Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,455 $674K 0.01% +3,773 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,400 $670K 0.01% new 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 9,389 $670K 0.08% +368 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 8,995 $642K 0.05% new 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 8,779 $626K 0.3% -35 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,711 $621K 0.03% -7,040 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,709 $621K 0.02% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,667 $618K 0.05% +1,783 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,000 $611K 0.27% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 8,309 $593K 0.01% -1,221 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,086 $577K <0.01% -221 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,078 $576K <0.01% +2,540 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,069 $575K <0.01% -1,053 13F-HR Timeline Group CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 7,928 $565K +7,919 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 7,659 $546K <0.01% +1,020 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,648 $545K <0.01% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,481 $534K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,329 $523K 0.01% +61 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,307 $521K <0.01% +4,770 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,304 $521K <0.01% -10 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,241 $516K 0.01% -466 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 7,114 $507K <0.01% -6,093 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,888 $491K 0.04% -1,382 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,766 $483K <0.01% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,686 $477K <0.01% +9 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,678 $476K 0.02% +97 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 6,603 $471K 0.03% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 6,582 $469K <0.01% -1,515 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 6,517 $465K 0.19% +21 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 6,273 $447K 0.31% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,213 $443K 0.01% -1,379 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,098 $435K <0.01% +394 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,934 $423K 0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,906 $421K 0.01% +41 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,863 $418K <0.01% +69 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,850 $417K <0.01% +421 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,748 $410K 0.01% +501 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 5,731 $409K 0.01% -131 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,500 $392K 0.01% +146 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,446 $388K 0.18% +506 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,425 $387K 0.18% -9,950 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,258 $375K 0.11% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,252 $375K <0.01% -6,836 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,214 $372K 0.03% +3 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,212 $372K 0.22% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,190 $370K 0.02% 0 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 5,112 $365K 0.02% -980 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,097 $364K 0.06% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,964 $354K <0.01% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,787 $341K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,777 $341K <0.01% +4,482 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 4,675 $333K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,583 $327K 0.06% +147 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,492 $320K 0.03% 0 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,396 $314K <0.01% -64 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,137 $295K 0.06% new 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 4,034 $288K 0.08% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,007 $286K <0.01% +506 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,000 $285K 0.08% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,973 $283K 0.01% -96 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,821 $273K 0.04% -133 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,587 $256K 0.21% -310 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,580 $255K <0.01% -500 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,572 $255K <0.01% +255 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,524 $251K <0.01% +283 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,493 $249K <0.01% new 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 3,421 $244K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,348 $239K 0.01% -79 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,330 $237K 0.05% +10 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,327 $237K 0.01% -2,738 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,305 $236K 0.01% 0 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,292 $235K 0.02% -697 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,282 $234K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,252 $232K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,158 $225K 0.13% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,122 $223K <0.01% new 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,075 $219K <0.01% -7,003 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,020 $215K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,012 $215K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,990 $213K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,990 $213K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,973 $212K 0.12% -177 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,946 $210K 0.02% 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) 2,903 $207K 0.01% -3,464 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,896 $207K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,275 $162K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,211 $158K 0.05% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,015 $144K <0.01% 0 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,937 $138K <0.01% -3,069 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,865 $135K 0.01% +263 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,803 $129K 0.01% -37 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,849 $126K <0.01% +750 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,683 $120K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,624 $118K <0.01% +210 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,602 $114K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,510 $108K 0.01% +302 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,283 $91.5K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,160 $82.7K <0.01% +7 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,113 $79.4K <0.01% +39 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,091 $77.8K <0.01% +62 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,062 $75.7K 0.04% +67 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 949 $67.7K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 902 $64.3K <0.01% +704 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 808 $57K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 708 $50.5K <0.01% +111 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 679 $48.4K <0.01% +37 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 679 $46.4K <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 630 $44.9K <0.01% +250 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 622 $44.4K <0.01% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 599 $42.7K <0.01% +183 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 576 $41.1K <0.01% +36 13F-HR 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. 568 $41K <0.01% +55 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 548 $39.1K <0.01% +455 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 544 $38.8K <0.01% +276 13F-HR Timeline Quarry LP More: the full row for Quarry LP 516 $36.8K 0.01% +489 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 503 $36K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 472 $33.7K <0.01% +138 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 419 $29.9K <0.01% +254 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 415 $29.6K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 389 $28K <0.01% +184 13F-HR Timeline Group City State Bank More: the full row for City State Bank 350 $25K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 341 $24.3K <0.01% +1 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 326 $23.3K <0.01% +2 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 324 $23K <0.01% -379 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 317 $22.6K <0.01% +276 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 295 $21K <0.01% +192 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 261 $18.6K <0.01% +28 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 257 $18.3K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 253 $18K <0.01% +163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 250 $17.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 229 $16.3K 0.01% +66 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 225 $16K <0.01% +4 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 215 $15.3K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 205 $14.6K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 200 $14K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 182 $13K <0.01% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 180 $12.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 147 $10.5K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 141 $10.1K <0.01% +8 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 139 $9.91K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 137 $9.77K <0.01% +10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 120 $8.56K <0.01% -25 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 105 $7.49K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $7.13K <0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $7.13K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 93 $7K <0.01% -3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 89 $6.35K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 84 $5.99K <0.01% +2 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 78 $5.56K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 72 $5.13K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 69 $4.92K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $4.85K <0.01% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 71 $4.27K <0.01% +12 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 57 $4.07K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 59 $4.05K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 54 $3.85K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $3.21K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $3.07K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 44 $2.89K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 39 $2.78K <0.01% +26 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 36 $2.57K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 31 $2.21K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 29 $2.07K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 28 $2K <0.01% -3 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 25 $1.78K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $1.43K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18 $1.28K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 22 $1K <0.01% +16 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 20 $1K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $998 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $785 <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $634 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8 $550 <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 6 $428 <0.01% +1 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 5 $357 <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 5 $357 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $357 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $214 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $214 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $214 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $143 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $143 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $71 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $63 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.