Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,842 $618K 0.02% -145 13F-HR Timeline Group CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,737 $606K 0.35% +1,399 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,734 $606K <0.01% -75 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,726 $605K 0.36% -8,471 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,719 $605K 0.01% +907 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,690 $601K 0.04% -1,650 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,647 $597K 0.04% +22 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,474 $579K 0.05% +769 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,065 $535K 0.02% +153 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,906 $517K 0.01% +1,168 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,727 $500K 0.26% +705 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,689 $496K <0.01% +214 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,616 $488K 0.02% +108 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,429 $468K 0.01% -32 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,494 $467K 0.04% -1,192 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,319 $457K <0.01% -16 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,170 $441K 0.01% new 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,108 $434K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,003 $423K 0.04% +869 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,001 $423K <0.01% -3,300 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,939 $416K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,936 $416K <0.01% +145 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,899 $412K 0.27% +1,344 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,922 $408K 0.01% new 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 3,799 $402K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,687 $390K <0.01% +70 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,676 $389K <0.01% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,616 $382K 0.06% +331 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,467 $366K +2,094 Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,442 $364K 0.24% -672 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,316 $351K 0.01% -421 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,273 $346K 0.01% -44 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,065 $324K 0.3% +170 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,022 $319K <0.01% -273 13F-HR Timeline FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 3,000 $317K <0.01% 0 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 2,980 $315K 0.01% -1,301 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,965 $313K 0.06% -1,271 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 2,950 $312K 0.34% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,843 $301K <0.01% -18 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,806 $297K 0.14% -1,293 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,800 $296K 0.01% -453 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,781 $294K <0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,768 $293K <0.01% +74 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,758 $292K 0.01% +1,063 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,721 $288K 0.01% -338 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,691 $284K <0.01% +426 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,681 $283K 0.16% -465 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,512 $266K <0.01% -825 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,504 $265K 0.16% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,500 $264K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,492 $263K <0.01% -23 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,440 $258K <0.01% -4,195 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,422 $256K <0.01% +75 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,353 $249K 0.03% +104 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,352 $249K 0.07% -13,308 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,334 $247K 0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,306 $244K 0.07% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,238 $237K <0.01% -230 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,222 $235K 0.09% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,201 $233K 0.01% -72 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,119 $224K 0.01% +387 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,100 $222K 0.01% -211 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,091 $221K <0.01% +53 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2,082 $220K <0.01% -400 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,076 $219K 0.01% -24 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,075 $219K 0.64% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,066 $218K 0.02% new 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,063 $214K <0.01% -142 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,015 $213K 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,968 $208K 0.03% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,959 $207K 0.02% +465 13F-HR/A Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,940 $205K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,900 $201K 0.05% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,780 $188K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,782 $188K <0.01% +1,022 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,624 $172K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,529 $162K <0.01% +210 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,330 $138K 0.01% -58 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,300 $137K <0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,257 $133K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,231 $130K <0.01% +444 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,066 $113K 0.01% +1,065 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,000 $106K 0.04% 0 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 844 $89.2K 0.06% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 751 $79.4K <0.01% -21 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/ 736 $77.8K <0.01% +4 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 705 $74K <0.01% -3,977 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 625 $66.1K <0.01% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 592 $60K <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 565 $59.7K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 440 $46.4K <0.01% -343 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 437 $46.2K 0.01% +410 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 426 $45K <0.01% -6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 386 $40.8K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 385 $40.7K 0.02% new 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 367 $38.8K <0.01% +200 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 334 $35.3K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 308 $33K <0.01% -954 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 310 $32.8K <0.01% -345 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 307 $32.5K <0.01% +287 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 296 $31.3K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 267 $28.2K <0.01% -4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 253 $27K <0.01% +34 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $26.4K <0.01% +186 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 241 $25.5K <0.01% +8 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 239 $25K <0.01% +42 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 221 $23.4K <0.01% +109 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 213 $22.5K <0.01% +79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 209 $22.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $21.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 172 $18.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 156 $16.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 156 $16.5K 0.02% +15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 153 $16.2K <0.01% +151 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 175 $15.5K <0.01% +25 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 139 $14.7K <0.01% -29 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 119 $13K 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 109 $11.5K <0.01% +15 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 102 $10.8K <0.01% -17 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 101 $10.7K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $10.6K <0.01% +20 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $10.6K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $10.6K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 101 $10.5K <0.01% new 13F-HR/A Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 89 $9.41K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 78 $8K <0.01% -432 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 59 $6.24K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 59 $6.24K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57 $6.03K <0.01% -94 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 57 $6K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 57 $5.4K <0.01% +17 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $5.37K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50 $5.29K <0.01% +14 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 50 $5.29K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 47 $4.97K <0.01% 0 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. 46 $4.86K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $4.55K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 39 $4.12K <0.01% -15 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 38 $4.02K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 47 $4K <0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $3.49K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 33 $3.49K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 24 $2.54K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $2.43K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20 $2.11K <0.01% -20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $1.8K <0.01% -17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $1.69K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16 $1.69K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $1.59K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13 $1.38K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $1.31K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10 $1.06K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 68 $951 <0.01% +59 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $951 <0.01% -10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $846 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $740 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $740 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6 $634 <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $529 <0.01% -55 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $529 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $423 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $211 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $211 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $106 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $106 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $106 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $106 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $106 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -964 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.