Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,274 $587K 0.02% +1,406 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,205 $574K 0.01% new 13F-HR Timeline Group KLP KAPITALFORVALTNING AS More: the full row for KLP KAPITALFORVALTNING AS 3,200 $573K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,189 $571K <0.01% +1,599 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,155 $565K 0.02% +2,024 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 3,134 $561K 0.02% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,118 $559K 0.09% -6,962 13F-HR Timeline OREGON PUBLIC EMPLOYEES RETIREMENT FUND More: the full row for OREGON PUBLIC EMPLOYEES RETIREMENT FUND 3,070 $550K 0.01% -25 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,064 $549K 0.01% +1,034 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,036 $544K <0.01% -8 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,033 $543K <0.01% +413 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,017 $540K 0.04% -1,562 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,000 $537K <0.01% +222 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $537K 0.09% new 13F-HR Timeline IRIDIAN ASSET MANAGEMENT LLC/CT More: the full row for IRIDIAN ASSET MANAGEMENT LLC/CT 2,995 $537K 0.2% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,888 $517K 0.1% new 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 2,800 $502K 0.11% new 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,759 $494K 0.46% 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,675 $479K 0.18% -1,300 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,673 $479K <0.01% -589 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,578 $462K 0.04% +603 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,548 $456K 0.03% -3,547 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 2,550 $456K <0.01% -150 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,498 $448K 0.12% -5,220 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,422 $434K 0.13% -153 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,410 $432K 0.22% +32 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,357 $422K <0.01% -1,560 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 2,339 $419K <0.01% -239 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. 2,324 $416K <0.01% -1,688 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,277 $408K 0.01% -148 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,260 $405K 0.03% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,901 $400K <0.01% +588 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2,222 $398K 0.22% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,218 $397K <0.01% +277 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 2,189 $392K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,184 $391K <0.01% -399 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 2,100 $376K 0.14% new 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,035 $365K <0.01% +235 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,007 $360K <0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,000 $358K 0.05% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,000 $358K 0.1% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,960 $351K 0.09% +300 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,943 $348K <0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,864 $334K 0.05% -20 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,854 $333K <0.01% -343 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,838 $329K 0.01% -86 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,825 $327K 0.06% +15 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,766 $316K <0.01% +408 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,697 $304K 0.03% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,682 $301K <0.01% -282 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,626 $291K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,601 $287K <0.01% new 13F-HR/A Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,600 $287K 0.02% +400 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,599 $286K <0.01% -4,063 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,593 $285K 0.03% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,565 $280K <0.01% +206 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,543 $277K <0.01% -118 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 1,538 $276K 0.04% new 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,500 $269K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,495 $268K <0.01% +702 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,489 $267K 0.09% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,432 $257K <0.01% +32 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,375 $246K 0.01% +150 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,351 $242K <0.01% -1,557 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,347 $241K 0.13% -630 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,346 $241K 0.05% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,277 $229K <0.01% -5 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,253 $224K <0.01% new 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,189 $213K <0.01% -143 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,000 $211K 0.03% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,164 $209K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,140 $204K 0.21% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,117 $200K <0.01% +980 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,109 $199K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,016 $182K 0.01% +369 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 969 $174K <0.01% +963 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 896 $161K 0.12% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 825 $148K <0.01% -113 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 768 $138K <0.01% -20 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 742 $133K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 666 $119K <0.01% +240 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 663 $119K 0.01% -1,063 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 617 $111K 0.03% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 600 $107K 0.06% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 500 $89.6K <0.01% +350 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 492 $88K <0.01% +91 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 486 $87K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 460 $82.4K <0.01% +44 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 458 $82K <0.01% +240 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 427 $77.6K <0.01% 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/ 422 $75.6K <0.01% -1,199 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 409 $73.3K <0.01% -604 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 406 $72.7K <0.01% -117 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 397 $71.1K <0.01% +233 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 371 $66.5K <0.01% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 340 $60.9K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 318 $57K 0.01% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 312 $55.9K <0.01% +304 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 300 $53.7K 0.03% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 249 $44.6K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 248 $44.4K <0.01% +77 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 216 $39K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 215 $38.5K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 211 $37.8K 0.03% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 210 $37.6K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 205 $36.7K <0.01% +21 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 200 $35.8K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 194 $34.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 189 $33.9K <0.01% -25 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 187 $33.5K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 174 $31.2K <0.01% +116 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 162 $29.1K <0.01% -132 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 153 $27.4K <0.01% -1,347 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 122 $21.9K <0.01% -17 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 116 $20.8K <0.01% new 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 99 $17.7K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 94 $16.8K 0.01% -32 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 93 $16.7K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 92 $16.5K <0.01% +1 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 80 $14.3K <0.01% -3,021 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 79 $14.2K <0.01% -99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 80 $14K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 71 $12.7K 0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 57 $10.2K <0.01% -84 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 51 $9.14K <0.01% -71 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 45 $8K <0.01% +12 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 35 $7.67K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41 $7.34K <0.01% -53 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 41 $7.34K <0.01% +34 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 40 $7.17K <0.01% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 40 $7.17K <0.01% -8,660 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 40 $7.17K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 35 $6K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 33 $5.91K <0.01% +32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32 $5.73K <0.01% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 31 $5.55K <0.01% -47 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 28 $5.02K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $5.02K <0.01% +20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 26 $4.66K <0.01% -41 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 25 $4.48K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 25 $4.48K <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 25 $4.48K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 25 $4.48K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 25 $4.48K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24 $4.37K <0.01% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $3.58K <0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 20 $3.58K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19 $3.4K <0.01% +11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 19 $3.4K <0.01% -18 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13 $2.33K <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 13 $2.33K <0.01% +9 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 13 $2.33K <0.01% -22 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 13 $2.33K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $2K <0.01% +7 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $1.79K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10 $1.79K <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 9 $1.61K <0.01% -3 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $1.43K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $1.43K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8 $1.43K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7 $1.3K <0.01% +4 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6 $1.07K <0.01% -8 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6 $1.07K <0.01% 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3 $1K <0.01% 0 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $960 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $896 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $717 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $717 <0.01% -2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4 $717 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $717 <0.01% -5 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3 $537 <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $537 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $537 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $359 <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2 $358 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $358 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $205 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1 $180 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $180 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $180 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $180 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $179 <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1 $179 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1 $179 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $179 <0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.