INCEPTIONR LLC More: the full row for INCEPTIONR LLC 10,707 $14.7K <0.01% -4,371 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,640 $14.6K <0.01% +58 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 10,600 $14.5K 0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,100 $13.8K <0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,000 $13.7K <0.01% 0 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,000 $13.7K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,500 $13K <0.01% new 13F-HR Timeline Group Columbia Bank More: the full row for Columbia Bank 10,000 $12.8K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10,000 $12.4K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,950 $10.9K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 7,525 $10.3K <0.01% +5,000 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,500 $10.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,212 $9.88K <0.01% +160 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,380 $9K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,582 $8.49K <0.01% +5,771 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. 5,285 $7.24K <0.01% +4,037 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,091 $6.97K <0.01% -462 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,050 $6.92K <0.01% +3,975 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,916 $6.74K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,400 $6.03K <0.01% +400 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,195 $5.75K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,000 $5.48K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,500 $4.79K <0.01% 0 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,049 $4K <0.01% -7,736 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,214 $3.03K <0.01% +115 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,361 $3K <0.01% +361 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,247 $3K <0.01% 0 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,500 $2.79K <0.01% new 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 2,000 $2.74K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,000 $2.74K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,736 $2.38K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,582 $2.17K <0.01% -1,959 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,500 $2.06K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,500 $2.06K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,493 $2.04K <0.01% -598 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. 1,441 $1.97K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,323 $1.81K <0.01% -144 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $1.37K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,000 $1.37K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,000 $1.37K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 738 $1.01K <0.01% -10,147 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 656 $899 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 400 $548 <0.01% +90 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 362 $496 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 340 $466 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 335 $459 <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 115 $158 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 98 $134 <0.01% -161 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 96 $132 <0.01% +41 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 87 $119 <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 40 $55 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36 $49 <0.01% -1,579 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $4 <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 300 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 77 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 952 $325K new 13F-HR/A Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.