BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,434 $423K 0.01% +1,651 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,358 $417K <0.01% -588 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,335 $416K <0.01% +27 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,187 $404K 0.05% -128 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,166 $402K <0.01% +3,013 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,154 $401K 0.01% +1,125 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) 5,064 $394K 0.01% +1,150 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,065 $384K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,909 $382K 0.02% +891 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 4,882 $380K <0.01% +2,685 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,842 $377K <0.01% -104,600 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,929 $375K <0.01% +4,602 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,163 $375K <0.01% +8,718 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,642 $362K <0.01% new 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 4,500 $351K <0.01% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,475 $349K 0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,415 $344K 0.02% +2,811 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 4,376 $341K 0.08% +1,923 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,354 $340K <0.01% -7,090 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,333 $337K 0.01% +3,707 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. F/m Investments LLC More: the full row for F/m Investments LLC 4,252 $331K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,247 $331K 0.01% -241 13F-HR/A Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,245 $331K 0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4,147 $323K 0.28% -1,548 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,963 $309K <0.01% 0 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 3,803 $296K <0.01% -5,398 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,802 $296K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,792 $295K <0.01% -4,022 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,663 $285K 0.26% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,662 $285K <0.01% -629,446 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,576 $279K <0.01% -362,172 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,544 $276K <0.01% -34 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,476 $271K <0.01% new 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,400 $265K <0.01% -35,311 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,391 $264K 0.02% -154 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,367 $262K 0.01% new 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 3,350 $261K 0.01% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,289 $256K <0.01% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,205 $250K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,108 $242K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,060 $238K 0.06% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,058 $238K <0.01% -2,924 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 3,038 $237K <0.01% +975 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,028 $236K 0.01% +751 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,982 $232K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,954 $230K <0.01% -101 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,883 $225K 0.02% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,837 $221K 0.01% -6,047 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,822 $220K <0.01% -945 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,806 $219K <0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,794 $218K 0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,733 $213K <0.01% new 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,700 $210K 0.01% -61 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,677 $209K <0.01% -80 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,647 $206K <0.01% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,645 $206K 0.02% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,630 $205K 0.04% -1,016 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,574 $200K 0.04% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,252 $175K <0.01% +513 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,107 $164K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,970 $153K 0.05% +220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,816 $141K 0.02% +670 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,673 $130K <0.01% +934 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,551 $121K <0.01% +812 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,526 $119K <0.01% +284 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,485 $116K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,374 $107K <0.01% -626 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,314 $102K <0.01% +496 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,300 $101K <0.01% -18,300 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,242 $96.7K <0.01% +1,177 13F-HR/A Timeline Group Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,036 $80.7K 0.05% +138 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 866 $67.5K <0.01% +697 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 854 $66.5K <0.01% +634 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 784 $61.1K <0.01% +361 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 767 $59.7K <0.01% +80 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 721 $56.2K <0.01% +367 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 716 $55.8K <0.01% +681 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 601 $46.8K <0.01% +302 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 534 $41.6K <0.01% -2 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 519 $40.4K <0.01% -38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 514 $40K <0.01% +357 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 501 $39K 0.01% +496 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 447 $34.8K <0.01% +86 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 418 $32.8K <0.01% +163 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 400 $31.6K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 174 $27.4K 0.01% +160 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 347 $27K <0.01% +21 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 320 $24.9K <0.01% +74 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 282 $21.3K <0.01% +142 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 250 $19.5K <0.01% +116 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 245 $19.1K <0.01% +204 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 211 $16.4K <0.01% -470 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 209 $16K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 199 $15.5K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 198 $15.4K <0.01% +156 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 190 $14.8K <0.01% -34,320 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. 189 $14.7K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 168 $13K 0.01% -545 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 155 $12.1K <0.01% +38 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 154 $12K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 140 $10.9K 0.01% +55 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 140 $10.5K <0.01% -1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 116 $9.04K <0.01% -61 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 115 $9.02K <0.01% +92 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 104 $8.1K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 84 $6.54K <0.01% -31 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 83 $6.46K <0.01% -1 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81 $6.31K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 79 $6.15K <0.01% +37 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66 $5.14K <0.01% -14 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 67 $5K <0.01% -13,171 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 64 $4.99K <0.01% +62 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 53 $4.13K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 50 $3.9K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 47 $3.66K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 45 $3.6K <0.01% +6 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 45 $3.5K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 44 $3.43K <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 41 $3.19K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 41 $3.19K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $3.19K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $3.12K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 37 $2.88K <0.01% +27 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $2.73K <0.01% -51 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $2.49K <0.01% -28 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $2.42K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 29 $2.26K <0.01% +21 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 28 $2.18K <0.01% new 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23 $2K <0.01% +18 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 25 $1.95K <0.01% -3 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $1.95K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $1.87K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 22 $1.71K <0.01% -8 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 22 $1.71K <0.01% -39 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22 $1.71K <0.01% -20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 22 $1.71K <0.01% -52 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 21 $1.64K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 18 $1.4K <0.01% new 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 17 $1.32K <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 16 $1.25K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 16 $1.25K <0.01% -10 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 16 $1.25K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $1.23K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 15 $1.17K <0.01% +9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14 $1.09K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 14 $1.09K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 14 $1.09K <0.01% +8 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 13 $1.01K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $974 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $779 <0.01% -1,300 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $779 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9 $702 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $701 <0.01% -1 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $623 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $623 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7 $545 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $545 <0.01% -434 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6 $468 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $467 <0.01% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $390 <0.01% -3 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $389 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $312 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $234 <0.01% -10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $234 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $156 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $114 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $78 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $78 <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $78 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $77 <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 0 $2 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.