SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 5,963 $599K 0.28% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,860 $588K 0.01% new 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 5,802 $582K 0.07% new 13F-HR/A Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,700 $572K 0.09% -300 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 5,535 $556K <0.01% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 5,400 $542K 0.11% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,205 $522K <0.01% +1,285 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,144 $516K 0.02% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,076 $510K 0.02% +3,737 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,061 $508K 0.02% -220 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,902 $492K <0.01% -352 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,735 $475K 0.04% +1,160 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,696 $471K 0.01% +1,325 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,670 $469K <0.01% +889 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 4,517 $453K 0.01% +139 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,480 $450K 0.12% -6,244 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,359 $442K 0.14% +4,080 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,361 $438K <0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,230 $425K 0.03% -11,416 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,217 $423K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,187 $420K 0.01% -2,487 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,185 $420K <0.01% -18,993 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,099 $411K 0.01% +59 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,038 $405K <0.01% -8,906 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,025 $404K <0.01% +350 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,827 $384K 0.03% -31,224 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,819 $383K -30,879 Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,745 $376K 0.05% -1,897 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/ 3,633 $365K <0.01% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,656 $360K 0.01% new 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 3,500 $351K 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,485 $350K <0.01% +22 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,463 $348K 0.01% +1,494 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,400 $341K 0.09% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,348 $336K 0.15% -7,763 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 3,341 $335K <0.01% +341 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,330 $334K 0.05% -1,912 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,282 $329K 0.03% +189 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,280 $329K <0.01% +502 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,231 $324K <0.01% +481 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,162 $317K 0.05% -12,518 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,128 $314K <0.01% +350 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,102 $311K <0.01% -94 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,093 $310K 0.24% +164 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,993 $300K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,991 $300K 0.01% +671 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,975 $299K 0.02% +666 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,907 $292K <0.01% new 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,229 $290K 0.16% -45 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,804 $281K <0.01% -804 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,764 $277K <0.01% -6,836 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,683 $277K 0.02% +641 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,736 $275K 0.01% -1,015 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,690 $270K <0.01% +698 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,635 $265K 0.15% new 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,607 $262K 0.01% -579 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,533 $254K <0.01% -177 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,500 $251K <0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,420 $243K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,407 $242K <0.01% +511 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,302 $231K 0.1% +1,016 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,297 $231K <0.01% -6 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,300 $231K <0.01% +50 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,154 $216K <0.01% +395 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,153 $216K <0.01% +10 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,107 $212K 0.01% -67 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,102 $211K 0.02% new 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,100 $211K <0.01% +200 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) 2,089 $210K 0.01% -818 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 2,089 $210K 0.01% -398 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,066 $207K <0.01% -145 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,055 $206K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,049 $206K <0.01% -1,670 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,020 $203K <0.01% -333 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,015 $202K <0.01% -1,018 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,067 $202K 0.01% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,000 $201K 0.09% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,745 $175K <0.01% -310 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,700 $171K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,677 $168K <0.01% -3,129 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,635 $164K 0.02% +124 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,455 $146K 0.01% +285 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 1,225 $123K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,144 $115K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,000 $100K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 956 $96K 0.07% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 798 $80.1K <0.01% -138 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 750 $75K <0.01% +221 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 713 $71.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 707 $71K <0.01% +525 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 695 $69.8K <0.01% -1 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 670 $67.3K <0.01% +433 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 642 $64.4K -1,744 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 610 $61.2K 0.01% +609 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 569 $57.1K 0.01% +243 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 554 $55.6K <0.01% -134 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 492 $49.4K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 485 $48.7K <0.01% +161 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 447 $44.9K <0.01% +100 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 423 $41.7K <0.01% +33 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 378 $37.9K <0.01% +252 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 347 $36.7K <0.01% +197 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 344 $34.5K <0.01% +83 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 345 $34K <0.01% -4,397 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 338 $33.9K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 325 $32.6K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 300 $30.1K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 290 $29.4K <0.01% +75 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 285 $28.6K <0.01% +282 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 254 $25K <0.01% -26 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 248 $24.9K 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. 240 $24.1K <0.01% +140 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 241 $24K <0.01% +121 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 210 $21.1K <0.01% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 183 $18.4K <0.01% +60 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 170 $17.1K <0.01% +70 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 170 $17.1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 161 $16.2K <0.01% +18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 161 $16.2K <0.01% +39 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 148 $14.9K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 134 $13K 0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 118 $11.8K 0.01% -132 13F-HR Timeline Quarry LP More: the full row for Quarry LP 114 $11.4K <0.01% -194 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 102 $10K <0.01% -3 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 99 $9.94K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58 $8.83K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 77 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79 $7.93K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75 $7.53K <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. 71 $7.13K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 70 $7.03K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 67 $6.73K <0.01% +5 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 65 $6.53K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 61 $6.12K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 55 $5.52K <0.01% +10 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 50 $5.02K <0.01% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 41 $4.09K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 39 $3.92K <0.01% -2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 37 $3.71K <0.01% +17 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 35 $3.51K <0.01% +26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $3.11K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 31 $3.11K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 26 $2.61K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 25 $2.51K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 22 $2.21K <0.01% -249 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 16 $1.61K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $1.51K <0.01% -19 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $1.51K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 15 $1.51K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $1.3K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12 $1.21K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 14 $1K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $912 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $904 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $904 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $804 <0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $804 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $746 <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7 $703 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $703 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $605 <0.01% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $602 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $602 <0.01% -354 13F-HR Timeline Group Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 5 $502 <0.01% new 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5 $502 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4 $402 <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $402 <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $402 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $402 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $301 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $201 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $101 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $100 <0.01% new 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 1 $100 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $100 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1 $98 <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.