Essential Partners LLC More: the full row for Essential Partners LLC 3,962 $44K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,776 $41.9K <0.01% -1,541 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,605 $40K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,296 $36.6K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,813 $31.2K <0.01% -46 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,500 $27.8K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 2,500 $27.8K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,435 $27K <0.01% +500 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,200 $24.4K <0.01% -1,100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,835 $20.4K <0.01% +81 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,649 $18.3K <0.01% +962 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,220 $13.5K <0.01% +220 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,065 $11.8K <0.01% +537 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 755 $8.38K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 664 $7.37K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 335 $3.72K <0.01% -94 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 280 $3.11K <0.01% +175 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 259 $2.88K <0.01% +31 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 250 $2.77K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 240 $2.66K <0.01% +90 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 214 $2.38K <0.01% +173 13F-HR Timeline Quarry LP More: the full row for Quarry LP 198 $2.2K <0.01% -115 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 196 $2.18K <0.01% -484 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190 $2.1K <0.01% -10 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 170 $1.89K <0.01% +100 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 155 $1.72K <0.01% +28 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 154 $1.71K <0.01% +69 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 144 $1.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 105 $1.17K <0.01% +45 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 101 $1.12K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100 $1.11K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 61 $677 <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 43 $477 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $111 <0.01% -240 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% -1 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.