Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,388 $349K <0.01% +19,698 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 30,445 $339K 0.01% +5,000 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 28,220 $314K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27,000 $301K 0.01% +1,000 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 26,800 $298K 0.27% +16,000 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 26,741 $298K 0.01% +622 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,470 $295K <0.01% +7,300 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 26,226 $292K 0.1% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,121 $291K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,056 $289K 0.01% -3,176 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 25,202 $280K 0.04% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,000 $278K <0.01% 0 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 25,000 $278K 0.02% -47,000 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 24,560 $273K 0.19% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,801 $265K <0.01% -21,924 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 23,801 $265K <0.01% +10,801 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 23,227 $259K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 22,844 $254K 0.08% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 22,755 $253K 0.03% -31,482 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 22,718 $253K <0.01% +141 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,702 $242K <0.01% +2,692 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 21,377 $238K 0.07% -3,007 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 20,800 $232K 0.01% new 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 20,700 $230K 0.03% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,612 $229K <0.01% +2,195 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 20,521 $228K 0.01% 0 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 20,203 $225K 0.14% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $223K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,876 $221K 0.01% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 19,188 $214K 0.2% +594 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 18,903 $210K <0.01% +3 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 18,700 $208K 0.01% -638,812 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 18,658 $208K <0.01% +8,470 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,116 $202K <0.01% +4,290 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,680 $197K <0.01% -3,847,406 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 17,619 $196K <0.01% new 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 17,588 $196K 0.02% +5,727 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 15,424 $195K 0.04% +60 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 17,500 $195K 0.01% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16,825 $187K 0.02% +1,027 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 16,381 $182K <0.01% new 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,332 $182K <0.01% +6,016 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 15,969 $178K 0.01% +2,870 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 15,894 $177K <0.01% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 15,530 $173K 0.11% -15,512 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 15,000 $167K 0.01% new 13F-HR Timeline Group TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 15,000 $167K 0.05% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,854 $165K <0.01% +1,386 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,807 $165K <0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 14,793 $165K 0.15% +12,763 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,695 $164K <0.01% 0 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 14,550 $162K 0.01% -8,010 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,430 $161K <0.01% +3,910 13F-HR/A Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 14,193 $158K 0.02% -300 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 14,031 $156K 0.01% +3,937 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,896 $155K 0.01% +9,416 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,896 $155K 0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,453 $150K <0.01% -37 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,362 $149K <0.01% new 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 13,290 $148K 0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,194 $147K <0.01% -237,810 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,143 $146K <0.01% -10,544 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,106 $146K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,025 $145K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,285 $137K <0.01% +719 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,200 $136K 0.01% -100 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 12,150 $135K 0.01% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 12,140 $135K 0.03% +546 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,113 $135K <0.01% -265,812 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,090 $135K <0.01% -21,814 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 12,014 $134K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 11,486 $128K <0.01% new 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,150 $124K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,015 $123K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,725 $119K <0.01% new 13F-HR/A Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 10,720 $119K 1.65% +1,608 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,200 $114K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,096 $112K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,061 $112K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,046 $112K <0.01% +16 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,031 $112K <0.01% -183,983 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,020 $112K <0.01% new 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 10,000 $111K 0.03% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 10,000 $111K <0.01% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 10,000 $111K 0.06% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 9,600 $107K 0.05% +6,300 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,728 $97.1K <0.01% +2,328 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,669 $96.5K <0.01% +1,820 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,292 $91.5K 0.01% -2,600 13F-HR Timeline Ripple Effect Asset Management LP More: the full row for Ripple Effect Asset Management LP 7,790 $86.7K 0.05% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,299 $81.2K <0.01% +1,471 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 7,254 $80.7K <0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,720 $74K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6,537 $72.8K 0.02% +6,533 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,492 $72.3K 0.01% +700 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,290 $70K <0.01% +3,264 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 5,722 $63.7K <0.01% -877,825 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,914 $32.4K <0.01% +4 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,900 $32.3K 0.02% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,863 $31.9K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,816 $31.3K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,500 $27.8K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,385 $26.5K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,277 $25.3K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,020 $22.5K <0.01% +900 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,011 $22.4K <0.01% -14,767 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,010 $22.4K 0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,729 $19.2K <0.01% +1,159 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,713 $19.1K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,653 $18.4K <0.01% +1,406 13F-HR/A Timeline Markowski Investments More: the full row for Markowski Investments 1,623 $18.1K <0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,555 $17.3K <0.01% -48 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,500 $16.7K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,369 $15.2K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,200 $13.4K <0.01% +219 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/ 1,019 $11.3K <0.01% -400,922 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,000 $11K <0.01% 0 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 820 $9.13K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 797 $8.87K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 738 $8.21K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 600 $6.68K <0.01% 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 572 $6.37K <0.01% -533 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 503 $5.6K <0.01% -85 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 500 $5.57K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 500 $5.57K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 473 $5.26K <0.01% 0 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) 407 $4.53K <0.01% -39,734 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 370 $4.12K <0.01% +326 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 307 $3.42K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 268 $2.98K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 259 $2.88K <0.01% -8 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 250 $2.78K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 206 $2.29K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 200 $2.23K <0.01% -3,500 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $2.23K <0.01% -1,001 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 199 $2.22K <0.01% -67 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 189 $2.1K <0.01% -152 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 131 $1.46K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 125 $1.39K <0.01% +45 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 125 $1.39K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 120 $1.34K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 101 $1.12K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $1.11K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 100 $1.11K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspect Partners, LLC More: the full row for Aspect Partners, LLC 89 $991 <0.01% +78 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 82 $912 <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 64 $713 <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 55 $612 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 51 $568 <0.01% new 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 50 $557 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 47 $524 <0.01% -3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $501 <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 42 $469 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 34 $378 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 22 $245 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 18 $200 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16 $178 <0.01% +10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15 $167 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $156 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 13 $145 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 13 $145 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $134 <0.01% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $134 <0.01% -1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $100 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $78 <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5 $56 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1 $12 <0.01% -3 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.