XPONANCE LLC More: the full row for XPONANCE LLC 27,778 $150K <0.01% +3,723 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 27,300 $147K <0.01% -70,647 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 27,007 $146K 0.01% +947 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 26,775 $145K <0.01% -5,569 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,109 $141K <0.01% +2,147 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 25,750 $139K <0.01% -5,736 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 24,908 $135K 0.01% +234 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 24,448 $132K <0.01% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 23,763 $128K 0.02% -1,889 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 23,163 $125K 0.03% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 22,333 $121K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,215 $120K <0.01% -16,531 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 21,954 $119K 0.06% new 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 21,938 $118K 0.08% -3,744 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,693 $112K <0.01% -2,173 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,486 $109K <0.01% -959 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 20,000 $108K 0.05% -1,787 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 19,843 $107K <0.01% -267,794 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 19,314 $104K <0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 18,920 $102K 0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,880 $102K <0.01% -5,441 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 18,465 $99.7K <0.01% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 17,700 $95.6K -40,956 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,316 $93.5K <0.01% +6,248 13F-HR/A Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 16,100 $86.9K 0.03% -11,300 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,750 $85K <0.01% +23 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 15,586 $84.2K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,514 $83.8K <0.01% +13,326 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 15,356 $82.9K 0.03% +198 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,135 $81.7K 0.02% -1,146 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 14,799 $79.9K 0.01% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 14,765 $79.7K 0.04% +487 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 14,544 $78.5K 0.05% -816 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,155 $76.8K <0.01% -4,154 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,133 $76.3K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,104 $76.2K <0.01% +2,308 13F-HR/A Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 13,975 $75.5K 0.06% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,632 $73.6K <0.01% +5,415 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,632 $73.6K <0.01% new 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,426 $72.5K <0.01% -1,002,519 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,202 $71.3K 0.01% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 13,075 $70.6K 0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,042 $70.4K 0.01% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 13,022 $70.3K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,872 $69.5K <0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,198 $66.2K 0.01% -1,202 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 12,125 $65.5K 0.03% -500 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,954 $64.6K <0.01% -602 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,930 $64.4K <0.01% +7,942 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 11,666 $63K <0.01% -20,562 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 11,600 $62.6K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,229 $60.6K 0.03% -7,493 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,096 $60.4K <0.01% +1,659 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,116 $60K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,053 $59.7K <0.01% +7,896 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,026 $59.5K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,711 $57.8K 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 10,517 $56.8K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,277 $55.5K <0.01% -373 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,201 $55.1K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,180 $55K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,479 $54.4K 0.03% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,019 $54K <0.01% new 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 9,964 $53.8K <0.01% -122,667 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,610 $51.9K <0.01% -1,679 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,562 $51.6K <0.01% -6,662 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,614 $46.5K <0.01% -27,590 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,067 $43.6K <0.01% +5,326 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 6,944 $37.5K <0.01% -514 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,457 $34.9K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,687 $30.7K <0.01% -563 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,436 $29.4K <0.01% +28 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,060 $27.5K <0.01% +1,386 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,923 $26.6K <0.01% +958 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,921 $26.6K <0.01% -425 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,549 $25K <0.01% new 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) 4,578 $24.7K <0.01% +2,881 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,250 $23K <0.01% -1,880 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,073 $22K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,878 $20.9K <0.01% +901 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,412 $20.9K 0.23% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,411 $18.4K <0.01% -881 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,285 $17.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,284 $17.7K 0.01% -2,788 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,045 $16.4K <0.01% +2,486 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $16.2K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,956 $16K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,683 $14.5K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,600 $14K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,588 $14K <0.01% -6,977 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,418 $13.1K <0.01% +463 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,330 $12.6K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,191 $11.8K <0.01% +6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,069 $11K 0.01% +1,082 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,926 $10.8K <0.01% +7 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,000 $10.8K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,992 $10.8K <0.01% +1,765 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,846 $10K <0.01% -246 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,795 $9K <0.01% -8,470 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,500 $8.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,566 $8K <0.01% +97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,403 $7.58K <0.01% new 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,338 $7.22K <0.01% -2,400 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,250 $6.75K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,135 $6.13K <0.01% -3,144 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,088 $5.88K <0.01% -12 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,011 $5.46K <0.01% -795 13F-HR/A Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,000 $5.4K <0.01% -1,000 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 850 $4.59K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 847 $4.57K <0.01% +11 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 800 $4.32K <0.01% +200 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 750 $4.05K <0.01% -78 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 721 $3.89K <0.01% +511 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 643 $3.47K <0.01% -192 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 597 $3.22K <0.01% +8 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 490 $2.65K <0.01% +198 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 476 $2.57K <0.01% -4,257 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 473 $2.55K <0.01% -991 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 465 $2.51K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 455 $2.46K <0.01% +352 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 433 $2.34K <0.01% +161 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 414 $2.04K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 300 $2K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 354 $1.91K <0.01% -148 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 327 $1.84K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 300 $1.62K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $1.62K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 279 $1.51K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 262 $1.41K <0.01% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 261 $1.41K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 252 $1.36K <0.01% +156 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 250 $1.35K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 249 $1.34K <0.01% +11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 247 $1.33K <0.01% +241 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 243 $1.31K <0.01% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 234 $1.26K <0.01% +229 13F-HR/A Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 200 $1.24K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 225 $1.22K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 222 $1.2K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 213 $1.15K <0.01% -268 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $1.08K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 200 $1.08K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 189 $1.02K <0.01% +81 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 292 $1K <0.01% -17 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 262 $1K <0.01% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 174 $941 <0.01% -1,086 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 165 $891 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 157 $848 <0.01% +137 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 157 $848 <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 157 $847 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 149 $805 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 145 $783 <0.01% +81 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 140 $756 <0.01% +93 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 135 $731 <0.01% +116 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 135 $729 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 125 $675 <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $615 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 106 $574 <0.01% -71 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 106 $572 <0.01% new 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 104 $562 <0.01% -58 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $540 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 87 $470 <0.01% -521 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 86 $464 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 86 $464 <0.01% +86 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 85 $459 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 79 $427 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 77 $414 <0.01% -346 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 73 $395 <0.01% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 73 $395 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 66 $376 <0.01% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 61 $329 <0.01% -189 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 51 $275 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 50 $272 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 50 $270 <0.01% +15 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $270 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $227 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 39 $211 <0.01% -147 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $184 <0.01% +16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29 $157 <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26 $140 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 22 $119 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 20 $108 <0.01% -6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $108 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $97 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 17 $92 <0.01% +12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $88 <0.01% -25 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $86 <0.01% +6 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12 $65 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $32 <0.01% -30 13F-HR/A Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ORG Partners LLC More: the full row for ORG Partners LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.