Melia Wealth LLC More: the full row for Melia Wealth LLC 447,638 $2.08M 0.96% +11,173 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 392,999 $1.83M <0.01% +9,614 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 217,785 $1.01M 0.07% +2,500 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 181,728 $845K <0.01% +7,900 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 112,087 $521K <0.01% +3,046 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 79,637 $370K 0.22% +50,511 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 356,978 $357K <0.01% -6,594 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 343,376 $343K 0.02% +229,244 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 65,875 $306K 0.09% -3,233 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 59,998 $279K <0.01% -12,739 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 48,250 $224K <0.01% +21,330 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 36,843 $171K <0.01% -195 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 32,300 $154K <0.01% 0 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 31,947 $149K <0.01% -1,311 13F-HR Timeline Group Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 147,298 $147K 0.15% -5,132 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,310 $146K <0.01% +13,139 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 29,595 $138K 0.01% +2,384 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 25,877 $120K <0.01% +12,553 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,669 $115K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 103,083 $103K 0.01% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 21,186 $98.5K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,186 $98.5K <0.01% -1,750 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 96,433 $96.4K <0.01% new 13F-HR Timeline Group BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 19,516 $90.7K <0.01% +4,300 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 82,888 $82.9K 0.08% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,240 $70.9K <0.01% +4,246 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,130 $65.7K <0.01% -2,001 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,806 $54.9K <0.01% -4,941 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 50,185 $50.2K <0.01% -2,802 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 40,544 $45.6K <0.01% -214,997 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 9,902 $45K <0.01% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 41,275 $41.3K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 34,674 $34.7K 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,810 $27K <0.01% +91 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 25,380 $25.4K <0.01% new 13F-HR/A Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 24,723 $24.7K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,482 $7.06K <0.01% -1,614 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 939 $4.37K <0.01% +2 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 800 $3.72K <0.01% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 696 $3.32K <0.01% -198,733 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) 691 $3.21K <0.01% -410 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 278 $1.29K <0.01% +6 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 124 $1K <0.01% new 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. 200 $930 <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 200 $930 <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 140 $651 <0.01% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7 $33 <0.01% +1 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.