Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,428 $208K 0.09% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 4,375 $206K 0.06% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,362 $205K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,250 $200K 0.03% -2,160 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,786 $178K <0.01% -152 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,756 $177K 0.01% +424 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,691 $174K 0.01% +2,590 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,551 $167K <0.01% +2,393 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,464 $165K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,437 $164K 0.01% +3,113 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,439 $162K <0.01% +622 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,413 $161K <0.01% -1,849 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,199 $151K 0.04% +4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,122 $147K 0.1% -3,000 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,084 $145K 0.07% +1,016 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,000 $141K 0.04% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,934 $138K 0.1% -21,639 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,793 $131K <0.01% +154 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,751 $129K 0.02% -478 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,609 $123K 0.03% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,602 $122K <0.01% -1,779 13F-HR/A Timeline Group Franchise GP Ltd More: the full row for Franchise GP Ltd 2,575 $121K 0.14% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,508 $119K 0.02% -759 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,488 $117K 0.01% +435 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,157 $102K <0.01% -76 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,012 $94.7K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,867 $87.9K 0.01% -1,500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,837 $86.4K <0.01% +585 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,788 $84.1K <0.01% -9,778 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,702 $80.1K <0.01% -1,210 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,650 $77.6K <0.01% -1,024 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,610 $77.3K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,626 $76.5K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,543 $72.6K <0.01% +20 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $70.6K 0.01% +500 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,461 $68.8K <0.01% +1,170 13F-HR/A Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,288 $60.6K 0.03% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,235 $58.1K 0.01% +7 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,218 $57K <0.01% new 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,140 $53.6K 0.05% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,115 $52.5K <0.01% +30 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,088 $51.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 989 $46.5K <0.01% -726 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 943 $44.4K 0.01% +7 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 916 $43.1K <0.01% -679 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 914 $43K 0.02% +5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 898 $42.3K 0.01% +28 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 833 $39.2K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 832 $39.2K 0.02% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 810 $38K 0.04% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 791 $37.2K <0.01% -74 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 761 $35.8K <0.01% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 742 $33.6K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 620 $29.2K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 585 $27.5K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 563 $26.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 563 $26.5K <0.01% -1,274 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 555 $26.1K 0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 513 $24.1K <0.01% +3 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 500 $23.5K 0.01% -426 13F-HR/A Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 481 $22.6K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 448 $21.1K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 432 $20.3K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 414 $19.5K <0.01% -1,234 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 392 $18.4K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 377 $17.7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 352 $16.6K <0.01% +10 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 336 $16K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 318 $15K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 310 $14.6K <0.01% -155 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 299 $14.1K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $14.1K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 258 $12.1K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 254 $12K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 217 $10.2K <0.01% -19 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 206 $9.71K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 200 $9.41K <0.01% -20 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 195 $9K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 189 $8.89K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 174 $8.19K <0.01% +2 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 170 $8K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 165 $8K <0.01% new 13F-HR/A Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 157 $7.39K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 154 $7.25K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 151 $7.11K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 146 $6.87K <0.01% -146 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 108 $5.08K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 100 $4.71K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78 $3.67K <0.01% -10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 75 $3.53K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $3.48K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $2.35K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 43 $2.02K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $1.98K <0.01% -11 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $1.98K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 40 $1.88K <0.01% +4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 38 $1.79K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 35 $1.65K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $1.41K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29 $1.36K <0.01% -4 13F-HR Timeline MOTCO More: the full row for MOTCO 27 $1.27K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $1.13K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 24 $1.13K <0.01% -107 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 22 $1.04K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 22 $1.03K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 21 $988 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21 $988 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20 $941 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 19 $894 <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 18 $847 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $801 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $706 <0.01% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14 $659 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $649 <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11 $518 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11 $518 <0.01% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $387 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $236 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $236 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $95 <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $48 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $33 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 18 $18 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 11 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.