One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,663 $305K 0.05% +336 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,585 $300K 0.01% -88 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,390 $287K 0.01% +491 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,355 $285K 0.04% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,296 $283K <0.01% -4,428 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,329 $283K 0.2% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,316 $283K 0.01% -3,178 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,267 $279K 0.04% +1,306 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,204 $275K 0.08% +70 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 4,191 $274K <0.01% -3,340 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,170 $272K <0.01% +1,562 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,112 $269K <0.01% -78,859 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,096 $268K 0.01% +153 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 3,949 $259K <0.01% -1,371 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,852 $252K 0.06% +2,229 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,647 $252K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,796 $248K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,776 $247K 0.04% +15 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,770 $247K 0.04% +3 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,750 $245K 0.08% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,725 $243K 0.01% +67 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,676 $241K 0.11% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,640 $238K 0.07% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,605 $236K 0.01% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,593 $235K <0.01% +220 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,512 $230K 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,502 $229K 0.02% +227 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,476 $228K <0.01% -366 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,458 $226K 0.02% +478 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,438 $225K 0.2% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,373 $221K <0.01% +226 13F-HR/A Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,370 $221K <0.01% +60 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,361 $220K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,230 $211K 0.01% +128 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,225 $211K 0.62% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,199 $209K <0.01% -132 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,122 $204K <0.01% -331 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,100 $203K 0.06% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,087 $202K 0.05% -140 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,087 $202K <0.01% -308 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,940 $192K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,912 $191K <0.01% +179 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,530 $166K 0.02% -16,688 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,451 $160K <0.01% +1,370 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,441 $160K 0.01% -81 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,209 $146K 0.03% -300 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,200 $144K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,151 $140K 0.01% +2,149 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,812 $119K 0.01% +3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,724 $113K <0.01% +248 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,718 $112K <0.01% +446 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,700 $111K 0.03% new 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,522 $97K <0.01% -1,867 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,464 $96K <0.01% -29,554 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,462 $96K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,302 $85.2K <0.01% +214 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,244 $81.4K <0.01% -106 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,235 $80.8K <0.01% +984 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,212 $79.3K 0.01% +931 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,120 $73.3K 0.02% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,112 $72.8K 0.05% -799 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,105 $72.4K <0.01% +628 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/ 1,031 $67.5K <0.01% -14 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,027 $67.2K 0.03% +535 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,000 $65.5K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 900 $58.9K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 885 $57.9K <0.01% -299 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 875 $57.3K <0.01% +726 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 809 $52.2K 0.01% +82 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 660 $43.2K <0.01% -15 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 634 $41.5K <0.01% -815 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 600 $39.3K <0.01% -150 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 593 $38.8K <0.01% +22 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 569 $37.2K <0.01% -6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 558 $36.5K <0.01% +26 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 551 $36.1K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 538 $35.2K <0.01% -268 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 519 $34K 0.01% -366 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 483 $31.6K 0.03% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 478 $31.3K <0.01% +407 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 478 $31.3K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 482 $31K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 393 $25.7K 0.01% -168 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 385 $25.2K <0.01% -4 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 372 $24.4K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 372 $24.4K 0.02% +221 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 368 $24.1K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 365 $23.9K <0.01% +5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 354 $23.2K 0.01% +210 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 341 $22.3K <0.01% +5 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 337 $22.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 333 $22K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 331 $22K <0.01% +22 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 315 $20.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 270 $17.7K <0.01% +24 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 274 $17K <0.01% +79 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 256 $17K 0.01% -22 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $16.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 256 $16.8K <0.01% -214 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 240 $15.7K 0.02% -1,160 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 223 $14.4K <0.01% -22 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 207 $13.6K <0.01% -28 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 26 $13.3K 0.01% -177 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 200 $13.1K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 195 $12.8K 0.01% +59 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 192 $12.6K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 187 $12.2K <0.01% +4 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 185 $12.1K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 194 $12K 0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 153 $10K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 148 $9.69K <0.01% +68 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 142 $9.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 140 $9.16K <0.01% +30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 127 $8.31K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 116 $7.59K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $7.46K <0.01% -3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 110 $7.2K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 106 $6.94K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $6.48K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 97 $6.35K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 97 $6.35K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $5.7K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 86 $5.63K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 80 $5.24K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 79 $5.17K <0.01% -50 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 79 $5.17K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 73 $4.78K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 66 $4.32K <0.01% +38 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 65 $4.25K <0.01% +59 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $4.25K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 62 $4.06K <0.01% +6 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 62 $4.06K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 64 $4K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 64 $4K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $3.93K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 59 $3.86K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 55 $3.6K <0.01% -1,446 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 54 $3.54K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 50 $3.27K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 50 $3.27K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 49 $3.21K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 47 $3.08K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45 $2.95K <0.01% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 44 $2.88K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 43 $2.81K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 43 $2.81K <0.01% +29 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 37 $2.42K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $2.1K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 30 $1.96K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 26 $1.7K <0.01% +22 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 26 $1.7K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 26 $1.7K <0.01% +20 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $1.64K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 24 $1.57K <0.01% -225 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $1.51K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 23 $1.5K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 22 $1.44K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $1.36K <0.01% +10 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 20 $1.31K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 18 $1.19K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18 $1.18K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18 $1.18K <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 17 $1.11K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $916 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 13 $851 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $786 <0.01% -5 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $655 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $655 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 9 $590 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $528 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $524 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $393 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $393 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $328 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $262 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $262 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $261 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $193 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $131 <0.01% -6 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $131 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2 $131 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $65 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% new 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 -2,300 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.