Curi Capital, LLC More: the full row for Curi Capital, LLC 6,598 $626K 0.01% +2,602 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,499 $623K <0.01% +3,806 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 6,314 $599K 0.01% -188 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 6,077 $577K 0.02% -2,231 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 6,000 $569K 0.2% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,961 $566K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,952 $565K <0.01% -318 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,700 $541K 0.08% +700 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,500 $522K <0.01% -2,200 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 5,685 $517K 0.02% new 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) 5,431 $515K 0.01% -3,535 13F-HR Timeline Group Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 5,400 $512K 1.29% +1,200 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,256 $499K -1,346 Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,178 $491K 0.03% -53 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,101 $484K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,946 $469K <0.01% +58 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 4,839 $459K 0.05% -7,180 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,818 $457K <0.01% new 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,777 $453K 0.05% +1,960 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,682 $444K 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,671 $443K 0.01% +944 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,615 $438K <0.01% +21 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,500 $427K 0.11% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,484 $425K <0.01% -387 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,474 $424K 0.06% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,298 $408K 0.02% +1,109 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,268 $405K 0.06% -2,370 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,201 $399K <0.01% +2,358 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,101 $389K <0.01% +986 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,100 $389K 0.16% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,975 $377K <0.01% +149 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,917 $372K <0.01% +863 13F-HR Timeline Group LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,869 $365K 0.02% +1,905 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,794 $360K <0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,787 $359K 0.06% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,760 $357K 0.01% +2,135 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,578 $339K <0.01% +1,844 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,549 $337K <0.01% +1,057 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 3,534 $335K <0.01% -139 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,511 $333K 0.03% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,440 $326K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,410 $324K 0.01% +70 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,350 $318K 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,345 $317K <0.01% -406 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,315 $315K 0.18% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,300 $313K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,280 $311K <0.01% -1,277 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,250 $308K 0.04% +1,000 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 3,173 $301K 0.05% -117 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,072 $291K 0.64% new 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 3,028 $287K 0.14% +80 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,024 $287K <0.01% -860 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,017 $286K 0.03% -2,215 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,000 $285K 0.03% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,992 $284K 0.07% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,933 $279K 0.01% 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 2,912 $276K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,000 $275K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,869 $272K 0.03% -7 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,815 $267K 0.01% -28 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,811 $267K 0.05% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,793 $265K 0.07% -1,556 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,976 $264K 0.02% -1,463 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,765 $262K <0.01% +36 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,725 $259K 0.02% +365 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,646 $251K 0.01% +672 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,574 $244K <0.01% -207 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,511 $238K 0.03% +64 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,445 $232K 0.01% -28 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,444 $232K 0.01% +71 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,440 $232K 0.06% -300 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,395 $227K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,359 $224K 0.03% +1,280 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,344 $222K 0.02% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,230 $212K 0.02% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 2,200 $209K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,128 $202K 0.01% -1,126 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,110 $200K <0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,038 $193K <0.01% -124 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,925 $183K <0.01% +365 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,856 $176K <0.01% -267,653 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,679 $159K 0.01% +1,478 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,668 $158K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,545 $147K 0.01% +37 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $142K <0.01% -48 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,570 $141K <0.01% +686 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,325 $126K <0.01% +274 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,170 $111K <0.01% +206 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,102 $105K 0.01% -185 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,025 $97.3K <0.01% +450 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,003 $95.2K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000 $94.9K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 975 $92.5K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 846 $80.2K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 800 $75.9K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 775 $73.5K <0.01% -3,213 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 769 $73K <0.01% -32 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 712 $67.5K <0.01% -105 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 602 $57K 0.03% +296 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $56.9K <0.01% 0 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 593 $56.3K 0.04% +376 13F-HR Timeline 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 571 $54.2K <0.01% -279 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 500 $47.4K 0.03% +200 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 487 $46.2K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 425 $40.3K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 409 $38.8K 0.02% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 400 $38K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 399 $37.9K <0.01% +294 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 375 $35.6K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 365 $35K <0.01% -328 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 367 $34.8K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 329 $31.2K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 297 $27K <0.01% +191 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 282 $26.8K <0.01% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 275 $26.1K <0.01% 0 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. 272 $25.8K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 258 $24.5K <0.01% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 256 $24.3K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 249 $23.6K <0.01% +19 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 239 $22.7K <0.01% -46 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 236 $22.4K <0.01% +212 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 229 $21.7K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 228 $21.6K <0.01% -215 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 218 $20.7K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 215 $20.4K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 170 $16.1K <0.01% -58 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 169 $16K <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 161 $15.3K <0.01% -124 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 155 $14.7K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 153 $14.5K <0.01% -132 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 148 $14K <0.01% -2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 148 $14K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 148 $13.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 134 $12.7K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,407 $11.4K 0.01% +2,287 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 111 $10.5K 0.01% -64 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 103 $10K <0.01% -1 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 100 $9.49K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 85 $8.06K <0.01% +54 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 82 $7.78K <0.01% -28 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 80 $7.59K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 80 $7.34K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 75 $7.12K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 71 $6.74K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 71 $6.74K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 70 $6.64K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 59 $5.6K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 57 $5.45K <0.01% +12 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 52 $4.93K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 41 $3.89K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 40 $3.8K <0.01% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $3.51K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 33 $3.13K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 35 $3K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $2.85K <0.01% -90 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 30 $2.85K <0.01% -20 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29 $2.75K <0.01% +9 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 29 $2.75K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $2.28K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 25 $2K <0.01% -31 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $1.99K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.99K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18 $1.75K <0.01% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 15 $1.43K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $1.42K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $1.33K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12 $1.14K <0.01% -8 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $949 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8 $759 <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $592 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $569 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5 $474 <0.01% +5 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3 $285 <0.01% -23,991 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $285 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $190 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $189 <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $166 <0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $95 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $95 <0.01% -6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $95 <0.01% -2 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $90 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.