XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,246 $516K 0.03% +1,320 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 3,995 $485K <0.01% +1,735 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,984 $484K 0.02% -582 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,949 $480K 0.02% -85 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,904 $474K <0.01% -947 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 3,845 $467K <0.01% +375 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,804 $462K 0.03% -409 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,787 $460K <0.01% new 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 3,753 $456K 0.02% 0 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,651 $443K 0.05% +5 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,595 $437K <0.01% +167 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,585 $435K <0.01% +1,958 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,442 $418K 0.02% +33 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,429 $416K 0.04% +3,426 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,357 $408K <0.01% -488 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,326 $404K 0.04% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,311 $402K <0.01% -8,385 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,228 $392K <0.01% +121 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,225 $392K 0.03% +308 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,196 $388K 0.02% +18 13F-HR Timeline Group BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,893 $351K 0.11% +663 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,818 $342K 0.12% +89 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,782 $340K -346 Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,751 $334K 0.04% +166 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,356 $324K <0.01% +650 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,633 $320K 0.04% +35 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,628 $319K <0.01% +47 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,613 $317K <0.01% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,563 $311K <0.01% -550 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,485 $302K 0.12% +760 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,457 $298K <0.01% -783 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,400 $291K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,358 $286K 0.01% +338 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,311 $281K 0.16% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,285 $277K 0.01% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,277 $277K <0.01% -479 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,196 $267K <0.01% +126 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,147 $261K <0.01% +16 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,084 $253K 0.01% -463 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,068 $251K <0.01% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,615 $246K <0.01% 0 13F-HR/A Timeline Group Jain Global LLC More: the full row for Jain Global LLC 2,004 $243K <0.01% -1,441 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,982 $241K 0.02% -110 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,040 $233K 0.01% +3 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,906 $231K 0.12% +11 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,878 $228K <0.01% -475 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,877 $228K <0.01% +342 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,870 $227K 0.07% -184 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,861 $226K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,851 $225K <0.01% +75 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,837 $223K 0.01% +34 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,835 $223K 0.04% -249 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,819 $221K 0.03% -149 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,790 $217K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,758 $213K <0.01% -7 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,728 $210K 0.11% -213 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,717 $209K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,690 $205K 0.03% -1,150 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,684 $205K 0.01% -76 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,669 $203K <0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,658 $201K <0.01% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,651 $200K 0.14% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,644 $200K 0.03% +255 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,644 $200K 0.02% -2,501 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,640 $199K <0.01% -314 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,583 $192K <0.01% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,516 $184K <0.01% +8 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,433 $174K 0.05% +1,332 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,270 $155K <0.01% -228 13F-HR/A Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,029 $125K 0.12% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,015 $123K <0.01% -646 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 922 $112K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 838 $102K <0.01% -138 13F-HR Timeline Group Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 715 $86.8K 0.06% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 590 $71.7K 0.01% -361 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 567 $68.9K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 565 $68.6K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 525 $63.8K <0.01% -336 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 486 $59K <0.01% +95 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 489 $58.9K 0.03% +104 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/ 482 $58.4K <0.01% +71 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 481 $58.4K <0.01% -18 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 510 $58.4K <0.01% +11 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 450 $54.6K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 442 $53.7K <0.01% +100 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 486 $50.9K <0.01% +6 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 399 $48.5K <0.01% +107 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 400 $48K 0.02% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 390 $47.4K 0.04% +90 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 384 $46.6K <0.01% +300 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 376 $45.7K <0.01% -7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 337 $40.9K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 330 $40.1K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 315 $38.3K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 301 $36.6K <0.01% +163 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 270 $32.8K <0.01% -18 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 266 $32.3K <0.01% +26 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 265 $32.2K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 231 $28.1K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 220 $26.7K <0.01% +110 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 210 $25.5K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 202 $24.5K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $24.3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 195 $23.7K <0.01% -1,125 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) 186 $22.6K <0.01% -1,651 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 183 $22K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 180 $21.9K <0.01% 0 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 170 $21K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 162 $19K <0.01% -56 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 154 $18.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 147 $17.9K <0.01% +98 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 147 $17.2K <0.01% -213 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 138 $16.8K <0.01% -6 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 128 $16K <0.01% -4 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 131 $15.9K <0.01% 0 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 128 $15.5K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 127 $15.4K <0.01% -3,294 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 122 $14.8K 0.01% -222 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 119 $14.5K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 112 $13.6K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 110 $13.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 107 $13K 0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 95 $11.6K <0.01% -77 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 85 $10.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $9.71K <0.01% -27 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 78 $9.47K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 69 $8.38K <0.01% -399 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 68 $8.26K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 67 $8.14K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 62 $7.53K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59 $7.08K <0.01% +8 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 56 $6.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $6.8K <0.01% -4 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 54 $6.56K <0.01% -21 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45 $5.46K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 45 $5.46K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $4.98K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41 $4.98K <0.01% +10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 41 $4.98K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 36 $4.37K <0.01% +12 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36 $4.37K <0.01% +20 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 35 $4.25K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35 $4K <0.01% -11 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $3.77K <0.01% -1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 31 $3.71K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 28 $3.4K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 28 $3.4K <0.01% +26 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 27 $3.28K <0.01% -15 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24 $2.92K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 24 $2.92K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 23 $2.77K <0.01% -76 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 22 $2.67K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $2.55K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $2.43K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 18 $2.19K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17 $2.06K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17 $2.06K <0.01% +1 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 17 $2.06K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 20 $2K <0.01% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16 $1.94K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 15 $1.82K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $1.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $1.49K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $1.34K <0.01% -26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $1.22K <0.01% -21 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $1.21K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $1.09K <0.01% -4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6 $729 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $729 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $729 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $608 <0.01% -7 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $607 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $486 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $486 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4 $486 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $365 <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3 $364 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $243 <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1 $121 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $121 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $121 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $121 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -21 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.