Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,335 $92.4K <0.01% +679 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,121 $83.1K 0.01% +495 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,013 $78.9K <0.01% -93,120 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,663 $65.2K <0.01% +816 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,450 $56.8K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,328 $52K 0.02% +287 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,258 $46.4K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,168 $45K <0.01% -169 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,091 $42.8K <0.01% -1,569 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,040 $40.8K 0.01% +40 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,027 $40.2K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1,006 $39.4K 0.01% +6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 981 $38.5K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 896 $35.1K 0.01% -25 13F-HR Timeline Pacifica Partners Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 91 $3.57K <0.01% +44 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 89 $3.49K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 80 $3.13K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 79 $3.1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 71 $2.78K <0.01% +10 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 66 $2.59K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 64 $2.51K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 63 $2.47K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 63 $2.47K <0.01% -2 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 62 $2.43K <0.01% -24 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $2.43K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $2.35K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 52 $2.04K <0.01% -1,648 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 42 $2K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 49 $1.92K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 48 $1.88K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 47 $1.84K <0.01% -10,689 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 46 $1.8K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 45 $1.76K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. 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LLC 29 $1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $958 <0.01% -5 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 24 $945 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 23 $907 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $863 <0.01% +5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 22 $863 <0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 22 $862 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $784 <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $784 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 12 $468 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. 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More: the full row for Rakuten Securities, Inc. 1 $39 <0.01% -77 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 0 $11 <0.01% -67 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -976 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.