OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,554 $355K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,506 $351K 0.03% +200 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,502 $351K 0.1% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,490 $350K 0.01% +318 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,380 $341K 0.01% +729 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,542 $334K 0.04% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,217 $328K 0.01% +708 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,154 $323K 0.14% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,149 $323K 0.01% +38 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 4,022 $313K <0.01% 13F-HR/A Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,001 $312K 0.14% -255 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,945 $307K 0.02% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,793 $295K <0.01% -6,384 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,745 $292K 0.01% 0 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,733 $291K 0.01% +91 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,685 $287K 0.03% -237 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,630 $283K <0.01% +564 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,600 $280K 0.04% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,596 $280K 0.03% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,567 $278K 0.09% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,559 $277K 0.15% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,545 $276K 0.02% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,540 $276K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,537 $275K <0.01% +51 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,730 $272K 0.04% -844 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,476 $271K 0.08% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,465 $270K 0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,435 $267K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,434 $267K 0.04% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,379 $263K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,317 $258K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,288 $256K <0.01% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 3,209 $250K 0.02% new 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 3,169 $247K <0.01% new 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,163 $246K 0.02% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,161 $246K <0.01% new 13F-HR/A Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 3,149 $245K 0.22% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,067 $239K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,065 $239K <0.01% +1,029 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,051 $238K 0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,033 $236K 0.06% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,031 $236K 0.01% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,955 $231K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,805 $218K <0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,798 $218K 0.03% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,685 $209K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,684 $209K <0.01% +418 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,684 $209K <0.01% -186,434 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,668 $208K 0.01% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,656 $207K <0.01% -341 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,656 $207K <0.01% new 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,653 $207K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,647 $206K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,624 $204K <0.01% -581 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,611 $203K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,600 $202K 0.02% -2,379 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,550 $199K 0.02% -4,949 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,460 $192K 0.04% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,437 $191K <0.01% -531 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,306 $180K <0.01% -59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,129 $166K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,116 $165K 0.01% -552 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,065 $161K 0.05% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,825 $142K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,796 $140K <0.01% +279 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,681 $131K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,519 $118K 0.05% -9,364 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,469 $114K 0.11% -50 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,371 $107K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,363 $106K 0.01% +124 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,341 $104K <0.01% -19,763 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,333 $104K 0.08% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,250 $97.3K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,113 $86.7K 0.01% +49 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,056 $82.2K <0.01% +634 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 900 $70.1K 0.02% -143 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 876 $68.2K 0.01% +82 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 782 $60.9K <0.01% +408 13F-HR Timeline Bullseye Asset Management LLC More: the full row for Bullseye Asset Management LLC 720 $56K 0.03% -48,641 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 708 $55.1K <0.01% +211 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 680 $53K <0.01% -924 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 676 $52.6K <0.01% +242 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 638 $49.7K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 616 $48K <0.01% -29 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 600 $46.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 583 $45.4K <0.01% +525 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 515 $40.1K <0.01% -29 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 515 $40.1K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 465 $36.2K 0.01% +66 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 451 $35.1K <0.01% +440 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 423 $32.9K <0.01% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 409 $31.9K <0.01% +10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 408 $31.8K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 404 $31.5K 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. 345 $26.9K <0.01% +38 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 336 $26.2K <0.01% +46 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 330 $25.8K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 325 $25.3K 0.01% +1 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $23.4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 295 $23K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 291 $22.7K <0.01% +119 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 288 $22.4K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 272 $21.2K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 251 $19.5K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 245 $19.1K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 245 $19.1K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 207 $16.1K <0.01% +67 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 200 $15.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 192 $15K <0.01% +18 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 187 $14.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 179 $13.9K <0.01% +141 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 176 $13.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 169 $13.1K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 165 $12.8K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 160 $12.5K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 145 $12K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 151 $11.8K <0.01% +10 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 148 $11.6K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 144 $11.2K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 143 $11.1K <0.01% +35 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 140 $10.6K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 144 $10.3K <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 124 $9.66K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 112 $9K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 114 $8.88K <0.01% +5 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 108 $8.41K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 108 $8.41K <0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 108 $8.41K <0.01% +43 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 107 $8.33K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 107 $8.33K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 105 $8.18K <0.01% +10 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 108 $8.1K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $7.79K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 93 $7.24K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 93 $7.24K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 90 $7.01K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 97 $7K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 89 $6.93K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 78 $6.07K <0.01% -32 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 77 $5.99K <0.01% +3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 74 $5.76K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 70 $5.45K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 68 $5.29K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 65 $5.06K <0.01% +30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 64 $4.98K <0.01% +54 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 61 $4.75K <0.01% -1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 59 $4.59K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 59 $4.57K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 61 $4.54K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 58 $4.52K <0.01% 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 57 $4.44K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 56 $4.36K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 51 $3.97K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49 $3.82K <0.01% +26 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 49 $3.82K <0.01% +22 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 44 $3.43K <0.01% new 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 43 $3.35K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 43 $3.35K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 42 $3.28K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40 $3.12K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $2.88K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $2.88K <0.01% new 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 35 $2.72K <0.01% -31 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $2.65K <0.01% +9 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 33 $2.57K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 32 $2.49K <0.01% +15 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32 $2.49K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 32 $2.49K <0.01% +18 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $2.41K <0.01% +10 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 31 $2.41K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 31 $2.41K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $2.34K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 28 $2.18K <0.01% +15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23 $2K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 19 $1.48K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 17 $1.32K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 16 $1.25K <0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16 $1.25K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 15 $1.17K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $1K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 13 $1K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $935 <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 12 $935 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12 $934 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 11 $857 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $857 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $779 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9 $639 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $619 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $582 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $546 <0.01% +1 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7 $545 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $532 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $467 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6 $467 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6 $467 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $455 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5 $389 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 5 $389 0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $389 <0.01% 0 13F-HR Timeline