KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,150 $284K 0.2% -275 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,028 $282K 0.06% -996 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,978 $277K <0.01% -35,504 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,944 $274K <0.01% +229 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 2,940 $274K <0.01% +396 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,926 $272K 0.03% +244 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,925 $272K 0.01% +16 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,874 $268K 0.03% +1,864 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,767 $258K <0.01% -527 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,766 $257K 0.02% -2,114 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,753 $256K 0.02% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,749 $256K 0.05% 0 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) 2,734 $254K 0.01% +1,802 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,719 $253K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,640 $246K <0.01% +30 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,633 $245K <0.01% -265 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,617 $244K 0.05% -12 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,605 $242K 0.01% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,584 $241K <0.01% -795 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,550 $237K <0.01% -11,772 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,548 $237K 0.01% +26 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,538 $236K <0.01% +106 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,937 $236K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,521 $235K -3,210 Timeline STRS OHIO More: the full row for STRS OHIO 2,500 $233K <0.01% -900 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,482 $231K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,473 $230K <0.01% -150 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,421 $225K <0.01% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,365 $225K 0.01% -4 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,407 $224K <0.01% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,385 $222K 0.11% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,330 $217K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,321 $216K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,321 $216K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,300 $214K <0.01% -337 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. 2,250 $209K <0.01% new 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,221 $207K 0.1% 0 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,176 $203K 0.03% 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 2,174 $202K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,168 $202K <0.01% -114 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,168 $202K 0.08% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,059 $192K <0.01% +2,000 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,966 $183K <0.01% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,490 $142K <0.01% -268 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,468 $137K 0.09% -809 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,396 $130K <0.01% +43 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,363 $127K <0.01% -234 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,293 $120K 0.01% -29 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,237 $115K <0.01% -113 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,180 $110K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,077 $100K 0.01% +58 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,069 $100K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,020 $94.9K <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,001 $93.2K 0.01% -65 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 969 $90.2K <0.01% -702 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 887 $83K <0.01% -626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 888 $82.7K <0.01% -469 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 791 $73.6K <0.01% +29 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 766 $71.3K <0.01% -196 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 737 $68.6K <0.01% -196 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 685 $63.8K <0.01% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 665 $61.9K <0.01% +120 13F-HR/A Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 656 $61.1K <0.01% -446 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 569 $53K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 512 $47.7K <0.01% +28 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 519 $46.9K <0.01% -644 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $46.5K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 487 $45.3K <0.01% -20 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 473 $44K <0.01% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 471 $43.8K <0.01% +60 13F-HR/A Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 450 $41.9K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 393 $36.6K <0.01% -798 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 364 $34.6K <0.01% +67 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 342 $32.7K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 350 $32.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 302 $28.1K <0.01% -300 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 280 $26K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 275 $25.6K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 258 $24K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 255 $23.7K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 254 $23.6K 0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 249 $23.2K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 238 $22.2K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 237 $22.1K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 230 $21.4K <0.01% -5,250 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 215 $20K <0.01% -963 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 179 $16.7K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 167 $15.5K <0.01% -2,239 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 160 $14.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 145 $13.5K <0.01% +10 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 142 $13.2K <0.01% +54 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 107 $11.8K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 116 $10.8K <0.01% -25 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 114 $10.6K <0.01% +27 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $10.5K <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 105 $9.77K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 100 $9.31K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 95 $8.84K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 92 $8.56K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 86 $8.01K <0.01% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 80 $7K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 78 $7K <0.01% -3,537 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 74 $6.89K <0.01% -77 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 73 $6.79K <0.01% +21 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 71 $6.61K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 68 $6.33K <0.01% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 62 $6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 64 $5.96K <0.01% +20 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $5.58K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 57 $5.31K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 57 $5.31K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 54 $5.03K <0.01% -4 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 54 $5.03K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $4.28K <0.01% -2,150 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 43 $4K <0.01% -51 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 43 $4K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 40 $3.72K <0.01% +27 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33 $3.07K <0.01% -64 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $3K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 32 $2.98K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 30 $2.79K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $2.7K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29 $2.7K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 29 $2.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $2.61K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 24 $2.33K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $2.33K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 25 $2.33K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 25 $2.33K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 25 $2.33K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 22 $2.05K <0.01% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 21 $1.96K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $1.86K <0.01% -3 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20 $1.86K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 19 $1.77K <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. 19 $1.77K <0.01% -9 13F-HR/A Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 19 $1.77K <0.01% -218 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17 $1.58K <0.01% -89 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $1.49K <0.01% -9 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15 $1.46K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14 $1.34K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 8 $1.31K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $978 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $931 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10 $931 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $838 <0.01% -1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $745 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $745 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $559 <0.01% -4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $559 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $558 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6 $558 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6 $558 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $373 <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $373 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $372 <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2 $263 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $187 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $187 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $187 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $186 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $186 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $94 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $93 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $93 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $93 <0.01% 0 13F-HR Timeline