COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,542 $663K <0.01% -713 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,473 $659K <0.01% +167 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,203 $645K <0.01% new 13F-HR Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 12,155 $642K 0.01% -355 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,837 $634K 0.01% +1,094 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 11,998 $634K 0.01% +662 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,686 $618K <0.01% +2,327 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10,992 $581K <0.01% -226 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,986 $581K 0.02% -769 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,984 $581K 0.02% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 10,748 $568K <0.01% -5,156 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 10,104 $534K 0.01% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 10,075 $533K 0.01% -100,665 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,056 $532K 0.23% new 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 9,999 $529K <0.01% new 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 9,532 $504K <0.01% -4,870 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) 9,485 $501K 0.01% +6,379 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 9,285 $491K 0.01% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,472 $476K 0.03% new 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 9,000 $476K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,932 $472K 0.01% -86 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,938 $472K <0.01% +1,451 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,925 $472K 0.03% +246 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 8,688 $459K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 8,250 $436K 0.01% -300 13F-HR Timeline Group Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 8,224 $435K +8,159 Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,222 $435K 0.06% -20,393 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 8,192 $433K <0.01% +683 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,126 $430K 0.08% -26,771 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,056 $426K 0.01% -317 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,910 $423K <0.01% +1,622 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 7,830 $414K 0.01% 0 13F-HR Timeline Group Quantessence Capital LLC More: the full row for Quantessence Capital LLC 7,421 $392K 0.16% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,413 $392K <0.01% +1,213 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 7,145 $378K <0.01% -54,003 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,099 $375K 0.01% +44 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 7,081 $374K <0.01% -170 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,017 $371K 0.01% -1,001 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,891 $369K <0.01% -29,112 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,850 $362K 0.1% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 6,754 $357K 0.05% -76 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,688 $354K 0.01% -10 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 6,681 $353K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,494 $351K <0.01% -8,300 13F-HR/A Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 6,575 $348K -61,918 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,362 $336K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,075 $321K <0.01% -4,216 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,032 $319K 0.02% -3,601 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 5,897 $312K 0.34% 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,775 $305K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,609 $296K 0.01% +324 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,578 $295K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,515 $292K 0.01% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 5,496 $291K <0.01% +120 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,098 $269K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,084 $269K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,007 $265K <0.01% new 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,996 $264K 0.01% 0 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 4,939 $261K 0.07% -42,197 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,907 $259K 0.01% -62,201 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,884 $258K <0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,778 $253K 0.21% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,321 $252K <0.01% +317 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,656 $246K 0.04% new 13F-HR/A Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,620 $244K 0.22% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,535 $240K 0.01% -5,042 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,412 $233K <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,390 $232K <0.01% new 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,265 $225K 0.01% -630 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,233 $224K <0.01% new 13F-HR/A Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,141 $219K 0.03% -70,769 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,095 $216K 0.01% +3,978 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,092 $216K <0.01% -56,466 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,008 $212K <0.01% +1,419 13F-HR Timeline Group NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,000 $211K 0.03% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,985 $211K <0.01% -755 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,903 $206K 0.01% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,848 $203K 0.02% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,800 $201K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,529 $187K 0.03% +29 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,246 $172K 0.11% +833 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,137 $166K 0.01% +514 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,629 $134K 0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,177 $115K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,037 $108K 0.01% -23 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,000 $106K 0.05% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,513 $80K 0.01% +166 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,452 $76.8K <0.01% -2,609 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,385 $73.2K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,325 $70K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,291 $68.2K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,215 $64.2K <0.01% +697 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,175 $62.1K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,166 $61.6K 0.01% +247 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,136 $60K <0.01% +150 13F-HR Timeline Group Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,149 $60K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,126 $59.5K <0.01% +891 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,102 $58.3K <0.01% -3,196 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,075 $56.8K <0.01% +75 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,000 $52.9K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 795 $51.3K <0.01% +15 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 937 $49.5K <0.01% +93 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 776 $41K <0.01% -229 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 709 $38K <0.01% +640 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 708 $37.4K 0.01% +45 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 703 $37.2K 0.02% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 700 $37K 0.05% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 675 $35.7K 0.03% 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 537 $28.4K <0.01% +455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 508 $26.9K <0.01% -26 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 500 $26.4K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 483 $25.5K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 446 $24K <0.01% +125 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 445 $23.5K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 435 $23.3K <0.01% +296 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 358 $23.1K <0.01% +51 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 430 $22.7K <0.01% -85 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 411 $22K 0.01% +11 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 300 $15.9K 0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 296 $15.6K <0.01% -1,000 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 274 $14.5K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 273 $14.4K <0.01% -17 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 227 $12K <0.01% -505 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 212 $11.2K <0.01% +27 13F-HR Timeline Group PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 130 $9.88K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 163 $8.62K <0.01% +98 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 150 $7.93K <0.01% +90 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 147 $7.88K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 148 $7.82K <0.01% -4,669 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 146 $7.72K <0.01% +79 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 139 $7.35K <0.01% +5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 137 $7.24K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 132 $6.98K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 128 $6.77K <0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 110 $5.82K <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $5.29K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $5.29K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 94 $4.97K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 88 $4.65K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 86 $4.55K <0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $4.23K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 80 $4.23K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 80 $4.23K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 76 $4.02K <0.01% +47 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 75 $3.96K <0.01% +68 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 75 $3.96K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $3.91K <0.01% +9 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 67 $3.54K <0.01% -169 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 63 $3.33K <0.01% -449 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 58 $3.07K <0.01% -16 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 55 $2.91K <0.01% +13 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 50 $2.64K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 49 $2.59K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $2.38K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42 $2.22K <0.01% -83 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 33 $2.21K <0.01% +17 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 33 $2.21K <0.01% +17 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 40 $2.11K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $1.85K <0.01% +26 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 35 $1.85K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26 $1.37K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 25 $1.32K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20 $1.06K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 20 $1.06K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $635 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $634 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $581 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $529 <0.01% 0 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 10 $529 <0.01% -15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9 $510 0.05% -8,364 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $348 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5 $265 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $265 <0.01% -10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $265 <0.01% -5 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $265 <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4 $212 <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3 $159 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $106 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $106 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $106 <0.01% 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 1 $53 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $53 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 16 $0 0% +11 13F-HR Timeline Value filed as zero, left out of ratios.