Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,838 $557K <0.01% -541 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,835 $556K 0.03% +33 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,804 $552K 0.01% -261 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,797 $551K 0.06% +145 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,738 $542K 0.08% +870 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,715 $539K <0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 3,706 $537K <0.01% -3,294 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,705 $537K 0.01% +104 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 3,680 $534K <0.01% +359 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,613 $524K <0.01% -91,980 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,561 $516K 0.12% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,712 $514K 0.17% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,501 $508K <0.01% -1,054 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,429 $497K <0.01% -499 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,372 $489K <0.01% -29,821 13F-HR Timeline Group Candriam S.C.A. More: the full row for Candriam S.C.A. 3,343 $484K <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,301 $479K <0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,301 $479K <0.01% +16 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,218 $467K <0.01% +259 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,134 $454K <0.01% +453 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,090 $448K 0.05% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,075 $446K 0.02% 0 13F-HR Timeline SEB Asset Management AB More: the full row for SEB Asset Management AB 3,055 $443K <0.01% +689 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,015 $437K <0.01% +312 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,983 $432K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,982 $432K 0.02% +386 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,947 $427K 0.01% +731 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,929 $425K <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,874 $417K <0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,823 $409K <0.01% -533 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,780 $403K <0.01% -400 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,623 $380K 0.01% +265 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,591 $376K 0.01% -9 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,570 $373K 0.01% +620 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,500 $361K <0.01% 0 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,440 $354K <0.01% -328 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,415 $350K <0.01% -69 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,393 $347K <0.01% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,345 $340K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,339 $339K 0.03% -21 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,310 $335K 0.08% +159 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,290 $332K 0.1% +51 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,266 $329K <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,265 $328K <0.01% +249 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,233 $324K <0.01% -164 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,171 $315K <0.01% -130 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,097 $304K 0.02% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,116 $289K <0.01% +406 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,990 $289K <0.01% 13F-HR/A Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,973 $286K 0.01% -2,408 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,957 $284K <0.01% -26 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,885 $273K <0.01% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,864 $270K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,859 $270K 0.01% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,824 $264K <0.01% -3,121 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,802 $261K 0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,801 $261K <0.01% -249 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,727 $250K 0.03% +8 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,710 $248K 0.06% -4,090 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,702 $247K 0.01% +3 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,696 $246K 0.07% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,640 $238K 0.02% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,625 $236K <0.01% 0 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,620 $235K 0.02% +13 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,602 $232K <0.01% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,563 $227K <0.01% new 13F-HR Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,500 $218K 0.08% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,489 $216K 0.01% -4,189 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,483 $215K <0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,451 $210K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,445 $210K <0.01% -243 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,401 $203K 0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,399 $203K <0.01% new 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,195 $173K 0.03% 0 13F-HR/A Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,042 $151K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $148K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 995 $144K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 934 $135K 0.01% +22 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 913 $132K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 900 $130K 0.01% 0 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 745 $108K <0.01% -25 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 594 $86K <0.01% +296 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 517 $75K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 514 $74.5K 0.01% +154 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 459 $66.6K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 429 $62.2K <0.01% +412 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 400 $58K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 376 $54.5K <0.01% -22 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 353 $51.2K <0.01% -82 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 353 $51.2K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 350 $50.8K 0.01% +32 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 358 $50.6K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 342 $49.6K <0.01% +20 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 347 $49.1K <0.01% +22 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 280 $40.7K <0.01% +19 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 270 $39.1K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 237 $34K <0.01% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 209 $30.3K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $29K 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 198 $28.7K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 185 $26.8K <0.01% +11 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 182 $26.4K <0.01% -4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 174 $25.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 152 $22K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 150 $21.7K <0.01% +13 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 149 $21.6K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 135 $19.6K <0.01% +44 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 130 $18.9K <0.01% -7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 117 $17K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 113 $16.4K 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 111 $16.1K <0.01% -33 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $14.5K <0.01% +16 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 88 $12.8K <0.01% -57 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 83 $12K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 80 $11.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 79 $11.5K <0.01% -42 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 77 $11.2K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 74 $11K 0.01% -50 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 70 $10.1K <0.01% -1,959 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 64 $9.28K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 61 $9K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 49 $7.11K <0.01% -4 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 48 $6.96K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 47 $6.82K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46 $6.67K <0.01% +3 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 46 $6.67K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 40 $5.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 40 $5.8K <0.01% -1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 39 $5.66K <0.01% -2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 34 $4.93K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33 $4.79K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 33 $4.79K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $4.64K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 32 $4.64K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 31 $4.55K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $4.5K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 30 $4.35K <0.01% -70 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 30 $4.35K <0.01% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 30 $4.35K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 27 $3.92K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $3.77K <0.01% +8 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 25 $3.62K <0.01% 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 25 $3.62K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 24 $3.48K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 22 $3.19K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 20 $2.91K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 19 $2.75K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18 $2.61K <0.01% +14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17 $2.46K <0.01% -206 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $2.46K <0.01% +2 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 17 $2.4K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15 $2.17K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 15 $2.17K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14 $2K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12 $1.74K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 11 $1.6K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10 $1.45K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9 $1.3K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $1.16K <0.01% +5 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $1.16K <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $1.01K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.01K <0.01% -3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7 $1.01K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 7 $1.01K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7 $1.01K <0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6 $870 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4 $580 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4 $580 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4 $580 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $580 <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $580 <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $435 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $435 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $290 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $290 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1 $145 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $145 <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $145 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1 $145 <0.01% -68 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.