LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13,854 $668K <0.01% +5,199 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 13,712 $662K <0.01% -23,300 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 13,038 $630K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,970 $627K <0.01% +951 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,887 $623K 0.02% -237 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 12,525 $605K 0.28% +3,496 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,003 $580K <0.01% +497 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 11,425 $552K 0.36% +2,000 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,259 $546K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 11,151 $539K <0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,935 $528K <0.01% -773 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,773 $520K 0.04% +2,921 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,410 $503K <0.01% +1,640 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 10,109 $488K <0.01% -342 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 9,682 $468K 0.33% -1,586 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,623 $465K 0.06% +6,020 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,606 $464K <0.01% -2,209 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,541 $461K 0.02% -23 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 9,356 $452K 0.04% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,305 $450K <0.01% +2,105 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 8,975 $434K 0.03% -862 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,837 $427K 0.23% +436 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 8,643 $418K <0.01% +365 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 8,260 $399K 0.47% new 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 8,115 $392K 0.02% -17,327 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,000 $388K <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 7,890 $381K <0.01% -9,985 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,555 $365K <0.01% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,477 $361K <0.01% +173 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,307 $353K <0.01% -1,823 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,195 $348K 0.14% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 7,137 $345K 0.67% -4,755 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,908 $334K <0.01% +500 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,876 $332K 0.07% -331 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 6,837 $330K 0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 6,780 $328K 0.02% -758 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,569 $317K 0.01% -25 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,264 $303K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,270 $302K <0.01% +1,313 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 6,184 $299K 0.02% -62 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 6,176 $298K <0.01% +1,113 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,861 $283K 0.07% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,726 $277K 0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 5,700 $275K <0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,540 $268K 0.02% -7,714 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,537 $268K 0.02% +509 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,514 $266K <0.01% -596 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 5,500 $266K 0.13% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,476 $265K 0.02% +1,151 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,038 $243K <0.01% -3,787 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 5,063 $242K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,764 $230K 0.01% +4,302 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 4,762 $230K 0.12% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,681 $226K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,520 $218K 0.01% +4,335 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,475 $216K <0.01% +286 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,438 $214K +4,358 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,419 $214K 0.01% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,399 $213K 0.14% -559 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,233 $205K 0.02% -589 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,205 $203K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,205 $203K <0.01% new 13F-HR/A Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,192 $203K <0.01% new 13F-HR/A Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,227 $203K 0.04% +3,645 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,140 $200K 0.02% +1,831 13F-HR/A Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 4,046 $195K <0.01% -331 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,591 $174K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,563 $172K 0.02% -118 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,546 $171K 0.01% +1,967 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,547 $171K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,208 $155K 0.01% -823 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,185 $154K <0.01% -38 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,050 $147K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,782 $134K 0.01% -34 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,734 $132K 0.06% +1,656 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,606 $126K 0.01% -112 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,204 $106K <0.01% +707 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,146 $104K <0.01% +1,901 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,116 $102K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,017 $97.4K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,974 $95K <0.01% -245 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) 1,644 $79.4K <0.01% +73 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,438 $69.5K <0.01% +140 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,320 $63.8K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,228 $59.6K <0.01% -529 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,085 $52.4K <0.01% +103 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,074 $51.9K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,040 $50.2K <0.01% -29 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 958 $46.3K <0.01% +898 13F-HR Timeline Engine Capital Management, LP in group Engine Capital Management, LP More: the full row for Engine Capital Management, LP 750 $36.2K 0.01% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 750 $36.2K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 747 $36.1K <0.01% -152 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 746 $36K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 743 $35.9K 0.01% +348 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 705 $34.1K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 682 $32.9K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 677 $32.7K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 666 $32.2K <0.01% +30 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 615 $29.7K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 607 $29.3K <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 607 $29.3K <0.01% +169 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 600 $29K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 596 $28.9K <0.01% -7 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 588 $28.4K 0.01% +355 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 540 $26.1K <0.01% -4 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 525 $25.4K <0.01% 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 480 $23.2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 442 $21.3K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 448 $21K <0.01% +26 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 438 $21K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 431 $20.8K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 457 $20.8K <0.01% +10 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 402 $19.4K -5,476 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $19.4K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 400 $19.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 430 $19K <0.01% +237 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 391 $18.9K 0.01% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 388 $18.7K <0.01% +171 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Binnacle Investments Inc More: the full row for Binnacle Investments Inc 378 $18.3K 0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 374 $18.1K <0.01% -131 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 368 $17.8K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 358 $17.3K <0.01% +84 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 358 $17.3K <0.01% -831 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 335 $16.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 285 $13.8K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 284 $13.7K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 262 $12.7K <0.01% -153 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 251 $12.1K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 231 $11.2K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 227 $11K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 225 $10.9K <0.01% -155 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 225 $10.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 212 $10.2K <0.01% +113 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 209 $10.1K <0.01% +109 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 198 $9.56K <0.01% +130 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 191 $9.23K <0.01% -212 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 181 $8.74K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 181 $8.74K 0.01% -24 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $8.31K <0.01% -151 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 169 $8.16K <0.01% -19 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 201 $8.13K <0.01% -1,898 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 153 $7.39K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 151 $7.29K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 149 $7.2K <0.01% +86 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 149 $7.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 134 $6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 113 $5.46K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 106 $5.1K <0.01% +1 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $4.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 88 $4.26K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 80 $3.86K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 73 $3.53K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $3.14K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 62 $3K <0.01% -36 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 60 $2.9K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 55 $2.67K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 51 $2.46K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $2.13K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 43 $2.08K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 41 $1.98K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 34 $1.64K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $1.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 31 $1.5K <0.01% +17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $1.35K <0.01% +3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 27 $1.3K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.21K <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 21 $1.01K <0.01% +13 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19 $918 <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 19 $918 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18 $874 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17 $821 <0.01% -22 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16 $773 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $725 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $725 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12 $580 <0.01% -214 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $484 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9 $435 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $242 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $242 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $194 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $193 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4 $193 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $145 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $145 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,260 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.