Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 16,635 $142K 0.08% +3,000 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 20,000 $142K 0.07% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,933 $141K <0.01% -2,483 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 19,762 $141K <0.01% +3,762 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,130 $136K <0.01% +5,868 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 19,060 $136K <0.01% new 13F-HR Timeline Group MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 18,751 $133K 0.02% -1,505 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 18,543 $132K 0.04% -7,951 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 18,500 $132K <0.01% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 18,273 $130K <0.01% +8,070 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 18,039 $128K <0.01% +122 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,479 $124K <0.01% -5,708 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 17,494 $122K <0.01% -2,088 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 16,325 $116K 0.08% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,246 $116K <0.01% -62 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 16,020 $114K 0.02% -7,200 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 16,000 $114K 0.02% +6,000 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 14,104 $112K 0.08% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 15,290 $109K <0.01% new 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,100 $107K 0.03% -1,300 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,004 $107K <0.01% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 15,000 $107K 0.02% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 14,546 $103K 0.02% +46 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,245 $103K 0.01% +2,468 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,096 $100K <0.01% +200 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,935 $99.1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,850 $98.5K <0.01% -2,650 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,770 $97.9K <0.01% +1,373 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 13,525 $96.2K 0.04% +250 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,471 $95.8K <0.01% -204 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,392 $95.2K <0.01% +2,362 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 13,296 $94.5K <0.01% new 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/ 13,257 $94.1K <0.01% -5,238 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,970 $92.2K <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,874 $91.5K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 12,133 $86K <0.01% +1,451 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,089 $86K 0.02% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,885 $84.5K 0.05% 0 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,873 $84.4K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,841 $84.2K <0.01% +551 13F-HR Timeline Group Sara-Bay Financial More: the full row for Sara-Bay Financial 11,507 $83.5K 0.04% +1,200 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,499 $81.8K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,361 $80.8K <0.01% +574 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,230 $79.8K 0.01% +930 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 11,132 $79K <0.01% +3,171 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11,000 $78.2K <0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,843 $77.1K 0.01% +52 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,805 $76.8K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,755 $76.5K <0.01% -1 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,744 $76.4K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,692 $76K 0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,380 $73.8K <0.01% +10,120 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,284 $73.1K <0.01% +151 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 10,200 $72.5K 0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,193 $72.5K <0.01% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 10,138 $72.1K <0.01% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 10,120 $72K 0.02% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,000 $71.5K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,006 $71.1K <0.01% -34,914 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 10,000 $71.1K 0.01% -1,106 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 10,000 $71K 0.06% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,000 $70.8K 0.01% -1,269 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,658 $66.2K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,300 $66.1K <0.01% +5,000 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 9,100 $64.7K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,958 $63.7K 0.01% +910 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,845 $62.9K <0.01% +6,845 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,689 $54.7K <0.01% +4,592 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,982 $49.6K 0.03% +1,700 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,500 $46.2K 0.01% +1,500 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,646 $40.1K <0.01% -1,125,159 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,345 $38K 0.01% +1,950 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,001 $35.6K <0.01% +537 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,897 $34.8K <0.01% +888 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,660 $32.4K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,309 $30.6K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,577 $30.6K <0.01% +1,664 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,649 $29.8K <0.01% +2,600 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,092 $29.1K <0.01% -1,688 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,028 $28.6K <0.01% -48 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,000 $28.4K 0.01% +2,000 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,000 $28.4K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,800 $27K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,375 $24K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,324 $23.6K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,315 $23.6K <0.01% -39,179 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,262 $23.2K <0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 3,000 $21.3K 0.02% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,732 $19.4K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,777 $19.3K 0.01% +725 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,150 $19.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,647 $18.8K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,545 $18.1K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,400 $17.1K 0.01% +2,000 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,500 $17K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,418 $16.8K <0.01% +600 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,300 $16.4K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,151 $15.3K <0.01% new 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,092 $14.9K 0.01% -1,000 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,053 $14.6K <0.01% +167 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 2,000 $14.2K 0.02% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,960 $13.9K <0.01% +890 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,960 $13.9K <0.01% -376 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,944 $13.8K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,881 $13.4K <0.01% +517 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,616 $11.5K <0.01% +174 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,540 $10.9K <0.01% -3,687 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,500 $10.7K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,483 $10.5K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,470 $10.5K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,000 $9.75K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,150 $8.18K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,000 $8.05K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,128 $8.02K <0.01% +260 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,095 $8K <0.01% 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,105 $7.86K 0.01% +105 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,050 $7.47K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,000 $7.11K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,000 $7.11K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,000 $7.11K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,000 $7.11K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 988 $7.03K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,104 $7K <0.01% +104 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 922 $6.55K <0.01% +744 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 845 $6.01K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 800 $5.69K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 718 $5.21K <0.01% -384 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 740 $5K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 680 $4.83K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 658 $4.68K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 623 $4.43K <0.01% -33 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 598 $4.25K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 565 $3.93K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 525 $3.73K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 500 $3.56K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 466 $3.31K <0.01% +68 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 465 $3.31K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 428 $3K <0.01% +133 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 400 $3K <0.01% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 300 $2.92K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 400 $2.84K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 381 $2.71K <0.01% +279 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 340 $2.42K <0.01% +160 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 313 $2.23K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 300 $2.13K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 260 $1.85K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 250 $1.78K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordant, Inc. More: the full row for Cordant, Inc. 238 $1.69K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 222 $1.58K <0.01% -99 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 201 $1.43K <0.01% -37,132 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 200 $1.42K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 200 $1.42K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 142 $1.26K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 174 $1.24K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 159 $1.13K <0.01% +60 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $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 133 $946 <0.01% -2,921 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 130 $924 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 125 $889 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 125 $889 <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 120 $853 <0.01% -59 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $711 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $696 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 96 $683 <0.01% +60 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 90 $640 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 90 $640 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $569 <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 64 $456 <0.01% +8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 55 $391 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 55 $391 <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 41 $292 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 38 $270 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31 $221 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $72 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 10 $72 <0.01% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2 $14 <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 390 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 24 $0 0% -12 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 -168 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $9.36K -959 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.