KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 601 $291K <0.01% -367 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 600 $290K 0.12% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 586 $284K 0.03% -73 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 584 $283K 0.01% +31 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 584 $283K 0.03% -62 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 582 $282K 0.03% +39 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 590 $280K <0.01% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 579 $280K 0.02% -1,649 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 573 $277K <0.01% new 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 579 $277K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 570 $276K 0.02% -200 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 562 $272K 0.07% -33 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 561 $271K 0.02% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 560 $271K 0.01% 0 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) 556 $269K 0.01% -347 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 550 $266K 0.08% +43 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 550 $266K <0.01% 0 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. 531 $257K 0.01% +6 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 529 $256K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 522 $253K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 517 $250K <0.01% +96 13F-HR/A Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 512 $248K 0.01% -28 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 510 $247K 0.07% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 505 $244K <0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 504 $244K 0.01% +3 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 502 $243K <0.01% new 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 504 $242K 0.01% +3 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 498 $241K 0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 494 $239K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 494 $239K <0.01% +135 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 489 $237K 0.03% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 489 $237K 0.08% +55 13F-HR/A Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 488 $236K 0.04% +63 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 488 $236K 0.1% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 485 $235K 0.01% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 475 $230K 0.01% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 470 $227K 0.02% -362 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 461 $223K <0.01% +14 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 458 $222K 0.02% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 455 $220K 0.01% -6 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 464 $220K <0.01% -141 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 453 $219K 0.01% +15 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 450 $218K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 449 $217K <0.01% +36 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 432 $209K 0.01% +15 13F-HR/A Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 432 $209K 0.02% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 432 $209K <0.01% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 428 $207K 0.04% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 427 $207K 0.02% -8 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 425 $206K 0.01% -41 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 424 $205K 0.05% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 428 $205K 0.05% +373 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 422 $204K <0.01% -11 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 416 $203K 0.01% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 420 $203K 0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 418 $202K <0.01% +2 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 400 $194K <0.01% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 398 $193K 0.01% -203 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 395 $191K 0.02% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 375 $181K <0.01% +150 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 350 $169K <0.01% +5 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 338 $164K 0.01% +150 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 303 $147K 0.01% +120 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 268 $130K 0.08% -40 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 266 $129K <0.01% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 264 $128K <0.01% -2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 263 $127K 0.06% +260 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 261 $126K 0.01% -37 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 257 $124K <0.01% +162 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 244 $118K 0.14% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 237 $115K <0.01% +24 13F-HR/A 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. 230 $111K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 213 $103K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 207 $100K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 199 $96K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 180 $87.1K <0.01% +1 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 169 $81.3K 0.01% +140 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 167 $80.8K <0.01% +57 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 164 $78.6K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 160 $77.4K 0.24% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 162 $76.7K 0.01% +28 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 146 $70.7K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 135 $65.3K <0.01% +35 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 120 $58.1K <0.01% -2 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 119 $57.6K 0.04% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 110 $53.1K 0.02% -36 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 107 $51.8K <0.01% -31 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 102 $49.4K <0.01% +43 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 101 $48.9K <0.01% -13 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 95 $46K 0.01% +45 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 93 $45K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 91 $44K <0.01% -4 13F-HR Timeline Quarry LP More: the full row for Quarry LP 82 $39.7K 0.01% -30 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 80 $38.7K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 78 $37.7K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 73 $35.3K <0.01% +54 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 73 $35K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71 $34.4K 0.01% +41 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 65 $31.5K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 64 $31.1K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 60 $29.5K 0.01% -2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 60 $29.1K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 60 $29K 0.02% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 56 $27.1K 0.02% +53 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 55 $26.6K <0.01% -7 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 54 $26.1K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 54 $26.1K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $24.2K <0.01% -75 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $24.2K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 50 $24.2K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $23.2K <0.01% -27 13F-HR Timeline Amount filed as zero, left out of ratios. Binnacle Investments Inc More: the full row for Binnacle Investments Inc 48 $23.2K 0.02% +7 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 44 $21.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 44 $21.3K <0.01% +34 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 43 $21K 0.01% -10 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 40 $19.4K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 40 $19.4K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 40 $19.4K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 40 $19.4K 0.02% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 39 $18.9K <0.01% +20 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $17.8K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 36 $17.4K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 36 $17.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35 $16.9K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $16.5K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 34 $16.5K <0.01% -40 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 34 $16.5K <0.01% -17 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 32 $15.5K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 30 $14.5K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 27 $13.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25 $12.1K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 25 $12.1K 0.01% -3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $11.6K <0.01% +19 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $11.6K <0.01% -59 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 24 $11.6K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 23 $11.1K <0.01% +12 13F-HR/A Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 22 $10.6K <0.01% -3 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 21 $10.2K <0.01% -21 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $10.2K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21 $10.2K 0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 21 $10K <0.01% +2 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 20 $9.68K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 19 $9.19K <0.01% +3 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16 $7.74K <0.01% +5 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $7.26K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 14 $6.78K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 14 $6.78K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 12 $5.81K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12 $5.81K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 11 $5.33K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 11 $4.84K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $4.84K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $4.84K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8 $3.87K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 8 $3.55K <0.01% -14 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7 $3.39K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $3.39K <0.01% +5 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 210 $3.24K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $2.9K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6 $2.9K <0.01% -3 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6 $2.62K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5 $2.42K <0.01% +4 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $2.42K <0.01% -1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5 $2.42K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.94K <0.01% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $1.94K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4 $1.94K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $1.94K <0.01% -9 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3 $1.45K <0.01% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $1.45K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $1.45K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $1.45K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3 $1.45K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $1K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $968 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2 $968 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $968 <0.01% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $484 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $484 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $484 <0.01% -1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1 $484 <0.01% -132 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $484 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $484 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $483 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.