Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 8,000 $999K 0.01% -233 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 7,954 $994K 0.35% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,444 $930K 0.06% +24 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 7,380 $927K 0.16% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,354 $919K 0.45% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,337 $916K 0.16% -498 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,371 $910K <0.01% +10,862 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,279 $909K 0.1% -54 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,268 $908K 0.04% -92 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,249 $905K 0.06% +147 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,056 $881K 0.09% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,000 $874K <0.01% -16,500 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,966 $870K 0.05% +396 13F-HR/A Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 6,947 $868K 0.66% 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 6,897 $862K 0.09% -301 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,873 $859K 0.08% +2 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,765 $845K 0.01% -25 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,765 $845K 0.01% -25 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,697 $836K 0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,667 $833K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,630 $828K 0.25% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,515 $814K 0.03% +724 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,402 $800K 0.02% +21 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,318 $789K 0.35% -128 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,247 $780K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,185 $773K 0.33% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,972 $746K 0.37% +855 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,890 $736K 0.04% +105 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,854 $731K 0.06% -147 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,759 $719K 0.04% -358 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,723 $715K 0.18% +247 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,718 $714K 0.32% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,705 $713K <0.01% new 13F-HR Timeline Group WMS Partners, LLC More: the full row for WMS Partners, LLC 5,677 $709K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,594 $699K 0.02% +139 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,551 $693K 0.07% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,544 $693K 0.36% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,513 $689K 0.11% +12 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 5,434 $679K 0.11% +3,290 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 5,336 $667K 0.49% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,315 $664K 0.01% +975 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,256 $656K 0.03% +2 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,231 $653K 0.01% +2 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,230 $653K 0.46% -15 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,208 $651K 0.03% +2 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 5,205 $650K 0.15% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,164 $645K 0.04% +19 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 5,050 $631K 0.03% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,035 $629K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,975 $621K 0.24% -40 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,886 $610K 0.03% 0 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,870 $608K 0.03% -2 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,790 $598K 0.59% 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,736 $592K 0.16% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,654 $581K 0.06% +12 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,561 $570K 0.22% -622 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,420 $552K 0.2% -34 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,271 $534K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,265 $533K 0.07% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,263 $533K 0.01% +948 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,252 $531K 0.02% -132 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,211 $526K <0.01% new 13F-HR Timeline Group Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 4,195 $524K 0.19% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 4,170 $521K 0.39% -440 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 4,154 $519K 0.43% 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,124 $515K 0.02% +663 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,078 $509K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,055 $506K 0.03% +85 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,015 $502K 0.14% -760 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,971 $496K 0.01% +389 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,954 $494K 0.1% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,924 $490K 0.1% +22 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,900 $487K <0.01% -40 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 3,853 $481K 0.04% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,846 $480K <0.01% +563 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,811 $476K 0.28% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,719 $465K 0.18% -175 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,671 $459K <0.01% +982 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,640 $455K 0.05% +1,833 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,630 $453K 0.35% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,630 $453K 0.06% +182 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,605 $450K +1,686 Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,581 $446K 0.03% -89 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,500 $437K 0.26% 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,500 $437K 0.35% 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,431 $429K 0.43% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,370 $421K <0.01% 0 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,290 $411K 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,273 $409K 0.02% -30 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,265 $408K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,234 $404K 0.03% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,182 $397K 0.21% +445 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,166 $395K 0.03% +42 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,133 $390K 0.27% +164 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,006 $375K 0.15% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,974 $371K <0.01% -882 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,957 $370K <0.01% -2,313 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,922 $365K 0.26% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,895 $362K 0.25% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,887 $361K 0.58% +55 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,882 $360K 0.02% -122 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,865 $358K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,865 $358K 0.07% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,822 $352K 0.07% 0 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,785 $348K <0.01% +1,291 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,775 $347K 0.1% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,752 $344K <0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,721 $340K 0.04% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,725 $339K 0.03% -16,967 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,704 $338K 0.01% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,702 $338K 0.24% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,633 $329K 0.1% -77 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,619 $327K 0.01% +495 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,587 $323K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,514 $314K <0.01% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,514 $314K 0.03% +10 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,500 $312K <0.01% new 13F-HR Timeline Group Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 2,496 $312K 0.16% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,438 $305K +2,424 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,378 $297K <0.01% +56 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,377 $297K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,372 $296K 0.32% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,348 $293K 0.01% +3 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,345 $293K 0.03% +335 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,290 $286K 0.01% -57 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,272 $284K 0.01% +321 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 2,250 $281K 0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,230 $279K 0.01% -40 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,179 $272K 0.14% +12 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,179 $272K <0.01% -10 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,171 $271K 0.11% -3,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,152 $269K 0.03% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,150 $269K 0.24% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,117 $264K 0.02% +42 13F-HR/A Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,099 $262K 0.04% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 2,091 $261K <0.01% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,082 $260K 0.05% +132 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,064 $258K 0.17% -52 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,063 $258K <0.01% -133 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,056 $257K <0.01% +236 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,046 $256K 0.03% -473 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,035 $254K 0.1% +17 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,002 $250K 0.14% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,000 $250K 0.02% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,000 $250K 0.02% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,980 $247K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,978 $247K 0.03% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,956 $244K 0.14% +11 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,949 $243K 0.17% -35 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,925 $240K 0.01% new 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,916 $239K <0.01% +335 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,886 $236K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,880 $235K 0.01% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,845 $230K 0.02% new 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 1,819 $227K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,815 $227K 0.01% +200 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,810 $226K 0.06% +2 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,775 $222K 0.03% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,752 $219K 0.2% 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,748 $218K 0.37% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,711 $214K <0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,697 $212K 0.03% -197,509 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,677 $209K 0.04% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,641 $205K 0.01% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,615 $202K 0.07% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,426 $178K 0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,346 $168K 0.14% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,306 $163K 0.01% +514 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,269 $159K 0.09% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,253 $157K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,131 $141K <0.01% -69 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,129 $141K <0.01% +737 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,004 $125K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 928 $116K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 904 $113K <0.01% -1,025 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 828 $108K 0.07% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 828 $108K 0.07% +1 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 843 $105K 0.02% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 830 $104K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 812 $101K <0.01% new 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 781 $97.6K 0.01% +50 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 763 $95.3K 0.04% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 706 $88.2K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 630 $78.7K 0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 570 $74K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 592 $73.9K 0.02% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 573 $71.6K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 511 $63.8K 0.05% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 476 $59.5K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 474 $59.2K 0.03% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 470 $58.7K 0.02% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 459 $57.3K 0.01% -170 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 442 $55K <0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 433 $54.1K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 355 $44.3K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 341 $42.6K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 338 $42.2K <0.01% +200 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 329 $41K 0.01% +250 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 309 $38.6K <0.01% +2 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 308 $38.5K <0.01% 0 13F-HR Timeline Group