Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 7,234 $642K <0.01% -175 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,036 $624K <0.01% +697 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,904 $612K 0.07% +1,106 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,850 $607K 0.03% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,843 $607K <0.01% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,815 $604K 0.16% +4,260 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,681 $592K <0.01% +1,764 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 6,476 $574K <0.01% +515 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,456 $573K 0.04% -649 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,217 $551K 0.01% -21,313 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,200 $550K <0.01% +30 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 6,055 $537K 0.02% +907 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,000 $532K 0.06% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,973 $530K <0.01% +249 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,949 $528K 0.01% +1,950 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,879 $521K <0.01% +2,628 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 5,789 $513K 0.01% -100 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,770 $512K 0.02% +3,368 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) 5,759 $511K 0.01% +1,469 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,655 $501K 0.08% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,654 $501K 0.02% -90 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,641 $500K 0.03% -38 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 5,530 $490K 0.06% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,400 $479K 0.09% +600 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,382 $477K <0.01% +3,368 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,310 $471K 0.01% -3,424 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,309 $471K <0.01% -1,755 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,263 $467K 0.01% -20 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 5,015 $445K 0.04% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,977 $441K <0.01% +152 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,735 $436K 0.02% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,845 $430K 0.13% -3,753 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,839 $429K <0.01% +493 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,738 $420K 0.07% -78 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,735 $420K <0.01% +189 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 4,727 $419K <0.01% -38,990 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 4,615 $409K 0.22% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,569 $405K <0.01% +771 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,462 $396K <0.01% +4,227 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,218 $374K <0.01% -29 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,141 $367K 0.02% +77 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,100 $364K <0.01% 0 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 4,100 $364K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,051 $359K <0.01% +667 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,042 $358K 0.1% +759 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,990 $354K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,884 $344K <0.01% -1,548 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,699 $328K 0.17% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,679 $326K <0.01% -13 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,617 $321K <0.01% -146 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,527 $313K <0.01% +1,346 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,522 $312K 0.02% +32 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 3,511 $311K -6,872 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,508 $311K <0.01% -555 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,508 $311K <0.01% +435 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,499 $310K 0.04% +25 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,414 $303K <0.01% -79 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,221 $286K <0.01% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,211 $285K 0.01% -1,667 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 3,196 $283K <0.01% new 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,189 $283K 0.01% +250 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,080 $273K 0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,034 $269K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,015 $267K <0.01% +645 13F-HR/A Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,921 $259K 0.02% -289 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,917 $259K <0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,892 $256K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,878 $255K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,831 $251K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,830 $251K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,758 $245K <0.01% +615 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,717 $241K 0.01% +317 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,676 $237K 0.06% +2 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,650 $235K 0.06% -2,250 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,608 $231K 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,588 $230K <0.01% new 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,579 $229K 0.07% -323 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,531 $224K 0.01% +13 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,500 $217K 0.01% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 2,464 $216K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,440 $216K <0.01% -217 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,379 $211K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,370 $210K <0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,352 $209K 0.02% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,350 $208K 0.03% -25 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,329 $207K <0.01% -18 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,322 $206K <0.01% new 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,257 $202K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,267 $201K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,133 $189K <0.01% +2 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,132 $189K <0.01% -92,000 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,118 $188K <0.01% 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,096 $186K <0.01% -20 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,039 $181K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,960 $174K 0.01% +153 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,934 $172K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,907 $169K <0.01% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,876 $166K <0.01% 0 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. 1,602 $142K <0.01% -41 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,565 $139K <0.01% +42 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,212 $107K <0.01% +702 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,000 $88.7K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 921 $81.7K <0.01% -30 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 729 $64.6K <0.01% -370 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 700 $62.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 593 $53K <0.01% +129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 545 $48.3K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 533 $47.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 512 $45.4K <0.01% -87 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 493 $43.7K 0.01% -22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 453 $40.2K <0.01% -21 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 448 $39.7K <0.01% +157 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 432 $38.2K <0.01% +152 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 406 $36K <0.01% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 397 $35.2K 0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 360 $31.9K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 337 $29.9K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 330 $29.3K 0.01% +117 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 313 $27.8K <0.01% +26 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 300 $26.6K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 294 $26.1K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 286 $25.4K 0.02% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 287 $25K <0.01% -39 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 279 $24.7K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 276 $24.5K <0.01% -537 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 254 $22.5K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 250 $22.2K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 242 $21.5K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 239 $21.2K <0.01% +125 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 231 $20.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 200 $17.7K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 200 $17.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 194 $17.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 191 $16.9K <0.01% +43 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 180 $16K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 169 $15K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 167 $14.8K <0.01% +58 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 161 $14.3K <0.01% +1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 150 $13.3K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 131 $11.6K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 128 $11.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 126 $11.2K <0.01% +4 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 118 $10.6K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 106 $9.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 102 $9.04K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 88 $7.8K <0.01% +6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 85 $7.54K <0.01% +70 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 80 $7.09K <0.01% +11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 77 $7K <0.01% -93 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 68 $6.09K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 63 $5.59K <0.01% +55 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 66 $5.59K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 61 $5.41K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 60 $5.32K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 55 $4.88K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 55 $4.88K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 50 $4.44K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 50 $4.43K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 47 $4.17K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 43 $4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 45 $3.99K <0.01% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 38 $3.37K <0.01% +18 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 36 $3.19K <0.01% -196 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 35 $3.1K <0.01% +19 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 29 $2.57K <0.01% -1,977 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $2.57K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 29 $2.57K <0.01% -2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 27 $2.39K <0.01% new 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 25 $2.22K <0.01% +6 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 23 $2.04K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 20 $1.77K <0.01% -22 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 16 $1.42K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.24K <0.01% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14 $1.24K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.06K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $1.06K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $799 <0.01% +5 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 9 $798 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $709 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7 $621 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6 $533 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6 $532 <0.01% new 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $471 <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $355 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $266 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3 $266 <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2 $201 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $178 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $178 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $178 <0.01% -2 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $177 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2 $177 <0.01% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $120 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $89 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1 $89 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $89 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $89 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.