INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,816 $157K 0.04% -2,624 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,781 $157K <0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,751 $156K 0.03% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,741 $156K 0.05% -5,068 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,671 $155K 0.01% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 10,606 $154K 0.38% -8,551 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for Optiver Holding B.V. 898 $13.1K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 842 $12.2K <0.01% +87 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 842 $12.2K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 817 $11.9K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 664 $9.65K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 560 $8.14K <0.01% +301 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 455 $6.62K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 391 $5.68K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 335 $4.87K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 334 $4.86K <0.01% -2,962 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 295 $4.29K <0.01% +99 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 281 $4.09K <0.01% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 250 $3.63K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190 $2.85K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 180 $2.62K <0.01% -60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 169 $2.46K <0.01% +15 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 144 $2.09K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 105 $1.53K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 101 $1.47K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100 $1.45K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 93 $1.35K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 55 $800 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 48 $698 <0.01% -166 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 43 $625 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $204 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $29 <0.01% -142 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.