EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,362 $209K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,213 $204K <0.01% -1,548 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,082 $198K 0.01% +2,419 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,607 $179K <0.01% -875 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,518 $176K 0.01% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,263 $174K 0.01% -287 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,198 $164K <0.01% +2,523 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,017 $157K <0.01% 0 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 3,228 $126K <0.01% -680 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,075 $120K <0.01% +1,779 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,022 $118K <0.01% -1,650 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 3,002 $117K 0.01% +88 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,981 $116K <0.01% +2,098 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,895 $113K 0.03% +2,179 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) 2,894 $113K <0.01% -4,836 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,881 $112K 0.06% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,820 $110K <0.01% +1,010 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tema ETFs LLC More: the full row for Tema ETFs LLC 2,801 $109K <0.01% +145 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,790 $109K 0.05% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,737 $107K 0.02% +128 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,694 $105K <0.01% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 2,253 $89.6K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,177 $84.8K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,925 $75K 0.04% +2 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,886 $73K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,780 $69.3K -26 Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,776 $69.2K 0.02% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,714 $68.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,640 $63.9K <0.01% -9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,438 $56K 0.01% +1,245 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,421 $55.4K <0.01% +577 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,400 $54.5K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,394 $54.3K <0.01% -146,380 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,389 $54.1K 0.02% +1,328 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,325 $52K <0.01% +1,103 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,210 $47.1K 0.02% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,150 $44.8K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 910 $35.5K <0.01% +611 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 902 $35.1K 0.02% +91 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 891 $34.7K 0.02% +603 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 876 $34.1K <0.01% +755 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 804 $31.3K <0.01% -68 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 797 $31.1K <0.01% -293 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 730 $28.4K <0.01% -493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 729 $28.4K <0.01% +634 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 726 $28.3K 0.01% +724 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 700 $27.3K 0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 659 $25.7K 0.01% -40,002 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 645 $25.1K 0.01% +585 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 640 $24.9K <0.01% +3 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 630 $24.5K <0.01% new 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 600 $23.4K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 550 $21.4K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 542 $21.1K 0.01% -25 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 538 $21K 0.02% -2,809 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 537 $20.9K <0.01% -5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 520 $20.3K 0.01% +85 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 519 $20.2K <0.01% +97 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 493 $19.2K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 466 $18.2K <0.01% -3,655 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 440 $17.1K <0.01% -97 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 437 $17K 0.01% -28 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 400 $15.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 400 $15.5K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 387 $15.1K 0.01% -163 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 350 $13.6K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 345 $13.4K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 341 $13.3K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 325 $12.7K <0.01% +3 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 324 $12.6K <0.01% +4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 303 $11.8K <0.01% +67 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 300 $11.7K <0.01% -216 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 290 $11.3K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 287 $11.2K <0.01% -161 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 265 $10.5K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 261 $10.2K <0.01% +223 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 258 $10.1K <0.01% +101 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 256 $9.97K <0.01% +225 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 253 $9.86K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 251 $9.79K <0.01% -106 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 246 $9.59K <0.01% +28 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 240 $9.35K <0.01% +59 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 236 $9.2K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 214 $8.34K <0.01% -107 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 208 $8.1K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 207 $8.06K <0.01% -1,930 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 204 $7.96K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 204 $7.96K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $7.79K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 200 $7.79K <0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $7.79K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $7.79K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 200 $7.79K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 186 $7.25K <0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 175 $6.82K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 172 $6.7K <0.01% -72 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 168 $6.54K <0.01% +58 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 162 $6.31K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 161 $6.27K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 157 $6.12K <0.01% +80 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 153 $5.96K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 152 $5.92K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 150 $5.84K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 144 $5.61K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 137 $5.34K <0.01% +105 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 127 $4.95K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 118 $4.61K <0.01% -159 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 117 $4.54K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 110 $4.29K <0.01% +20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 106 $4.13K <0.01% +84 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $4.09K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100 $3.9K <0.01% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $3.9K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 95 $3.7K <0.01% -439 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 92 $3.58K <0.01% -48 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 89 $3.39K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 87 $3.39K <0.01% +13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 85 $3.31K <0.01% -265 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 78 $3.04K <0.01% -1,963 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 87 $3K <0.01% +31 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 74 $2.88K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 70 $2.73K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 69 $2.69K <0.01% +56 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 68 $2.65K <0.01% -136 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 65 $2.55K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 64 $2.5K <0.01% -11 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 61 $2.38K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 58 $2.26K <0.01% -293 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 58 $2.26K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 57 $2.22K <0.01% +6 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 57 $2.22K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 56 $2.18K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 55 $2.14K <0.01% -24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 52 $2.03K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 52 $2.02K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 72 $2K <0.01% +62 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 51 $1.99K <0.01% -41 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51 $1.99K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 51 $1.99K <0.01% -21 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 50 $1.95K <0.01% 0 13F-HR/A Timeline MidFirst Bank More: the full row for MidFirst Bank 47 $1.83K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 45 $1.75K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 43 $1.68K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 41 $1.6K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 40 $1.56K <0.01% -61 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 37 $1.44K <0.01% -279 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 37 $1.44K <0.01% +10 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 34 $1.41K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 36 $1.4K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 36 $1.4K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 35 $1.36K <0.01% -177 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $1.25K <0.01% -5 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 31 $1.23K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29 $1.19K <0.01% +17 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 30 $1.17K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 30 $1.17K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 29 $1.13K <0.01% +11 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 27 $1.05K <0.01% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $1.03K <0.01% -94 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% -7 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 25 $974 <0.01% -54 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $974 <0.01% +17 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 22 $857 <0.01% +16 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 20 $779 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 19 $740 <0.01% -65 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 16 $623 <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 15 $585 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 15 $584 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 14 $545 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $545 <0.01% -21 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $506 <0.01% -33 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11 $433 <0.01% -137 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $429 <0.01% -24 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 10 $390 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9 $351 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $274 <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7 $273 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $234 <0.01% -5 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 6 $234 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 5 $205 <0.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4 $156 <0.01% -4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $125 <0.01% -4 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $117 <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3 $117 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $117 <0.01% +1 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3 $112 <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 2 $78 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $78 <0.01% 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $78 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $39 <0.01% -122 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $39 <0.01% -2 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $39 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 2 $0 0% -222 13F-HR Timeline Value filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 20 $2.09M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.