Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,092 $207K <0.01% -117 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,075 $206K <0.01% -1,830 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,024 $203K <0.01% -381 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,988 $200K 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,984 $200K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,957 $198K 0.03% -256 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,773 $186K <0.01% -2,117 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,764 $185K 0.02% -2,266 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,086 $140K <0.01% +76 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,891 $127K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,842 $124K <0.01% +6 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,678 $113K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,277 $85.6K <0.01% +1 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,073 $72K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 981 $65.8K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 964 $64.7K 0.01% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 910 $61K 0.01% -55 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 906 $61K <0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 856 $57.4K <0.01% +33 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 852 $57K <0.01% -157 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 825 $55.3K <0.01% +88 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) 802 $53.8K <0.01% -3,177 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 794 $53.3K <0.01% +564 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 788 $52.9K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 785 $52.6K <0.01% +672 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 772 $51K 0.03% -7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 749 $50.2K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 722 $49K <0.01% -44 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 727 $48.8K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 692 $46.4K <0.01% -13 13F-HR Timeline Group SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 645 $43.3K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 602 $40.4K <0.01% -181 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 594 $39.9K <0.01% -30 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 545 $36.6K <0.01% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 525 $35.2K <0.01% -32 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 502 $33.7K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 493 $33.1K <0.01% +3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 450 $30.2K <0.01% -212 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 404 $27.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 396 $26.6K <0.01% -79 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 365 $24.7K <0.01% +117 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 344 $23.1K <0.01% -97 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 311 $20.7K <0.01% -69,379 13F-HR/A Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 308 $20.7K <0.01% -17 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 295 $19.8K <0.01% +54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 285 $19.1K <0.01% +15 13F-HR/A Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 277 $19K <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 334 $18.7K <0.01% -48 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 271 $18.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 258 $17.3K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 244 $16.4K <0.01% +45 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 239 $16K <0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 215 $14.4K <0.01% -215 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 213 $14.3K <0.01% +56 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 207 $13.9K <0.01% +174 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 188 $12.6K <0.01% -30 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 193 $12K <0.01% +7 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 178 $11.9K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 135 $10.7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 157 $10.6K <0.01% 0 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 157 $10.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 150 $10.1K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 150 $10.1K <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 146 $9.8K <0.01% +6 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 136 $9.12K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 124 $8.32K 0.01% +82 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 115 $7.71K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 95 $7.51K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 103 $6.91K <0.01% +16 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 96 $6.44K <0.01% -9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 103 $6.23K <0.01% +9 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 91 $6.1K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 90 $6.04K <0.01% -90 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 86 $5.79K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 82 $5.5K <0.01% -50 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 81 $5.43K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 78 $5.23K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 77 $5.17K <0.01% +3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 72 $4.83K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 71 $4.76K <0.01% +30 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 68 $4.56K <0.01% -6 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 63 $4.23K <0.01% -15 13F-HR Timeline City State Bank More: the full row for City State Bank 60 $4.02K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 59 $3.96K <0.01% +52 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 54 $3.62K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 53 $3.56K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 48 $3.22K <0.01% +44 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 48 $3.22K <0.01% -18 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 46 $3.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 46 $3.08K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 42 $2.82K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 41 $2.75K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 40 $2.71K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 38 $2.55K <0.01% 0 13F-HR Timeline Group Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 38 $2.55K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 37 $2.48K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 37 $2.48K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36 $2.42K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $2.28K <0.01% -11 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 34 $2.28K <0.01% +18 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 34 $2.28K <0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $2.08K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30 $2.01K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 30 $2.01K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 37 $2K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smithfield Trust Co More: the full row for Smithfield Trust Co 35 $2K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 28 $1.88K <0.01% -1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 27 $1.82K <0.01% -3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 22 $1.74K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29 $1.68K <0.01% -8 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24 $1.61K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $1.53K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 22 $1.48K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $1.41K <0.01% +10 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 20 $1.34K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 19 $1.29K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 19 $1.27K <0.01% -7 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 18 $1.21K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 18 $1.21K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 18 $1.21K <0.01% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 18 $1.21K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 18 $1.21K <0.01% 0 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 18 $1.21K <0.01% +18 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $1.14K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $1.07K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 16 $1.07K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 24 $1K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14 $1K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14 $939 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13 $872 <0.01% -3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13 $872 <0.01% 0 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13 $872 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 12 $805 <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 12 $805 <0.01% 0 13F-HR/A Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10 $671 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10 $671 <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $671 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9 $621 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9 $604 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $604 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 9 $604 <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $604 <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 9 $604 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8 $537 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 8 $537 <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8 $537 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8 $537 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $469 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 6 $402 <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5 $336 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $336 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5 $335 <0.01% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 5 $335 <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5 $335 <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5 $335 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4 $275 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $268 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $268 <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $268 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $246 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3 $202 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 3 $201 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $201 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4 $138 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2 $135 <0.01% -3 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2 $135 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $135 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $135 <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2 $134 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $134 <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2 $134 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $68 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $68 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $68 <0.01% 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 1 $67 <0.01% 0 13F-HR/A Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $67 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $67 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1 $67 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $67 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $60 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 11 $0 0% 0 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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.