Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,577 $293K 0.05% +12 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,571 $293K 0.02% -90 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,557 $291K 0.02% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,535 $288K 0.11% -18 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,516 $286K 0.01% +20 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,498 $284K 0.09% +67 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,492 $284K 0.19% -165 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,492 $284K 0.07% +3 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,488 $283K 0.03% -2,579 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 2,476 $282K 0.05% -10 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,462 $280K 0.02% +320 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 2,442 $278K 0.16% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,446 $277K 0.01% +1,230 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,436 $277K 0.21% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,410 $274K <0.01% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,379 $271K 0.01% +389 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,367 $269K 0.04% -23 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,341 $266K 0.04% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,336 $266K 0.11% -83 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,317 $264K 0.01% +238 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,308 $263K 0.03% +2,258 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,300 $262K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,261 $257K 0.15% -8 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 2,253 $256K 0.13% +8 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,236 $254K 0.01% +44 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,228 $253K 0.01% +22 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,225 $253K 0.01% +175 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,223 $253K 0.2% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,204 $251K <0.01% +333 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,203 $251K 0.03% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,171 $247K <0.01% -13 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,161 $246K <0.01% +60 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,175 $241K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,116 $241K 0.04% +1,666 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,110 $240K 0.01% -1,256 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,104 $239K 0.02% +165 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,087 $237K 0.01% -75 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,083 $237K 0.02% +270 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,073 $236K <0.01% -1,370 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,059 $234K 0.01% -57 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,014 $229K 0.02% +149 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,012 $229K 0.03% -47 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,000 $228K 0.17% 0 13F-HR Timeline Worth Venture Partners, LLC More: the full row for Worth Venture Partners, LLC 2,000 $228K 0.43% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,982 $226K <0.01% -47 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,932 $220K <0.01% -18 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,904 $217K 0.02% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,898 $216K 0.01% +57 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,898 $216K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,897 $216K 0.01% +22 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,895 $216K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,860 $212K 0.01% +51 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,851 $211K 0.02% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,813 $206K <0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,812 $206K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,810 $206K <0.01% -60 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,800 $205K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,783 $203K 0.01% +15 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,779 $202K <0.01% -245 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,771 $201K 0.05% +19 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,770 $201K 0.09% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,764 $201K 0.02% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,763 $201K 0.11% +24 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,611 $183K <0.01% -6,072 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 1,510 $172K <0.01% new 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,476 $168K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,460 $166K 0.01% -1,073 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,443 $164K 0.06% -7 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,442 $164K <0.01% -974 13F-HR Timeline Crossingbridge Advisors, LLC More: the full row for Crossingbridge Advisors, LLC 5,000 $162K 0.09% -10,000 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,415 $161K 0.04% +1,155 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,359 $155K <0.01% -14 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,288 $147K 0.06% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,233 $140K 0.02% +39 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,086 $124K <0.01% +385 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 1,042 $117K <0.01% +70 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,027 $117K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,011 $115K 0.09% +1,002 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 950 $108K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 900 $102K <0.01% +127 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 887 $101K <0.01% +9 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 837 $95.2K <0.01% -85 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 825 $93.9K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 788 $89.6K 0.04% -98 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 737 $83.9K <0.01% +25 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 698 $79.4K 0.01% +3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 691 $78.6K 0.01% -70 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 683 $77.7K <0.01% +4 13F-HR/A Timeline Amundi in group Amundi More: the full row for Amundi 631 $69.1K <0.01% -19,067 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 532 $60.5K 0.01% 0 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 534 $60K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 504 $57.3K <0.01% -321 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 483 $55K <0.01% +286 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 459 $52.2K <0.01% +390 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 424 $48.2K 0.02% -72 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 425 $48K <0.01% -8,951 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 390 $43.9K <0.01% +247 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 371 $42K <0.01% +94 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 360 $41K <0.01% +110 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 360 $41K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 321 $36.5K 0.01% +120 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 316 $36K 0.01% +140 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 314 $35.7K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 313 $35.6K <0.01% +169 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 303 $34.5K 0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 300 $34.1K <0.01% -30 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 281 $32K 0.01% 0 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 281 $32K <0.01% +218 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 278 $31.6K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 270 $30.7K <0.01% +269 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 255 $28.9K 0.01% +63 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 250 $28.4K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 250 $28.4K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 241 $27.4K <0.01% +58 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 240 $27.3K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 229 $26.1K <0.01% -2 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 212 $24.1K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 209 $23.8K 0.01% +5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 202 $23K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 191 $21.8K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 189 $21.5K <0.01% +165 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 188 $21.4K <0.01% +13 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 181 $21K 0.01% +3 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 177 $20.1K 0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 174 $19.8K <0.01% +21 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 171 $19.4K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 155 $17.6K <0.01% -41 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 152 $16.8K <0.01% +99 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 145 $16.5K <0.01% -9 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 144 $16.4K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 143 $16.2K 0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 141 $16K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 136 $15.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 135 $15.4K <0.01% -149 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 129 $14.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 124 $14.1K <0.01% -25 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $13K <0.01% +1 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 110 $12.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 105 $11.9K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 100 $11.4K 0.02% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $11.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 99 $11.3K <0.01% +18 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 92 $10.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 91 $10.4K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 83 $9.44K <0.01% -6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 80 $9.1K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 74 $8.42K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 73 $8.31K <0.01% -26 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 75 $8K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 70 $7.96K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 66 $7.51K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 66 $7.51K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 64 $7.28K <0.01% +26 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $6.83K <0.01% +55 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 56 $6.37K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 51 $5.78K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $5.69K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 50 $5.69K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 42 $4.72K <0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $4.55K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 40 $4.55K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 38 $4.36K 0.01% -321 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 38 $4.32K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 38 $4.32K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 36 $4.1K <0.01% +28 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 36 $4K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 31 $3.77K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 33 $3.75K <0.01% -19 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 30 $3.41K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $3.07K <0.01% -59 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 25 $2.84K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $2.16K <0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $2.16K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19 $2K <0.01% -11 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 17 $1.94K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $1.88K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $1.71K <0.01% new 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 8 $1K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $796 <0.01% +8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $796 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7 $796 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $796 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $683 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $683 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $656 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $569 <0.01% +1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5 $569 <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $456 <0.01% new 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 4 $455 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4 $453 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 3 $341 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $341 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $228 <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $228 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2 $227 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $114 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $114 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,283 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% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.