Atria Investments, Inc More: the full row for Atria Investments, Inc 1,812 $413K <0.01% -37 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,774 $405K 0.06% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,753 $400K 0.15% 0 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1,740 $397K <0.01% -233 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,712 $390K 0.04% +289 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,710 $390K 0.01% new 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,700 $388K 0.02% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,698 $387K <0.01% -13,315 13F-HR/A Timeline Group CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 1,678 $383K <0.01% -1,345 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,654 $377K 0.04% +43 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,631 $372K 0.23% 0 13F-HR/A Timeline Group Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,600 $365K 0.11% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,562 $356K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,550 $354K 0.02% -60 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1,524 $348K <0.01% -247 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,512 $345K +1,509 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,511 $345K +133 Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,510 $344K 0.15% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,500 $342K 0.02% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,486 $339K <0.01% -10 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,473 $336K <0.01% -9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,462 $333K <0.01% -116 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,443 $329K <0.01% -260 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,429 $326K 0.01% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,400 $319K 0.03% 0 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 1,397 $319K <0.01% +351 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,349 $308K <0.01% +89 13F-HR Timeline Group RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 1,350 $308K 0.02% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,300 $297K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,300 $297K 0.03% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,291 $294K <0.01% -3 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,261 $288K <0.01% +1 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,225 $279K 0.14% -25 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,216 $277K <0.01% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,215 $277K 0.02% -174 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 1,211 $276K <0.01% +189 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,211 $276K <0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,191 $272K 0.05% -20 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,183 $270K 0.03% -45 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,182 $270K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,171 $267K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,129 $258K <0.01% +29 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,114 $255K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,111 $253K 0.11% -900 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,103 $252K <0.01% +103 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,103 $252K 0.03% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,080 $246K <0.01% +170 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 1,072 $245K <0.01% +35 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,072 $245K 0.03% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,040 $237K <0.01% -8 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,022 $233K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,012 $231K <0.01% -45 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,025 $229K 0.08% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,000 $228K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 988 $225K 0.03% +2 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 979 $223K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 975 $222K 0.01% -172 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,003 $215K 0.01% +1 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 920 $210K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 915 $209K <0.01% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 900 $205K 0.04% -100 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 897 $205K 0.02% +19 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 898 $205K <0.01% -305 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 895 $204K <0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 879 $201K <0.01% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 880 $201K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 784 $179K 0.03% +7 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 727 $166K 0.04% +684 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 675 $154K 0.01% +207 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 603 $138K <0.01% +37 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 597 $136K 0.01% +173 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 590 $135K <0.01% +184 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 574 $131K 0.1% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 570 $130K <0.01% 0 13F-HR/A Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 460 $105K <0.01% 0 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 413 $94.2K 0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 400 $91.2K <0.01% -200 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 389 $88.7K <0.01% +4 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 382 $87K <0.01% -117 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 379 $86.5K <0.01% +48 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 369 $84.2K 0.02% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 363 $82.7K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 351 $80.1K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 350 $79.8K 0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 350 $79.8K 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 342 $78K <0.01% +76 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 337 $77K <0.01% -260 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 300 $68.4K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 263 $60K <0.01% -1 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 262 $59.8K 0.01% -304 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 248 $56.6K <0.01% -47 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 225 $51.3K <0.01% +12 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 210 $47.9K <0.01% +18 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 204 $46.5K 0.03% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $45.6K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $45.6K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 180 $41K 0.03% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 168 $38.3K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 159 $36.2K <0.01% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 157 $35.8K <0.01% +106 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 153 $34.9K 0.01% +4 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 151 $34K <0.01% new 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 137 $31K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 129 $29.4K <0.01% +22 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 118 $26.9K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 115 $26.2K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 112 $25.5K <0.01% -273 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 107 $24K <0.01% -2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 101 $23K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $22.8K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 99 $22.6K <0.01% +14 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 89 $20.3K <0.01% -4 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 87 $19.8K <0.01% -70 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 82 $18.7K 0.01% -440 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 81 $18K <0.01% -46 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 75 $17.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 68 $15.5K <0.01% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 64 $14.6K <0.01% +3 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $14.4K <0.01% +4 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 60 $13.7K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 60 $13.7K <0.01% +19 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 57 $13K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 53 $12.1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52 $11.9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 50 $11.4K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 49 $11.2K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 47 $10.7K <0.01% -6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 47 $10.7K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43 $10K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 43 $9.81K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 41 $9.35K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 40 $9.19K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 36 $8.21K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 37 $8.15K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 37 $8K <0.01% +12 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 34 $7.75K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 33 $7.53K <0.01% +19 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 33 $7.53K <0.01% +16 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 30 $6.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26 $5.93K <0.01% +2 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 24 $5.47K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 22 $5.02K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $5.02K <0.01% +17 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19 $4.33K <0.01% +9 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 17 $3.88K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $3.65K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 12 $2.74K <0.01% +7 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 12 $2.63K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11 $2.51K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9 $2.05K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 8 $1.82K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $1.82K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7 $1.6K <0.01% -1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6 $1.38K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $913 <0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $912 <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $457 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2 $457 <0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2 $456 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $434 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $229 <0.01% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $229 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $229 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $229 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $228 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $228 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $190 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% -305 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.