Dodge & Cox More: the full row for Dodge & Cox 6,000 $287K <0.01% -500 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,964 $285K 0.03% -944 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 5,897 $281K 0.24% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,770 $276K 0.13% -606 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 5,727 $274K <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,724 $274K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,719 $273K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,597 $268K <0.01% -1,277 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,577 $267K 0.02% -211 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,463 $261K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,418 $259K 0.01% -100 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,381 $258K <0.01% -1,663 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,252 $251K 0.04% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 5,244 $251K 0.23% +2,821 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,227 $250K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,225 $250K 0.06% -600 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,217 $249K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,215 $249K <0.01% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 5,198 $249K 0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 5,297 $248K 0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,184 $248K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,176 $247K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,951 $246K 0.01% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 5,100 $244K 0.02% +2,600 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,994 $239K <0.01% new 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,105 $235K 0.01% -100 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,892 $234K <0.01% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,855 $232K <0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,846 $232K 0.07% -709 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,836 $231K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,812 $230K <0.01% -467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,788 $229K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,778 $228K <0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,764 $228K 0.02% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,751 $227K <0.01% new 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 4,750 $227K 0.01% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,742 $227K 0.02% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,733 $226K <0.01% new 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4,513 $224K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,676 $224K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,250 $223K <0.01% new 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,637 $222K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,624 $221K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,630 $220K 0.01% +3,814 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,588 $219K <0.01% new 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,575 $219K 0.02% -2,118 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,579 $219K 0.06% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,854 $218K <0.01% -893 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,566 $218K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,561 $218K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,554 $218K 0.04% +4,522 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,493 $211K 0.02% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,322 $207K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,293 $205K 0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,248 $203K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,213 $201K <0.01% -250 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 4,198 $201K <0.01% 13F-HR/A Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,195 $201K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,062 $194K <0.01% +14 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,922 $188K <0.01% -978 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,930 $187K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,872 $185K 0.02% -144 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,821 $183K <0.01% -43 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,720 $178K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,715 $178K <0.01% +1,543 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,666 $175K <0.01% +2,722 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,588 $172K 0.01% -18,026 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,202 $153K <0.01% +1,291 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,123 $149K <0.01% -682 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,016 $144K <0.01% +290 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,951 $141K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,950 $141K 0.04% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,751 $132K <0.01% -283 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 2,588 $129K <0.01% 0 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,554 $127K <0.01% -1,737 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,530 $121K <0.01% -296 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,475 $118K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,078 $99.4K <0.01% +33 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,547 $74K 0.14% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,474 $70.5K <0.01% +1,463 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,409 $67.4K <0.01% -136 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,345 $64.3K <0.01% +25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,313 $62.8K <0.01% +7 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,302 $62.2K <0.01% -4,131 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,300 $62.2K <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,295 $61.9K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,213 $58K <0.01% -54 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,197 $57.2K 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 1,168 $55.8K <0.01% -1,395 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,101 $52.6K <0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,100 $52.6K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,070 $51.2K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,052 $50.3K <0.01% -53 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,031 $49.3K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,017 $48.6K <0.01% +123 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,002 $47.9K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 994 $47.5K <0.01% -580 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 900 $43K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 849 $40.6K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 847 $40.2K 0.02% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 841 $40.2K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 822 $39.3K 0.02% +22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 810 $38.7K <0.01% -4 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 802 $38.3K <0.01% -2 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 738 $35.3K <0.01% +40 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 702 $33.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 620 $29.6K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 611 $29.2K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 590 $28.2K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 565 $27K 0.01% +40 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 563 $26.9K <0.01% +207 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 563 $26.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 538 $25.7K <0.01% +100 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 523 $25K 0.01% -38 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 500 $23.9K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 500 $23.9K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 500 $23.9K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 470 $22.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 440 $21K <0.01% +69 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 427 $20.4K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 424 $20K <0.01% +21 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 400 $19.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 400 $18.2K <0.01% +4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 372 $17.8K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 357 $17.1K <0.01% 0 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 356 $17K 0.01% +346 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 354 $16.9K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 340 $16.3K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 331 $15.8K <0.01% -166 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 326 $15.6K <0.01% -53 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 312 $14.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 296 $14.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 269 $13K 0.01% -172 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 261 $12.5K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 246 $11.8K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 240 $11.5K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 200 $9.56K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $9.56K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 190 $9.08K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 184 $8.8K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 177 $8.46K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 174 $8.32K <0.01% -317 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 174 $8.32K <0.01% +13 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 170 $8K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 160 $7.65K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 159 $7.6K <0.01% -686 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 150 $7.17K <0.01% -40 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 149 $7K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 145 $6.93K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 144 $6.88K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 137 $6.55K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 125 $6K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 125 $5.98K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 123 $5.88K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 123 $5.88K <0.01% new 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 119 $5.69K <0.01% +19 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 117 $5.59K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 115 $5.5K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 115 $5.5K <0.01% -40 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 111 $5.31K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 99 $4.92K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 101 $4.83K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 100 $4.78K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $4.78K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 100 $4.78K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $4.78K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $4.78K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $4.78K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 94 $4.49K <0.01% -41 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 88 $4.21K <0.01% +19 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 83 $3.97K <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 72 $3.44K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 66 $3.16K <0.01% +48 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 64 $3.06K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $3K <0.01% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 63 $2.95K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 60 $2.87K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 60 $2.87K <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 59 $2.82K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 59 $2.82K <0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 53 $2.54K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 52 $2.49K <0.01% +2 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50 $2.39K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $2.39K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 49 $2.32K <0.01% +31 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 45 $2.15K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 40 $1.91K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 40 $1.91K <0.01% 0 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 39 $1.86K <0.01% -28 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $1.82K <0.01% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 37 $1.77K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $1.53K <0.01% +15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 32 $1.53K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30 $1.43K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 28 $1.34K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 26 $1.24K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 26 $1.24K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 25 $1.2K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $1.2K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 25 $1.2K <0.01% 0 13F-HR Timeline