IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 741 $337K <0.01% -6,511 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 740 $337K 0.04% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 730 $332K 0.01% +12 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 724 $330K 0.01% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 705 $321K <0.01% +195 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 680 $310K 0.04% -65 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 267 $308K 0.1% +250 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 668 $305K <0.01% -13 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 658 $300K <0.01% +155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 630 $287K 0.01% -259 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 625 $285K <0.01% +75 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 621 $283K <0.01% +24 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 615 $280K 0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 612 $279K 0.08% -1,048 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 607 $276K <0.01% +9 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 594 $270K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 593 $270K 0.01% -50 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 653 $268K 0.01% +54 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. 585 $266K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 581 $265K 0.01% -21,764 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 570 $260K <0.01% new 13F-HR Timeline SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 570 $260K 0.04% -130 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 566 $258K 0.07% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 542 $247K <0.01% -2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 537 $245K <0.01% -221 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 536 $244K 0.02% +105 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 533 $243K <0.01% new 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 530 $241K 0.3% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 523 $238K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 516 $235K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 515 $234K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 513 $234K 0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 510 $232K 0.07% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 570 $230K 0.17% +42 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 506 $230K <0.01% new 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 501 $228K 0.02% -512 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 495 $225K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 491 $224K 0.04% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 487 $222K 0.09% new 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 477 $217K 0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 475 $216K 0.11% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 467 $215K <0.01% -29 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 466 $212K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 457 $208K <0.01% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 457 $208K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 456 $208K 0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 454 $204K <0.01% +22 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 491 $204K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 444 $202K <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 396 $180K 0.03% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 387 $176K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 353 $161K 0.03% +273 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 337 $153K <0.01% -34 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 332 $151K 0.05% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 327 $149K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 310 $141K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 305 $139K 0.13% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 301 $137K 0.02% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 292 $133K <0.01% -15 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 282 $128K 0.08% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 273 $124K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 264 $120K 0.06% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 258 $117K <0.01% +23 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 209 $95.2K <0.01% -9 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 209 $95K <0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $91.1K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 200 $91.1K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 194 $88.3K 0.02% new 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 188 $85.6K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 185 $84.2K <0.01% -36 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 185 $84.2K <0.01% +1 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 175 $79.7K 0.02% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 171 $77.9K 0.03% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 164 $73.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 180 $72.8K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 152 $69.2K <0.01% -160 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 145 $66K <0.01% +114 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 144 $65.6K 0.01% -23 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 143 $65K <0.01% +9 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 142 $64.7K 0.04% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 126 $57.4K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 116 $52.8K <0.01% -34 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 114 $51.9K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 104 $47.4K <0.01% -2 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 100 $45.5K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 95 $43.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 94 $43K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 87 $39.5K <0.01% +1 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 86 $39.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 86 $35.9K <0.01% -5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 78 $35.5K 0.01% -2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 74 $34K 0.01% -1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 72 $32.8K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 61 $27.9K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 59 $26.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 58 $26.4K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 58 $26K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 53 $24.1K <0.01% +8 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 53 $24.1K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $22.8K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49 $22.3K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 47 $20.7K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 42 $19.1K <0.01% -19 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 41 $18.7K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 42 $18.7K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 40 $18.2K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 40 $18.2K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 40 $18.2K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 41 $18.1K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 36 $16.4K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 36 $16.4K 0.01% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 33 $15K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 33 $15K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 32 $15K 0.01% -11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $14.6K <0.01% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 28 $12.7K <0.01% +14 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 25 $11.4K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 22 $10K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21 $9.56K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 21 $9.56K <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 21 $9.56K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 20 $9.13K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 20 $9.11K <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20 $9.11K <0.01% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $8.65K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 19 $8.65K <0.01% +5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18 $8.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $8.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $7.74K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 17 $7.74K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16 $7.29K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 15 $6.83K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 16 $6.57K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14 $6.38K <0.01% -89 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 14 $6.38K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 14 $6.38K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $6.38K <0.01% -4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13 $5.92K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $5.46K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $5.46K <0.01% +9 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 12 $5.46K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16 $5.43K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 10 $4.56K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $4.55K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 10 $4.55K 0.07% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $4.55K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 10 $4.55K <0.01% new 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 9 $4.1K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $4.1K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $4.1K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $4K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7 $3.19K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7 $3.19K <0.01% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $3.19K <0.01% -1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $3.19K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $2.75K <0.01% -7 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $2.74K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6 $2.73K <0.01% -100 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $2.73K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.73K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $2.73K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $2.73K <0.01% +4 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $2.73K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6 $2.64K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6 $2.51K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5 $2.28K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $2.28K <0.01% -6 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $2.28K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5 $2.28K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $2.28K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $1.82K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $1.82K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4 $1.82K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4 $1.82K <0.01% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $1.37K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $1.37K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $1.37K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3 $1.37K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $1.37K <0.01% -10 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $911 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $911 <0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $911 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $606 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1 $463 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $456 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $456 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $455 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $455 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $441 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 0 $121 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.