BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,049 $1.11M <0.01% +85 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 30,651 $1.1M <0.01% +834 13F-HR/A Timeline Group HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 29,700 $1.07M 0.5% -7,600 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 28,921 $1.04M 0.02% +3,386 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 28,500 $1.02M <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 28,069 $1.01M <0.01% +200 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 27,675 $992K <0.01% -293 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 26,712 $958K 0.01% +333 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 26,589 $953K 0.19% +10,250 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 26,000 $932K 0.2% -174,500 13F-HR Timeline Group State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 25,973 $931K 0.01% +705 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 25,885 $928K 0.01% +10,564 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 25,675 $921K 0.01% 0 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 25,391 $911K <0.01% new 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 24,981 $896K <0.01% -8,920 13F-HR/A Timeline Group First Trust Capital Management L.P. in group FIRST TRUST ADVISORS LP More: the full row for First Trust Capital Management L.P. 24,846 $891K 0.06% +4,386 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 24,210 $868K <0.01% +4,886 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,098 $792K <0.01% +3,504 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 21,962 $788K 0.04% -122,634 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 21,468 $770K <0.01% -263 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 20,887 $749K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 20,773 $745K 0.01% -5,085 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,435 $733K <0.01% -1,961 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 20,912 $731K <0.01% +3,340 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 20,191 $724K 0.21% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 20,087 $720K <0.01% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 19,872 $713K <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 19,833 $711K 0.08% +18,778 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 18,873 $677K 0.01% -25 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 18,610 $667K <0.01% +991 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 18,352 $658K <0.01% +4,093 13F-HR/A Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,207 $653K 0.04% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 18,101 $649K 0.03% -7,457 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,958 $644K <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 17,890 $641K <0.01% -666 13F-HR Timeline Group Diametric Capital, LP More: the full row for Diametric Capital, LP 17,735 $636K 0.76% new 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 17,310 $621K 0.06% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,764 $601K <0.01% +3,752 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 16,754 $601K 0.02% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 15,211 $545K <0.01% -30,227 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,010 $538K <0.01% +689 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 14,577 $523K 0.02% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 13,733 $492K <0.01% +963 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,647 $489K 0.01% -902 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 13,500 $484K 0.24% +4,500 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 13,000 $466K 0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,775 $422K <0.01% +1,087 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 11,473 $411K 0.01% -2,550 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,465 $411K <0.01% +1,863 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11,461 $411K <0.01% +106 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,456 $411K <0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 11,300 $405K 0.03% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,147 $400K 0.01% +421 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,892 $391K <0.01% +1,313 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,752 $386K <0.01% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,649 $382K 0.13% -170 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,705 $348K <0.01% -850 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,660 $346K <0.01% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,591 $344K +334 Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 9,442 $339K <0.01% -926 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 9,302 $334K <0.01% +1,755 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 8,971 $322K <0.01% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,915 $320K 0.01% new 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 8,885 $319K <0.01% -56,813 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,859 $318K 0.01% +7,330 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,705 $312K 0.01% -399 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,563 $307K <0.01% +107 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 8,500 $305K 0.15% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8,421 $302K 0.13% +5,694 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,417 $302K <0.01% +560 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,390 $301K 0.05% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 8,320 $298K 0.04% +311 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,223 $295K <0.01% +450 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,065 $289K 0.01% -284 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,744 $278K <0.01% +2,653 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,742 $278K <0.01% +175 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,510 $269K 0.02% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 7,021 $252K 0.03% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,758 $242K <0.01% -269 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,573 $236K 0.03% 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 6,461 $232K <0.01% -120 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,318 $227K <0.01% 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) 6,315 $226K 0.01% -8,767 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,191 $222K 0.07% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,090 $218K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,402 $194K <0.01% +2,727 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,048 $181K 0.01% -54,686 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,562 $164K 0.01% -2,186 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,840 $138K -22,100 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,023 $108K 0.01% +264 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,986 $107K -14,630 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,874 $103K <0.01% +1,762 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,800 $100K 0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 2,407 $86.3K <0.01% -2,517 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,246 $80.5K <0.01% +1,196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,183 $78.3K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,068 $74.2K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,958 $70.2K <0.01% +1,533 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,851 $66K 0.04% +3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,643 $58.9K <0.01% -1,400 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,522 $56.2K <0.01% +1,449 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,181 $42.4K <0.01% +95 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,137 $40.8K 0.01% +359 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 970 $35K <0.01% +244 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 974 $34.9K <0.01% -73 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 954 $34.2K <0.01% +54 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 902 $32.3K <0.01% +353 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 582 $20.9K <0.01% +31 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 556 $19.9K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 534 $19.1K <0.01% -241 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 495 $17.9K <0.01% +173 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 480 $17.2K <0.01% +345 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 478 $17.1K <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 476 $17.1K 0.01% -213 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 434 $15.6K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $14.3K <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. 356 $12.8K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 325 $11.7K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 322 $11.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 291 $10K <0.01% +282 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 248 $8.89K <0.01% -128 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 245 $8.79K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 243 $8.71K <0.01% +170 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 240 $8.61K <0.01% 0 13F-HR/A Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 232 $8.32K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 227 $8.14K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 223 $8K <0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 223 $8K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 223 $8K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 222 $7.96K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 207 $7.42K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 197 $7.06K <0.01% +30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 171 $6.13K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 156 $5.59K <0.01% +71 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 151 $5.42K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 148 $5.31K <0.01% +6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 148 $5.31K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 136 $4.88K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 111 $3.98K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 107 $3.84K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 100 $3.55K <0.01% -10 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 97 $3.48K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 93 $3.33K <0.01% -11 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 88 $3K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 78 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 75 $2.69K <0.01% +43 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 67 $2.4K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 50 $1.79K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 46 $1.65K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 46 $1.65K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 45 $1.61K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 36 $1.29K <0.01% -26 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,505 $1.11K <0.01% +2,474 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $1.08K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $825 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $789 <0.01% +6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21 $754 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $682 <0.01% 0 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $574 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $506 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $502 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14 $502 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13 $466 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $359 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9 $323 <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 9 $323 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $251 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $215 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5 $179 <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4 $144 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.