PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 28,393 $623K 0.04% +78 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 27,876 $612K 0.03% -108,549 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 27,703 $608K 0.02% -504 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 27,367 $601K 0.07% +10,825 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 26,508 $589K 0.01% +310 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 26,769 $588K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 26,244 $576K 0.14% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 26,145 $574K 0.22% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 26,119 $573K 0.02% +1,328 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 26,001 $571K <0.01% +13,642 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) 25,827 $567K 0.02% -46,334 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25,586 $563K 0.01% +4,014 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 25,434 $558K 0.01% +2,904 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 25,335 $556K 0.01% -724,176 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 25,599 $554K 0.03% +4,538 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,475 $544K <0.01% +342 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 24,222 $541K <0.01% +224 13F-HR Timeline Group ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 24,490 $538K 0.31% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 24,221 $532K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,178 $531K <0.01% +4,283 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 22,672 $498K 0.05% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 22,204 $487K <0.01% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 22,191 $487K 0.05% +635 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,836 $479K <0.01% +1,515 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,808 $479K <0.01% -965 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 20,841 $457K 0.12% -4,055 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,671 $454K <0.01% -217 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,622 $453K 0.02% +1,124 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 20,292 $445K 0.1% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,275 $445K 0.01% -1,564 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 20,261 $445K 0.12% +124 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 19,760 $434K <0.01% +1,288 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 19,154 $420K 0.01% +1,529 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 19,082 $419K 0.01% -9 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 18,476 $406K <0.01% +4 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,257 $401K <0.01% -1,402 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 17,892 $393K <0.01% -1,528 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 17,373 $381K 0.02% new 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 17,170 $377K 0.07% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,715 $367K 0.01% +7,098 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 16,403 $360K 0.03% -3,000 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 16,058 $352K 0.1% +690 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 15,992 $351K <0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 15,400 $338K <0.01% -9,977 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,150 $333K <0.01% +5,679 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,874 $326K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,808 $325K <0.01% +3,876 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 14,804 $325K 0.02% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,538 $319K <0.01% +197 13F-HR/A Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 14,342 $315K <0.01% -5,792 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,339 $315K 0.01% +22 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 14,228 $312K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 14,206 $312K <0.01% +1,153 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,969 $307K 0.01% +3,444 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,717 $301K <0.01% +102 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,711 $301K +352 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,577 $298K 0.03% +83 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 13,518 $297K 0.08% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 13,078 $287K 0.14% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 12,767 $280K 0.02% +2,300 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,417 $273K <0.01% +329 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 12,416 $273K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,954 $262K <0.01% -324 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,923 $262K 0.01% +2,125 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 11,806 $259K <0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 11,806 $259K 0.08% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,696 $257K <0.01% new 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 12,309 $256K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,613 $255K 0.03% +2,968 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 11,550 $254K 0.04% -8,229 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 11,471 $252K 0.02% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,385 $250K <0.01% -3,120 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,343 $249K <0.01% -1,337 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 11,315 $248K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,252 $247K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,113 $244K 0.01% -84 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 11,050 $243K 0.07% +69 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,791 $237K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,689 $235K 0.02% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10,644 $234K <0.01% +66 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,588 $232K 0.01% -11 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 10,522 $231K 0.07% 0 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 10,309 $226K -47,255 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,238 $225K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,135 $222K 0.01% +366 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,133 $222K <0.01% +1,443 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $220K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,859 $216K 0.01% -83 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,760 $214K <0.01% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,745 $214K 0.05% +29 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,639 $212K <0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,464 $208K 0.01% +234 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,443 $207K <0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,431 $207K <0.01% -11,356 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 9,396 $206K 0.01% +4 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,110 $200K <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 7,203 $159K <0.01% +236 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,203 $136K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,962 $131K 0.01% +8 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,688 $125K <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. 5,606 $123K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,601 $123K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,002 $110K 0.01% -204 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,975 $109K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,745 $104K <0.01% +3,213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 4,553 $99.9K <0.01% +260 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,778 $82.9K <0.01% +130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,547 $77.9K <0.01% +250 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,488 $76.6K <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 2,945 $64.6K <0.01% -623 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,600 $57.1K <0.01% 0 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,571 $56.4K <0.01% -412 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,561 $56K 0.01% -3,917 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,520 $55.3K <0.01% +46 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,383 $52.3K <0.01% 0 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 2,357 $52K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,228 $48.9K <0.01% +73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,104 $46.2K <0.01% -3,945 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,805 $39.6K <0.01% +711 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,774 $38.9K <0.01% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 17 $36.4K 0.01% -1,631 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,653 $36.3K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,500 $32.9K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,500 $32.9K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,262 $28K <0.01% +84 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,275 $28K <0.01% +535 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,270 $27.9K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,236 $27K 0.01% +755 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,205 $26.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,198 $26.3K 0.01% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,153 $25.3K <0.01% +704 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,116 $24.5K <0.01% +10 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,110 $24.4K <0.01% -21,131 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 994 $21.8K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 970 $21.3K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 951 $20.9K <0.01% +524 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 888 $19.5K <0.01% -734 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 860 $18.9K <0.01% +162 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 833 $18.3K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 804 $17.6K 0.01% -2,197 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. 800 $17.6K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 781 $17.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 761 $16K <0.01% +50 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 574 $12.7K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 574 $12.6K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 532 $11.7K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 449 $9.86K <0.01% +331 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 436 $9.57K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 383 $8.4K <0.01% +314 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 285 $6.26K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 270 $5.93K <0.01% +12 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 250 $5.49K <0.01% -757 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 246 $5.4K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 225 $4.94K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 199 $4.37K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 176 $3.86K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 174 $3.82K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 132 $2.9K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 124 $2.72K <0.01% +11 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 120 $2.63K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 118 $2.59K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 103 $2.25K <0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 96 $2.11K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 116 $2K <0.01% -119 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 85 $1.87K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 83 $1.8K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 78 $1.71K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 62 $1.42K <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 45 $988 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $966 <0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 43 $944 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 35 $769 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 25 $549 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 26 $547 <0.01% -27 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $395 <0.01% +8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $329 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $154 <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5 $110 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $110 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $66 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2 $44 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1 $22 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $3 <0.01% -49 13F-HR Timeline Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 22 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 18 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.