&PARTNERS More: the full row for &PARTNERS 4,299 $622K <0.01% +317 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,295 $622K 0.04% +295 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 4,257 $616K 0.01% -741 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,195 $607K <0.01% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 4,150 $601K 0.02% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,148 $601K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 4,035 $584K -6,191 Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,018 $582K 0.01% -1,801 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,900 $565K 0.03% +850 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,698 $535K 0.25% -91 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,673 $532K 0.1% new 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,627 $525K <0.01% +1,850 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,600 $521K <0.01% -195 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,520 $510K 0.08% -2,422 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,520 $510K <0.01% +818 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,510 $508K 0.04% +1,655 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,832 $507K 0.08% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,449 $499K 0.04% +399 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,324 $481K <0.01% +777 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,302 $478K +79 Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,286 $476K 0.08% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,949 $427K <0.01% +963 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 2,867 $415K 0.22% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,829 $410K 0.1% +101 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,787 $404K 0.01% +720 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,700 $391K 0.11% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,541 $368K 0.03% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,499 $362K 0.05% +37 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,486 $360K 0.07% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,534 $352K <0.01% +334 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,523 $351K 0.05% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,415 $350K 0.02% +1 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,385 $345K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,348 $340K 0.01% +14 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,344 $339K <0.01% +621 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,309 $334K 0.01% -372 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,103 $304K <0.01% +1,504 13F-HR Timeline Group Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,099 $304K 0.14% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,019 $292K 0.04% new 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 2,008 $291K 0.04% -137 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,009 $290K <0.01% -566,579 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,978 $286K <0.01% -81 13F-HR Timeline Group Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 1,975 $286K <0.01% -52,865 13F-HR Timeline Group HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,965 $284K 0.09% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,956 $283K <0.01% +754 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,939 $281K 0.01% -372 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,923 $278K <0.01% +269 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,896 $275K 0.01% +588 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,827 $265K <0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,810 $262K <0.01% -26 13F-HR/A Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 1,804 $261K 0.08% -3,125 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,788 $259K <0.01% -43 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,780 $258K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,757 $254K <0.01% +1,355 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,742 $252K <0.01% +498 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,934 $250K <0.01% -2,227 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,721 $249K 0.01% -282 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,700 $246K 0.01% 0 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,691 $245K 0.19% +75 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,658 $240K <0.01% new 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,655 $240K 0.08% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,638 $237K <0.01% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,625 $235K 0.02% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,617 $234K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,293 $213K 0.03% -15 13F-HR/A Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,455 $211K 0.08% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,404 $203K 0.01% -77 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,400 $203K 0.01% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 1,400 $203K 0.15% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,390 $201K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,382 $200K <0.01% +10 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,225 $177K 0.02% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,205 $174K <0.01% +1,005 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,144 $166K 0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,060 $153K 0.01% +109 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 946 $137K <0.01% -111 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 946 $137K <0.01% +60 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 913 $132K <0.01% +184 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 896 $130K <0.01% +28 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 739 $107K <0.01% +100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 645 $93.4K <0.01% -1 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 635 $92K 0.03% 0 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) 633 $91.6K <0.01% +397 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 598 $87.5K 0.01% -162 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 580 $84K <0.01% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 500 $72K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 500 $72K <0.01% +65 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 478 $69.2K <0.01% +190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 450 $65K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 391 $56.6K 0.01% -88 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 385 $55.7K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 355 $51.4K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 349 $50.5K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 329 $47.6K 0.03% +130 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 300 $43.4K 0.03% -280 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 257 $37.2K 0.02% -100 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 249 $36K <0.01% -204 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 221 $32K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 217 $31.4K <0.01% -5 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 225 $30.8K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 196 $28.4K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 434 $28.2K <0.01% +342 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 185 $26.8K <0.01% +30 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 177 $25.6K <0.01% -3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 160 $23.2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 160 $23.2K <0.01% -158 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 157 $22.7K <0.01% +57 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 156 $22.6K <0.01% +28 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 150 $21.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 149 $21.6K <0.01% -56 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 131 $19K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 121 $17.5K <0.01% -8 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 100 $14.5K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $14.5K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 95 $13.8K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 93 $13.5K 0.06% -29 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 85 $12.3K <0.01% new 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 81 $11.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 80 $11.6K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 80 $11.6K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 76 $11K <0.01% +12 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 75 $10.9K 0.01% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 70 $10.1K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 0 $9.41K 0.01% -65 13F-HR Timeline Amount filed as zero, left out of ratios. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56 $8.11K <0.01% +19 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 52 $7.53K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 52 $7.53K <0.01% +13 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 52 $7.53K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $7.24K <0.01% +25 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45 $6.51K <0.01% +28 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44 $6.37K <0.01% -117 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 43 $6.23K <0.01% +13 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 41 $5.94K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 39 $5.65K <0.01% 0 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 37 $5.36K <0.01% +14 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 35 $5.08K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 34 $4.88K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 30 $4.34K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 28 $4.05K <0.01% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 26 $3.77K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 26 $3.77K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26 $3.76K <0.01% -14 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 25 $3.62K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25 $3.62K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 23 $3.33K <0.01% -2,345 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 23 $3.33K <0.01% +15 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 24 $3.32K <0.01% -102 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 22 $3.19K <0.01% +20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21 $2.92K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19 $2.75K <0.01% +7 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 19 $2.75K <0.01% +4 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 14 $2.03K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 14 $2K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $2K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.74K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9 $1.3K <0.01% -147 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $1.16K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $1.16K <0.01% +2 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 8 $1.16K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8 $1.16K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 6 $869 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $724 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4 $580 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $579 <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3 $434 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $290 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2 $290 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $278 <0.01% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1 $145 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $145 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $145 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $127 <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.