Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,250 $378K 0.03% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,201 $369K 0.01% new 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 2,133 $358K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,122 $356K <0.01% new 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 2,100 $353K <0.01% -700 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,056 $345K 0.05% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,045 $343K 0.04% +460 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,033 $341K <0.01% -3,500 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 1,961 $329K <0.01% new 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,950 $327K 0.04% +32 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,945 $327K <0.01% -4,721 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,926 $323K 0.03% +181 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,914 $321K 0.18% +355 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,910 $321K 0.05% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,907 $320K 0.01% +8 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,876 $315K <0.01% -5,517 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,867 $313K <0.01% +148 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,859 $312K 0.07% 0 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 1,844 $310K 0.21% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,835 $308K <0.01% +256 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,819 $305K 0.01% 0 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,811 $304K 0.02% +403 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,730 $290K <0.01% -552 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,711 $287K <0.01% -15,381 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,693 $284K 0.01% +324 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,685 $283K 0.02% -413 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,679 $282K <0.01% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,640 $275K 0.06% +551 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,637 $275K <0.01% +110 13F-HR Timeline Group SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,636 $275K 0.16% -306 13F-HR Timeline Palo Duro Investment Partners, LP More: the full row for Palo Duro Investment Partners, LP 1,556 $261K 0.05% +141 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,547 $260K <0.01% +941 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,545 $259K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,538 $258K <0.01% -400 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,511 $253K 0.03% -3,636 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,498 $251K 0.13% -71 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 1,471 $247K 0.09% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,468 $246K 0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,460 $245K <0.01% -86 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,456 $244K 0.03% +122 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,453 $244K 0.18% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,392 $234K <0.01% +669 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,360 $228K <0.01% +20 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,350 $227K 0.14% -270 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,328 $223K <0.01% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,320 $222K <0.01% -238 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,300 $218K 0.05% +100 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,300 $218K 0.06% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,261 $212K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,251 $210K <0.01% -128 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,242 $208K <0.01% new 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,240 $208K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,211 $203K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,203 $202K <0.01% +147 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,201 $202K 0.01% +1 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) 1,065 $179K <0.01% -1,770 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,114 $179K 0.01% +201 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $168K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 963 $162K <0.01% +403 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 862 $138K 0.01% +434 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 668 $112K <0.01% -241 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 610 $102K <0.01% +234 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $101K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 598 $100K 0.03% +133 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 594 $99.7K 0.05% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 583 $97.9K <0.01% -9 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 550 $92.3K 0.04% +160 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 527 $89K <0.01% 0 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 509 $85.4K <0.01% 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 478 $80.2K <0.01% -22 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 458 $76.9K 0.01% -1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 446 $74.9K <0.01% +170 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 434 $72.9K 0.01% +309 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 401 $67.3K <0.01% +384 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 392 $65.8K 0.01% +30 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 367 $61.6K <0.01% -211 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 331 $55.6K <0.01% -1 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 326 $54.7K 0.02% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 300 $50.4K 0.02% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 267 $44.8K 0.02% +117 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 259 $43.5K <0.01% -79 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 255 $42.8K <0.01% +39 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 237 $39.8K <0.01% +150 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 225 $37.8K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 215 $36.1K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 204 $34.2K <0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 200 $33.6K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 200 $33.6K <0.01% -400 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 175 $29.4K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 169 $28.4K <0.01% -324 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 167 $28K <0.01% +2 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 164 $27.5K 0.01% +14 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 160 $26.9K <0.01% -212 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 145 $24.3K <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 133 $22.3K <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 128 $21.5K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 121 $20.3K <0.01% -90 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 115 $19.3K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $18.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 108 $18.1K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 106 $17.8K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 106 $17K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 100 $16.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $16.8K <0.01% -15 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 100 $16.8K 0.01% -51 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $16.8K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 95 $15.9K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 80 $13K <0.01% -200 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 77 $12.9K 0.01% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 68 $12.9K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 79 $12.7K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 73 $12.3K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 69 $11.6K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 69 $11.6K <0.01% -423 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 62 $10.4K <0.01% -48 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 58 $9.74K <0.01% +44 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 55 $9.23K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 55 $9.23K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50 $8.39K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $8.39K <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 50 $8.39K <0.01% +12 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 50 $8.39K -1,693 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 46 $8K <0.01% -215 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 46 $7.72K <0.01% -58 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $7.72K <0.01% +1 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 40 $6.72K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $6.71K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 39 $6.55K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 38 $6.38K <0.01% -621 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 35 $6.15K <0.01% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 37 $6K <0.01% -4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 34 $5.71K <0.01% +32 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 34 $5.71K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 34 $5.71K <0.01% -35 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 32 $5.37K <0.01% +5 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 32 $5.37K <0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 29 $4.87K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 27 $4.53K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 26 $4.36K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 25 $4.2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23 $3.86K <0.01% +1 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 22 $3.69K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 21 $3.52K <0.01% +7 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 20 $3.36K <0.01% +3 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 18 $3.02K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15 $3K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $2.69K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 16 $2.69K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 15 $2.59K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 15 $2.43K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $2.18K <0.01% +4 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12 $2.01K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10 $1.68K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $1.68K <0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10 $1.68K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $1.68K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 9 $1.51K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 9 $1.51K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $1.34K <0.01% -4 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8 $1.34K <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3 $1K <0.01% +3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4 $672 <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4 $671 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3 $504 <0.01% -5 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $336 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $168 <0.01% -4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $168 <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,675 $281M -924 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.