Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 8,079 $560K 0.07% +2,625 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 7,950 $551K 0.5% -3,575 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,928 $550K 0.01% +2,163 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,319 $507K 0.05% -4,587 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,260 $503K 0.09% 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 6,832 $474K <0.01% +47 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,718 $466K 0.18% +805 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 6,687 $464K <0.01% +528 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,544 $454K 0.01% +1,441 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,541 $454K 0.28% +2,365 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 6,492 $450K 0.02% +77 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,487 $450K 0.01% +1,578 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,473 $449K 0.12% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 6,061 $420K <0.01% +479 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,982 $415K <0.01% -9,032 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,983 $414K <0.01% new 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5,743 $398K 0.33% +968 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,690 $395K 0.02% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 5,600 $388K <0.01% -1,600 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,590 $388K <0.01% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,484 $380K 0.17% -256 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,431 $377K 0.01% +682 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,425 $376K 0.01% +300 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,329 $370K <0.01% new 13F-HR Timeline Group Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,286 $367K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,240 $363K <0.01% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,101 $354K <0.01% +741 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,021 $348K 0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,918 $341K 0.01% -5,708 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,690 $325K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,662 $323K <0.01% +352 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,646 $322K <0.01% -428 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,617 $320K <0.01% +182 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,593 $318K <0.01% 0 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 4,463 $309K 3.04% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,451 $309K 0.03% -1,851 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,430 $307K 0.01% -49 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,245 $294K 0.01% +805 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,228 $293K 0.13% +370 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,200 $291K 0.01% +3 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,104 $285K <0.01% -7,237 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,094 $284K <0.01% +750 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,081 $283K <0.01% -11,078 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,066 $282K <0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,062 $282K <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 4,012 $278K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. &PARTNERS More: the full row for &PARTNERS 3,969 $275K <0.01% +744 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,957 $274K 0.01% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 3,927 $272K 0.22% +687 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,765 $261K 0.02% +558 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,739 $259K 0.03% +15 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 3,672 $255K <0.01% 0 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 3,575 $248K 0.01% -4,958 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,534 $245K 0.27% +170 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,490 $242K 0.01% -2,435 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,488 $242K <0.01% +3,278 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,465 $240K 0.02% +325 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,455 $240K 0.03% +165 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,445 $239K 0.01% +105 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,345 $232K <0.01% +110 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,295 $228K 0.01% -414 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,276 $227K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,250 $225K 0.01% +2,281 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,200 $222K 0.16% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,158 $219K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,150 $218K 0.01% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,108 $216K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,107 $215K 0.02% +380 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 3,073 $213K 0.11% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 3,024 $210K <0.01% 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,000 $208K 0.09% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,914 $202K 0.09% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,866 $199K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,702 $187K 0.04% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,680 $186K 0.15% +680 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,600 $180K <0.01% -200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,511 $174K <0.01% -569 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,508 $174K <0.01% +258 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) 2,478 $172K <0.01% -2,131 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 633 $171K 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,212 $153K <0.01% +1,468 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,000 $140K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 2,001 $139K +1,955 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,973 $137K <0.01% +182 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,920 $133K <0.01% +1,811 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,833 $127K <0.01% +282 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,831 $127K <0.01% +191 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,668 $116K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,616 $112K <0.01% +1,477 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,601 $111K <0.01% -64 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,521 $105K 0.1% +315 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,480 $103K <0.01% new 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,434 $101K <0.01% 0 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. 1,350 $93.6K <0.01% +97 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,315 $91.2K 0.06% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,297 $89.9K <0.01% +190 13F-HR/A Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,257 $87.2K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,140 $79K 0.01% -591 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 1,124 $77.9K 0.01% new 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/ 808 $56K <0.01% +77 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 721 $50K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 706 $49.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 637 $45K 0.03% +340 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 628 $43.5K <0.01% -132 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 618 $42.9K <0.01% +291 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 592 $40K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 555 $38.5K <0.01% +362 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 533 $37K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 502 $34.8K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 477 $33.1K <0.01% +372 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 458 $31.8K <0.01% +29 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 426 $29.5K <0.01% -12 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 411 $28.5K <0.01% -266 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 386 $26.8K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 386 $26.8K <0.01% -251 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 361 $26K <0.01% +46 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 368 $25.5K <0.01% +31 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 361 $25K 0.01% +194 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 348 $24.1K 0.01% +179 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 342 $23.7K <0.01% +282 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 298 $20.7K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 294 $20.4K <0.01% -26 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 292 $20.2K <0.01% -225 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 293 $20K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 262 $18.2K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 223 $15.5K <0.01% +91 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 220 $15.3K <0.01% +170 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 205 $14.2K <0.01% +197 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 202 $14K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 197 $13.7K <0.01% -41 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 169 $11.7K <0.01% -59 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 166 $11.5K <0.01% +48 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 155 $11.1K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 156 $10.8K <0.01% 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 146 $10.2K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 143 $10K <0.01% -4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 144 $9.98K <0.01% +132 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 142 $9.85K <0.01% +13 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 132 $9.15K <0.01% -9,728 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 132 $9.15K <0.01% -33 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 99 $6.87K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 86 $5.96K <0.01% +59 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 80 $5.55K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 80 $5.55K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 75 $5.2K <0.01% +72 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 74 $5.13K <0.01% -208 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 72 $4.99K <0.01% -7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 69 $4.78K <0.01% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 68 $4.71K <0.01% +60 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 66 $4.58K <0.01% new 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 58 $4.02K <0.01% new 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 58 $4.02K <0.01% +23 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 55 $3.81K <0.01% -22 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 52 $3.61K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 49 $3.4K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $3.12K <0.01% +39 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 54 $3K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 42 $2.94K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40 $2.77K <0.01% +24 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 38 $2.63K <0.01% -16 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 34 $2.36K <0.01% -3 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 34 $2.36K <0.01% +7 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 33 $2.29K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 37 $2.29K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 23 $1.68K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $1.67K <0.01% +12 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 23 $1.59K <0.01% +8 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15 $1.04K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $901 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $832 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 10 $694 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 10 $693 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $624 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $624 <0.01% -8 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $624 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9 $614 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 8 $555 <0.01% -4 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $555 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7 $485 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 7 $485 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $417 <0.01% -5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $347 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $347 <0.01% -45 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $347 <0.01% +2 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $347 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $208 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $139 <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $139 <0.01% -56 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $70 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $69 <0.01% -2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1 $69 <0.01% -19 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $69 <0.01% -2 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.