HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15,296 $478K 0.01% +4,620 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 15,273 $477K 0.09% -661 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 15,143 $473K 0.14% +420 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,612 $457K 0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 14,485 $453K 0.01% 0 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,061 $439K <0.01% -1,998 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 14,003 $438K <0.01% -1,445 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,893 $434K <0.01% +423 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 13,886 $434K 0.01% -4,631 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,795 $431K <0.01% +1,768 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 13,504 $419K <0.01% +5,359 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,075 $409K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,902 $403K 0.01% -140 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,805 $400K <0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 12,700 $397K 0.02% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 12,690 $397K 0.23% -2,732 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 12,173 $380K <0.01% new 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 11,814 $369K 0.11% +194 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,767 $368K 0.01% +453 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 11,326 $354K 0.01% -1,280 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 11,281 $353K <0.01% -2,100 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,194 $350K 0.08% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,103 $347K <0.01% -61,346 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,091 $347K 0.01% +400 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,961 $343K 0.1% +3,050 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,823 $338K <0.01% -59,125 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 10,793 $337K <0.01% -18,850 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,747 $336K 0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,681 $334K <0.01% -87 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 10,673 $334K <0.01% +73 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,555 $330K <0.01% -1,116 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,466 $327K <0.01% +824 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 10,218 $319K 0.02% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 10,128 $316K 0.03% 0 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 10,000 $312K 1.22% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 9,992 $312K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,889 $309K <0.01% -607 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 9,778 $306K 0.01% -270 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 9,770 $305K new Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 9,535 $298K <0.01% -4,669 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,463 $296K <0.01% +1,252 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,431 $295K 0.01% +633 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,827 $291K <0.01% 0 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 9,260 $289K 0.24% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,119 $285K 0.07% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 9,050 $283K 0.02% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,991 $282K <0.01% -1,810 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,924 $279K <0.01% 0 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,799 $275K <0.01% +516 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 8,786 $275K <0.01% -526 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,744 $273K 0.05% +87 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) 8,721 $273K 0.01% +2,144 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 8,600 $269K 0.04% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 8,494 $268K <0.01% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,495 $265K 0.07% +1,115 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,276 $259K <0.01% -3,421 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,877 $246K <0.01% +679 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 7,854 $245K 0.1% +159 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 7,808 $244K <0.01% -1,557 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,549 $236K <0.01% new 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,390 $234K <0.01% -83 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,436 $233K 0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,235 $226K 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,207 $225K <0.01% -242 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 7,100 $222K <0.01% +2,100 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,700 $209K <0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 6,649 $208K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,503 $203K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,454 $202K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,264 $196K <0.01% -107 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 5,129 $160K 0.04% -1,244 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,896 $153K 0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,677 $146K 0.08% +3,323 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,625 $145K <0.01% -571 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,197 $131K <0.01% 0 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 4,179 $131K 0.06% -737 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,150 $130K 0.03% -285 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $125K 0.03% -1,000 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 4,000 $125K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,000 $125K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,514 $110K 0.02% -250 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,392 $106K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,128 $97.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,990 $93.4K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,492 $77.9K <0.01% +5 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,343 $73.2K <0.01% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,326 $72.7K <0.01% +13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,949 $60.9K <0.01% +21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,862 $58.2K 0.01% +142 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,771 $55.3K <0.01% +82 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,701 $53.2K <0.01% +717 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 1,670 $52.2K 0.05% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,519 $47.5K 0.01% +2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,429 $44.7K 0.03% -38 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,262 $39.4K <0.01% -7,354 13F-HR/A Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 1,184 $37K 0.02% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,085 $33.9K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 992 $31.4K <0.01% -102 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 899 $28.1K 0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 880 $27.5K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 872 $27.2K <0.01% -269 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 820 $26K <0.01% 0 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 808 $25.2K <0.01% +50 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 798 $24.9K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 662 $20.7K <0.01% +8 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 639 $20K <0.01% +171 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 638 $19.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 636 $19.9K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 617 $19.3K <0.01% +429 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 617 $19.3K <0.01% +53 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 604 $18.9K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 580 $18.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 570 $17.8K <0.01% -17,774 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 568 $17.8K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 556 $17.4K <0.01% +318 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 550 $17.2K <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 478 $14.9K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 517 $14.5K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 450 $14.1K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 418 $13.1K <0.01% -13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 409 $12.8K <0.01% -2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 400 $12.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 397 $12.4K <0.01% +360 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 395 $12.3K <0.01% +91 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 387 $12.1K 0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 382 $12K <0.01% -8 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 360 $12K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 364 $11.4K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 339 $10.6K <0.01% -547 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 326 $10.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 338 $10.6K <0.01% +21 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 337 $10.5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 334 $10.4K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 326 $10.2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 273 $8.53K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 263 $8.22K <0.01% +138 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 260 $8.12K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 254 $7.94K <0.01% -2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 236 $7.38K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 235 $7K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 217 $6.78K <0.01% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 209 $6.53K <0.01% -83 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 208 $6.5K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 154 $4.81K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 148 $4.62K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 146 $4.56K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 145 $4.53K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 133 $4.16K <0.01% +23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 132 $4.12K <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 127 $3.97K <0.01% -18 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 127 $3.97K <0.01% +33 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 127 $3.97K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 126 $3.94K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 108 $3.38K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 105 $3.28K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 101 $3.16K <0.01% +50 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 89 $2.78K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 84 $2.62K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $2K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 60 $1.89K <0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 59 $1.84K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 50 $1.56K <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 47 $1.47K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 42 $1.31K <0.01% 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 42 $1.31K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 33 $1.03K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $938 <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $782 <0.01% -27 13F-HR Timeline Group Trust Co More: the full row for Trust Co 23 $719 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $719 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 22 $688 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 22 $688 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $688 <0.01% +14 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $656 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $625 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $625 <0.01% +14 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $500 <0.01% +1 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $468 <0.01% +12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13 $441 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $407 <0.01% +9 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $404 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $344 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $313 <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8 $250 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6 $188 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $168 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $125 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4 $112 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $96 <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $94 <0.01% -10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $79 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $63 <0.01% 0 13F-HR Timeline