CenterBook Partners LP More: the full row for CenterBook Partners LP 22,236 $309K 0.02% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 21,430 $306K 0.01% -1,479 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 20,759 $288K 0.03% 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. 20,523 $285K <0.01% -5,775 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,606 $275K <0.01% -16,321 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 19,500 $271K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 19,500 $271K <0.01% -10,492 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 19,500 $271K <0.01% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 19,200 $266K 0.05% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 19,155 $265K <0.01% new 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 18,990 $264K <0.01% -24,196 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,752 $260K <0.01% -2,623 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) 18,717 $260K 0.01% +8,778 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,653 $259K <0.01% +4,249 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 18,159 $252K 0.02% +7,879 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 18,046 $250K <0.01% -600 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 17,907 $249K <0.01% -9,257 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 17,842 $248K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,595 $244K <0.01% +4,003 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 16,495 $229K 0.02% +4,927 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 15,816 $220K <0.01% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 15,051 $209K <0.01% -1,343 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,997 $208K <0.01% -9,914 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 14,750 $205K 0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,522 $202K 0.03% -174 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 14,407 $200K 0.01% -59,884 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,364 $199K <0.01% -711 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 14,159 $197K <0.01% -107,313 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 13,979 $194K <0.01% -35,753 13F-HR/A Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 13,887 $191K <0.01% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 13,637 $189K 0.04% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 12,587 $175K <0.01% new 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 12,312 $171K <0.01% -93,788 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,768 $163K 0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 11,698 $162K 0.08% -31,308 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,542 $160K <0.01% -7,089 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 11,459 $159K <0.01% -1,007 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 10,647 $155K 0.01% 0 13F-HR Timeline Group CFC Planning Co LLC More: the full row for CFC Planning Co LLC 11,118 $154K 0.09% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,995 $153K <0.01% -6,306 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 10,676 $148K <0.01% +3,284 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 10,224 $142K <0.01% -1,106 13F-HR Timeline Group SEB Asset Management AB More: the full row for SEB Asset Management AB 10,222 $142K <0.01% +49 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 10,000 $139K 0.07% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 9,701 $135K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,478 $132K <0.01% +3,668 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Research Corp More: the full row for Investors Research Corp 9,500 $132K 0.02% -500 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,582 $119K 0.01% -1,022 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,506 $119K <0.01% +1,583 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,538 $119K <0.01% -1,831 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,487 $118K <0.01% -180 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,166 $113K <0.01% -10,233 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 8,180 $113K 0.08% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,930 $110K <0.01% +5,118 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 7,815 $107K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 7,574 $105K <0.01% 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 6,448 $89K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,100 $84.7K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,816 $80.7K <0.01% +3,472 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,808 $66.7K 0.01% -6,083 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 3,885 $55K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,944 $54.7K <0.01% -32 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,582 $49.7K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,490 $49K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,510 $48.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,326 $46.2K <0.01% -5,000 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,183 $44.2K -364,260 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,161 $43.9K <0.01% -17,854 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,014 $41.8K <0.01% -3,845 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,000 $41.6K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,895 $40.2K <0.01% +695 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,738 $38K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,679 $37.2K <0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,672 $37.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,582 $35.8K <0.01% +2,023 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,364 $32.8K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,265 $32K 0.02% +1,581 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,872 $26K <0.01% -2,876 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,855 $25.8K <0.01% -327 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,627 $22.6K <0.01% -1,472 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,496 $20.8K <0.01% +63 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,416 $20K <0.01% -2,087 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,417 $19.7K <0.01% -6,023 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,298 $18K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,195 $16.6K <0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,123 $15.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,100 $15.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,006 $14K <0.01% -733 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,000 $13.9K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,000 $13.9K <0.01% -4,800 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 795 $11K <0.01% +24 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 791 $11K <0.01% +140 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 747 $10.4K <0.01% +280 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 696 $9.66K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 680 $9.44K <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. 607 $8.43K <0.01% -126,291 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 600 $8.33K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $8.33K <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 540 $7.5K <0.01% -4,080 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 519 $7.2K <0.01% -1,225 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 464 $6.44K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 379 $5.46K <0.01% -13 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 389 $5.4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 388 $5.38K <0.01% +174 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 322 $4.47K <0.01% -870 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 295 $4.09K <0.01% -55 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 277 $3.8K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 272 $3.77K <0.01% +144 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 270 $3.74K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 265 $3.68K <0.01% -15 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 250 $3.47K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 241 $3.35K <0.01% +146 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 235 $3.26K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 207 $2.87K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 204 $2.83K <0.01% -29 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 200 $2.78K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 200 $2.75K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 197 $2.73K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 193 $2.68K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 158 $2.19K <0.01% +18 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 155 $2.15K <0.01% -1,190 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 153 $2.12K <0.01% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 152 $2.11K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 150 $2.08K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 150 $2.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $2K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 148 $2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 133 $1.85K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 128 $1.78K <0.01% +7 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 118 $1.64K <0.01% -981 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 112 $1.55K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 110 $1.53K <0.01% +108 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 107 $1.49K <0.01% -799 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 106 $1.45K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 104 $1.44K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 103 $1.43K <0.01% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 102 $1.42K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $1.39K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 100 $1.39K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 100 $1.39K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $1.39K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $1.39K <0.01% +50 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $1.39K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 97 $1.35K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 97 $1.35K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 96 $1.33K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 81 $1.12K <0.01% +10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 74 $1.03K <0.01% +35 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 65 $902 <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 63 $874 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $708 <0.01% -33 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $694 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 48 $666 <0.01% +21 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 49 $639 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 46 $638 <0.01% -26 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 40 $565 <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 40 $555 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39 $541 <0.01% -5 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 38 $527 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $514 <0.01% -7 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36 $500 <0.01% -463 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 36 $500 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $486 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 34 $472 <0.01% -14 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 34 $472 <0.01% +20 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32 $444 <0.01% -19 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $375 <0.01% -3,254 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 25 $347 <0.01% -111 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 19 $264 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15 $208 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $193 <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12 $167 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $167 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $139 <0.01% +3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $139 <0.01% +9 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9 $125 <0.01% -123 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8 $111 <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 7 $98 <0.01% -10 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $84 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6 $83 <0.01% -16,454 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4 $56 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $56 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $56 <0.01% -7 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $42 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $42 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $28 <0.01% -8 13F-HR Timeline City State Bank More: the full row for City State Bank 2 $28 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $14 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 16 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 89 $266K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.