Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 289 $13.1K 0.01% +21 13F-HR/A Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 279 $12.6K <0.01% +157 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 155 $12.4K <0.01% +73 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 261 $11.8K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 240 $10.9K 0.01% +51 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 202 $9.14K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 200 $9.05K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 200 $9.05K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 196 $8.87K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 176 $7.96K <0.01% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $7.78K <0.01% -22 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 162 $7.39K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 146 $6.61K <0.01% +22 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 134 $6.06K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 133 $6.01K <0.01% -203 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 121 $5.47K <0.01% +56 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $5.43K <0.01% +28 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 109 $4.92K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $4.52K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 100 $4.52K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 100 $4.52K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 80 $4.08K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 80 $3.62K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80 $3.62K <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 79 $3.57K <0.01% -12 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 75 $3.39K <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 70 $3.17K <0.01% +33 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 53 $2.4K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 51 $2.31K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 63 $2K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 44 $1.99K <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 42 $1.9K <0.01% new 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 34 $1.54K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 29 $1.31K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23 $1.04K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $905 <0.01% +19 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 17 $769 <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 16 $724 <0.01% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $679 <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 13 $588 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $588 <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $543 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $543 <0.01% -1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11 $498 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $498 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10 $453 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $453 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $362 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $272 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $272 <0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $226 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $181 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $136 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $91 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $90 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $45 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $0 0% new 13F-HR/A 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.