J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,700 $215K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 20,908 $212K <0.01% -2,697 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,621 $209K <0.01% +525 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 20,248 $205K 0.02% -12 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 20,084 $203K 0.05% new 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 20,000 $202K 0.01% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 19,722 $200K 0.02% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 19,397 $196K <0.01% -31,450 13F-HR/A Timeline VARCOV Co. More: the full row for VARCOV Co. 19,127 $194K 0.08% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,028 $193K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,994 $192K <0.01% new 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 18,977 $192K 0.03% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 18,895 $191K <0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 17,395 $181K <0.01% -12,935 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17,703 $179K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,591 $178K 0.02% -197 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,143 $173K <0.01% +250 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 16,923 $171K 0.04% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 16,831 $170K 0.06% +1 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,800 $170K <0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 16,600 $168K 0.08% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,568 $168K <0.01% -16,777 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,374 $166K <0.01% +399 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 16,247 $164K 0.1% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,984 $162K <0.01% -3,240 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,640 $158K <0.01% -650 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 15,606 $158K <0.01% -11,932 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,484 $157K <0.01% new 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 15,378 $156K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 15,323 $155K <0.01% -10,798 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,723 $149K <0.01% -591 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 14,619 $148K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 14,593 $148K 0.05% +253 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 14,378 $146K 0.12% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 7,689 $143K <0.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,112 $143K <0.01% -1,243 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,854 $140K <0.01% +971 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,418 $136K <0.01% -5,413 13F-HR/A Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 13,303 $135K 0.05% -500 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 13,118 $133K <0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 13,104 $133K 0.02% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 12,966 $131K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,961 $131K 0.01% +46 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,903 $131K 0.03% -4,437 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,577 $127K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 12,571 $127K 0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 12,333 $125K <0.01% -425 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 12,325 $125K 0.05% 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 12,295 $124K 0.04% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,290 $124K <0.01% +1,860 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,178 $123K <0.01% +8,278 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 12,163 $123K 0.07% -334 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,757 $119K 0.05% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,471 $116K <0.01% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 11,400 $115K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,205 $113K <0.01% -241 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,067 $112K 0.03% -6,747 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,860 $110K <0.01% -1,229 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 10,479 $106K <0.01% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,405 $105K <0.01% +17 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,385 $105K <0.01% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,090 $102K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 9,827 $99.4K 0.02% -5,450 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,288 $94K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 8,884 $89.9K 0.03% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,365 $84.7K <0.01% -1,727 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,351 $82K 0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,746 $78K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,661 $77.5K <0.01% +951 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) 7,276 $73.6K <0.01% -9,995 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,672 $67.5K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,656 $57.2K <0.01% -25,143 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5,298 $53.6K 0.06% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,804 $49K <0.01% +3,056 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,765 $48.2K <0.01% -40,050 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4,702 $47.6K 0.02% 13F-HR 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. 3,769 $38K <0.01% +1,184 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,559 $36K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,635 $36K 0.01% -5,960 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,452 $36K <0.01% +792 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,509 $35.5K <0.01% -7,439 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,177 $32K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,861 $29K -14,925 Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,251 $27.7K <0.01% +263 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,500 $25.3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,513 $25K <0.01% +379 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,378 $24.1K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,278 $23.1K <0.01% +1,178 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,205 $22.3K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,071 $21K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,014 $20.4K <0.01% +88 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,000 $20.2K <0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,815 $18.4K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,667 $16.9K <0.01% -293 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,622 $16.4K <0.01% +906 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,622 $16.4K <0.01% -161 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,500 $15.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,366 $14K <0.01% +35 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,316 $13.3K <0.01% +51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,225 $12.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,212 $12.3K <0.01% +86 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,062 $10.7K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,010 $10.2K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,000 $10.1K <0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,000 $10.1K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,000 $10.1K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 906 $9.44K <0.01% +20 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 900 $9.11K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 885 $8.96K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 853 $8.63K <0.01% -344 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 605 $8.09K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 708 $7.17K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 681 $6.89K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 646 $6.54K <0.01% -66,820 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 585 $5.92K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510 $5.16K <0.01% -757 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 488 $4.94K <0.01% +270 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 465 $4.71K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 425 $4.3K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 400 $4.05K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 400 $4.05K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 385 $3.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 360 $3.64K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 357 $3.61K <0.01% +173 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 356 $3.6K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 293 $2.96K <0.01% 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 259 $2.62K <0.01% -19 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 255 $2.58K <0.01% +70 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 191 $2.44K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 200 $2.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 209 $2.12K <0.01% +75 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $2.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 221 $2K <0.01% +19 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 162 $1.64K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 156 $1.58K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 150 $1.52K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 150 $1.52K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 150 $1.52K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 150 $1.52K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 130 $1.32K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $1.28K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 125 $1.26K <0.01% +40 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $1.01K <0.01% -100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 97 $982 <0.01% +13 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 90 $911 <0.01% -405 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 89 $901 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 58 $587 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 52 $526 <0.01% +21 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 47 $476 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 45 $455 <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 44 $445 <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $405 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 38 $385 <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 33 $334 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $253 <0.01% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 29 $251 <0.01% -2 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 24 $243 <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 23 $233 <0.01% -77 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 22 $223 <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 20 $202 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 18 $182 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $173 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $101 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 10 $101 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $92 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $92 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 9 $91 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $31 <0.01% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3 $30 <0.01% -59,149 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $30 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $10 <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $10 <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 13 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 13 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -4,632 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.