Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 209 $21.2K <0.01% -45 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 205 $20.8K <0.01% -108 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 200 $20.3K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $20K 0.01% -328 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 190 $19.2K <0.01% -4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 166 $16.8K <0.01% +136 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 142 $14.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 139 $14.1K <0.01% +136 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 140 $14K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 131 $13.3K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 128 $13K <0.01% -5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 125 $12.7K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 124 $12.6K <0.01% 0 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 118 $12K <0.01% -98 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/ 111 $11.2K <0.01% -78,917 13F-HR/A Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 100 $10.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $10.1K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $10.1K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 100 $10.1K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 100 $10.1K 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 89 $9.01K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 89 $9.01K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 80 $8.1K <0.01% -984 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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LLC 58 $6K <0.01% -17 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $5.57K <0.01% +5 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 55 $5.57K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 54 $5.56K <0.01% -82 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 53 $5.37K <0.01% +38 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 50 $5.06K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 45 $5K <0.01% -998 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49 $4.96K <0.01% -79 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 49 $4.96K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for TFC Financial Management, Inc. 11 $1.11K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $1.11K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10 $1.01K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $1K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $912 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8 $811 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $811 <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $608 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6 $608 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $608 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $608 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $506 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $421 <0.01% -5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $406 <0.01% -2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $406 <0.01% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $405 <0.01% -24 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $306 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3 $304 <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3 $304 <0.01% new 13F-HR/A Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 3 $304 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $304 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3 $234 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $203 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $203 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $203 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $202 <0.01% +1 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $101 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $101 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $101 <0.01% -16 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1 $101 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $101 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $0 0% 0 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.