Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,028 $354K 0.04% +475 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,000 $352K 0.23% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,790 $337K 0.01% +236 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,660 $328K 0.04% +501 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,636 $326K <0.01% -29,244 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,572 $322K 0.05% -150 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4,514 $318K 0.05% -3,342 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,407 $310K <0.01% -4,163 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. 4,353 $306K <0.01% -81 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,336 $305K 0.13% +395 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,221 $297K <0.01% new 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,659 $293K 0.1% -1,886 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,083 $287K 0.01% -100 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,041 $284K <0.01% -37 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,039 $284K 0.08% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,879 $273K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,827 $269K <0.01% -246 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,794 $267K 0.03% new 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,762 $265K 0.12% +150 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,726 $262K <0.01% +923 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,705 $261K <0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,582 $256K <0.01% -74 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,620 $255K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,573 $251K <0.01% -18 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,543 $249K 0.05% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,491 $246K <0.01% -2,518 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,454 $243K <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) 3,371 $237K 0.01% -1,934 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,348 $236K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,303 $232K <0.01% -442 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,291 $232K 0.05% -132 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,283 $231K <0.01% new 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,278 $231K <0.01% +386 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,207 $226K 0.08% 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,200 $225K <0.01% -300 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,155 $222K <0.01% -22 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 3,037 $214K 0.01% +96 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 3,020 $212K <0.01% -7,250 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,782 $211K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,983 $210K 0.01% +23 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,885 $210K <0.01% -58,164 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,977 $209K 0.05% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,961 $208K <0.01% -63 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,902 $204K 0.21% -153 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,891 $203K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,676 $192K 0.05% -5 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,616 $184K <0.01% new 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 2,390 $168K 0.08% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,337 $164K 0.03% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,137 $150K 0.03% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,000 $145K 0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,933 $136K 0.02% +1,900 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,742 $123K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,733 $122K <0.01% +42 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,484 $104K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,375 $96.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,346 $96.5K <0.01% +23 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,350 $95K 0.01% -100 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,125 $79.1K 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 940 $66.1K <0.01% +345 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 925 $65.1K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 847 $59.6K 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 806 $56.7K <0.01% +536 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 759 $53.4K <0.01% 0 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 750 $52.8K 0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 729 $51.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 685 $48.2K <0.01% +177 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 658 $46.3K <0.01% +41 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 645 $45.4K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 642 $45.2K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 594 $41.8K 0.01% +544 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 567 $40K <0.01% +226 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 554 $39K <0.01% +4 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 531 $37.4K <0.01% +269 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 531 $37.4K 0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 513 $36.1K <0.01% 0 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 506 $35.6K <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 505 $35.5K 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. 497 $35K <0.01% -14 13F-HR/A Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 494 $34.8K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 487 $34.3K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 417 $29.3K <0.01% -50 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 393 $27.6K <0.01% -108 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 355 $25K <0.01% -229 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 348 $24.5K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 328 $23.1K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 294 $20.7K <0.01% -8 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 292 $20.5K <0.01% +29 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 274 $19.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 255 $17.9K <0.01% -2 13F-HR Timeline BAYBAN More: the full row for BAYBAN 253 $17.8K 0.02% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 247 $17.4K <0.01% -179 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 245 $17.2K <0.01% +7 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 240 $16.9K <0.01% +17 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 278 $16.7K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $15.7K <0.01% +156 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 220 $15.5K <0.01% +3 13F-HR Timeline City State Bank More: the full row for City State Bank 212 $14.9K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 192 $14.6K 0.02% 0 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 198 $13.9K <0.01% +126 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 194 $13.6K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 185 $13K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 174 $12.2K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 171 $12K <0.01% -71 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 168 $11.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 158 $11.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 152 $10.7K <0.01% +31 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 150 $10.6K <0.01% -50 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 150 $10.6K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 149 $10.5K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 140 $10K 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. 134 $9.75K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 137 $9.64K <0.01% +15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 133 $9.36K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 132 $9.29K <0.01% +7 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 129 $9.07K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 113 $7.95K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 111 $7.81K <0.01% -632 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 102 $7.18K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 100 $7.04K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 95 $7K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 95 $6.65K <0.01% +12 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 90 $6.33K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 87 $6.12K <0.01% +35 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 92 $6K <0.01% -4,310 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 79 $5.56K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $5.28K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 74 $5.21K <0.01% +68 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 74 $5.21K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 72 $5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 67 $4.71K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 63 $4.43K <0.01% -779 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 63 $4.43K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 61 $4.29K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 55 $3.87K <0.01% -55 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 47 $3.31K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 46 $3.24K <0.01% -22 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 38 $2.67K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 34 $2.39K <0.01% +16 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $1.69K <0.01% -21 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 23 $1.62K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $1.62K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $1.48K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $1.41K <0.01% -7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $1.34K <0.01% -2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 18 $1.26K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15 $1.05K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 15 $1.05K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16 $1K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $915 <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 13 $915 <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 12 $844 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10 $704 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10 $704 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 10 $704 <0.01% 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $634 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $633 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $633 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8 $563 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $563 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $493 <0.01% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6 $422 <0.01% -10 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $281 <0.01% -16 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $212 <0.01% -1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $211 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $141 <0.01% new 13F-HR Timeline Group Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 2 $141 <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $141 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $140 <0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $84 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $71 <0.01% -5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $71 <0.01% -3 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1 $70 <0.01% 13F-HR Timeline