Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 9,563 $650K 0.01% -698 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,496 $646K 0.01% new 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 9,319 $634K 0.05% -270 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 9,315 $633K 0.03% +41 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 9,233 $628K 0.2% +36 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 8,990 $611K <0.01% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 8,975 $610K <0.01% +2,220 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,133 $586K 0.05% -1,306 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,315 $565K <0.01% -3,991 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 8,197 $557K 0.02% +117 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 8,172 $556K 0.05% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,778 $529K <0.01% +898 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 7,701 $524K 0.09% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,683 $519K 0.01% +2,819 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,539 $513K 0.12% -591 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,476 $508K 0.01% +125 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,435 $506K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,213 $490K 0.41% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,096 $482K 0.02% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 7,000 $476K 0.07% 0 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,851 $466K 0.01% new 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 6,542 $442K 0.02% -1,700 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,333 $428K <0.01% +1,361 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,026 $418K 0.07% +1,558 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,001 $406K 0.01% +660 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,926 $403K <0.01% -482 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,874 $399K 0.03% +29 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 5,800 $394K 0.04% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 5,689 $387K 0.02% -3,332 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,677 $386K <0.01% -457 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,563 $378K <0.01% +60 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,528 $376K <0.01% +1,045 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 5,500 $374K <0.01% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,837 $357K 0.26% +267 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,151 $350K 0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,135 $349K 0.01% +350 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,991 $339K 0.01% -9,984 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,940 $336K <0.01% +136 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,818 $328K 0.01% -979 13F-HR/A Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 4,782 $325K 0.01% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 4,772 $324K <0.01% +238 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,695 $319K <0.01% +103 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,586 $312K <0.01% +613 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,434 $301K <0.01% new 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,416 $300K <0.01% -672 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,408 $300K 0.01% -136 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,371 $297K 0.03% +263 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,346 $295K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,280 $291K <0.01% +98 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,258 $290K 0.01% -961 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,210 $286K <0.01% -6,600 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,164 $283K 0.01% +1,411 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,144 $282K <0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,144 $282K <0.01% -212,712 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,644 $277K 0.02% -624 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,028 $274K 0.02% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,877 $264K 0.02% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,853 $262K 0.01% -18 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,833 $261K <0.01% +28 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,779 $257K 0.02% new 13F-HR/A Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,774 $257K 0.01% -97 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,763 $256K <0.01% -2,553 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,747 $255K <0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,590 $244K 0.02% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,518 $239K 0.03% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,405 $232K 0.16% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,403 $231K 0.08% +65 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,384 $230K 0.01% +2,641 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,374 $230K <0.01% -130 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,305 $225K <0.01% +29 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,272 $222K 0.01% +1,532 13F-HR/A Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,134 $213K 0.02% +2,994 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,025 $206K <0.01% +63 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,000 $204K 0.03% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,978 $202K 0.03% -30 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,964 $202K <0.01% -537 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,900 $197K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,895 $197K <0.01% -90 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,844 $193K <0.01% -1,390 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,509 $171K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,494 $170K <0.01% +41 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 2,482 $169K <0.01% -4,975 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,332 $159K <0.01% -109 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,314 $157K <0.01% +727 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) 2,229 $152K <0.01% -4,556 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,045 $139K 0.01% -56 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,013 $137K <0.01% +459 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 1,700 $116K 0.02% -25,560 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,528 $104K <0.01% -132 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,500 $102K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,484 $101K 0.06% +626 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,305 $88.7K <0.01% -9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,240 $84.3K <0.01% -157 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. 1,069 $73K <0.01% new 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,000 $68K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 924 $62.8K 0.01% -110 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 911 $61.9K 0.01% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 906 $61.6K <0.01% -467 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 831 $56.5K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 665 $45.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 576 $39.2K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 569 $38.7K <0.01% +105 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 568 $38.6K <0.01% +36 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 572 $38K <0.01% -12,121 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 545 $37.1K <0.01% -50 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 525 $35.7K 0.03% +91 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 476 $32.4K <0.01% +188 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 456 $31K <0.01% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 453 $30.8K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 446 $30.3K <0.01% +18 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 443 $30.1K <0.01% +439 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 385 $26K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 377 $25.6K <0.01% +48 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 370 $25.2K -3,025 Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 356 $24.2K <0.01% new 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. 336 $22.8K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 326 $22.2K <0.01% -6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 307 $20.9K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 298 $20.3K <0.01% +12 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 291 $19.8K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 264 $17.9K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 239 $16.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 233 $15.8K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 225 $15.3K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $13.6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 198 $13.5K <0.01% +65 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 166 $11.3K <0.01% -25 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 159 $10.8K <0.01% -184 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 148 $10.1K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 140 $9.52K <0.01% +39 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 137 $9.31K <0.01% +47 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 133 $9.04K <0.01% +96 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 120 $8.16K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 118 $8.02K 0.01% +112 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 115 $7.82K <0.01% +8 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 101 $6.9K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 87 $6K <0.01% +72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 87 $5.92K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $5.44K <0.01% +15 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 73 $4.94K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 68 $4.62K <0.01% new 13F-HR/A Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 57 $3.88K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 49 $3.33K <0.01% +35 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $3.26K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 39 $2.65K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 35 $2.38K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 33 $2.24K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24 $1.63K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 26 $1.55K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 21 $1.43K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $1.16K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $748 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $680 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $612 <0.01% +2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 8 $544 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $544 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $459 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $408 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $406 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $340 <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $340 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $272 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $231 <0.01% -2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $204 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $204 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $136 <0.01% -61 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $68 <0.01% -33 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $68 <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.