GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,035 $539K 0.03% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,035 $539K <0.01% +4,895 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 8,945 $534K 0.17% -176 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 8,826 $527K 0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,625 $515K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,338 $498K 0.01% +8,066 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 8,260 $493K 0.09% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,114 $490K <0.01% +5,464 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,125 $485K 0.03% -25,645 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,703 $460K <0.01% new 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 7,557 $451K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,540 $450K 0.01% +50 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,528 $449K 0.01% -2,419 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,495 $447K 0.02% -663 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,285 $435K 0.32% +5,288 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 7,229 $431K 0.31% +4,107 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,114 $424K 0.04% +4,167 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,050 $421K 0.03% -900 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 7,000 $418K 0.23% +3,000 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,861 $409K 0.49% new 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6,831 $408K <0.01% -34,909 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,830 $408K 0.1% +630 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 6,783 $405K <0.01% +2,165 13F-HR Timeline Group Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,750 $403K 0.16% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 6,218 $401K -4,671 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 6,715 $401K <0.01% +1,945 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 6,690 $399K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 6,244 $373K +3,249 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,942 $355K <0.01% -86,520 13F-HR/A Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 5,924 $353K <0.01% +33 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,877 $351K 0.01% -313 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,872 $350K <0.01% +543 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,813 $347K 0.04% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 5,800 $346K <0.01% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,764 $344K 0.04% +7 13F-HR/A Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,641 $337K <0.01% +418 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,348 $319K 0.01% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 5,348 $319K 0.2% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,268 $314K <0.01% +560 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,117 $305K 0.04% -20,495 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 5,054 $302K 0.01% -718 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,000 $298K 0.06% +200 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 5,000 $298K 0.18% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,734 $294K 0.01% -222 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,850 $289K <0.01% +93 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,639 $277K <0.01% +4,183 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,543 $271K <0.01% +2,034 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,500 $269K <0.01% -42,515 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 4,490 $268K 0.02% -431 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,426 $264K 0.03% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,408 $263K 0.08% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,327 $258K 0.01% -4,399 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,200 $251K 0.01% -16,128 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,029 $240K 0.01% -2,685 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $239K <0.01% +1,000 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 3,930 $235K 0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,842 $229K 0.02% -9,309 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,755 $224K <0.01% +2,810 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,700 $221K 0.02% -22,300 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,665 $219K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,617 $216K 0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,604 $215K <0.01% new 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 3,500 $215K 0.13% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,600 $215K <0.01% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 3,547 $212K 0.11% +534 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,507 $209K <0.01% -7,929 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,464 $207K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,419 $204K <0.01% -54 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,417 $204K 0.01% -388 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,260 $195K 0.09% +1,860 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,091 $184K <0.01% -3,259 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,702 $161K 0.01% 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,589 $154K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,560 $153K <0.01% +2,490 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,455 $146K <0.01% +1,338 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,223 $133K <0.01% +86 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,193 $131K 0.05% +419 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,046 $122K <0.01% +702 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,978 $118K 0.01% -35 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,764 $105K 0.03% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,639 $97.8K 0.1% -249 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,394 $90K <0.01% +236 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,400 $83.5K 0.07% +750 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 1,369 $82.9K -11,404 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,284 $79.6K <0.01% +854 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/ 1,149 $68.6K <0.01% +608 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,043 $63.4K <0.01% +907 13F-HR/A Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 909 $54K <0.01% -22,251 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 885 $53K 0.02% +835 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 874 $52.2K <0.01% +94 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 812 $48K <0.01% new 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 803 $47.9K <0.01% -11 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 795 $47.4K <0.01% +619 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 794 $47.4K <0.01% +284 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 792 $47.3K <0.01% +204 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 693 $41.4K <0.01% -45 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 686 $40.9K 0.02% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 643 $38.4K <0.01% +603 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 630 $37.6K <0.01% +345 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 629 $37.5K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 552 $32.9K <0.01% +202 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) 410 $24.5K <0.01% -3,066 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 407 $24.3K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 400 $23.9K <0.01% +100 13F-HR Timeline Quarry LP More: the full row for Quarry LP 367 $21.9K 0.01% -965 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 614 $20.5K 0.01% +119 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 331 $19.8K <0.01% +164 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 328 $19.6K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 325 $19.4K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $17.9K <0.01% +30 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 284 $16.9K <0.01% -866 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 283 $16.9K <0.01% new 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 279 $16.6K 0.02% +180 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 261 $15.6K 0.01% -824 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 251 $15K <0.01% -224 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 250 $14.9K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 225 $13.4K <0.01% +88 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 200 $11.9K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $11.9K 0.01% -50 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 190 $11.3K <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 185 $11K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 70 $9.27K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 140 $8.35K <0.01% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 140 $8.35K <0.01% -657 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 136 $8K 0.01% -87 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 118 $7.04K <0.01% -727 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 110 $6.56K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 102 $6.09K <0.01% 0 13F-HR/A Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $5.97K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 95 $5.67K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85 $5.07K <0.01% +68 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 81 $4.83K <0.01% +11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 73 $4.36K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 68 $4.06K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 73 $4K <0.01% +36 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 66 $3.94K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 62 $3.7K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 61 $3.64K <0.01% +40 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 60 $3.58K <0.01% +40 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 60 $3.58K <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 54 $3.22K <0.01% -61 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 51 $3.04K <0.01% -100 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 51 $3.04K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 50 $2.98K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 47 $2.81K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 44 $2.62K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 39 $2.33K <0.01% -8 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 35 $2.09K <0.01% -615 13F-HR/A Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 32 $1.91K <0.01% +22 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30 $1.79K <0.01% -169 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 30 $1.79K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26 $1.58K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 25 $1.49K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25 $1.49K <0.01% -2 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $1.31K <0.01% +11 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 21 $1.25K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $1.13K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $1.07K <0.01% -95 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17 $1.01K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10 $1K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9 $1K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16 $955 <0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 13 $776 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12 $716 <0.01% -84 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $597 <0.01% -121,340 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $597 <0.01% -45 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $597 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $597 <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $579 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9 $537 <0.01% +3 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7 $418 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6 $359 <0.01% -42 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $358 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $239 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $239 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $120 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $120 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2 $119 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2 $119 <0.01% -790 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1 $60 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.