M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,068 $508K <0.01% +839 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,984 $502K <0.01% +1 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 6,899 $496K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,901 $496K <0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,895 $495K 0.02% +1,244 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 6,800 $489K <0.01% +500 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,760 $486K 0.01% +1,054 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 6,713 $482K 0.01% +75 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 6,529 $469K 0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,501 $467K <0.01% +1,222 13F-HR/A Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 6,370 $458K 0.05% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,368 $458K 0.24% -50 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,143 $441K 0.07% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,114 $439K 0.1% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,077 $437K 0.05% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 6,009 $432K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,942 $426K <0.01% +839 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,892 $423K <0.01% +8 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,810 $418K <0.01% +143 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,698 $410K <0.01% +643 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,607 $403K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,409 $389K 0.01% +6 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,247 $377K <0.01% +860 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,921 $359K <0.01% +667 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,564 $328K 0.01% +281 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,409 $317K <0.01% +1,369 13F-HR Timeline Group IFM Investors Pty Ltd More: the full row for IFM Investors Pty Ltd 4,284 $308K <0.01% +303 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,276 $307K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,223 $303K <0.01% +3,137 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,188 $301K <0.01% -1,660 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,147 $298K <0.01% -1,558 13F-HR/A Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 4,158 $298K 0.08% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,000 $287K 0.03% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,887 $279K <0.01% +100 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,849 $277K 0.01% -307 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,812 $274K <0.01% +48 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,799 $273K 0.05% -2,373 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,787 $272K <0.01% -32 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,764 $270K <0.01% +1,053 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,729 $268K 0.01% +346 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,707 $266K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,673 $264K <0.01% +668 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,639 $261K 0.01% -15 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,634 $261K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,616 $260K 0.01% -3,789 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,600 $259K 0.05% -350 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,598 $259K 0.14% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,370 $242K <0.01% -4,501 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,349 $241K 0.13% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 3,324 $239K 0.15% -260 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,222 $232K 0.58% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,213 $231K <0.01% +70 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,138 $225K <0.01% -690 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,997 $215K <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,973 $214K <0.01% +54 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,933 $211K <0.01% -48 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,933 $211K 0.01% +70 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,925 $210K <0.01% -148 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,798 $201K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,535 $182K <0.01% +57 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,376 $171K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,371 $170K <0.01% +1,670 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,136 $153K 0.01% new 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,000 $144K 0.18% 0 13F-HR/A Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,939 $139K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,809 $130K <0.01% -888 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,709 $123K <0.01% 0 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,614 $116K <0.01% -178 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,534 $110K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,464 $105K 0.01% +118 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,454 $105K <0.01% +81 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,096 $78.8K <0.01% -86 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,080 $77.6K <0.01% +279 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. 1,015 $73K <0.01% new 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,000 $71.9K 0.04% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 961 $69.1K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 919 $66K 0.01% +853 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 910 $65.4K <0.01% +152 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 874 $63K <0.01% +858 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 856 $61.5K <0.01% +227 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 832 $59.8K 0.04% -13 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 800 $57.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 790 $56.8K <0.01% +20 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 786 $56.5K <0.01% -23 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 771 $55.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 710 $51K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 699 $50K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 625 $44.9K <0.01% -61 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 607 $43.6K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 586 $42.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 576 $41.4K <0.01% +58 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 573 $41.2K <0.01% -210 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 554 $39.8K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 545 $39.2K <0.01% +20 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 530 $38.1K <0.01% -19 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $35.9K <0.01% 0 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $35.9K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 466 $33.5K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 425 $30.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 343 $24.7K <0.01% +276 13F-HR Timeline Quarry LP More: the full row for Quarry LP 338 $24.3K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 300 $21.6K <0.01% -2,685 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 291 $20.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 281 $20.2K <0.01% +63 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 272 $19.5K <0.01% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 259 $19K <0.01% +18 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 254 $18.3K <0.01% new 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 250 $18K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 239 $17.2K <0.01% +24 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 240 $17K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 231 $16.6K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 230 $16.5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 225 $16.4K <0.01% -455 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 221 $16K <0.01% -19 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 212 $15.2K <0.01% +212 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 200 $14.4K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 196 $14.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 187 $13.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 187 $13.4K <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. 173 $12.4K <0.01% +74 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 156 $11.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 150 $10.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 141 $10.1K <0.01% -81 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 140 $10.1K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 135 $9.7K <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 132 $9.49K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 125 $9.04K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 129 $9K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 123 $9K 0.01% -6 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 117 $8.41K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 107 $7.69K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 103 $7.4K <0.01% -50 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 101 $7.26K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $7.19K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 100 $7.19K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $7.19K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 86 $6.18K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 83 $5.96K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 76 $5.46K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 67 $4.82K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 65 $4.65K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64 $4.6K <0.01% +19 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 64 $4K <0.01% +11 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 53 $3.81K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 52 $3.74K <0.01% -4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $3.38K <0.01% +5 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 44 $3.16K <0.01% -2 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 41 $2.95K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 39 $2.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 36 $2.59K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 33 $2.41K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 18 $1.29K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $1.22K <0.01% -16 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $1.22K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 14 $1.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $935 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $862 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11 $791 <0.01% 0 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10 $719 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $647 <0.01% +1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8 $602 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 8 $575 <0.01% +3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $504 <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5 $379 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $360 <0.01% -2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $360 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $360 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $216 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $216 <0.01% +2 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2 $144 <0.01% -6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $143 <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $72 <0.01% -167 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $72 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $72 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $72 <0.01% new 13F-HR Timeline 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.