Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,803 $312K 0.02% -197 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,800 $311K 0.02% -25 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,793 $310K <0.01% -145 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,790 $310K 0.03% -75 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,781 $308K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,751 $303K <0.01% +729 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,727 $299K 0.09% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,691 $293K 0.14% +804 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 1,687 $292K 0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,681 $291K 0.02% +481 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,677 $290K 0.01% +49 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,673 $289K <0.01% -1,271 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 1,612 $279K <0.01% +39 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,607 $278K <0.01% -11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,603 $277K 0.01% +20 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,598 $277K 0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,596 $276K 0.01% -211 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,578 $273K <0.01% +111 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,559 $270K 0.02% +218 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,540 $266K 0.28% +374 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,500 $260K 0.68% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,500 $260K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,481 $259K 0.03% +54 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,494 $259K 0.01% -20 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,388 $256K 0.13% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,473 $255K <0.01% +514 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,446 $250K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,356 $249K 0.01% +531 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,432 $248K <0.01% +319 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,425 $247K 0.04% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,403 $243K 0.01% -455 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,400 $242K 0.01% +36 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,394 $242K <0.01% +878 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) 1,355 $234K 0.01% -3,506 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,347 $233K 0.07% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,333 $231K <0.01% +31 13F-HR Timeline Group MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,328 $230K 0.01% -7,847 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,322 $229K <0.01% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,300 $225K 0.01% -1,300 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,285 $222K <0.01% +83 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,283 $222K 0.16% +468 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,271 $220K 0.02% -156 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,273 $220K 0.01% +13 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,266 $219K 0.01% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,253 $217K 0.01% -519 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,253 $217K 0.13% -426 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,239 $214K <0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,236 $214K 0.02% -1,081 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,234 $214K <0.01% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,229 $213K 0.06% +57 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 1,217 $211K <0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,205 $209K <0.01% -536 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,200 $208K 0.02% 0 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 1,200 $208K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,199 $207K 0.02% -237 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,173 $203K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,119 $194K <0.01% -118 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,052 $182K 0.01% -4,404 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,018 $176K 0.01% -644 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 889 $154K <0.01% +34 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 856 $148K <0.01% -399 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 851 $147K 0.01% -1,134 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 849 $146K 0.01% +426 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 827 $143K <0.01% -9,194 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 739 $128K 0.02% +629 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 736 $127K 0.02% +56 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 734 $127K 0.05% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 704 $122K 0.01% +482 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 675 $117K <0.01% -500 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 634 $109K 0.07% +109 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 603 $104K <0.01% +287 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 556 $96.2K <0.01% -245 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 552 $95.5K 0.01% +202 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 515 $89.1K 0.01% +19 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 494 $85.5K 0.04% +276 13F-HR/A Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 476 $82.4K 0.06% +142 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 425 $73.5K 0.02% +40 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 421 $72.8K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 384 $66.4K <0.01% +110 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 374 $64.7K <0.01% +66 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 359 $62.1K 0.01% +148 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 348 $60.2K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 317 $54.9K <0.01% +1 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 298 $51.6K 0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 291 $50K <0.01% +12 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/ 276 $47.8K <0.01% -30,003 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 271 $46.9K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 265 $46.9K 0.03% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 252 $43.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 251 $43.4K <0.01% -58 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 262 $42K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 240 $41.5K <0.01% -49 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 229 $39.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 211 $36.5K <0.01% -14 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 203 $35.1K <0.01% -787 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 199 $34.4K <0.01% +103 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 191 $33.3K <0.01% -8 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 160 $27.7K <0.01% -25,605 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 129 $22.3K 0.01% -30 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 127 $22K <0.01% -520 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 122 $21.1K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 110 $19K <0.01% -126 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 107 $18.5K <0.01% +71 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 106 $18.3K <0.01% +28 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 103 $17.8K 0.01% -746 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101 $17.5K <0.01% -223 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 97 $16.8K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 94 $16.3K <0.01% -209 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 88 $15.2K <0.01% -45 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 88 $15.2K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 79 $13.7K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 78 $13.5K <0.01% -65 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 78 $13K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 73 $12.6K <0.01% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 61 $10.6K <0.01% -639 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 56 $9.69K <0.01% +16 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 55 $9.52K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 55 $9.52K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $9.34K 0.01% -111 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 50 $8.65K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $7.61K <0.01% +18 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 43 $7.44K <0.01% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 41 $7.09K <0.01% +40 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 42 $7K <0.01% -5 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $6.92K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 34 $5.88K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 34 $5.88K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30 $5.19K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 28 $5K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 28 $4.84K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $4.5K <0.01% -15 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $4.5K <0.01% -16 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25 $4.33K <0.01% -19 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 25 $4.33K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $4.33K <0.01% -114 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $4.15K <0.01% 0 13F-HR/A Timeline Saudi Central Bank More: the full row for Saudi Central Bank 24 $4.15K 0.02% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 24 $4.15K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $3.98K <0.01% -9 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $3.98K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 22 $3.81K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 22 $3.81K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 22 $3.81K <0.01% +1 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $3.63K <0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20 $3.46K <0.01% -132 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $3.46K <0.01% +10 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 22 $3K <0.01% -20 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $2.77K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 15 $2.6K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $2.6K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 14 $2.42K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $2.08K <0.01% -5 13F-HR Timeline TOBAM More: the full row for TOBAM 13 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11 $1.9K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11 $1.9K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.73K <0.01% +9 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $1.73K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $1.57K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 9 $1.56K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $1.56K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $1.39K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.39K <0.01% -67 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8 $1.38K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 8 $1.32K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $1.21K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6 $1.04K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $1.04K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.04K <0.01% -2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $1.04K <0.01% +4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $1.04K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% +3 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5 $865 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $865 <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $865 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $865 <0.01% -2 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $865 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $693 <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4 $692 <0.01% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $692 <0.01% -23 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $692 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $692 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $524 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3 $519 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $499 <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $347 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $344 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $174 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $174 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $173 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $173 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $173 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -235 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.