Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,613 $661K <0.01% -2,414 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,521 $654K 0.01% +1,012 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,521 $654K 0.01% +1,012 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,445 $648K <0.01% -2,026 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 8,437 $648K <0.01% -183,401 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,844 $602K 0.01% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 7,681 $590K 0.28% +933 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 7,290 $560K <0.01% -1,229 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,246 $556K 0.02% +2,862 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 7,085 $544K 0.09% +1,903 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,746 $518K <0.01% +1,104 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 6,602 $507K 0.19% -4,088 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 6,308 $484K 0.25% +209 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 6,000 $460K 1.27% +1,200 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 5,995 $460K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 5,618 $431K 0.26% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,607 $430K <0.01% +1,930 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,599 $429K 0.02% +4,702 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,436 $417K <0.01% -1,091 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,370 $412K <0.01% +889 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 5,276 $405K 0.01% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,252 $403K 0.02% -400 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,022 $403K 0.39% -373 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,142 $395K 0.04% -1,622 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 5,070 $390K <0.01% 0 13F-HR Timeline Group WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 5,000 $384K 0.24% new 13F-HR Timeline Cruiser Capital Advisors, LLC More: the full row for Cruiser Capital Advisors, LLC 5,000 $384K 0.52% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,860 $373K <0.01% +843 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,727 $363K <0.01% -4,503 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,684 $359K 0.32% -1,192 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,558 $350K 0.01% -91 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,541 $349K 0.02% +714 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,473 $343K 0.04% -2,668 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 4,467 $343K 0.04% +1,025 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,420 $339K 0.03% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,410 $338K 0.09% +2,623 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,390 $337K 0.05% +1,858 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,387 $337K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,333 $333K 0.04% +4,225 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,224 $324K <0.01% -4,090 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,205 $323K 0.01% -62 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,150 $319K 0.35% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,078 $313K 0.04% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,017 $308K 0.01% +1,050 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,015 $308K <0.01% +239 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,000 $307K <0.01% -1,500 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,934 $302K 0.35% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,933 $302K <0.01% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,843 $295K 0.08% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,829 $294K <0.01% +163 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,764 $289K <0.01% -3,502 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,638 $279K <0.01% -6,417 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,585 $275K 0.14% +922 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,465 $265K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,446 $264K <0.01% +843 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,440 $264K <0.01% +3,405 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 3,404 $261K <0.01% new 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 3,211 $258K 0.01% -556 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,355 $257K 0.01% +5 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. 3,273 $251K <0.01% -97 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,265 $251K <0.01% -260 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,241 $249K 0.03% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,122 $241K <0.01% +182 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,085 $237K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,076 $236K <0.01% 0 13F-HR Timeline Teton Advisors, Inc. More: the full row for Teton Advisors, Inc. 3,000 $230K 0.14% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,965 $228K 0.02% +279 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,917 $224K 0.08% -26,831 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 2,798 $215K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,794 $214K <0.01% +8 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,794 $214K 0.06% -567 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,693 $207K <0.01% +383 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,630 $202K 0.01% -171 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,475 $199K 0.01% +2,001 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,553 $196K 0.01% +833 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,540 $195K <0.01% -729 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,411 $185K <0.01% +333 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,334 $185K <0.01% +2,248 13F-HR/A Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,300 $177K 0.03% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,083 $160K 0.01% -2,344 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,006 $154K <0.01% +105 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 1,789 $137K <0.01% +27 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,705 $131K 0.02% -1,336 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,700 $130K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,612 $124K 0.01% +738 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,523 $117K <0.01% +45 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,500 $115K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,432 $110K <0.01% +85 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,361 $104K <0.01% +8 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) 1,355 $104K <0.01% -1,084 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,238 $95K <0.01% -19,424 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,195 $92K <0.01% 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,190 $91.3K <0.01% +36 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,056 $81.1K <0.01% -3,711 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 911 $70.2K <0.01% +113 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 750 $60K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 632 $53.4K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 640 $49.1K <0.01% +522 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 639 $49K <0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 600 $46K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 572 $43.9K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 532 $42.2K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 435 $33.4K <0.01% -15 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 431 $33K 0.02% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 426 $32.7K <0.01% +49 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 422 $32.4K 0.01% +300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 390 $30.9K <0.01% -2 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 367 $28.2K <0.01% +142 13F-HR/A Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 294 $22.6K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 278 $21.3K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 269 $20.6K <0.01% +29 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 260 $20K <0.01% +260 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 239 $18.3K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 229 $17.6K <0.01% +88 13F-HR Timeline Group Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 227 $17.4K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 226 $17K <0.01% -2,099 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 221 $17K <0.01% -60 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 188 $14.4K <0.01% -16 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 185 $14.2K <0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 172 $13.2K <0.01% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 172 $13.2K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 165 $12.7K <0.01% +156 13F-HR Timeline Quarry LP More: the full row for Quarry LP 139 $10.7K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 136 $10.4K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 124 $9.52K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 116 $9.18K <0.01% +33 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 79 $9.16K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 103 $7.91K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 90 $7K <0.01% -104 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 84 $6.45K 0.01% -38 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 78 $5.99K <0.01% +7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 72 $5.53K <0.01% +33 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 67 $5.14K <0.01% +58 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65 $4.99K <0.01% +20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 65 $4.99K <0.01% -708 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 56 $4.3K <0.01% -19 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 53 $4.07K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 48 $3.68K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $3.07K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 39 $2.99K <0.01% -18 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 36 $2.61K <0.01% +8 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 28 $2.15K <0.01% +8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $2.07K <0.01% -27 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 24 $1.93K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20 $1.53K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 20 $1.53K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 18 $1.38K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18 $1.38K <0.01% +7 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 17 $1.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 16 $1.28K <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/ 15 $1.15K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14 $1.07K <0.01% -40 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 13 $1.02K <0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 16 $1K <0.01% -6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $1K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $1K <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 8 $1K <0.01% -1,282 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $768 <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $768 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $768 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10 $757 <0.01% +2 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 600 $461 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6 $461 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $461 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $461 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $307 <0.01% -15 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $307 <0.01% +2 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3 $231 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $231 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3 $230 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3 $230 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $154 <0.01% -5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2 $154 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $77 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $77 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $77 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $76 <0.01% new 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.