Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 4,256 $541K 0.02% -11 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,197 $533K 0.19% +79 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,173 $530K <0.01% -1,800 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,735 $474K 0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,723 $473K 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,661 $465K 0.02% -642 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,651 $464K 0.08% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,561 $452K <0.01% -301 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,548 $451K <0.01% +1,036 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,543 $450K <0.01% -579 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,400 $432K 0.04% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,412 $427K -315 Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,349 $425K 0.02% -14 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,326 $423K <0.01% +790 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 3,321 $422K 0.01% +301 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,238 $411K <0.01% +198 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,191 $405K 0.22% +366 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,153 $401K <0.01% +1,304 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,119 $396K <0.01% -48 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,030 $385K 0.09% -243 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,989 $380K 0.02% -9,589 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,918 $371K 0.05% -3,002 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,898 $368K <0.01% -73,372 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,804 $356K 0.02% -84 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,789 $354K <0.01% -123 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,752 $350K 0.01% -291 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,745 $349K 0.18% +62 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,711 $344K <0.01% -191 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,693 $342K 0.01% -599 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,673 $340K 0.02% +219 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,654 $337K 0.02% +693 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,630 $334K 0.04% -234 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,603 $331K <0.01% -538 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,536 $322K <0.01% -403 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,445 $311K 0.01% new 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,431 $309K <0.01% -775 13F-HR/A Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,413 $307K 0 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,400 $305K -257 Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 2,400 $305K 0.25% new 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,373 $301K 0.02% +203 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,351 $299K <0.01% +394 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,339 $297K <0.01% +340 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,324 $295K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,318 $294K <0.01% +62 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,387 $294K 0.02% +38 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,302 $292K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,281 $290K 0.01% +277 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,226 $283K 0.02% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,136 $271K <0.01% +75 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,109 $268K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,104 $267K 0.01% +82 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,044 $260K 0.05% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 2,041 $259K 0.03% -1,510 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,970 $255K 0.05% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,974 $251K 0.2% -400 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,964 $250K 0.01% -78 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,893 $241K 0.03% +1 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,897 $241K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,893 $240K 0.02% -480 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,876 $238K <0.01% -524 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,873 $238K 0.03% +12 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,830 $232K <0.01% +80 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,811 $230K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,799 $229K 0.01% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 1,758 $223K <0.01% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,700 $216K 0.02% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,628 $207K 0.04% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,610 $205K 0.01% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,604 $204K 0.06% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,600 $203K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,501 $191K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 1,426 $181K 0.01% -151 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,368 $174K 0.03% +1,141 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,319 $145K <0.01% -157 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,115 $142K <0.01% -157 13F-HR Timeline Group Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 941 $120K 0.02% -1,247 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 939 $119K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 849 $108K 0.01% -540 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 844 $107K <0.01% +675 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 843 $107K 0.08% +822 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 837 $106K <0.01% -1,446 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 817 $104K <0.01% -97 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 792 $101K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 733 $93K <0.01% +570 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 726 $92.2K <0.01% +7 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 652 $83.8K <0.01% -184 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 654 $83.1K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 607 $77.1K <0.01% -26 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 555 $70K 0.05% +2 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 520 $66K <0.01% +105 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 509 $65K <0.01% 13F-HR Timeline Group Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 483 $61.4K <0.01% -16 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 475 $60.3K <0.01% +200 13F-HR/A Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 418 $53K <0.01% -829 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 400 $50.8K <0.01% -200 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 396 $50.3K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 393 $49.9K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 331 $42K <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 330 $41.9K 0.02% +259 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 330 $41.9K <0.01% +7 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 327 $41.5K 0.02% +232 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 322 $40.9K <0.01% +143 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 297 $37.7K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 288 $36.6K 0.03% 0 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) 288 $36.6K <0.01% -1,129 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 249 $31.6K <0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 229 $29.1K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 217 $27.6K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 206 $26.2K <0.01% -31 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 206 $26.2K <0.01% +79 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 192 $24.4K <0.01% 0 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 190 $24.1K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 165 $21K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 153 $19.4K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 144 $18.3K <0.01% +102 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 129 $16.4K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 109 $13.8K <0.01% -9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 108 $13.7K <0.01% -5 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 105 $13.3K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 105 $13K <0.01% -3 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $12.7K <0.01% -15,664 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $12.7K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 96 $12.2K <0.01% -15 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 94 $11.9K 0.01% +72 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 93 $11.8K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90 $11.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $11.2K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 74 $9.4K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 77 $9K <0.01% +17 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 75 $9K <0.01% +25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 70 $9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 69 $8.77K <0.01% +41 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 68 $8.64K <0.01% -123 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 70 $8.38K <0.01% +14 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. 65 $8.26K <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 61 $7.75K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57 $7.24K <0.01% -474 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 54 $6.86K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 53 $6.73K <0.01% +18 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 48 $6.1K <0.01% +15 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 39 $4.96K <0.01% -21 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36 $4.56K <0.01% +20 13F-HR/A Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 34 $4.32K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 32 $4.1K <0.01% -162 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 32 $4.07K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 30 $3.81K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29 $3.68K <0.01% +5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28 $3.56K <0.01% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 28 $3.56K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27 $3.43K <0.01% -12 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27 $3.43K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 27 $3.43K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 26 $3.3K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 23 $2.92K <0.01% -1,858 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $2.92K <0.01% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 19 $2.41K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15 $1.91K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $1.78K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $1.78K <0.01% -17 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 13 $1.65K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12 $1.52K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $1.4K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7 $933 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $890 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $890 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $890 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6 $808 <0.01% +1 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $763 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $762 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $508 <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $382 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $381 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $128 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $128 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $127 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $127 <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.