O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,640 $527K <0.01% -94 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,630 $526K <0.01% +2,787 13F-HR/A Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,616 $525K 0.03% -31 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 5,590 $523K <0.01% -798 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,367 $502K <0.01% -665 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,987 $466K <0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 4,940 $462K <0.01% -6,204 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,924 $460K 0.01% -1,228 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,917 $460K <0.01% +228 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,898 $458K 0.22% +171 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,870 $455K 0.01% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,755 $445K 0.28% +856 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,650 $435K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,139 $434K 0.02% +74 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,555 $426K <0.01% +616 13F-HR/A Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,524 $423K 0.01% +95 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,420 $413K 0.05% +2,452 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,326 $404K <0.01% +7 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,313 $403K 0.01% -303 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,261 $398K 0.1% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,181 $391K 0.02% +73 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,174 $390K 0.04% -33,579 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,170 $390K 0.01% 0 13F-HR/A Timeline Ethic Inc. More: the full row for Ethic Inc. 4,059 $380K 0.01% -847 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,912 $366K <0.01% +225 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,644 $341K <0.01% -32 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,631 $339K 0.03% -372 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,548 $332K <0.01% -453 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,540 $331K 0.05% -76 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,516 $329K 0.03% -978 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,476 $325K 0.04% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,442 $322K 0.18% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,327 $311K <0.01% +11 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,208 $300K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,196 $299K <0.01% -740 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,172 $297K <0.01% -101 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,126 $292K 0.03% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,120 $292K 0.07% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,115 $291K 0.09% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,076 $288K 0.01% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,019 $282K <0.01% +251 13F-HR Timeline Group FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 3,000 $280K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,987 $279K 0.25% -78 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,975 $278K <0.01% -47 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,932 $274K 0.01% +211 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,929 $274K <0.01% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 2,890 $270K 0.01% +90 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,884 $270K 0.01% -96 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,879 $269K 0.31% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,702 $253K 0.13% -104 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,680 $251K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,653 $248K 0.01% +553 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,637 $247K 0.03% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,600 $243K 0.01% new 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,592 $242K 0.13% -89 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,540 $237K <0.01% +48 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,500 $234K 0.02% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,434 $228K <0.01% +12 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,421 $227K <0.01% -91 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,399 $224K 0.02% +46 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,351 $220K 0.02% +285 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 2,310 $216K 0.13% -194 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,250 $210K 0.04% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,225 $208K 0.01% +210 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,225 $208K 0.01% +149 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,216 $207K 0.01% +97 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,157 $202K <0.01% +66 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,950 $182K 0.05% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,900 $178K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,835 $172K <0.01% +53 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,740 $163K <0.01% -342 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,729 $162K 0.02% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,729 $162K 0.05% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,647 $154K <0.01% +118 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,580 $148K 0.02% -200 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,353 $126K -2,114 Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,319 $123K <0.01% -1,372 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,300 $122K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,297 $121K 0.01% -662 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,292 $121K 0.01% -38 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,257 $118K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,085 $101K <0.01% -146 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,066 $99.7K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,000 $93.5K 0.03% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 922 $86.2K <0.01% +813 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 844 $78.9K 0.05% 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/ 778 $72.7K <0.01% +42 13F-HR/A Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 700 $65K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 625 $58.4K <0.01% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 592 $55K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 572 $53.5K <0.01% -179 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $46.7K <0.01% +400 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 494 $46.2K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 228 $44.5K <0.01% -79 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 426 $39.8K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 397 $37.1K <0.01% -43 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 386 $36.1K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 375 $35.1K <0.01% +134 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 320 $29.9K 0.01% +24 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 $29K <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 299 $28K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 265 $24.8K <0.01% -2 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 262 $24.5K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 250 $23.4K <0.01% +211 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 243 $22.7K <0.01% +184 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 232 $21.7K <0.01% +11 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 224 $20.9K <0.01% +11 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 223 $20.8K <0.01% -144 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 237 $20.1K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $18.7K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 184 $17.2K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 180 $16.8K <0.01% +27 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 174 $16.3K 0.01% +18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 172 $16.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $15.1K <0.01% +60 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 160 $15K <0.01% -15 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 136 $12.7K <0.01% -301 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 133 $12.4K <0.01% -23 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 127 $12K <0.01% -126 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 119 $11K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 115 $10.8K <0.01% +15 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 110 $10.3K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 104 $9.72K <0.01% +3 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $9.35K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 89 $8.32K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 81 $7.57K <0.01% -169 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 80 $7.48K <0.01% +56 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 71 $6.64K <0.01% -239 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 63 $6K <0.01% +6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 61 $5.7K <0.01% +4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57 $5.33K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 55 $5K <0.01% +8 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 51 $4.77K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $4.75K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 47 $4.39K <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 $4.3K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 42 $3.95K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37 $3.46K <0.01% -6 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 33 $3.08K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 33 $3.08K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 33 $3.08K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 31 $2.9K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 31 $2.9K <0.01% +15 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $2.15K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17 $2K <0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $1.59K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15 $1.4K <0.01% -35 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13 $1.22K <0.01% +8 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 13 $1.22K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $1.12K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11 $1.03K <0.01% -5 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 10 $935 <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $842 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $841 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $841 <0.01% -59 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $655 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $468 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $374 <0.01% -3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $374 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $280 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $187 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $187 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $186 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $94 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $94 <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $93 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $93 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $93 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $93 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.