Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 983 $265K 0.1% -167 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 983 $265K 0.01% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 982 $264K 0.02% +69 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 981 $264K <0.01% +6 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 978 $263K 0.05% -11,020 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 970 $261K 0.04% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 955 $257K 0.03% -34 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 955 $257K 0.04% +13 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 941 $253K 0.03% +37 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 939 $253K 0.07% +11 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 931 $251K <0.01% -172 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 929 $250K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 928 $250K 0.03% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 914 $246K 0.01% 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 910 $246K 0.02% +114 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 912 $246K -36 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 903 $243K <0.01% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 902 $243K 0.02% +26 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 900 $242K 0.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 886 $239K 0.01% -37 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 882 $237K 0.23% +48 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 865 $233K <0.01% -7 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 865 $233K 0.04% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 860 $232K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 843 $227K <0.01% -6,570 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 840 $226K 0.01% -498 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 834 $225K 0.02% +19 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 823 $222K 0.01% -10 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 823 $222K 0.02% +126 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 814 $219K 0.01% +8 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 813 $219K 0.01% +13 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 811 $218K <0.01% -1,914 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 808 $218K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 800 $215K 0.1% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 783 $211K <0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 778 $209K <0.01% -383 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 756 $204K <0.01% -6 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 724 $196K 0.01% -2 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 670 $180K 0.07% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 667 $180K <0.01% +18 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 651 $175K <0.01% +79 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 646 $174K <0.01% +410 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 637 $172K 0.02% +432 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 559 $151K 0.02% +125 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 510 $137K 0.01% -135 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $135K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 494 $133K 0.01% new 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 477 $128K 0.01% +3 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 480 $128K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 472 $127K 0.08% +10 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 423 $114K 0.01% +18 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 374 $101K <0.01% 0 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 368 $99.2K <0.01% +121 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 361 $97.1K <0.01% -30 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 358 $96.3K 0.03% +357 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 353 $95K <0.01% +104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 345 $92.9K 0.12% 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 334 $89.9K 0.03% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 331 $89.1K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 329 $88.7K <0.01% +304 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 312 $84K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 290 $78.2K <0.01% +17 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 284 $76.5K 0.02% +15 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 287 $76.4K 0.01% -35 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 264 $71.1K <0.01% -760 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 259 $69.7K 0.01% +118 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 250 $67.3K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 238 $64.1K <0.01% -10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 234 $63K 0.01% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 222 $59.8K <0.01% +2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 213 $57.8K 0.02% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 214 $57.6K 0.01% +131 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 214 $57.6K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 201 $54.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 194 $52K 0.01% +16 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 186 $50.1K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 183 $49.3K 0.02% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 185 $49.3K 0.01% +128 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 166 $44.7K 0.01% -75 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 150 $40.4K 0.02% +22 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 148 $39.9K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 132 $35.5K <0.01% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 107 $28.8K 0.03% 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 107 $28.8K 0.02% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $26.9K <0.01% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 100 $26.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 97 $26.1K <0.01% +34 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 88 $25.3K <0.01% +14 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 88 $23.7K 0.02% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 83 $22.3K <0.01% +2 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 82 $22.1K 0.05% -57 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 82 $22.1K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 83 $22K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 80 $21.5K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 75 $20.2K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 71 $19.1K <0.01% +4 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 59 $19.1K 0.02% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 67 $18.1K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 67 $18K <0.01% -37 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 65 $17.5K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 64 $17.2K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 63 $17K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 63 $17K 0.01% +25 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 56 $15.1K <0.01% +7 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 50 $14.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $13.5K <0.01% +3 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 45 $12.1K <0.01% +2 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 44 $12K <0.01% -400 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $11.8K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 38 $10.2K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 36 $9.69K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $9.69K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 34 $9.16K <0.01% +8 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $8.62K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 31 $8.35K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 30 $8.08K 0.01% 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 30 $8.08K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 30 $8.07K <0.01% -21 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 29 $7.75K 0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 27 $7.27K <0.01% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26 $7K <0.01% -1 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 26 $7K <0.01% -3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 24 $6.46K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23 $6.19K <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 22 $6K <0.01% +11 13F-HR Timeline Group Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 174,473 $5.65K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 21 $5.48K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20 $5.38K <0.01% +16 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 19 $5.07K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18 $4.85K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $4.58K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17 $4.58K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $4.31K <0.01% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16 $4K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $3.77K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 14 $3.77K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 14 $3.73K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13 $3.5K <0.01% +9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $3.5K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13 $3.5K <0.01% +8 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 13 $3.5K <0.01% -1 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 12 $3.23K <0.01% +3 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 11 $3.11K <0.01% +4 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $3.11K <0.01% +4 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 11 $2.96K <0.01% -5,482 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $2.82K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10 $2.69K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 9 $2.42K <0.01% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $2.42K <0.01% -9 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $2.42K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8 $2.15K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $2.15K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $2K <0.01% +2 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7 $1.88K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $1.63K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5 $1.35K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $1.35K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $1.35K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $1.08K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4 $1.08K <0.01% +3 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4 $1.08K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4 $1.08K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $809 <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3 $808 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $808 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $808 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $808 <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2 $790 <0.01% -540 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $576 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $572 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $539 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $539 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $296 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $270 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $269 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.