IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,263 $552K <0.01% +2,846 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,973 $527K <0.01% -4 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,957 $525K <0.01% +3,642 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,874 $518K <0.01% +2,218 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,842 $515K <0.01% new 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,829 $514K 0.01% -235 13F-HR/A Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 5,558 $490K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,533 $488K <0.01% -580 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,470 $482K <0.01% -6,025 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,329 $470K 0.15% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,278 $465K 0.14% +1,350 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,245 $462K <0.01% +5 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 5,241 $462K <0.01% +295 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,982 $439K <0.01% +243 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,913 $433K <0.01% -7 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,881 $430K 0.15% +27 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,819 $425K <0.01% +2,859 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,695 $414K 0.02% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,660 $411K 0.01% +1,986 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,557 $402K 0.19% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,497 $396K 0.06% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,438 $391K <0.01% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,422 $390K 0.1% new 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 4,399 $388K 0.19% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,411 $385K <0.01% -3,921 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,222 $372K <0.01% new 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,100 $361K 0.03% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,042 $356K 0.06% +1,552 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,960 $349K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,924 $346K 0.01% new 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 3,909 $345K 0.02% -6,658 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,847 $339K 0.01% -131 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 3,792 $334K 0.39% +410 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,767 $332K 0.14% +1,955 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,741 $330K <0.01% +994 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,626 $320K 0.04% +83 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,562 $314K <0.01% +1,204 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,547 $313K 0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,388 $299K <0.01% -1,156 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,358 $296K 0.07% -80 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,300 $291K <0.01% +371 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,285 $290K 0.07% +1,078 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,233 $285K 0.21% +63 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,179 $280K <0.01% -235 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/ 3,166 $279K <0.01% +342 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,033 $267K 0.03% +328 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,000 $265K 0.13% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,975 $262K 0.01% -41 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,956 $261K <0.01% -248 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,873 $253K <0.01% -3,900 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,868 $253K <0.01% +159 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,819 $249K 0.57% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,785 $246K <0.01% +284 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,236 $243K 0.04% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,697 $238K <0.01% -325 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,687 $237K <0.01% +374 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,622 $231K 0.11% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,573 $227K 0.08% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,500 $220K 0.02% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,487 $219K 0.11% new 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,484 $219K 0.01% new 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,454 $216K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,446 $216K <0.01% +1,183 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,370 $209K <0.01% -615 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,331 $206K <0.01% +8 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,320 $205K 0.01% -205 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,320 $205K 0.02% +106 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,048 $181K 0.01% -15 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,982 $175K 0.01% +1,780 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,476 $130K <0.01% +1,418 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,707 $129K <0.01% +250 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,345 $119K <0.01% -416 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,197 $109K 0.02% +800 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,157 $102K <0.01% -795 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,150 $101K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,123 $99K 0.01% +387 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,060 $93.5K 0.02% new 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) 844 $72.5K <0.01% -857 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 817 $72K 0.01% -177 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 750 $66.1K <0.01% +31 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 704 $62K 0.04% -77 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 649 $57.2K 0.01% new 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 600 $52.9K 0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 549 $48.4K <0.01% +461 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 539 $48K <0.01% new 13F-HR Timeline Group MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 525 $46.3K 0.01% 0 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 502 $44.3K 0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 500 $44.1K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $44.1K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 500 $44.1K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 450 $39.7K 0.03% -215 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 426 $37.6K <0.01% -1,639 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 400 $35.3K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 377 $33.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 376 $33.2K <0.01% +96 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 355 $31.3K <0.01% +353 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 291 $26.5K <0.01% +263 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $26.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $26.5K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 288 $25.4K <0.01% +131 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 283 $25K <0.01% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaQuest LLC More: the full row for AlphaQuest LLC 262 $23.1K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 225 $19.8K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 225 $19.8K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 218 $19.6K <0.01% +10 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 212 $18.7K 0.01% -17 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $17.6K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $17.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $17.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 199 $17.5K <0.01% +10 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 168 $14.8K <0.01% +91 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 156 $13.8K <0.01% +130 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 152 $13.4K -3,608 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 153 $13K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 119 $10.5K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 115 $10.1K <0.01% -25 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 115 $10.1K <0.01% -590 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 108 $9.52K <0.01% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 108 $9.52K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 107 $9.44K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $8.82K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $8.82K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 100 $8.82K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 100 $8.82K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $8.82K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 96 $8.46K <0.01% +15 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 96 $8.46K <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 93 $8.2K <0.01% +12 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 88 $7.76K <0.01% -38 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 81 $7.14K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 70 $6.17K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 50 $4.41K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 50 $4.41K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 47 $4.14K <0.01% -3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 47 $4.14K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 42 $3.7K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 39 $3.44K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 35 $3.08K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34 $3K <0.01% -3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34 $3K <0.01% -30 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 30 $2.65K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 30 $2.65K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 30 $2.65K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 26 $2.29K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 23 $2.03K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19 $2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $1.76K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 18 $1.59K <0.01% +8 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17 $1.5K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12 $1.06K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11 $970 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10 $882 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $882 <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 10 $882 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8 $705 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7 $618 <0.01% -51 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $530 <0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $529 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $353 <0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $177 <0.01% -1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2 $176 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $89 <0.01% -3 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $88 <0.01% -5 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 11 $0 0% +2 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 -1,542 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.