ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 29,234 $1.04M <0.01% +23,914 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 28,765 $1.02M 0.08% +2,834 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 28,432 $1.01M 0.18% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 28,134 $1M 0.04% -496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 26,748 $993K 0.17% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 27,597 $982K <0.01% +740 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 27,514 $979K 0.03% +21,534 13F-HR/A Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 27,062 $963K 0.01% +754 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 26,839 $955K 0.12% +837 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 26,476 $942K <0.01% -1,013 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 25,550 $920K 0.02% +1,215 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 25,329 $901K 0.1% +816 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 24,255 $863K 0.03% +1,635 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 24,233 $862K 0.01% +18,042 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 24,172 $860K 0.03% +1,442 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 23,907 $850K 0.01% +24 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) 23,818 $847K 0.02% +8,280 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 23,216 $826K <0.01% +867 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 22,956 $817K <0.01% +4,574 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,219 $790K <0.01% +5,472 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 21,140 $752K <0.01% -709,915 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 20,971 $745K 0.02% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 20,595 $733K <0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 20,460 $728K 0.05% +12,930 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 19,731 $702K 0.01% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 18,917 $673K 0.01% +13,742 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 18,457 $657K 0.52% +4,191 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 18,442 $656K <0.01% +145 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 17,982 $640K 0.02% +700 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,140 $617K <0.01% +4,140 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 16,956 $603K <0.01% +5,854 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 16,483 $586K <0.01% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 16,205 $576K 0.18% +38 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,761 $561K 0.01% +8,946 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 15,576 $554K 0.19% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,493 $516K 0.13% -173 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,293 $508K <0.01% +4,439 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 14,156 $504K 0.01% +518 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 14,140 $503K 0.01% +281 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,130 $503K <0.01% +13,910 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,090 $501K 0.03% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 13,829 $492K 0.16% +955 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 13,724 $488K 0.05% +6,192 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,378 $476K 0.07% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,059 $472K <0.01% +423 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,781 $455K 0.03% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 12,473 $444K 0.07% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 14,591 $442K 0.01% +65 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,424 $442K 0.02% +525 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 11,920 $424K 0.32% -16,566 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 11,872 $422K 0.15% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 11,518 $410K 0.01% +1,229 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 11,253 $400K 0.01% +747 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,882 $387K <0.01% -19,719 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 10,725 $381K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10,663 $379K 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. 10,571 $376K <0.01% +504 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 10,500 $373K 0.08% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 10,469 $372K <0.01% +776 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,291 $368K <0.01% -39 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,259 $365K <0.01% +1,004 13F-HR Timeline Group Heitman Real Estate Securities LLC in group Heitman Real Estate Securitie… More: the full row for Heitman Real Estate Securities LLC 10,232 $364K 0.03% +1,745 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,113 $358K 0.01% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $356K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 9,939 $354K 0.06% 0 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 10,000 $352K 0.12% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,886 $352K <0.01% new 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,799 $349K 0.06% +4,100 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,747 $347K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,664 $344K 0.01% -959 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 9,479 $337K <0.01% +177 13F-HR Timeline Group Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 9,206 $327K 0.23% -3,944 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,111 $324K 0.07% -19,114 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,840 $314K 0.03% -1,574 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 8,719 $310K 0.03% +496 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,285 $295K 0.02% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,123 $289K 0.05% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 8,091 $288K <0.01% new 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,036 $286K -1,400 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,992 $284K <0.01% -125 13F-HR/A Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,990 $284K 0.08% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,972 $284K 0.01% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 7,554 $269K 0.03% +148 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,517 $267K 0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,968 $248K <0.01% +240 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,894 $245K <0.01% -2,648 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,796 $242K 0.01% -1,223 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,722 $239K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,240 $222K 0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,200 $221K 0.09% 0 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 6,161 $219K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,154 $219K <0.01% -557 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,042 $215K <0.01% -1,236 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 6,027 $214K 0.2% +361 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 6,005 $214K 0.02% -2,848 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,867 $210K <0.01% -1,188 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 5,804 $206K 0.12% +141 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,786 $206K 0.01% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,640 $204K 0.01% -5,547 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,663 $201K 0.01% +211 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,275 $188K <0.01% -411 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 4,892 $174K <0.01% -1,115 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,694 $167K 0.06% +751 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,309 $153K <0.01% +1,101 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,166 $148K <0.01% -46 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,298 $117K <0.01% -2,767 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,252 $116K 0.01% +1,848 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,800 $99.6K <0.01% +2,500 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,700 $96K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,981 $70.5K <0.01% -896 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,965 $69.9K 0.01% +1,697 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,878 $67K <0.01% -61 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,871 $66.6K <0.01% -708 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,834 $65.2K 0.05% +749 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,627 $57.9K 0.02% -34 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,604 $57.1K <0.01% +163 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,495 $53.2K 0.02% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,459 $52K <0.01% +1,399 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,370 $48.7K 0.01% new 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,223 $43.5K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 956 $34.6K <0.01% -445 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 917 $32.6K <0.01% +913 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 789 $28.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 757 $26.9K <0.01% +21 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 725 $25.8K <0.01% +390 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 724 $25K <0.01% +696 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 599 $22.2K 0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 594 $21K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 555 $19.7K <0.01% +435 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 547 $19.5K <0.01% -210 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 498 $17.7K <0.01% +213 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 467 $16.6K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 438 $16K <0.01% -309 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 448 $15.9K <0.01% +405 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 419 $14.9K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 409 $14.5K <0.01% +223 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 376 $13.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 330 $12K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 315 $11.2K <0.01% +215 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 286 $10.2K <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 273 $9.71K <0.01% -3 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 261 $9.28K <0.01% +150 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 257 $9.14K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 243 $9K <0.01% 0 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 230 $8.18K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 194 $6.9K <0.01% +32 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 185 $6.58K <0.01% -50 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 177 $6.3K <0.01% +26 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 170 $6.05K 0.02% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 163 $5.8K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 160 $5.69K <0.01% -14 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 156 $5.55K <0.01% -46 13F-HR/A Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 152 $5.41K <0.01% +70 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 150 $5.34K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 138 $4.91K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 116 $4.13K <0.01% -175 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 105 $4K <0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 109 $3.88K <0.01% new 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 101 $3.59K <0.01% +6 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 93 $3.31K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 87 $3.09K <0.01% +20 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 80 $2.85K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 70 $2.49K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 70 $2.49K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 69 $2.45K <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 68 $2.42K <0.01% +18 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $1.96K <0.01% -121 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 53 $1.89K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 53 $1.89K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 50 $1.78K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 47 $1.67K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 29 $1.63K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $1.55K <0.01% +34 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40 $1.45K <0.01% -112 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 37 $1.33K <0.01% +21 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 32 $1.15K <0.01% +9 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30 $1.1K <0.01% +5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $1K <0.01% new 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 33 $1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 28 $996 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $889 <0.01% 0 13F-HR/A Timeline MOTCO More: the full row for MOTCO 23 $840 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 23 $819 <0.01% -166 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $711 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18 $640 <0.01% -53 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $498 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $392 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $356 <0.01% +5 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $321 <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 9 $309 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8 $285 <0.01% -3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $214 <0.01% +5 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6 $214 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $189 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5 $178 <0.01% 0 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.