AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,125 $50.4K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,774 $49K <0.01% -881 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 11,581 $48.2K <0.01% new 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 10,082 $47.4K 0.01% -187 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,345 $47.2K <0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 11,237 $46.7K <0.01% -38 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,233 $46.7K <0.01% +102 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 10,500 $43.7K 0.02% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,365 $43.1K <0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,353 $43.1K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,230 $43K <0.01% +50 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,072 $41.9K <0.01% -414 13F-HR Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 10,050 $41.8K 0.04% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 8,843 $36.8K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,702 $36.2K <0.01% +1,004 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 8,456 $35.2K 0.03% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,110 $35.1K <0.01% +3,712 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,922 $33K <0.01% -4,409 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,500 $27K <0.01% +5,000 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 6,484 $27K <0.01% +148 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,262 $26.1K <0.01% +5,438 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 6,213 $25.8K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,121 $25.5K <0.01% +5,841 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,975 $24.9K <0.01% -1,590 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,981 $24.9K <0.01% -40 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,791 $24.1K <0.01% -2,759 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,668 $23.6K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,262 $22K <0.01% +162 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,852 $20.2K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,495 $18.7K <0.01% +3,420 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,015 $17K <0.01% +2,541 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,080 $17K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,602 $15K <0.01% -1,133 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,570 $14.9K 0.01% +970 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,462 $14.1K <0.01% +1,000 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,200 $13.3K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,815 $11.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,713 $11.3K <0.01% -965 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 76 $10.9K 0.01% -2,556 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 2,427 $10.1K <0.01% -80 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,330 $10K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,280 $9.48K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,274 $9.46K <0.01% +94 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,210 $9.19K <0.01% +1,294 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,270 $8.99K <0.01% +135 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,150 $8.94K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,106 $8.76K <0.01% +747 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,000 $8.66K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,050 $8.53K <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 2,041 $8.49K <0.01% -11,117 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,026 $8.43K <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 2,000 $8.32K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,000 $8.32K <0.01% -1,000 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,000 $8.32K 0.01% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,000 $8.32K <0.01% new 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,950 $8.11K 0.16% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,865 $7.76K <0.01% +296 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,841 $7.66K <0.01% +60 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,736 $7.22K <0.01% +200 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,602 $6.66K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,500 $6.24K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,500 $6.24K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,440 $6K <0.01% +19 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,408 $5.86K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,215 $5.05K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,235 $5K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,200 $4.99K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,133 $4.71K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,103 $4.59K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,050 $4.37K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,030 $4.29K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,000 $4K <0.01% +999 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 900 $3.74K <0.01% +25 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 869 $3.62K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 850 $3.54K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 750 $3K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 676 $2.81K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 638 $2.65K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 627 $2.61K <0.01% -103 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 626 $2.6K <0.01% +426 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 600 $2.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 518 $2.15K <0.01% -1,812 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 505 $2.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 500 $2.08K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 500 $2.08K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 500 $2.08K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $2.08K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 483 $2.01K <0.01% +6 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 435 $2K <0.01% +235 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 475 $1.98K <0.01% -17,970 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 431 $1.79K <0.01% -897 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 411 $1.71K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 408 $1.7K <0.01% -219 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 400 $1.66K <0.01% 0 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 400 $1.66K <0.01% new 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 393 $1.64K <0.01% -2,047 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 387 $1.61K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $1.58K <0.01% -2,949 13F-HR Timeline Amount filed as zero, left out of ratios. PSI Advisors, LLC More: the full row for PSI Advisors, LLC 360 $1.5K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 328 $1.36K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 325 $1.35K <0.01% +200 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 300 $1.25K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 300 $1.25K <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 300 $1.25K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 272 $1.13K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 267 $1.11K <0.01% +216 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 250 $1.04K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 247 $1K <0.01% -18 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 227 $944 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 220 $916 <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 214 $890 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 202 $840 <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $832 <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 200 $832 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 200 $832 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 200 $832 <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 182 $758 <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 166 $691 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 155 $645 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 145 $627 <0.01% -25 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 150 $624 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 136 $566 <0.01% +42 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 125 $520 <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 117 $487 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 107 $445 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 105 $437 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 101 $420 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $416 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $416 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 100 $416 <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $416 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $416 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 96 $399 <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 90 $374 <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $374 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 85 $354 <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 80 $333 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 75 $312 <0.01% -10 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 70 $291 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 52 $217 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 52 $217 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 51 $213 <0.01% +34 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $208 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 50 $208 <0.01% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 50 $208 <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $208 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40 $166 <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 40 $166 <0.01% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 40 $163 <0.01% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 33 $137 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $112 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $104 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 18 $75 <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $42 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 9 $38 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $33 <0.01% +4 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8 $33 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6 $25 <0.01% -2 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5 $21 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $21 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $13 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $12 <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 2 $8 <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $8 <0.01% 0 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $8 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $5 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $5 <0.01% -2 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 107 $4 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 7 $0 0% -447 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $2.31K -435 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.