M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,714 $941K <0.01% -4,171 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,707 $941K <0.01% +263 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 23,997 $914K <0.01% +5,653 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 23,443 $892K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 23,116 $880K 0.01% -2,616 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 22,928 $873K 0.01% -4,705 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 22,309 $849K +16,493 Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 22,115 $842K 0.01% +2,748 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 21,556 $821K 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 21,034 $801K 0.01% -2,516 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 20,887 $795K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 20,545 $782K <0.01% -2,110 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 20,542 $781K <0.01% -628,088 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) 20,158 $767K 0.02% +12,063 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,803 $756K <0.01% +7,661 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 19,856 $756K <0.01% -653 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,610 $747K 0.02% +1,436 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 19,228 $732K 0.01% +99 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 18,398 $700K <0.01% +2,852 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 18,244 $695K 0.03% -502 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 18,169 $692K 0.01% -5,246 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 18,006 $685K <0.01% -61,002 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,676 $673K <0.01% +10,263 13F-HR/A Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,710 $636K <0.01% +167 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,467 $627K <0.01% -9,470 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 15,227 $580K 0.05% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,464 $551K 0.01% -621 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 13,877 $528K 0.13% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,708 $522K <0.01% +1,751 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,674 $521K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,447 $512K <0.01% +1,494 13F-HR Timeline Group Utah Retirement Systems More: the full row for Utah Retirement Systems 12,894 $491K <0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 12,804 $487K 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,036 $458K <0.01% -4,003 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,019 $458K <0.01% -401 13F-HR Timeline Group Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 11,473 $437K 0.01% 0 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 11,405 $434K <0.01% +114 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 10,936 $416K <0.01% +16 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,577 $403K 0.1% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,104 $385K <0.01% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 10,040 $382K <0.01% -605 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,607 $366K +234 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,522 $363K <0.01% +937 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 9,443 $359K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,149 $348K 0.02% +2,838 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 9,090 $346K 0.01% -463,437 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,979 $342K <0.01% -1,013 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,640 $329K <0.01% -64 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,571 $327K 0.02% new 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,436 $321K 0.01% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,347 $318K <0.01% +1,909 13F-HR Timeline Group JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 8,186 $312K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,024 $305K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,017 $305K 0.07% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,861 $299K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,820 $298K 0.01% +634 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,742 $295K <0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,510 $286K 0.02% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,368 $280K <0.01% +990 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 7,055 $269K <0.01% 0 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,930 $264K 0.03% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,841 $260K 0.09% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,581 $251K 0.01% +600 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 6,191 $236K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,174 $235K <0.01% +3,678 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,145 $234K <0.01% -5,317 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,102 $232K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,916 $225K <0.01% +125 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5,908 $224K 0.06% -230 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,844 $222K <0.01% -89,990 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,816 $221K 0.01% 0 13F-HR Timeline Group Holocene Advisors, LP More: the full row for Holocene Advisors, LP 5,811 $221K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,752 $219K <0.01% +2,505 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,723 $218K <0.01% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 5,620 $214K 0.08% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,320 $203K 0.01% -263 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,312 $202K 0.01% -179 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,437 $169K <0.01% +26 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,367 $166K <0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,115 $157K 0.12% +562 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,860 $147K <0.01% +418 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 3,840 $146K <0.01% 0 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. 3,331 $127K <0.01% +828 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,016 $115K <0.01% +461 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,999 $114K <0.01% +1,428 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,539 $96.7K 0.02% new 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,359 $89.8K <0.01% -303 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,183 $84K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,000 $76.1K 0.03% -3,700 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,988 $76K 0.04% +793 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,929 $73.4K <0.01% +422 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,858 $70.7K <0.01% +830 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,786 $68K <0.01% +933 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,685 $64.1K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,661 $63.2K 0.03% 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,600 $60.9K <0.01% +800 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 1,511 $57.5K 0.05% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,335 $50K <0.01% +84 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,312 $50K <0.01% +153 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,225 $46.6K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,209 $46K <0.01% +405 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,138 $43.3K <0.01% +938 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 908 $34.6K <0.01% +419 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 802 $30.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 791 $30.1K <0.01% +286 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 763 $29K <0.01% -5,059 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 640 $24.4K <0.01% +400 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 556 $21.2K <0.01% +436 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 556 $21.2K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 540 $20.6K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 518 $19.7K <0.01% +480 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 473 $18K <0.01% -242 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 442 $16.8K 0.01% +227 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 334 $12.7K <0.01% +163 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 325 $12.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 314 $12K <0.01% +13 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 297 $11.3K <0.01% +74 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 272 $10.4K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 268 $10.2K <0.01% -2,569 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 245 $9.33K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 227 $8.64K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 224 $8.53K <0.01% +7 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 223 $8.49K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 223 $8.49K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 222 $8.45K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 205 $7.8K <0.01% +10 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 198 $7.54K <0.01% +100 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 192 $7.31K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 186 $7.08K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 169 $6.43K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 160 $6.09K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 151 $5.75K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 148 $5.63K <0.01% +103 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 139 $5.29K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 135 $5.14K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 134 $5.1K <0.01% +48 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 133 $5.06K <0.01% -8 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 122 $4.64K <0.01% -14 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 117 $4.46K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 114 $4.34K <0.01% +77 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 112 $4.26K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 107 $4.07K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $4K <0.01% +85 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 105 $4K <0.01% +77 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101 $3.85K <0.01% +3 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 97 $3.69K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 92 $3.5K <0.01% +69 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 86 $3.27K <0.01% -185 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 72 $2.74K <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 71 $2.7K <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 67 $2.55K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 62 $2.36K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 53 $2.02K <0.01% -9 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 65 $2K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 52 $1.98K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 50 $1.9K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 47 $1.79K <0.01% +28 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 46 $1.75K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44 $1.68K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $1.49K <0.01% +13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 35 $1.33K <0.01% +7 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 30 $1.14K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $1.14K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $1.14K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $1.07K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 28 $1.07K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $1.03K <0.01% +13 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $876 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $724 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $610 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $571 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 14 $533 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $533 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 14 $533 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14 $533 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $495 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $495 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 13 $495 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 12 $457 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $419 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $419 <0.01% -15 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $381 <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8 $305 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8 $305 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $202 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $190 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4 $152 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $114 <0.01% -8 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $77 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $38 <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $0 0% -150 13F-HR Timeline Value filed as zero, left out of ratios.