LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,798 $196K 0.02% -35,022 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,773 $195K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 37,452 $194K <0.01% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,731 $192K 0.02% -211 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,652 $186K 0.27% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,636 $185K 0.16% -956 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,363 $181K 0.06% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,556 $180K <0.01% -85 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,428 $171K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,425 $170K 0.02% -41 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,420 $170K <0.01% -148 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,414 $170K 0.01% +954 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,001 $141K 0.21% +2,000 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,867 $131K 0.05% -338 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,816 $128K 0.05% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,765 $124K 0.04% -1,582 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,725 $121K 0.08% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,667 $117K <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. 1,530 $108K <0.01% -9,896 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,459 $103K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,310 $92.1K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,233 $86.7K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,231 $86.5K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,220 $85.8K 0.04% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,186 $83.4K 0.07% -34 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,140 $80.1K 0.25% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,150 $80K 0.02% -130 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,100 $77.3K <0.01% -250 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,068 $75K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,065 $74.9K 0.03% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,030 $72.4K 0.04% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,000 $70.3K 0.07% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 996 $70K 0.03% -8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 995 $69.9K 0.01% +80 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 990 $69.6K <0.01% 0 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 943 $66.3K 0.02% +10 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 939 $66K 0.05% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 925 $65K 0.02% -148 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 920 $64.7K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 905 $63.6K 0.01% +695 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 903 $63.5K 0.02% -197 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 856 $60.2K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 820 $57.6K 0.01% -117 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 811 $57K 0.01% +100 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 762 $54K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 682 $47.9K <0.01% -34 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 670 $47.1K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 629 $44.2K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 627 $44.1K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 625 $43.9K 0.01% 0 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 599 $42.1K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 583 $41K <0.01% -105 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 519 $36.5K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 513 $36.1K 0.01% +512 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 517 $35.6K 0.02% +200 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 486 $34.2K 0.01% +458 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 480 $33.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 451 $31.7K 0.01% +441 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 424 $30K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 423 $29.7K 0.02% +123 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 420 $29.5K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 420 $29.5K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 400 $28.1K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 400 $28.1K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 385 $27.1K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 379 $26.6K 0.01% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 376 $26.4K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 371 $26.1K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 365 $26K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 359 $25.2K <0.01% -56 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 478 $25K 0.28% -1,297 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 352 $24.6K <0.01% -103 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 345 $24.2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 309 $21.7K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $21.1K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 277 $20.9K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 287 $20.2K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 395 $18.8K 0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 265 $18.6K <0.01% -452 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 261 $18.3K 0.01% -37 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 263 $18K <0.01% -15 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 261 $18K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 251 $17.6K 0.01% -4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 250 $17.6K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $17.6K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 246 $17.3K <0.01% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 244 $17.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 242 $17K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 240 $17K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 226 $15.9K <0.01% -57 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 219 $15.4K <0.01% -207 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 217 $15.3K <0.01% -95 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 216 $15.2K <0.01% +80 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 216 $15.2K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 213 $15K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 210 $14.8K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 206 $14.5K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 200 $14.1K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 200 $14.1K 0.01% -118 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $14.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $14.1K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 200 $14.1K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 200 $14.1K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 173 $12.2K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 156 $11K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 154 $10.8K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 151 $10.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 151 $10.6K <0.01% +31 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 140 $9.84K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 133 $9.35K <0.01% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 127 $8.93K <0.01% -1,957 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 125 $8.79K <0.01% 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 120 $8.44K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 120 $8.44K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 143 $8.12K <0.01% -137 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 114 $8.01K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 105 $7.38K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 100 $7.03K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 100 $7.03K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $7.03K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 100 $7.03K 0.01% +84 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 91 $6.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 90 $6.33K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for North Ridge Wealth Advisors, Inc. 86 $6.05K <0.01% -5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 79 $5.49K <0.01% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 75 $5.27K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 75 $5.27K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 74 $5.2K <0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 73 $5.13K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 80 $5K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 70 $4.92K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 68 $4.78K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 62 $4.36K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 59 $4.14K <0.01% -43 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 57 $4.04K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 55 $3.87K <0.01% 0 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 55 $3.87K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 55 $3.87K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 54 $3.8K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 50 $3.52K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $3.52K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 50 $3.52K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 41 $2.88K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 40 $2.81K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 37 $2.6K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 32 $2.25K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 32 $2.25K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 30 $2.11K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 30 $2.11K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 22 $1.58K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 22 $1.55K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 19 $1.34K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 18 $1.28K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17 $1.2K <0.01% -100 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 17 $1.2K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 17 $1.2K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16 $1.13K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 16 $1.12K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $1.05K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 15 $1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9 $1K <0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10 $709 <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $703 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7 $492 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $352 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $351 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $281 <0.01% +3 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4 $281 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $141 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $80 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $71 <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1 $70 <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 0 $16 <0.01% -50 13F-HR Timeline Amount filed as zero, left out of ratios. 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. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.