Costello Asset Management, INC More: the full row for Costello Asset Management, INC 990 $12.6K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 763 $10.5K <0.01% 0 13F-HR/A Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 820 $10.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 805 $10.3K <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 1,000 $9.99K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 700 $8.92K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 686 $8.74K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 605 $7.71K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 511 $7K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 500 $6.37K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 473 $6.03K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 471 $6K <0.01% -899 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 455 $6K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 439 $5.59K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 385 $5.14K <0.01% +193 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 426 $5K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 388 $4.94K <0.01% -280 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 377 $4.8K <0.01% -158 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 367 $4.68K <0.01% -364 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 320 $4.08K <0.01% +315 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 276 $3.52K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 243 $3.36K <0.01% -297 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 247 $3.15K <0.01% +129 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 305 $3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 250 $3K <0.01% +7 13F-HR Timeline Group NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 234 $2.98K -29,378 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 209 $2.66K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 208 $2.65K <0.01% +201 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 185 $2.36K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 180 $2.29K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 165 $2.01K <0.01% +121 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 200 $2K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 125 $1.59K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 122 $1.55K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 115 $1.47K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 106 $1.35K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 100 $1.27K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $1.27K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 81 $1.03K <0.01% -41 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 70 $892 <0.01% -135 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 68 $867 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 65 $829 <0.01% 0 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 59 $752 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 59 $752 <0.01% -1,074 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 50 $637 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 46 $586 <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 39 $497 <0.01% -17 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $434 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27 $344 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27 $344 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 22 $280 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 22 $280 <0.01% -20 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 18 $229 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $153 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $102 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $39 <0.01% -37 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $13 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 49 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.