NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 23,659 $164K <0.01% +20,707 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,651 $164K <0.01% -5,271 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 23,500 $163K 0.03% +7,900 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,099 $154K <0.01% +51 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,906 $152K <0.01% +4,130 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 21,882 $152K 0.01% -81,463 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 21,172 $148K <0.01% +2,616 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,995 $146K 0.01% +6,618 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,947 $146K 0.05% -1,656 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,590 $136K <0.01% +9,426 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 19,463 $135K 0.01% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 19,169 $133K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,149 $133K <0.01% +8,149 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 18,612 $129K 0.03% +2,019 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18,388 $128K <0.01% -12,621 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XPONANCE LLC More: the full row for XPONANCE LLC 18,352 $128K <0.01% +3,214 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,141 $126K <0.01% -731 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 18,085 $126K <0.01% +29 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,753 $123K <0.01% -2,893 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 17,733 $123K <0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,681 $123K <0.01% +786 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,602 $122K <0.01% -1,910 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,140 $119K 0.01% -511 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 17,000 $118K <0.01% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 16,883 $117K 0.02% -5,917 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 16,761 $116K 0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 16,634 $116K 0.01% +81 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 16,600 $115K 0.09% +1,600 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 16,546 $115K <0.01% -190 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 16,474 $114K <0.01% -409 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 16,058 $112K <0.01% -64,720 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,682 $109K <0.01% +3,894 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 15,673 $109K 0.04% -47,238 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 15,383 $107K <0.01% 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) 15,089 $105K <0.01% +9,213 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,053 $105K <0.01% +4,326 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 14,994 $104K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,951 $104K <0.01% -3,777 13F-HR/A Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 14,866 $103K 0.02% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 14,788 $103K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,743 $102K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,589 $101K <0.01% new 13F-HR Timeline TOWERVIEW LLC More: the full row for TOWERVIEW LLC 14,500 $101K 0.07% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 14,438 $100K <0.01% -1,549,485 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,100 $98K <0.01% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 14,068 $97.8K 0.99% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,677 $95.1K <0.01% +3,130 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,594 $94.5K 0.01% +1,662 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 13,503 $93.8K <0.01% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 13,445 $93.4K <0.01% -30,907 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 13,440 $93.4K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,023 $90.5K <0.01% -9,297 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,967 $90.1K 0.01% -2,997 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 12,905 $89.7K <0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,802 $89K <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,752 $88.6K <0.01% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 12,643 $87.9K <0.01% new 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 12,620 $87.7K 0.05% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,596 $87.5K <0.01% -311 13F-HR/A Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 12,546 $87.2K 0.02% +235 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,458 $86.6K <0.01% -17,939 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 12,581 $86.2K <0.01% -1,273 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,379 $86K <0.01% -5,738 13F-HR Timeline Group iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 12,181 $84.7K 0.04% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 12,074 $83.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,926 $82.9K <0.01% +4,631 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,415 $79.3K <0.01% -9,292 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,081 $77K <0.01% -7 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 11,049 $76.8K <0.01% +305 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,910 $75.8K <0.01% +586 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,787 $75K 0.02% 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 10,580 $73.5K <0.01% -14,282 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 10,429 $72.5K 0.01% +134 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 10,338 $71.8K 0.03% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,281 $71.5K <0.01% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 10,171 $70.7K <0.01% +9,290 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,080 $70.1K <0.01% -134 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,000 $69.5K 0.03% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,986 $69.4K <0.01% -15,049 13F-HR/A Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 9,800 $68K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 9,474 $65.8K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 8,087 $56.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7,923 $55K 0.04% -5,248 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,604 $52.8K 0.01% +3,372 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,424 $51.6K 0.01% +7,423 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,291 $50.3K <0.01% -1,101 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,113 $49.4K <0.01% -2,345 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,445 $44.8K <0.01% -4,135 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,196 $43K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 5,855 $40.7K <0.01% -4,151 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,803 $40.3K <0.01% +2,240 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 5,773 $40.1K <0.01% -212 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,765 $40.1K 0.01% +1,811 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,687 $39.5K 0.02% +2,080 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,000 $34.8K <0.01% +4,000 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,602 $32K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,250 $29.5K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,083 $28.4K <0.01% +1,478 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,002 $27.3K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,828 $26.6K <0.01% -6 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,534 $24.6K <0.01% -2,305 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,469 $24.1K 0.01% +1,646 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,467 $24.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,388 $23.5K <0.01% -6,778 13F-HR/A Timeline Group Investors Research Corp More: the full row for Investors Research Corp 3,000 $20.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,989 $20.8K <0.01% -4,501 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,107 $20.3K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,952 $20.3K <0.01% +1,697 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,805 $19.5K 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 2,795 $19.4K <0.01% +30 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,550 $18K 0.01% +425 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,263 $15.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,217 $15.4K <0.01% +806 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,111 $14.7K <0.01% +763 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,107 $14.6K <0.01% -1,773 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,892 $13K <0.01% +36 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,848 $12.8K <0.01% -1,406 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,787 $12.4K <0.01% -1,947 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,781 $12.4K <0.01% -341 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,706 $11.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,647 $11.4K <0.01% -740 13F-HR Timeline MOTCO More: the full row for MOTCO 1,599 $11.1K <0.01% +182 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,573 $10.9K 0.01% -664 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,500 $10.4K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,322 $9.12K 0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,233 $8.57K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,148 $7.98K <0.01% +1,014 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,137 $7.9K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $6.95K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 961 $6.68K <0.01% +915 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 955 $6.64K <0.01% -556 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 858 $5.96K <0.01% -536 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 827 $5.75K <0.01% +575 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 800 $5.56K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 774 $5.38K <0.01% -12,124 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 750 $5.21K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 750 $5.21K <0.01% -5,498 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 733 $5.09K <0.01% -11 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $4.17K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 568 $3.95K <0.01% +560 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 541 $3.76K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 538 $3.74K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 531 $3.69K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 522 $3.63K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 505 $3.51K <0.01% -276 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 476 $3.31K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 432 $3K <0.01% +144 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 425 $2.95K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 425 $2.95K <0.01% new 13F-HR/A Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 425 $2.93K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 375 $2.61K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 327 $2.27K <0.01% new 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 325 $2.26K <0.01% -300 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 324 $2.25K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 308 $2.14K <0.01% -1,217 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $2.08K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 290 $2.02K <0.01% +274 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 286 $1.99K <0.01% new 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 285 $1.98K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 285 $1.98K <0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 260 $1.81K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 229 $1.59K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 226 $1.57K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 212 $1.47K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 200 $1.39K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 198 $1.38K <0.01% +11 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 189 $1.31K <0.01% +68 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 124 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 116 $1K <0.01% -42 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 134 $931 <0.01% +58 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 133 $924 <0.01% +87 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 134 $884 <0.01% +86 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 113 $785 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 107 $744 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 97 $674 <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 93 $648 <0.01% -106 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 86 $598 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 74 $514 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 72 $501 <0.01% +15 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 66 $459 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 65 $452 <0.01% -35 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 62 $421 <0.01% -6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 58 $403 <0.01% -507 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 54 $375 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 50 $348 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 50 $348 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 35 $244 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 31 $215 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 27 $188 <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 26 $181 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21 $145 <0.01% -301 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $139 <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18 $125 <0.01% -193 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $70 <0.01% -51 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 10 $69 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $24 <0.01% -1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $15 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $15 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $7 <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.