Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,883 $699K 0.07% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,481 $673K 0.01% +81 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 10,278 $658K 0.02% -59 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,222 $656K 0.01% +2,092 13F-HR Timeline Group Summa Corp. More: the full row for Summa Corp. 10,000 $642K 0.37% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,903 $636K 0.25% +571 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 9,734 $625K <0.01% +421 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 9,714 $624K 0.02% +1,830 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,399 $603K 0.32% -1,953 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,315 $598K 0.08% -99 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,260 $595K <0.01% -536 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,172 $589K 0.05% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,944 $574K 0.08% -1,580 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,944 $574K 0.42% +48 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,942 $574K <0.01% -612 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 8,779 $564K 0.19% +359 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 8,785 $563K 0.1% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,495 $545K 0.06% +414 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,451 $543K 0.15% +1,058 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,241 $529K 0.04% -86 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,997 $513K <0.01% +703 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,051 $510K 0.22% -290 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,877 $506K <0.01% -293 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 7,863 $505K 0.27% -1,629 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,799 $501K 0.01% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,765 $499K 0.41% +300 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,660 $492K 0.04% +194 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,326 $470K 0.12% +2,217 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,910 $444K 0.04% -300 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,844 $439K 0.25% -36,976 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,748 $433K 0.1% +2,337 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,697 $429K 0.04% +4,471 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,604 $424K 0.08% +707 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,484 $416K <0.01% -248 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,482 $416K 0.08% +262 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,338 $407K 0.09% +120 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,235 $400K 0.03% +145 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,000 $385K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,904 $379K <0.01% -163 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,904 $379K <0.01% -163 13F-HR/A Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,832 $374K 0.17% +2,011 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,731 $368K 0.02% -1,875 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,712 $367K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,672 $364K 0.01% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,667 $364K 0.07% +335 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,658 $363K 0.01% +1,355 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,655 $363K 0.03% -18,083 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,558 $357K 0.01% -745 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,350 $343K 0.03% -46,210 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,188 $333K 0.03% -234 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,055 $325K 0.03% -160 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,035 $323K 0.08% +27 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,094 $313K <0.01% -96 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,854 $312K <0.01% -662 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4,797 $308K 0.3% 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,749 $305K 0.18% -44 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 4,672 $300K 0.01% +52 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,656 $299K 0.17% -264 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,472 $287K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,472 $287K 0.08% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,502 $279K 0.06% -1,853 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,328 $278K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,322 $277K <0.01% -1,178 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,034 $259K 0.17% +145 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 4,030 $259K 0.27% +105 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,915 $251K 0.05% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,842 $247K 0.12% +2,341 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,791 $243K 0.25% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,697 $237K 0.02% -2 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 3,578 $230K 0.09% -132 13F-HR/A Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,550 $228K 0.1% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,539 $227K 0.21% -610 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 3,485 $224K 0.13% -556 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,455 $222K <0.01% -663 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,447 $221K 0.05% +542 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,407 $219K <0.01% -4,253 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,398 $218K <0.01% +1,603 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,330 $213K 0.01% -278 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,266 $210K 0.02% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,257 $209K 0.1% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 3,250 $209K <0.01% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,241 $208K 0.02% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,239 $208K 0.03% -39,663 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,342 $207K 0.04% -285 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,167 $203K 0.03% -906 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,133 $201K 0.05% new 13F-HR/A Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 2,650 $170K 0.11% +529 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,647 $170K 0.13% +1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,543 $163K 0.01% +61 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,500 $160K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,500 $160K <0.01% +1,310 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,535 $150K <0.01% -2,848 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,236 $144K 0.01% +510 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,189 $141K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,137 $137K <0.01% -12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,838 $118K 0.01% +572 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,776 $114K 0.02% -249 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,747 $112K 0.01% +1,382 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,716 $108K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,345 $86.3K <0.01% -140 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,192 $76.5K <0.01% -1,425 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,183 $75.9K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,100 $70.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 945 $60.7K <0.01% +4 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 899 $57.7K <0.01% -37 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 894 $57.3K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 868 $55.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 866 $55.6K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 855 $54.9K <0.01% -376 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 633 $40.6K <0.01% -896 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 617 $39.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 616 $39.5K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 600 $39K 0.01% +7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 579 $37.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 577 $37K 0.01% +14 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 571 $36.7K +140 Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 555 $35.6K 0.02% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 525 $33.7K 0.01% +125 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 523 $33.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 512 $32.9K <0.01% new 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/ 428 $27.5K <0.01% -690 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 403 $25K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 374 $24K 0.02% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 366 $23.5K <0.01% -21 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 306 $19.6K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 856 $18.9K 0.01% +570 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 244 $15.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 232 $14.8K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 227 $14.6K 0.01% +62 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 200 $12.8K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 193 $12.4K <0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,162 $12.2K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 156 $9.89K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 131 $8.41K <0.01% -189 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 129 $8.27K <0.01% -33 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $7.58K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 108 $6.93K <0.01% -78 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 92 $5.91K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $5.46K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 85 $5.43K <0.01% +1 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 84 $5.39K <0.01% +11 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 78 $5.01K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 73 $4.69K <0.01% -2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 69 $4.42K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60 $3.85K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 59 $3.79K <0.01% -22 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 58 $3.72K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 56 $3.6K <0.01% +53 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 52 $3.34K <0.01% new 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 50 $3.21K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 44 $2.83K <0.01% -10 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 39 $2.5K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 37 $2.38K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $1.93K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28 $1.8K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $1.6K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21 $1.35K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 19 $1.22K <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) 17 $1.09K <0.01% -421 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16 $1.03K <0.01% -51 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16 $1K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 18 $1K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $804 <0.01% -103 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12 $770 <0.01% -46 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11 $707 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $707 <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $483 <0.01% +1 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3 $193 <0.01% +1 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3 $192 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $128 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $128 <0.01% 0 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 1 $88 <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $64 <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 1 $64 <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 64 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15 $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 -57 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.