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.02K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10 $1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $908 <0.01% -6 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7 $794 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $680 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $613 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $567 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $567 <0.01% +3 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4 $454 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $340 <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2 $230 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2 $227 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $227 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $113 <0.01% -46 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $99 <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.