Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,123 $283K <0.01% -235 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 1,096 $276K 0.3% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,096 $276K 0.03% +20 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,080 $272K 0.12% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,074 $270K 0.05% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,073 $270K 0.04% +130 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,067 $268K 0.03% -1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,062 $267K <0.01% +200 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,052 $265K <0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,050 $264K 0.01% -103 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,050 $264K 0.01% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,050 $264K 0.41% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,050 $264K 0.01% +67 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,038 $261K <0.01% +11 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 1,030 $259K 0.2% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,031 $259K <0.01% +112 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,031 $259K 0.03% -1,094 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,029 $259K 0.01% +22 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,029 $259K 0.09% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,017 $256K 0.06% +255 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,010 $254K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,009 $254K 0.11% +42 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,008 $254K 0.01% +193 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,004 $253K <0.01% -297 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,004 $253K <0.01% -11 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 986 $248K 0.04% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 981 $247K <0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 977 $246K 0.02% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 974 $245K 0.01% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 972 $245K 0.06% -16 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 968 $244K 0.01% +59 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 963 $242K 0.11% +33 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) 941 $237K 0.01% -2,619 13F-HR Timeline Group Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 933 $235K 0.05% -42 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 930 $234K <0.01% +26 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 927 $233K 0.01% 0 13F-HR/A Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 922 $232K 0.11% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 919 $231K 0.02% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 910 $229K 0.31% +74 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 906 $228K 0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 906 $228K 0.03% +16 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 900 $226K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 900 $226K <0.01% +160 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 900 $226K <0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 893 $225K 0.02% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 886 $223K 0.12% -129 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for Valmark Advisers, Inc. 813 $205K <0.01% -21 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 809 $203K 0.1% new 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 805 $203K <0.01% new 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 805 $203K 0.02% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 800 $201K 0.01% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 797 $200K 0.02% -15 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 796 $200K 0.03% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 780 $196K 0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 773 $194K 0.01% +6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 729 $184K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 730 $184K 0.07% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 718 $181K <0.01% +427 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 713 $179K 0.01% +706 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 710 $179K <0.01% -30 13F-HR Timeline Group Geneos Wealth Management Inc. 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More: the full row for Financial Management Professionals, Inc. 60 $15.1K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 59 $14.8K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 59 $14.8K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 58 $14.6K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 57 $14.3K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $14.3K <0.01% +5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 55 $13.9K <0.01% +6 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $13.8K <0.01% 0 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 51 $13.6K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 51 $13.1K <0.01% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51 $12.8K <0.01% +2 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 51 $12.8K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 50 $12.6K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $12.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 50 $12.6K <0.01% +11 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 50 $12.6K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $12.1K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 44 $11.1K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 44 $11.1K <0.01% -2 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 42 $10.6K 0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 42 $10.6K <0.01% +7 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 41 $10.3K <0.01% +28 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 40 $10.1K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 39 $9.84K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 38 $9.56K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 41 $9.31K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 37 $9.31K 0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 36 $9.06K <0.01% +4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 36 $9.06K <0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. 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