Ethic Inc. More: the full row for Ethic Inc. 20,603 $515K 0.01% -1,014 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 19,771 $494K 0.29% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 19,541 $488K 0.02% -106,041 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 19,471 $487K <0.01% +636 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 19,466 $486K <0.01% +8,536 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 16,331 $475K 0.06% +7,110 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,856 $471K <0.01% -120 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 18,842 $471K <0.01% +10,365 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 18,362 $464K 0.01% -585 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 18,138 $456K <0.01% +491 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,229 $456K <0.01% -1,264 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,317 $439K 0.01% +705 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,532 $438K <0.01% -2,422 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 17,399 $435K 0.04% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 14,649 $433K 0.15% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 16,600 $415K 0.23% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 15,740 $393K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15,651 $391K 0.03% +220 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15,246 $389K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 15,494 $387K 0.02% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,263 $381K <0.01% -209 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,191 $380K <0.01% +191 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 15,147 $379K <0.01% -291 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 15,065 $376K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,056 $376K <0.01% -2,239 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 14,843 $371K 0.02% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,587 $365K <0.01% +485 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 14,586 $365K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,563 $364K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 13,656 $341K <0.01% -30,000 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,321 $333K 0.01% -601 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,245 $331K <0.01% +1,325 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,067 $327K 0.01% +645 13F-HR Timeline Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 13,036 $326K 0.26% -130,386 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,931 $323K <0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 12,893 $322K <0.01% -6,123 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,620 $315K 0.02% -541 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,487 $312K 0.01% -109 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 12,433 $311K <0.01% -2,524 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 12,290 $307K <0.01% -18,628 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,155 $304K 0.01% -350 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 12,105 $303K <0.01% -19,935 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 11,900 $297K <0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,881 $297K 0.01% -2,322 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,823 $295K new Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,652 $294K <0.01% -27,545 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,317 $283K <0.01% -503 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 11,039 $276K 0.11% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,864 $271K 0.01% +2,613 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 10,709 $268K 0.04% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,700 $267K <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 10,426 $261K <0.01% +6,596 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,320 $258K <0.01% +48 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,093 $252K 0.01% +742 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,065 $252K 0.01% +140 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 9,962 $249K 0.02% +623 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,949 $249K 0.01% +1,567 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,874 $247K <0.01% -216,042 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,808 $245K <0.01% +1,188 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,761 $244K <0.01% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,623 $240K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,385 $235K <0.01% +8,716 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 8,617 $215K 0.03% -24 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,153 $214K <0.01% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 8,555 $214K 0.06% -1,878 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,539 $213K 0.02% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 8,475 $212K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,471 $212K 0.03% +1,056 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 8,406 $210K <0.01% +278 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8,165 $204K 0.05% +7,929 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,034 $201K <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 7,957 $199K 0.01% -2,423 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,872 $172K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 6,666 $167K <0.01% -19,118 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 5,656 $141K 0.01% -192,381 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,394 $135K <0.01% +10 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 5,172 $129K <0.01% 0 13F-HR/A Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,136 $128K <0.01% +21 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,902 $123K <0.01% +1,590 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,799 $120K <0.01% +39 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,464 $112K 0.01% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 3,685 $92.1K <0.01% -70 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,616 $90.4K 0.07% +2,805 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,571 $89.2K <0.01% new 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. 3,241 $81K <0.01% +976 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,959 $73.9K 0.01% +2,317 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) 2,938 $73.4K <0.01% +1,139 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,813 $70.3K <0.01% +1,697 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,800 $70K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,666 $66.6K <0.01% +2,487 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,455 $61.4K <0.01% +345 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,349 $58.7K <0.01% +56 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,268 $56.7K <0.01% -27,040 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,148 $53.7K <0.01% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,141 $53.5K <0.01% +263 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,119 $53K <0.01% +1,935 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,847 $48.9K <0.01% -225 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,802 $45K 0.01% -133 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,738 $43.4K 0.01% -273 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,695 $42.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,682 $42K <0.01% -909 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,640 $41K <0.01% -12 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,561 $39K 0.03% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,512 $37.8K <0.01% +181 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,485 $37.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,366 $34.1K <0.01% new 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,296 $32.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,273 $31.8K <0.01% -697 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,242 $31K 0.01% +302 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,063 $27.6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,052 $26.3K <0.01% +75 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 846 $21.5K 0.13% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 839 $21K <0.01% +142 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 815 $20.4K 0.01% +34 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 770 $19.2K <0.01% -989 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 565 $16.6K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 631 $15.8K <0.01% +62 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 610 $15.2K <0.01% +93 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 603 $15.1K <0.01% +50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 595 $15K 0.01% -16 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 524 $13.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 503 $12.6K <0.01% +426 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 425 $10.6K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 420 $10.5K 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 $9.21K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 357 $8.92K <0.01% +45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 336 $8.49K <0.01% +164 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 330 $8.25K <0.01% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 320 $8K <0.01% -28 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 15,914 $7.85K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 310 $7.75K <0.01% +153 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 290 $7.25K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 262 $6.55K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 252 $6.3K <0.01% +67 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 244 $6.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $5K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 194 $4.85K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 181 $4.52K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 164 $4.1K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 162 $4.05K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 156 $3.9K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 153 $3.82K <0.01% 0 13F-HR/A Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 149 $3.72K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 140 $3.52K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 129 $3.22K <0.01% -21 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 116 $3.1K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 121 $3K <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 $3K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 90 $2.24K <0.01% -65 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 88 $2.2K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 85 $2.12K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 79 $1.97K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 75 $1.87K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $1.52K <0.01% -19 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $1.43K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50 $1.25K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 50 $1.25K <0.01% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 47 $1.18K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $1.07K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 33 $1K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $950 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $850 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 33 $825 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 32 $800 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 30 $750 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $750 <0.01% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 30 $750 <0.01% +18 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 24 $600 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $575 <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $574 <0.01% +8 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19 $475 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 19 $475 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $425 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15 $372 <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13 $325 <0.01% -567 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12 $301 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $300 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 10 $250 <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10 $250 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $125 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $114 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $100 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $50 <0.01% -3 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $25 <0.01% new 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.