Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,723 $286K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,716 $285K 0.01% -2,583 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,710 $284K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,486 $279K 0.04% +79 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,654 $275K <0.01% -90 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,677 $273K <0.01% +17 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,606 $267K 0.01% +263 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,636 $265K 0.09% +242 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,590 $264K <0.01% -487 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,576 $262K <0.01% +453 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,569 $261K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,555 $258K 0.01% +18 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,553 $258K <0.01% +193 13F-HR/A Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,544 $257K 0.01% -40 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,527 $254K 0.01% +14 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,518 $252K 0.01% -288 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,504 $250K 0.01% -1,010 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,483 $246K <0.01% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,479 $246K 0.01% +325 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,476 $245K <0.01% new 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,468 $244K 0.09% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,465 $243K <0.01% -92 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,443 $240K <0.01% +47 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,410 $234K <0.01% -39,788 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,398 $232K 0.01% -13,401 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,373 $228K 0.02% -1,660 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,372 $228K 0.03% -96 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,369 $227K <0.01% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,362 $225K 0.05% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,362 $225K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,354 $225K 0.05% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,342 $223K <0.01% -28,341 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,333 $221K 0.01% +57 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,331 $221K 0.03% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,304 $217K <0.01% -224 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,297 $215K <0.01% -93 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,281 $213K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,276 $212K 0.01% +10 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,262 $210K 0.02% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,255 $209K 0.02% -705 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,250 $208K 0.1% -1,134 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,243 $207K 0.03% +35 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,238 $206K 0.1% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,226 $204K <0.01% -240 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,222 $203K 0.04% new 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,222 $203K 0.02% -17 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,217 $202K 0.08% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,208 $201K 0.01% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,145 $190K <0.01% -47 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,050 $174K 0.01% -153 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,000 $166K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 980 $163K 0.02% +130 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 912 $151K <0.01% -126 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 896 $149K <0.01% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 888 $148K 0.01% -5 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/ 861 $143K <0.01% -100 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 844 $140K <0.01% -8,085 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 830 $138K 0.04% +260 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 813 $135K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 687 $114K <0.01% +375 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 661 $110K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 660 $110K <0.01% -43 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 638 $106K <0.01% -1 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 581 $96.5K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 554 $93K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 550 $91.4K <0.01% -2,481 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 547 $91K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 534 $88.7K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 498 $82.7K 0.03% -86 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 497 $82.6K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 495 $82.2K 0.04% -1,558 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 482 $80.1K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 461 $76.6K <0.01% +144 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 458 $76.1K <0.01% -70 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 447 $74.3K 0.01% 0 13F-HR/A 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 440 $73.1K <0.01% -10,026 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 422 $70.1K 0.01% +1 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 410 $68.1K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 355 $59K <0.01% +178 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 355 $59K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 341 $56K <0.01% -3,815 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 335 $55.7K 0.01% -600 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 323 $53.7K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 313 $52K <0.01% -19 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 312 $51.8K 0.01% -58 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 306 $50.8K <0.01% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 300 $49.8K <0.01% +150 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 299 $49.8K <0.01% +81 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 255 $42.4K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 214 $35.6K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 203 $33.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 196 $32.6K 0.01% new 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. 185 $30.7K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 180 $29.9K <0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 167 $27.7K <0.01% +1 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 166 $27.6K <0.01% -993 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 150 $24.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 149 $24.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 143 $23.8K <0.01% +70 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 143 $23K <0.01% -16 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 131 $21.8K <0.01% -86 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 128 $21.2K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 127 $21K 0.01% -5 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 115 $19.1K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 112 $18.6K <0.01% -477 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 112 $18.6K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 108 $17.9K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 104 $17.3K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 100 $17K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 100 $16.6K <0.01% -1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $16.6K <0.01% +50 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 100 $16.6K <0.01% +94 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 98 $16.3K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 91 $15.1K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78 $13K <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 63 $10.5K 0.01% +13 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 57 $9.47K <0.01% -4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 56 $9.3K <0.01% +2 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $8.31K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $7.65K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 44 $7.31K <0.01% -53 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $7.31K <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43 $7.14K <0.01% -137 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 37 $6.15K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $5.82K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 31 $5.59K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $4.99K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 28 $4.65K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $4.32K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25 $4.15K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 24 $3.99K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 23 $3.88K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $3.82K <0.01% +4 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 22 $3.65K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $3.51K <0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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A. 17 $2.83K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 16 $2.66K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $2.49K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 14 $2.33K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $2.16K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 13 $2.12K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $2.07K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 17 $2K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $1.99K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 11 $1.84K <0.01% +2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 11 $1.83K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 11 $1.83K <0.01% +9 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 10 $1.66K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $1.66K <0.01% -51 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $1.33K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $1.16K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $1.14K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 10 $1K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7 $1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $997 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $831 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $664 <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3 $498 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $498 <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $485 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 35 $464 <0.01% +33 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $333 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $333 <0.01% -1 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $332 <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2 $332 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $332 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2 $332 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $204 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $167 <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $166 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.