Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,469 $498K 0.01% +1,637 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 9,457 $497K 0.26% +3,309 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 9,355 $492K 0.05% -600 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 8,892 $468K 0.04% -11 13F-HR Timeline 2Xideas AG in group 2Xideas AG More: the full row for 2Xideas AG 8,572 $451K 0.19% -17,925 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 8,514 $448K <0.01% +3,849 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,367 $440K 0.04% new 13F-HR Timeline Group AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 8,187 $430K <0.01% +1,110 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,180 $430K 0.02% new 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 8,132 $428K <0.01% +2,244 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 7,963 $419K <0.01% -73 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 7,671 $403K <0.01% -2,243 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 7,630 $401K <0.01% +3,565 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 7,576 $398K <0.01% +206 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,399 $389K <0.01% -623 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,361 $387K 0.02% -6,809 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 7,194 $378K <0.01% -509,098 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 7,166 $377K 0.09% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,900 $363K 0.09% -19,535 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 6,355 $334K 0.12% +599 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,106 $321K <0.01% +1,283 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,641 $297K 0.02% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,522 $290K <0.01% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,330 $280K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 5,192 $273K <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 5,093 $268K 0.01% new 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,075 $267K 0.01% -535 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,019 $264K <0.01% -865 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,008 $263K <0.01% -38,700 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 5,000 $263K 0.2% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,716 $256K 0.07% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,813 $253K <0.01% -1,167 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,756 $250K 0.01% -17,620 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,716 $248K <0.01% -174 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,697 $247K 0.01% -1,106 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) 4,672 $246K 0.01% +2,650 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,602 $242K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,557 $240K <0.01% -2,867 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,449 $234K <0.01% new 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,371 $230K <0.01% +605 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,329 $228K 0.02% new 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,319 $227K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,315 $227K <0.01% -4,916 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,275 $225K <0.01% -229 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,179 $220K 0.01% -148 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,450 $218K 0.01% -1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,131 $217K 0.05% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,101 $216K <0.01% -271 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 4,100 $216K <0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,097 $215K 0.01% -23,770 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,083 $215K 0.04% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,022 $211K <0.01% -3,136 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 4,015 $211K <0.01% -2,616 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,959 $208K 0.02% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,900 $205K 0.14% -7,007 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,859 $203K 0.02% 0 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,368 $177K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,057 $161K 0.01% +545 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,017 $159K 0.04% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,921 $154K 0.14% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,000 $150K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,504 $132K <0.01% +355 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 2,415 $127K <0.01% +969 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,379 $125K <0.01% -13 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,266 $119K <0.01% -44 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,078 $109K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,020 $106K <0.01% -720 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,024 $106K 0.06% -174 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,001 $105K <0.01% -780 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,925 $101K <0.01% 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,861 $97.9K 0.03% +12 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,830 $96.4K <0.01% -297 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,790 $94.1K <0.01% -238 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,689 $88.8K <0.01% -465 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,665 $87.5K 0.03% -2,181 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,379 $72.5K <0.01% -6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,375 $72K <0.01% -312 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,160 $61K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,039 $54.6K <0.01% -190 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 968 $50.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 949 $49.9K <0.01% +100 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 937 $49.3K <0.01% +16 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 793 $41.7K <0.01% -42 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 680 $35.8K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 674 $35.4K <0.01% +146 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 631 $33.2K <0.01% -32 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 588 $30.9K <0.01% -487 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 540 $28.4K <0.01% +350 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 490 $25.8K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 450 $23.7K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 411 $22K <0.01% +311 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 412 $21.7K <0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 400 $21K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 360 $18.9K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 342 $18K <0.01% +2 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 337 $17.7K <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 326 $17.4K <0.01% -1,255 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 300 $15.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 297 $15.6K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 265 $13.9K <0.01% +250 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 238 $12.5K <0.01% -663 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 210 $11K <0.01% +100 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 206 $10.8K <0.01% new 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 202 $10.6K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 202 $10.6K <0.01% -283 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $10.5K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $10.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 188 $9.89K <0.01% +111 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 175 $9.2K <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 172 $8.96K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 166 $8.73K <0.01% -100 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 163 $8.57K 0.01% -13 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 150 $7.89K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 149 $7.83K <0.01% +72 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 142 $7.47K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 136 $7.09K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 117 $6.15K <0.01% +60 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 117 $6.13K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 113 $5.95K <0.01% -1,183 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 113 $5.94K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 105 $5.52K <0.01% +11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 93 $4.89K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 92 $4.84K <0.01% -5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 92 $4.84K <0.01% +30 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 79 $4.15K <0.01% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 72 $3.79K <0.01% +4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 71 $3.73K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 68 $3.58K <0.01% -1,377 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 65 $3.42K <0.01% -94 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 62 $3.27K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 58 $3.05K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 51 $3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 57 $3K <0.01% +42 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 53 $2.79K <0.01% -7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 51 $2.68K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 49 $2.58K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $2.47K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $2.37K <0.01% -156 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 45 $2.37K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 40 $2.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38 $2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36 $1.89K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 35 $1.84K <0.01% -95 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 35 $1.84K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30 $1.61K <0.01% +3 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $1.58K <0.01% +20 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 29 $1.52K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24 $1.26K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23 $1.21K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 21 $1.1K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 20 $1.05K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $894 <0.01% +2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 17 $894 <0.01% +13 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14 $737 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12 $631 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $631 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $526 <0.01% -21 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 10 $526 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $474 <0.01% -89 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $473 <0.01% -7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $421 <0.01% -20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $421 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $421 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $421 <0.01% -4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $315 <0.01% -7 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5 $263 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $263 <0.01% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $211 <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $211 <0.01% -4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4 $210 <0.01% -9 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $158 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $106 <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1 $33 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $21 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 10 $0 0% -6 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 12 $1.6M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.