Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,911 $223K 0.01% new 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,865 $218K <0.01% -31,307 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,863 $218K 0.18% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,858 $217K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,811 $212K <0.01% -754 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,811 $212K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,807 $211K <0.01% -1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,804 $211K <0.01% +1 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,800 $210K 0.02% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,789 $209K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,788 $209K 0.01% 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,781 $208K 0.04% -28 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,772 $207K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,751 $205K 0.01% +449 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,733 $203K 0.24% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,668 $195K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,630 $191K 0.01% +672 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,610 $189K 0.08% -5,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,474 $172K <0.01% +914 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,420 $166K <0.01% -2,248 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,406 $164K 0.06% -174 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,325 $155K 0.04% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,295 $151K 0.01% +29 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,243 $145K 0.07% +29 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,177 $138K 0.01% -34 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,123 $131K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,065 $125K <0.01% +226 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,064 $124K 0.09% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,000 $117K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 981 $114K <0.01% +308 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 900 $105K 0.05% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 896 $105K <0.01% +173 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 886 $104K <0.01% -9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 861 $101K <0.01% -1,228 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 853 $100K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 848 $99.2K 0.02% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 837 $97.9K 0.09% -152 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 816 $95.4K <0.01% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 790 $92.4K 0.03% +240 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 778 $91K 0.01% +112 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 764 $89.3K 0.04% 0 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 756 $88.4K 2.41% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 653 $76.4K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 653 $76.4K 0.02% -35 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 702 $75K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 625 $73.1K 0.01% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 605 $70.7K <0.01% +339 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 634 $70.5K 0.02% new 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 600 $70.2K <0.01% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 597 $70K 0.05% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 585 $68.4K 0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 547 $64K <0.01% +364 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 520 $60.8K 0.05% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 500 $58.5K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $58.5K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $58.5K 0.04% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 414 $48.4K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 408 $47.7K 0.02% +15 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 392 $45.8K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 386 $45.1K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 368 $43K 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 346 $40.5K <0.01% +301 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 332 $38.8K <0.01% +262 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 309 $36.1K <0.01% +20 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 309 $36.1K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 305 $35.7K <0.01% +170 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 270 $32K <0.01% +90 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 260 $30.4K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 256 $29.9K <0.01% +184 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 234 $27.8K <0.01% -187 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 234 $27.4K <0.01% -1,019 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 233 $27K <0.01% +13 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 265 $26.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 216 $25.3K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 209 $24.4K <0.01% -40 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 202 $23.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 200 $23.4K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $23.4K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 192 $23K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 178 $20.8K <0.01% new 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 173 $20.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 166 $19.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 165 $19.3K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 161 $18.8K 0.01% +94 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 160 $18.7K <0.01% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 154 $18K 0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 157 $18K <0.01% -2,323 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 153 $17.9K <0.01% +21 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 152 $17.7K 0.02% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $17.5K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 150 $17.5K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 150 $17K <0.01% -1,105 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 145 $17K <0.01% -100 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 145 $17K 0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 170 $16.3K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 135 $15.8K <0.01% -17 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 132 $15.4K <0.01% new 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 129 $15.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 126 $14.7K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 120 $14K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 117 $13.7K +4 Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 113 $13.2K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 109 $12.7K <0.01% -51 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 105 $12.3K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 104 $12.2K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 106 $12K <0.01% +5 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 105 $11.7K <0.01% 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 87 $10.2K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 87 $10.2K 0.01% +40 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 86 $10.1K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 74 $8.65K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 73 $8.54K <0.01% +69 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 73 $8.11K <0.01% +31 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 61 $7.13K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 58 $6.78K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 58 $6.78K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 56 $6.55K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 52 $6.08K <0.01% +41 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 48 $5.61K <0.01% -330 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $5.5K <0.01% +18 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 47 $5.5K <0.01% -43 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 45 $5.26K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $5.03K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 43 $5.03K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 46 $5K <0.01% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 40 $4.68K <0.01% +26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 38 $4.44K <0.01% +10 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 38 $4.44K <0.01% +9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37 $4.33K <0.01% +14 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 37 $4.33K <0.01% +5 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $4.15K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 35 $4.09K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $4.09K <0.01% +4 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 34 $3.98K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 33 $3.86K <0.01% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 30 $3.51K <0.01% -25 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 28 $3.27K <0.01% +7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30 $3K <0.01% +21 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 25 $2.92K <0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 25 $2.88K <0.01% -1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24 $2.81K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $2.78K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $2.69K <0.01% -1 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 22 $2.58K <0.01% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22 $2.57K <0.01% -18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $2.46K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $2.46K <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $2.46K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 18 $2.1K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $2.1K <0.01% +13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16 $1.87K <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 16 $1.87K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 16 $1.87K <0.01% -40 13F-HR/A Timeline Group MOTCO More: the full row for MOTCO 16 $1.68K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $1.64K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $1.62K <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 13 $1.52K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12 $1.4K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $1.32K <0.01% -10 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11 $1.29K <0.01% +10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $1.29K <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.29K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $1.29K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $1.17K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $1K <0.01% -5 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $936 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8 $936 <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $819 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $819 <0.01% +3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5 $588 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $585 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $585 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $585 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $585 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $556 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $471 <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4 $468 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $468 <0.01% -37 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3 $351 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $351 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $351 <0.01% -1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3 $350 <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $236 <0.01% -240 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $234 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $234 <0.01% -8 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 50,000 $117 <0.01% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1 $117 <0.01% -52,700 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.