PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,335 $750K <0.01% +422 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,189 $730K 0.07% new 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,167 $726K 0.01% -662 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 5,036 $708K <0.01% -205 13F-HR Timeline Group Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 5,000 $703K 0.51% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,981 $700K 0.22% +100 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,867 $684K 0.01% 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) 4,829 $679K 0.02% +3,985 13F-HR Timeline Group CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 4,793 $674K <0.01% -3,645 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/ 4,628 $650K <0.01% +1,462 13F-HR/A Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,579 $644K 0.01% -891 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,563 $642K <0.01% +2,117 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,561 $641K <0.01% -8,671 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,309 $606K <0.01% -1,954 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,237 $596K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,193 $590K +346 Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 4,128 $580K <0.01% -310 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,015 $565K <0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,960 $557K 0.04% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,958 $556K 0.01% -264 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,935 $553K 0.13% +650 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,894 $547K <0.01% +506 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,860 $543K 0.1% -18,286 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,849 $541K <0.01% -1,133 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 3,819 $537K +863 Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,780 $532K <0.01% -631 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,698 $499K 0.3% +465 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,494 $491K 0.03% -2,824 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,483 $490K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,415 $480K <0.01% +630 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,398 $478K 0.21% -369 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,384 $475K 0.01% -9,097 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,303 $464K 0.09% -55 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,265 $459K 0.01% +290 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,177 $447K 0.01% -747 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,100 $436K <0.01% -200 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,010 $423K <0.01% +2,584 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,001 $422K <0.01% +133 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,000 $422K 0.16% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,987 $420K <0.01% -1,832 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 2,881 $405K <0.01% +184 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,698 $379K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,599 $365K 0.01% +617 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,573 $362K 0.11% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,535 $356K 0.03% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,507 $352K <0.01% -672 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,500 $352K 0.02% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,486 $350K 0.09% -1,936 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,365 $333K <0.01% -5 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 2,321 $326K 0.01% +1 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,293 $322K <0.01% -38 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,239 $315K 0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,214 $311K <0.01% -473 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,199 $309K <0.01% +854 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,196 $309K <0.01% +1,039 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,184 $307K <0.01% -689 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,148 $302K 0.01% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,148 $302K 0.07% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,128 $299K <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,012 $283K <0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,012 $283K 0.21% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,009 $282K <0.01% -1,553 13F-HR Timeline Group PDT Partners, LLC More: the full row for PDT Partners, LLC 2,000 $281K 0.02% -8,000 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,997 $281K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,979 $278K 0.01% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,976 $278K 0.1% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,885 $265K <0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,880 $264K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,902 $263K <0.01% +426 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,871 $263K <0.01% new 13F-HR/A Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,868 $263K 0.01% -180 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,800 $253K 0.02% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,753 $246K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,742 $244K 0.02% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 1,726 $243K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,583 $223K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,580 $222K <0.01% -127 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,568 $220K <0.01% -4,274 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,566 $220K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,559 $219K 0.01% +436 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,549 $218K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,531 $215K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,510 $212K 0.01% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,500 $211K 0.07% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,479 $208K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,464 $206K <0.01% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,430 $201K 0.09% -1,192 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 1,429 $201K <0.01% -17,812 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,296 $182K 0.02% +1,034 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,110 $156K 0.04% +50 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,006 $141K 0.02% -2,620 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 857 $119K 0.01% +40 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 820 $115K 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 779 $110K <0.01% +488 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 748 $105K <0.01% +460 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 737 $104K <0.01% -13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 700 $98.4K 0.01% -450 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 635 $89.3K 0.02% -562 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 525 $73.8K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $70.3K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 500 $70.3K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 400 $56.2K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 383 $53.8K <0.01% +341 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 309 $43.4K <0.01% -67 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 303 $42.6K <0.01% +20 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $42.2K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 277 $38.9K <0.01% +170 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 265 $37.3K <0.01% +231 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 248 $34.7K 0.03% +140 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 243 $34.2K <0.01% -3,304 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 226 $31.8K 0.02% +14 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 225 $31.6K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $28.1K <0.01% +100 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $28.1K <0.01% 0 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $28.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $28.1K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 199 $28K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 197 $27.7K <0.01% +101 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 195 $27.4K <0.01% +80 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 181 $25.4K <0.01% +62 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 178 $25K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 168 $24K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 162 $22.8K <0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 156 $21.9K <0.01% +63 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 155 $21.8K 0.01% 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 152 $21.4K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 169 $18.6K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 132 $18.6K <0.01% +85 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 120 $16.9K <0.01% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 115 $16.2K <0.01% -53 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 113 $15.9K <0.01% +112 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $14.1K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 100 $14.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 97 $14K 0.01% -607 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 96 $13.5K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 94 $13.2K <0.01% +55 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 88 $12.4K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 84 $11.8K <0.01% -24 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 82 $11.5K <0.01% -467 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 80 $11.2K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 75 $10.5K <0.01% +52 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 75 $10.5K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $10.3K <0.01% -8 13F-HR Timeline Amount filed as zero, left out of ratios. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 70 $9.84K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 50 $7.03K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 49 $6.87K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 40 $5.62K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 36 $5.06K <0.01% +29 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 35 $4.92K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34 $4.78K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32 $4.5K <0.01% -186 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 31 $4.36K <0.01% +1 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 30 $4.22K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 30 $4.22K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 28 $3.94K <0.01% -327 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 26 $3.66K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $3.66K <0.01% +6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24 $3K <0.01% +5 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 20 $2.81K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $2.81K <0.01% +14 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18 $2.53K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 18 $2.53K <0.01% 0 13F-HR/A Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 20 $2K <0.01% +9 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 9 $1.26K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7 $985 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $844 <0.01% -5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6 $844 <0.01% -294 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $844 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $844 <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $562 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $282 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $282 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $141 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $141 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $141 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $141 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $140 <0.01% new 13F-HR Timeline 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.