XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 23,191 $713K 0.03% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 23,033 $708K <0.01% new 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 22,790 $701K 0.12% -3,190 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 22,260 $684K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 22,251 $684K 0.21% -8,775 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 22,088 $679K 0.09% -1,200 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 21,815 $671K 0.46% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 21,666 $666K 0.23% -2,926 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 21,000 $662K 0.19% -4,200 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 21,513 $662K 0.01% +86 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 21,096 $649K 0.21% -19,795 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 20,700 $637K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20,608 $634K 0.1% +13,973 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,454 $629K 0.01% +1,917 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,281 $624K <0.01% +17,248 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,920 $613K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 19,843 $610K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 19,772 $608K 0.03% -1,896 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 19,683 $605K 0.42% -27 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 19,347 $595K <0.01% +1,047 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,027 $585K <0.01% +311 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 18,900 $581K 0.18% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,882 $581K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,042 $569K 0.01% +5,305 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 18,498 $569K 0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,453 $567K 0.01% +1,328 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,452 $567K 0.02% +750 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,255 $561K <0.01% -4,104 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 18,232 $561K 0.1% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,728 $559K 0.02% -705 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 18,150 $558K 0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 18,049 $555K 0.28% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 17,764 $546K <0.01% 0 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 16,690 $523K <0.01% +4,761 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 17,000 $523K 0.07% +10,000 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 17,000 $523K 0.01% +5,500 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 16,999 $523K 0.08% +737 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,925 $520K 0.02% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 16,812 $517K 0.01% -1,528 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,533 $508K 0.02% -167 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,476 $507K 0.38% -690 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 16,459 $506K 0.37% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,735 $484K 0.01% 0 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,250 $469K 0.41% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 14,770 $466K 0.09% -1,770 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,142 $466K <0.01% -20,479 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 15,130 $465K 0.08% -1,500 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 15,000 $461K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,899 $458K 0.02% +32 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,866 $457K <0.01% new 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 14,798 $455K 0.04% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,715 $452K 0.09% +405 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 14,613 $449K 0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,600 $449K <0.01% +320 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 14,536 $447K <0.01% +384 13F-HR/A Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 14,466 $445K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 14,420 $443K 0.01% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 14,383 $442K 0.08% +38 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 14,113 $434K 0.52% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13,725 $412K 0.09% +6,962 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 13,195 $406K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,028 $392K 0.01% +2,043 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,444 $383K 0.02% -2,128 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,100 $381K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,369 $380K 0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 12,295 $378K 0.06% +700 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,891 $375K 0.06% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,030 $370K 0.11% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,865 $365K <0.01% new 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 11,854 $365K 0.3% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 11,783 $362K 0.15% -13,592 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,740 $361K 0.03% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,566 $356K <0.01% -3,825 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 11,290 $352K 0.24% +1,515 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,435 $352K 0.01% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 11,195 $344K 0.4% +21 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 10,860 $342K 0.1% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11,070 $340K 0.01% 0 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,979 $338K 0.05% +1,057 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,700 $329K 0.02% -3,026 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,600 $326K 0.03% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 10,510 $323K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,482 $322K 0.01% -200 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,409 $320K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,170 $313K 0.03% +200 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,128 $311K 0.21% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,015 $308K 0.04% +934 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,004 $308K 0.02% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,000 $308K 0.01% -5,000 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,921 $305K <0.01% new 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,909 $305K 0.23% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,883 $305K 0.06% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,900 $304K 0.01% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 9,898 $304K 0.03% +86 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,867 $303K 0.08% -571 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 9,831 $302K 0.08% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 9,582 $295K 0.16% -222,441 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,177 $282K 0.01% +959 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,164 $282K <0.01% +670 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 9,000 $277K 0.02% -6,000 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 8,892 $273K 0.14% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,846 $272K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,812 $271K <0.01% -845 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,800 $271K <0.01% 0 13F-HR/A Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,577 $264K 0.06% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,561 $263K 0.01% -3,464 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,524 $262K 0.01% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,500 $261K 0.14% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,427 $259K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,402 $258K 0.03% -750 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,316 $256K 0.01% +644 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,000 $252K 0.02% 0 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,077 $248K <0.01% -1,961 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,929 $244K 0.01% -17,333 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,487 $244K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 7,907 $243K 0.08% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,815 $240K <0.01% +2,100 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,586 $233K 0.05% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,115 $230K 0.02% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,441 $229K <0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,421 $228K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,228 $228K 0.01% -1,883 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,394 $227K 0.01% +111 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,274 $224K <0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,000 $215K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 6,789 $209K <0.01% +88 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,676 $205K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,650 $204K <0.01% +1,500 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,500 $200K 0.14% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,858 $149K 0.01% -32,035 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,777 $147K <0.01% +11 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,723 $145K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,060 $125K 0.01% +672 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,000 $123K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,968 $122K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,040 $122K 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,810 $117K 0.01% -586 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,407 $105K <0.01% +91 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,300 $101K <0.01% new 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 3,071 $94.4K 0.01% +2,065 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,889 $88.8K 0.03% -43 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,773 $85.3K 0.01% +138 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,192 $67.4K <0.01% +1,669 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,750 $53.8K <0.01% -3,285 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,722 $52.9K 0.02% -496 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,451 $45.7K 0.04% -1,521 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,467 $45.1K <0.01% +767 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 1,405 $43.2K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,347 $41.4K <0.01% 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,240 $38K <0.01% 0 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,197 $36.8K 0.05% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,000 $31K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,000 $30.8K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 975 $30K <0.01% -295 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 945 $29.1K <0.01% -4 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 848 $26.1K <0.01% new 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 750 $23.1K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 682 $21K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 650 $20K <0.01% -2,400 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 630 $19.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 600 $18.4K <0.01% -1,487 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 600 $18.4K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 541 $16.6K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 500 $16.2K 0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 478 $14.7K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 470 $14.5K <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 456 $14K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 445 $13.7K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 425 $13.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $12.3K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 392 $12.1K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 311 $9.58K <0.01% -1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 257 $7.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 220 $6.75K <0.01% +6 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $6K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 100 $3.08K <0.01% -3,582 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 100 $3.08K <0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 88 $2.72K <0.01% +2 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84 $2.63K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 72 $2.21K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 56 $1.72K <0.01% -417 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 25 $768 <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 21 $646 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2 $53 <0.01% new 13F-HR Timeline 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.