Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,016 $479K <0.01% +354 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,976 $478K <0.01% -908 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,947 $477K 0.01% +2,531 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,835 $474K <0.01% -160 13F-HR Timeline Group TradeLink Capital LLC More: the full row for TradeLink Capital LLC 18,681 $470K 3.38% -2,269 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,472 $465K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,647 $444K <0.01% +1,090 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,425 $439K <0.01% -20,374 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 17,295 $435K <0.01% +90 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 17,249 $434K 0.03% +5,690 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 16,600 $418K 0.24% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,472 $389K <0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,438 $389K <0.01% +2,202 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15,431 $388K 0.03% -389 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,612 $383K 0.01% +5,064 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,000 $378K <0.01% +558 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 14,957 $376K <0.01% +264 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,203 $357K 0.01% +4,628 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,102 $355K <0.01% -1,222 13F-HR/A Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 14,030 $353K 0.01% -619 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,922 $350K 0.01% -1,267 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 13,661 $344K <0.01% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,184 $332K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13,161 $331K 0.03% +12,398 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,596 $317K 0.01% -597 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,505 $315K 0.01% +20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,422 $313K 0.01% +1,025 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 12,344 $311K 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,156 $306K <0.01% -7 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 12,121 $305K 0.17% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,920 $300K <0.01% +80 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 11,900 $300K <0.01% new 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 11,900 $300K <0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,820 $298K <0.01% +69 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 10,830 $289K 0.04% -2,694 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 11,039 $278K 0.11% +858 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 10,930 $275K <0.01% new 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 10,709 $270K 0.04% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,621 $267K <0.01% -23,722 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,433 $263K 0.07% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 10,380 $261K 0.02% +4,796 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,272 $259K <0.01% +755 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,925 $250K 0.01% +779 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 9,901 $249K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,761 $246K <0.01% +897 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,351 $235K 0.01% +812 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 9,339 $235K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 9,221 $232K 0.03% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 8,960 $226K <0.01% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,739 $220K <0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,725 $220K <0.01% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,641 $217K 0.03% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,620 $217K <0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,477 $213K <0.01% -12,829 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 8,475 $213K 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,382 $211K 0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,251 $208K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,127 $205K <0.01% -7,916 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,128 $205K <0.01% -962 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,034 $202K <0.01% new 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,960 $200K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,415 $187K 0.03% +433 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,872 $173K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,083 $153K 0.03% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,414 $136K 0.01% +415 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,384 $136K <0.01% -52,947 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 5,172 $130K <0.01% 0 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,115 $129K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,760 $120K <0.01% +760 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4,290 $108K 0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,830 $96.4K <0.01% -48 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,755 $94.5K <0.01% +4 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,312 $83.4K <0.01% new 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 2,899 $73K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,800 $70.5K <0.01% -276 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,757 $69K 0.01% +72 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,591 $65.2K 0.01% -296 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,293 $57.7K <0.01% +133 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,265 $57K <0.01% 0 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,252 $57K 0.01% -4,044 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,072 $55.7K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,139 $53.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,110 $53.1K <0.01% +588 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,011 $50.6K 0.01% +431 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,970 $49.6K 0.01% +1,941 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,935 $48.7K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,878 $47.3K <0.01% +298 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,862 $46.9K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,799 $45.3K <0.01% -14,488 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,759 $44.3K <0.01% -748 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,695 $42.7K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,652 $41.6K <0.01% -68 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,624 $40.9K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,485 $37.4K <0.01% -86 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,364 $34.3K <0.01% +100 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,331 $33.5K <0.01% +259 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,296 $32.6K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,116 $28.1K <0.01% +678 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 977 $24.6K <0.01% +54 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 940 $23.7K 0.01% +683 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 890 $22.4K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 811 $20.4K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 781 $19.7K 0.01% +446 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 707 $17.8K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 697 $17.5K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 669 $17K <0.01% +184 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 642 $16.2K <0.01% -28 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 611 $15K 0.01% -320 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 580 $14.6K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 569 $14.3K <0.01% +504 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 553 $13.9K <0.01% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 524 $13.2K <0.01% -478 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 517 $12.9K <0.01% +264 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 425 $10.7K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 420 $10.6K 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. 355 $8.94K <0.01% 0 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 348 $8.78K <0.01% -21 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 312 $7.85K <0.01% +41 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 290 $7.3K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 275 $6.92K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 262 $6.59K <0.01% +61 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 244 $6.14K <0.01% +4 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 236 $5.94K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 207 $5.21K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $5.03K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 194 $4.88K <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 185 $4.66K <0.01% -6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 184 $4.63K <0.01% -3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 179 $4.51K <0.01% +12 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 172 $4.3K <0.01% +129 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 164 $4.13K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 157 $3.95K <0.01% +71 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 155 $3.9K <0.01% +53 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 153 $3.85K <0.01% -10 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 150 $3.78K <0.01% new 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 149 $3.75K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 140 $3.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $3.02K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 121 $3K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 106 $2.67K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 88 $2.21K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 85 $2.14K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $2.01K <0.01% +11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 77 $1.94K <0.01% +58 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 75 $1.89K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 70 $1.76K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $1.44K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50 $1.26K <0.01% +5 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 45 $1.13K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $1.08K <0.01% -5 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 52 $1K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $978 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $856 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $806 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 32 $806 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $479 <0.01% +9 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $428 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 15 $378 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $377 <0.01% +7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $307 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $252 <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $126 <0.01% new 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 5 $126 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $101 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $78 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $23 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.