Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,543 $173K 0.02% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,797 $160K <0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,362 $155K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 10,335 $155K 0.07% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,280 $154K 0.01% -70 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 10,070 $151K 0.01% +64 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,907 $144K <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,876 $133K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,769 $86.3K <0.01% +1,176 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,027 $75.2K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,965 $74.3K <0.01% -16,324 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,156 $62.2K <0.01% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,992 $60K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,939 $53K <0.01% +3,371 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,276 $49K <0.01% -503 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,024 $30.3K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,902 $29.8K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,738 $26K <0.01% +60 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,545 $23.1K <0.01% +340 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,450 $21.7K <0.01% 0 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,600 $21.2K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,202 $18K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,185 $17.7K 0.01% +611 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. 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More: the full row for SBI Securities Co., Ltd. 368 $5.5K <0.01% +82 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 362 $5.42K <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 350 $5.24K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 312 $4.67K <0.01% +111 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 267 $4K <0.01% +26 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 236 $3.53K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 228 $3.41K <0.01% +224 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 200 $2.99K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 170 $2.54K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 167 $2.5K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 140 $2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 126 $1.89K <0.01% +35 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 85 $1.27K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 100 $1.15K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 70 $1.05K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 78 $1K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 65 $972 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 65 $956 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 59 $883 <0.01% +30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 53 $793 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 51 $763 <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45 $673 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $599 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40 $598 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37 $554 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $374 <0.01% 0 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7 $105 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $15 <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 15 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.