New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,184 $294K 0.01% +128 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,131 $289K 0.1% -299,586 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,125 $289K 0.04% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,122 $288K <0.01% +250 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 3,119 $288K 0.05% -608 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,088 $285K 0.02% +664 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) 3,085 $285K 0.01% +1,273 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 3,057 $282K 0.03% -134 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,048 $282K 0.03% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,040 $281K 0.05% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,013 $278K 0.09% +37 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,013 $278K 0.07% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,000 $277K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,000 $277K 0.01% -307 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,940 $272K 0.06% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,936 $271K <0.01% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,920 $270K 0.14% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,918 $270K <0.01% +34 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,914 $269K <0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,913 $269K 0.01% -204 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,875 $266K <0.01% +30 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,863 $264K 0.07% -732 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 2,844 $263K 0.05% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,842 $263K 0.05% +17 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,830 $261K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,812 $260K 0.03% -727 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,745 $254K 0.04% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 2,725 $252K 0.11% new 13F-HR/A Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,725 $252K 0.41% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,717 $251K <0.01% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,706 $250K 0.08% +18 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,705 $250K <0.01% 0 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 2,680 $248K 0.21% -300 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,782 $246K 0.02% +17 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,644 $244K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,625 $244K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,621 $244K <0.01% -28 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,584 $239K 0.06% -16 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,571 $237K 0.01% -9,762 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,500 $231K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,484 $229K 0.01% +2,479 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,479 $229K 0.11% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,457 $227K 0.01% -4,332 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,449 $226K <0.01% new 13F-HR/A Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,441 $225K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,433 $225K 0.01% +1,517 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,432 $225K 0.01% -216 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,523 $224K 0.02% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,374 $219K <0.01% new 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,356 $218K -39,168 Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,353 $217K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,322 $214K 0.07% +2,220 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,318 $214K 0.01% -69 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,313 $214K 0.01% +456 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,312 $214K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,306 $213K 0.02% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,302 $213K 0.02% new 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,301 $213K 0.01% -471 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,284 $211K 0.01% -123 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,263 $209K <0.01% +22 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,230 $206K <0.01% -223 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,214 $206K 0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,211 $204K <0.01% new 13F-HR Timeline Group Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 2,210 $204K <0.01% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,200 $203K 0.05% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,194 $203K <0.01% +638 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,524 $200K <0.01% +91 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,144 $198K <0.01% -43,228 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,133 $197K 0.01% -2,754 13F-HR/A Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,120 $196K 0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,023 $187K 0.04% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,947 $180K 0.01% -170 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,925 $178K 0.02% +25 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,761 $163K 0.01% -5,513 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,700 $158K 0.03% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,650 $153K 0.05% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,643 $152K <0.01% +63 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,635 $151K 0.02% -2,652 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,607 $148K 0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,555 $144K 0.04% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,420 $131K 0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,408 $130K 0.03% +1,313 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,400 $129K 0.01% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,294 $120K 0.01% -27,226 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,293 $119K <0.01% +72 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,200 $111K 0.09% -1,000 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,200 $111K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,195 $110K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,189 $110K 0.09% -7 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,153 $107K <0.01% -805 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,100 $102K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,143 $101K <0.01% -1,129 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,050 $97.7K 0.01% +644 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,013 $93.6K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 996 $92K 0.05% +899 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 958 $88.5K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 930 $85.9K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 914 $84.4K <0.01% +301 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 860 $79.4K <0.01% +558 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 850 $79K 0.01% -1,521 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 855 $79K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 853 $78.9K 0.04% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 841 $77.7K <0.01% +39 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 815 $75.3K 0.02% +4 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 750 $69.3K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 700 $64.7K <0.01% +600 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 700 $64K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 691 $63.8K <0.01% -192 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 621 $57.4K <0.01% +47 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 596 $55K 0.02% +2 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 528 $48.7K 0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 525 $48.5K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 506 $46.7K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 502 $46.4K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 500 $46.2K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 489 $45.2K <0.01% +5 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 478 $44.2K 0.01% +466 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 469 $43.3K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 453 $42K <0.01% new 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 450 $41.6K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 423 $39K <0.01% +217 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kentucky Trust Co More: the full row for Kentucky Trust Co 420 $38.8K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 407 $37.7K <0.01% +2 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 400 $36.9K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 385 $36K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 373 $34.7K <0.01% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 375 $34.6K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 360 $33.3K 0.02% +169 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 355 $32.8K 0.02% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 318 $29.4K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 288 $27K 0.01% -19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 291 $26.9K <0.01% +50 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 275 $25.4K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 263 $24.3K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 229 $21K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 225 $20.8K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 221 $20.4K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 216 $19.9K <0.01% +146 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 204 $18.8K <0.01% +15 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $18.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 199 $18.4K 0.01% -3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 195 $18K <0.01% +29 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 201 $18K <0.01% +4 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 179 $16.6K 0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 178 $16.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 179 $16.5K <0.01% -5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 175 $16.2K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 166 $15.3K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $13.9K 0.01% -6,022 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 148 $13.7K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 142 $13.1K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 140 $12K <0.01% +1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 129 $11.9K 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. 128 $11.8K <0.01% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 104 $9.61K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 100 $9.24K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $9.24K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $9.24K 0.04% +6 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 88 $8.13K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 85 $7.85K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 82 $7.6K <0.01% -4 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 74 $6.83K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 71 $6.56K <0.01% -7 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 70 $6.47K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 64 $5.91K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 62 $5.73K <0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 60 $5.54K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 56 $5.17K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $4.06K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 42 $3.88K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 48 $3.81K <0.01% +38 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 39 $3.6K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $3.51K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 34 $3.14K <0.01% -17 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 30 $2.77K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $2.31K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 23 $2.13K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 21 $1.94K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 19 $1.76K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16 $1.48K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $1.39K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15 $1.39K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $1.39K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $1.29K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $1.29K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.13K <0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $1.11K <0.01% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $1K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 16 $1K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $924 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9 $831 <0.01% -3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $739 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $635 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6 $554 <0.01% -89 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $462 <0.01% -8 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5 $462 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $462 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $461 <0.01% +1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4 $369 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $279 <0.01% 0 13F-HR Timeline