Platform Technology Partners More: the full row for Platform Technology Partners 18,900 $303K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,498 $296K <0.01% +7,385 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,384 $294K <0.01% +399 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 19,087 $292K 0.05% +900 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 18,033 $288K 0.02% +10,738 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 17,900 $287K <0.01% new 13F-HR/A Timeline R Squared Ltd More: the full row for R Squared Ltd 17,758 $284K 0.12% -2,962 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,388 $278K 0.01% -47,247 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,329 $277K 0.02% +559 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 17,271 $277K 0.04% +1,355 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 17,199 $275K 0.04% +1,847 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,051 $273K 0.03% +1,577 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,865 $270K 0.01% +2,188 13F-HR Timeline Paradice Investment Management LLC in group Paradice Investment Managemen… More: the full row for Paradice Investment Management LLC 16,409 $263K 0.06% +3,848 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 16,383 $262K 0.07% +6,295 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 16,259 $260K 0.04% -4,830 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,256 $260K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,219 $260K <0.01% +425 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 16,176 $259K 0.01% +615 13F-HR Timeline Group Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 16,143 $258K 0.03% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 15,988 $256K 0.03% -8,066 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,849 $254K 0.04% -1,948 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 16,834 $250K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,438 $247K 0.01% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,429 $247K 0.15% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,404 $247K 0.02% +2,371 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 16,121 $245K <0.01% new 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 15,000 $240K 0.08% +11,658 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 14,879 $238K <0.01% -1,323 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,712 $236K <0.01% +155 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,645 $234K <0.01% -300 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,566 $233K 0.01% 0 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 14,381 $230K 0.87% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 13,900 $223K 0.02% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,629 $218K <0.01% +929 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 13,584 $217K 0.03% +44 13F-HR Timeline EdgePoint Investment Group Inc. More: the full row for EdgePoint Investment Group Inc. 13,573 $217K <0.01% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 13,500 $216K 0.1% +1,000 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 13,412 $215K 0.07% -8,520 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,381 $214K 0.05% -5,230 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,227 $212K 0.01% -400 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,153 $211K <0.01% +1,424 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,135 $209K 0.01% 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 13,000 $208K 0.06% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,996 $208K 0.05% -270 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,941 $207K <0.01% +114 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 13,100 $207K 0.07% -375 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,658 $203K 0.04% +89 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 12,543 $201K 0.04% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 12,500 $200K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,353 $198K 0.01% -600 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 12,194 $195K 0.11% +919 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 12,084 $193K <0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,850 $190K 0.03% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,455 $183K 0.02% -120,703 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 11,294 $181K 0.11% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 11,000 $176K 0.2% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 11,000 $176K 0.12% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 17,045 $175K 0.01% 0 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 10,875 $174K 0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,849 $174K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,755 $172K <0.01% -390 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,740 $172K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,735 $172K <0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,597 $170K <0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 10,443 $167K 0.05% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,305 $165K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,271 $164K 0.01% +127 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 10,234 $164K 0.09% -6,837 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,112 $162K 0.03% -399 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,096 $162K 0.01% +341 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 10,000 $160K 0.07% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,000 $160K 0.11% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,278 $149K <0.01% +4,261 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,895 $142K 0.05% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,678 $138K 0.07% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,000 $128K 0.02% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 8,000 $128K 0.08% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,324 $128K <0.01% +972 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) 7,520 $120K <0.01% -684,683 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 7,330 $117K 0.02% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,995 $112K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,932 $111K <0.01% -1,237 13F-HR Timeline Group NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 6,673 $107K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6,285 $101K 0.02% +5,540 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,800 $92.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,767 $92.3K 0.01% +612 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,712 $91.4K <0.01% 0 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 5,472 $87.6K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,787 $60.6K 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 3,784 $60.6K <0.01% +16 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,592 $57.5K <0.01% +487 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,488 $55.8K <0.01% +926 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,300 $52.8K 0.02% +3,000 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,051 $49K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,027 $48.5K 0.04% -374 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,000 $48K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,900 $46.4K <0.01% +100 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,593 $41.5K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,583 $41.4K <0.01% +70 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,441 $39.1K <0.01% +12 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,400 $38.4K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,301 $36.8K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,300 $36.8K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,020 $32.3K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,000 $32K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,880 $30.1K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,702 $27.2K 0.01% -3,935 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,660 $26.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,653 $26.5K <0.01% -35 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,600 $25.6K <0.01% +300 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,520 $24.3K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,500 $24K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,485 $23.8K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,300 $20.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,219 $19.5K <0.01% +1,138 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,162 $17.6K <0.01% +576 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,043 $16.7K <0.01% +163 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,000 $16K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 958 $15.3K 0.01% +133 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 943 $15.1K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 812 $13K <0.01% +113 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 750 $12K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 750 $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 733 $11.7K <0.01% -1,431 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 673 $10.8K <0.01% +573 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 656 $10.5K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 600 $9.61K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 570 $9.13K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 550 $8.81K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 518 $8.29K <0.01% -1,500 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 500 $8.01K 0.02% -550 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 500 $8.01K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 500 $8.01K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 462 $7.4K <0.01% +141 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 421 $7K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 400 $6K <0.01% -400 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 373 $5.97K <0.01% -1,019 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 340 $5.44K <0.01% +103 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 338 $5.41K <0.01% +91 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 370 $5K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 286 $4.58K <0.01% -658 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 264 $4.23K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 263 $4.21K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 257 $4.12K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 244 $3.91K <0.01% +75 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 236 $3.78K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 234 $3.75K <0.01% +98 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 218 $3.49K <0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 210 $3.36K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 209 $3.35K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 208 $3.33K <0.01% -156 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 200 $3.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 190 $3.04K <0.01% -2,135 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 178 $2.85K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 172 $2.75K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 170 $2.72K <0.01% +23 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 147 $2.35K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 131 $2.1K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 102 $1.63K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $1.6K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $1.6K <0.01% +81 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 87 $1.39K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 80 $1.28K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 75 $1.2K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 71 $1.14K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 65 $1.04K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 60 $961 <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 55 $881 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 49 $785 <0.01% -29 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $721 <0.01% +10 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 45 $684 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 35 $560 <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 28 $448 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $417 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 26 $416 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 27 $410 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20 $320 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20 $320 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29 $308 <0.01% -41 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 19 $305 <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 16 $257 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 15 $240 <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $160 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 10 $160 <0.01% -15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $160 <0.01% -76 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 550 $88 <0.01% 0 13F-HR Timeline