NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,623 $703K 0.06% +263 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 4,190 $667K 0.01% -544 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,065 $647K 0.12% +522 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,065 $647K 0.02% -204 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 4,048 $644K <0.01% -3,126 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 4,024 $641K <0.01% -245 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,010 $638K <0.01% 0 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 3,860 $615K 0.23% 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) 3,830 $610K 0.02% +3,636 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,760 $599K 0.06% -580 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,728 $593K <0.01% +12 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,887 $586K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,597 $573K 0.02% -1,551 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,389 $540K +97 Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,376 $537K 0.36% +1 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,320 $529K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,212 $511K 0.03% -3,195 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,151 $502K <0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,077 $490K <0.01% +632 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 3,072 $489K <0.01% -2,508 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,042 $484K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,025 $482K 0.01% -37 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,009 $479K 0.07% -424 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,000 $478K 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,964 $472K <0.01% +365 13F-HR/A Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,919 $465K 0.26% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,904 $462K <0.01% -39 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,861 $455K 0.03% -447 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,820 $449K <0.01% +131 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,798 $445K 0.11% -4 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,742 $437K <0.01% -145 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,585 $412K 0.01% +13 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,547 $405K <0.01% +100 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 2,500 $398K 0.02% 0 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,493 $397K 0.04% -172 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,456 $391K 0.04% +371 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,451 $390K <0.01% -4,467 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,428 $387K <0.01% -302 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,411 $384K 0.2% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,400 $382K <0.01% -8,296 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 2,394 $381K 0.02% +518 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,366 $377K <0.01% -74 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,322 $370K 0.04% -18,100 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,242 $357K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,240 $357K <0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,190 $349K <0.01% 0 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,125 $338K 0.03% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,081 $331K <0.01% -11 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,044 $325K <0.01% +95 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,984 $316K 0.05% -14 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,911 $304K <0.01% -1,377 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,891 $301K <0.01% +15 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,885 $300K 0.04% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,880 $299K 0.07% +153 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,862 $296K 0.01% +73 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,786 $284K 0.04% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,781 $284K 0.02% -133 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 1,732 $276K <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,648 $262K <0.01% +33 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,643 $262K 0.14% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,628 $259K 0.01% +103 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,627 $259K 0.01% -34 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,600 $255K 0.08% -10 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,567 $249K 0.06% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,559 $248K <0.01% +1,534 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,504 $246K 0.12% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,500 $239K 0.01% +4 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,483 $236K <0.01% -20 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,477 $235K 0.01% -745 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,475 $235K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,463 $233K <0.01% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,450 $231K 0.22% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,425 $227K 0.06% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 1,401 $223K 0.19% +54 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,389 $221K <0.01% new 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,388 $221K 0.11% -40 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,366 $217K <0.01% -47 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,350 $215K 0.01% -150 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,349 $215K 0.03% -1,178 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,339 $213K 0.01% new 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,335 $213K <0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,325 $211K 0.02% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,259 $200K <0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,257 $200K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,137 $181K <0.01% +673 13F-HR/A Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,140 $181K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,044 $166K <0.01% +524 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,031 $164K <0.01% +64 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,012 $161K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 978 $156K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 931 $148K <0.01% -651 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 879 $140K 0.04% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 761 $121K 0.01% -307 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 756 $120K <0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 701 $112K 0.03% -300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 587 $93K 0.01% -55 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 546 $86.9K <0.01% -178 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 502 $79.9K <0.01% +12 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 467 $74.3K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 425 $67.7K 0.01% new 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $63.7K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 368 $58.6K <0.01% +203 13F-HR/A Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 365 $58K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 363 $57.8K <0.01% +16 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 356 $56.7K <0.01% +28 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 334 $53.1K 0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 282 $44.9K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 275 $44K 0.03% -46 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 264 $42K 0.01% +23 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 237 $37.7K 0.03% -200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 234 $37.3K <0.01% +7 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 229 $36.5K <0.01% +29 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 225 $35.8K <0.01% +168 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 222 $35K <0.01% +110 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $31.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 171 $27.2K <0.01% +9 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 171 $27.2K <0.01% -6 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 158 $25.2K <0.01% -1 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 154 $24.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 128 $22.3K <0.01% +82 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 126 $20K <0.01% -48 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 101 $16.1K <0.01% -1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 79 $12.9K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 80 $12.9K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 79 $12.6K <0.01% +45 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 75 $11.9K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 73 $11.6K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 67 $10.7K <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 62 $9.87K <0.01% +41 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 59 $9.47K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 59 $9.39K <0.01% -25 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 59 $9.39K <0.01% +43 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 52 $8.28K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 50 $8.07K <0.01% -153 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 55 $8K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 51 $8K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47 $7.48K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 47 $7.43K 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 44 $6.97K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 42 $6.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 42 $6.69K <0.01% +32 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 41 $6.55K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 41 $6.53K <0.01% -714 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $6.21K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37 $5.91K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 35 $5.57K <0.01% +11 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 34 $5.41K <0.01% -10 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33 $5.3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 37 $5K <0.01% +9 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30 $4.86K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 28 $4.46K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 26 $4.14K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 25 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 25 $3.98K <0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $3.98K <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $3.66K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22 $3.5K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 20 $3.18K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18 $2.87K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 17 $2.71K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14 $2.23K <0.01% -2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 14 $2.23K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12 $1.91K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $1.91K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12 $1.91K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 11 $1.75K <0.01% +3 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9 $1.46K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9 $1.44K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $1.43K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $1.11K <0.01% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $1.11K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7 $1.11K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $796 <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $796 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $478 <0.01% -2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $319 <0.01% -3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $318 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $318 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $318 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $162 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $160 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $160 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $160 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $159 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $159 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $159 <0.01% 0 13F-HR Timeline 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.