OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 25,289 $140K <0.01% +11,185 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 26,275 $138K 0.06% -58,622 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 25,879 $136K <0.01% -1,421 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 25,774 $135K <0.01% -2,381 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 25,740 $135K <0.01% +7,275 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 25,118 $132K <0.01% -2,660 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 24,361 $128K <0.01% -87 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23,407 $123K <0.01% -2,343 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 22,962 $120K 0.01% +7,212 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 22,333 $117K <0.01% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 22,262 $113K <0.01% -22,360 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 21,432 $112K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,231 $111K <0.01% -6,832 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 20,994 $110K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,799 $109K <0.01% +1,313 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 20,000 $105K <0.01% new 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 20,000 $105K 0.04% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 20,038 $104K <0.01% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 18,828 $99.1K 0.01% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,974 $94.2K <0.01% -906 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 17,869 $93.6K <0.01% +7,352 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,819 $93.4K 0.01% +3,020 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 17,134 $89.8K <0.01% -2,180 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 16,714 $87.6K 0.06% -5,224 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 16,628 $87.1K 0.01% -27,134 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 16,426 $86.1K 0.05% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 16,333 $85.6K 0.02% +1,198 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 16,100 $84.4K 0.02% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 15,659 $82.1K 0.05% +1,115 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 15,586 $81.7K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 15,308 $80.2K <0.01% +12,352 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,939 $78.3K <0.01% -2,377 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,649 $76.8K <0.01% -5,194 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 14,569 $76.3K 0.01% -23,332 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 14,430 $75.6K 0.02% -926 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,050 $73.6K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,440 $70.4K <0.01% -192 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,323 $70.2K <0.01% -832 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,300 $68.8K <0.01% +2,204 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,095 $68.6K <0.01% +53 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 13,075 $68.5K 0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 13,022 $68.2K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,751 $66.8K <0.01% -2,763 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 12,396 $65K 0.01% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 12,357 $64.8K 0.01% -1,776 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,204 $63.9K <0.01% +2,003 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,183 $63.8K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,948 $62.6K <0.01% -6 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,670 $61.1K <0.01% new 13F-HR/A Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 11,600 $60.8K 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,541 $60.5K <0.01% -2,091 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,235 $58.9K 0.02% +6 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 11,010 $57.7K <0.01% +830 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,907 $57.2K <0.01% new 13F-HR/A Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,849 $56.9K 0.01% -177 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 10,800 $56.6K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,728 $56.2K <0.01% +2,661 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,423 $55.4K 0.01% +225 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,415 $54.6K <0.01% +138 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,384 $54.4K <0.01% -2,488 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,383 $54.4K <0.01% new 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,325 $54.1K 0.02% -1,800 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,296 $54K <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 10,286 $53.9K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 10,140 $53.1K 0.01% -3,062 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,138 $53K <0.01% +119 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 9,968 $52.2K <0.01% +4 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,599 $45.1K <0.01% -963 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,743 $40.6K <0.01% -4,187 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) 6,990 $36.6K <0.01% +2,412 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 6,952 $36.4K <0.01% +8 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,993 $35.6K <0.01% +1,933 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,363 $33.4K <0.01% +676 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,600 $29.3K <0.01% +677 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,502 $28.8K <0.01% +66 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,921 $25.8K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,815 $25.2K <0.01% new 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 4,460 $23.4K <0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 4,419 $23K <0.01% -130 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,582 $18.8K 0.01% +298 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,285 $17.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,226 $16.9K <0.01% +181 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,140 $16.5K <0.01% -271 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,099 $16.2K <0.01% +511 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,961 $16K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $15.7K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,894 $15.2K 0.01% -3,563 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,877 $15K <0.01% +1,311 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,846 $14.9K <0.01% -1,032 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,683 $14.1K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,600 $13.6K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,526 $13.2K <0.01% -1,724 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,338 $12.3K <0.01% +8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,217 $11.6K <0.01% -201 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,197 $11.5K <0.01% +6 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,135 $11.2K <0.01% +143 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 2,066 $11K 0.01% -3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,000 $10.5K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,943 $10.1K <0.01% +17 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,795 $9.4K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,734 $9.09K <0.01% +1,649 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,644 $8.62K <0.01% +1,487 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,500 $7.86K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,338 $7.01K <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,300 $6.81K <0.01% -103 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,269 $6.65K <0.01% +258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,250 $6.55K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,124 $5.89K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,007 $5.28K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,000 $5.24K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,013 $5K <0.01% -833 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 858 $4.5K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 855 $4.48K <0.01% -280 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 850 $4.45K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 847 $4.44K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 800 $4.19K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 750 $3.93K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 684 $3.58K <0.01% +251 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 678 $3.55K <0.01% -43 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 643 $3.37K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 604 $3.16K <0.01% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 530 $2.78K <0.01% +40 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 498 $2.61K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 465 $2.44K <0.01% 0 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/ 401 $2.1K <0.01% +167 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 468 $2K <0.01% +176 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 300 $2K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 376 $1.97K <0.01% -100 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 336 $1.76K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 331 $1.73K <0.01% +4 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 320 $1.68K <0.01% -768 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 309 $1.62K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 305 $1.6K <0.01% +131 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $1.57K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 279 $1.46K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 273 $1.43K <0.01% -182 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 272 $1.43K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 269 $1.41K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 265 $1.39K <0.01% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 261 $1.36K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 252 $1.32K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 250 $1.31K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 249 $1.3K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 243 $1.27K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 240 $1.26K <0.01% +51 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 225 $1.18K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 222 $1.16K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 213 $1.12K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $1.05K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 195 $1.02K <0.01% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 265 $1K <0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 215 $1K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 186 $975 <0.01% +41 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 169 $886 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 165 $865 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 157 $823 <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 157 $822 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 149 $781 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 140 $734 <0.01% +101 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 138 $723 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 137 $718 <0.01% -3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 125 $655 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 111 $584 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 104 $545 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 109 $544 <0.01% +3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $524 <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $506 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 87 $456 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 86 $451 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 86 $451 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 78 $409 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 77 $402 <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 74 $388 <0.01% +1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 73 $383 <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 70 $367 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 67 $349 <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 51 $267 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 50 $264 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $262 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $220 <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 41 $215 <0.01% -61,666 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 35 $183 <0.01% +17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $179 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 30 $158 <0.01% -217 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29 $152 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26 $136 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $131 <0.01% -25 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 20 $105 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $105 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $99 <0.01% +3 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 18 $93 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $63 <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12 $63 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $51 <0.01% -6 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $31 <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 67 $0 0% new 13F-HR Timeline Value 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.