PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,653 $236K 0.01% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 11,651 $236K 0.03% +56 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,592 $235K <0.01% -70,209 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 11,497 $233K 0.05% -2,010 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 11,472 $233K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,403 $231K 0.02% -1,537 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 11,215 $227K <0.01% -58 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,163 $226K 0.01% -3,699 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 11,209 $225K 0.05% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,026 $224K 0.02% -517 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,914 $221K 0.28% +16 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,873 $220K 0.01% +1,458 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 10,824 $219K 0.03% 0 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 10,710 $217K 0.03% 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 10,615 $215K 0.1% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,509 $213K 0.03% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,481 $212K 0.04% 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 10,350 $210K 0.05% 0 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 9,974 $202K <0.01% -9,022 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,950 $202K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,652 $196K <0.01% +7,886 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,280 $189K 0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 9,055 $184K <0.01% -412 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 8,957 $182K <0.01% +4,074 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 8,765 $178K 0.1% -1,700 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,622 $175K <0.01% -275 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,118 $165K 0.04% +187 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,884 $160K <0.01% +2,101 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,638 $155K <0.01% -5,215 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,020 $142K <0.01% +59 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,957 $141K <0.01% +1,441 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,538 $133K 0.01% +18 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,385 $129K -395 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,144 $125K <0.01% +968 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,102 $124K <0.01% new 13F-HR/A Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,855 $119K 0.01% -625 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,796 $117K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,407 $110K <0.01% +765 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,015 $102K 0.03% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,788 $97.1K <0.01% -1,569 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,449 $90.2K <0.01% -465 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,396 $89.1K <0.01% -7,300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,999 $81.1K 0.01% +1,113 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,855 $78.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,636 $73.7K <0.01% -499 13F-HR Timeline City State Bank More: the full row for City State Bank 3,618 $73.3K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,594 $72K <0.01% -35 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,500 $70.9K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,292 $66.7K <0.01% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,255 $66K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,000 $60.8K 0.02% +900 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,682 $54K 0.03% +1,820 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,588 $52.5K <0.01% +52 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,582 $52.3K <0.01% -14,633 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,571 $52.1K 0.01% +728 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,426 $49.2K <0.01% +1,166 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,310 $46.8K 0.01% -1,000 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,252 $45.6K <0.01% -329 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 2,224 $45.1K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,080 $42.2K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,026 $41.1K 0.01% -468 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,939 $39.3K 0.02% +117 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,905 $38.6K 0.02% +218 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,843 $37K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,777 $36K <0.01% -383 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,626 $35.5K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,676 $34K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,616 $32.8K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,492 $31.2K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,500 $30.4K 0.01% +840 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,447 $29.3K <0.01% -82 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,437 $29.1K <0.01% +1,049 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,444 $29K <0.01% +1,014 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,308 $26.6K <0.01% -722 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,308 $26.5K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,296 $26.3K <0.01% -122 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,268 $25.7K <0.01% +47 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,151 $23.3K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,091 $22.1K 0.01% +6 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,068 $21.5K <0.01% +780 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,050 $21.3K <0.01% -905 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,024 $20.8K <0.01% +24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,014 $20.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,007 $20.4K <0.01% -254 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,006 $20.4K <0.01% -160 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,000 $20.3K <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 957 $19.4K 0.01% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 944 $19.1K <0.01% 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 944 $19.1K 0.02% +12 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 902 $18.3K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 900 $18.2K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 900 $18.2K <0.01% -33 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 896 $18K <0.01% +502 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 887 $18K <0.01% -380 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 852 $17.9K <0.01% +402 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 859 $17.4K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 811 $16.4K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 791 $16K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 725 $14.7K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 704 $14.3K <0.01% -3,703 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 700 $14.2K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 633 $12.8K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 576 $12.6K <0.01% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 615 $12.5K <0.01% -74 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 607 $12.3K <0.01% -18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 600 $12.2K <0.01% -138 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 600 $12.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 572 $12K <0.01% -2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 590 $11.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 570 $11.6K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 558 $11.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 535 $10.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 513 $10.4K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 517 $10K <0.01% -323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 459 $9.3K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 451 $9.14K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 450 $9.12K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 430 $9K <0.01% +99 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 432 $8.76K <0.01% -172 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 425 $8.62K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 414 $8.39K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 411 $8.33K <0.01% +286 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 400 $8.11K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 404 $8K <0.01% +26 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 390 $7.91K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 357 $7.23K <0.01% +242 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 353 $7.16K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 347 $7K <0.01% +13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 329 $6.67K <0.01% +87 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $6.08K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 299 $6.06K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 272 $5.51K <0.01% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 270 $5.47K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250 $5.07K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 230 $4.66K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 220 $4.46K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 214 $4.34K <0.01% +98 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 212 $4.3K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 207 $4.2K <0.01% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $4.05K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 200 $4.05K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 196 $3.97K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 192 $3.89K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 188 $3.81K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 184 $3.73K <0.01% -303 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 175 $3.55K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 166 $3.37K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 166 $3.37K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 150 $3.04K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 149 $3.02K <0.01% -25 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 159 $3K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 147 $2.98K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 146 $2.96K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 136 $2.79K <0.01% -63 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 132 $2.68K <0.01% -1,370 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 100 $2.03K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 99 $2K <0.01% +46 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 98 $1.99K <0.01% -36 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 97 $1.97K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 95 $1.93K <0.01% -4 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 85 $1.72K <0.01% -175 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 84 $1.7K <0.01% -25 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 76 $1.54K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 66 $1.33K <0.01% +10 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 56 $1.14K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 55 $1.12K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 52 $1.05K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 47 $953 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 44 $892 <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 42 $852 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $710 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 34 $690 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $690 <0.01% -221 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 33 $669 <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 30 $633 <0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 29 $588 <0.01% -22 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $588 <0.01% -11 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 29 $588 <0.01% 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 28 $568 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 24 $487 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24 $486 <0.01% -174 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 22 $446 <0.01% -9 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $405 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 17 $344 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14 $284 <0.01% -1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 13 $265 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $243 <0.01% -30 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10 $203 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 10 $203 <0.01% -678 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 7 $149 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $148 <0.01% -9 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $61 <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -223 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.