PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,762 $293K <0.01% -1,596 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 12,673 $291K <0.01% -4,300 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,610 $290K 0.04% -539 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,388 $284K 0.02% -1,970 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 12,325 $283K 0.03% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 8,226 $280K 0.09% -3,125 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,142 $279K 0.01% -4,658 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 12,013 $276K <0.01% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,676 $268K <0.01% new 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,586 $266K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,487 $264K 0.02% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,454 $263K <0.01% -4,723 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,388 $261K <0.01% -5,649 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,352 $261K <0.01% -600 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,347 $261K <0.01% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,332 $260K 0.02% +816 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,151 $256K <0.01% -21,625 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,151 $256K <0.01% -21,625 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,131 $256K <0.01% +1,029 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,706 $254K 0.01% +860 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 11,052 $254K 0.01% +138 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,027 $253K 0.12% +165 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,806 $248K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,621 $244K <0.01% +129 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,448 $240K 0.02% +519 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,376 $238K 0.01% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 10,291 $236K 0.27% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,244 $235K <0.01% -2,430 13F-HR/A Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10,210 $234K 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,650 $226K 0.04% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,776 $224K <0.01% +916 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 6,752 $223K <0.01% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 9,601 $220K <0.01% -1 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,288 $213K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,236 $212K 0.04% +8,113 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 9,212 $212K 0.02% -3,593 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,076 $208K <0.01% -3,862 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 9,039 $207K 0.01% -1,400 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 8,995 $206K <0.01% -11,361 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,519 $196K <0.01% -2,315 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 7,908 $182K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,869 $181K <0.01% +2,906 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,458 $171K <0.01% -737,630 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,066 $167K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,219 $166K <0.01% +5,340 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,162 $164K <0.01% -4,988 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 7,090 $163K <0.01% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,675 $153K 0.17% +150 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,536 $150K <0.01% -3,412 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,311 $144K <0.01% +3,560 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,031 $138K 0.01% +5,942 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 6,000 $138K 0.02% -150,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,903 $136K 0.02% +4,394 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,676 $130K 0.01% +1,186 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,407 $124K 0.01% +5,402 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,366 $123K 0.01% new 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 4,866 $112K 0.25% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,863 $112K <0.01% +249 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,755 $109K 0.01% -42 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,425 $102K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,258 $97.8K <0.01% -1,115 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,100 $94.1K <0.01% -3,525 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,962 $91K <0.01% -1,669 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,950 $90.7K 0.01% 0 13F-HR/A Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,875 $89K 0.07% -650 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,891 $88.6K 0.02% +1,695 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,830 $87.9K 0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,496 $80.3K <0.01% -260 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,466 $79.6K <0.01% -457 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,418 $78.5K 0.01% +205 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,310 $76K <0.01% +1,329 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2,776 $63.7K <0.01% +78 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,642 $60.7K 0.04% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,532 $58.1K 0.02% 0 13F-HR/A Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,527 $58K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,305 $54.6K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,314 $53.1K 0.03% -563 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,300 $52.8K 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 2,241 $51.4K <0.01% +1,361 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,100 $48.2K 0.05% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,098 $48.2K <0.01% -485 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,085 $47.9K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,047 $47K 0.03% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,879 $43.2K 0.01% -2,521 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,875 $43K 0.03% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,868 $42.9K <0.01% +218 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,864 $42.8K <0.01% -148 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,831 $42K <0.01% -3,108 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,750 $40.2K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,544 $35.5K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,523 $35K 0.01% +10 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,441 $33.1K <0.01% -62,600 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,388 $31.9K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,364 $31.3K 0.02% +198 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,318 $30.3K 0.01% +180 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,205 $27.7K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,188 $27.3K 0.01% +49 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,185 $27.2K <0.01% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,086 $24.9K <0.01% +258 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,184 $24.7K <0.01% -194 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,054 $24.2K <0.01% -40 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,021 $23.4K <0.01% -458 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 968 $22.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 938 $21.5K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 830 $19K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 775 $17.8K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 773 $17.7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 742 $17K <0.01% +102 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 690 $15.8K <0.01% -87 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 653 $15K 0.01% +20 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 648 $14.9K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 599 $13.8K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 561 $12.9K <0.01% -90 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 585 $12.9K <0.01% -568 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 555 $12.7K <0.01% -144 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 553 $12.7K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 549 $12.6K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 490 $12K <0.01% -12,009 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 513 $11.8K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 500 $11.5K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 471 $10.8K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 410 $9.41K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 390 $8.95K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 260 $8.59K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 359 $8.24K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 340 $7.8K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 300 $6.89K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 300 $6.89K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 296 $6.84K 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 285 $6.54K <0.01% new 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 281 $6.45K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 280 $6.43K <0.01% -397 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 275 $6.31K <0.01% +75 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 267 $6.13K <0.01% +22 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 265 $6.08K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 231 $5.3K <0.01% -74 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 225 $5.22K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 219 $5.03K <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 200 $4.59K <0.01% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $4.59K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 199 $4.57K <0.01% +121 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 187 $4.29K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 183 $4.21K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 181 $4.16K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 178 $4.09K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 178 $4.08K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 176 $4.04K <0.01% +28 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 159 $3.77K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 155 $3.56K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 155 $3.56K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 154 $3.54K <0.01% -200 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 140 $3.21K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 132 $3.03K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 150 $3K <0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 125 $2.87K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 124 $2.85K <0.01% +51 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 113 $2.6K <0.01% -17 13F-HR Timeline MOTCO More: the full row for MOTCO 106 $2.43K <0.01% -506 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 105 $2.41K <0.01% -50 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $2.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $2.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 95 $2.18K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $2K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 87 $2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 82 $1.88K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 36 $1.86K <0.01% -797 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 74 $1.72K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 70 $1.61K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 64 $1.47K <0.01% -200 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 59 $1.35K <0.01% +51 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $1.33K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 57 $1.31K <0.01% -24 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 57 $1.31K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50 $1.15K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 50 $1.15K <0.01% -48 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 48 $1.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 46 $1.06K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $1.05K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 75 $1K <0.01% 0 13F-HR Timeline Group Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 35 $1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 34 $805 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 35 $804 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 27 $620 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $400 <0.01% -54 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 11 $253 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9 $207 <0.01% -87 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $115 <0.01% -1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3 $68 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $23 <0.01% -50 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 10 $0 0% new 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.