Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,216 $693K <0.01% +2,035 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 6,000 $669K 0.41% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,975 $666K <0.01% +775 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,749 $641K 0.02% -11 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,722 $638K <0.01% +288 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,485 $612K 0.07% -585 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,169 $576K <0.01% -300 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 4,800 $535K <0.01% -15,318 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 4,724 $527K 0.01% +236 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,618 $515K <0.01% -4,647 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,807 $515K <0.01% +355 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,455 $497K <0.01% -106 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,189 $467K 0.04% +894 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,112 $459K 0.01% +592 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,100 $457K 0.01% -138 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,100 $457K 0.22% +200 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,028 $449K <0.01% +121 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,005 $449K 0.08% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,938 $439K 0.06% +547 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,868 $431K <0.01% +197 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,826 $427K <0.01% +310 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,770 $420K 0.08% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,713 $414K 0.02% +742 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,644 $406K <0.01% -3,354 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,440 $384K 0.1% +1,840 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,377 $377K 0.07% -322 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,350 $374K 0.03% -110 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,346 $373K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,207 $358K <0.01% -324 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,160 $352K 0.22% 0 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 3,158 $352K 0.2% -1,205 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,036 $339K 0.09% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,000 $335K 0.05% +192 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,957 $330K 0.04% -6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,957 $330K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,854 $318K <0.01% -495 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) 2,806 $313K 0.01% +2,146 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,767 $309K 0.04% +103 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,729 $304K <0.01% 0 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,700 $301K 0.18% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,639 $297K 0.02% -299 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,626 $293K 0.01% -7 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,572 $287K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 2,572 $287K <0.01% new 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,545 $284K <0.01% +48 13F-HR Timeline Group Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 2,500 $279K 0.77% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,496 $278K 0.01% +286 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,495 $278K 0.03% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,484 $277K <0.01% new 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,482 $277K 0.01% +378 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 2,480 $277K 0.02% -270 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,479 $276K 0.02% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,469 $275K 0.01% +105 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,395 $267K 0.07% -100 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,327 $259K 0.03% +51 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 2,279 $254K 1.57% -1,603 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,250 $251K 0.04% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,193 $245K <0.01% -22 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,162 $241K <0.01% +52 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,144 $239K 0.04% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,105 $235K 0.02% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,086 $233K 0.68% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,060 $230K 0.03% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,035 $227K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,868 $208K <0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,865 $208K 0.08% -505 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,822 $203K 0.02% +198 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,663 $185K <0.01% +547 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,549 $173K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,495 $167K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,467 $164K 0.01% -278 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,303 $145K 0.01% +757 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,085 $121K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,037 $120K <0.01% -109 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000 $112K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 975 $109K 0.01% +177 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 941 $105K <0.01% +139 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 850 $94.8K <0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 724 $80.7K 0.01% -3,924 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 597 $66.6K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 575 $64.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 245 $61.4K <0.01% +184 13F-HR Timeline Amount filed as zero, left out of ratios. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 497 $55.4K 0.01% +25 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 494 $55.1K <0.01% +42 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 451 $50K <0.01% +65 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 452 $46.9K <0.01% +48 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 407 $45.4K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 400 $44.3K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 367 $40.9K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 368 $40.7K <0.01% +50 13F-HR/A Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 308 $34.3K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 307 $34.2K <0.01% -2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 302 $33.7K <0.01% -4 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 283 $31.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 282 $31K <0.01% new 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 275 $30.7K <0.01% -25 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 272 $30.3K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 266 $29K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 256 $28.5K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 247 $27.5K <0.01% new 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 236 $26.3K <0.01% +12 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 218 $24.3K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 215 $24K 0.01% -21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 213 $23.8K <0.01% +22 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 201 $22.4K <0.01% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 198 $22.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 186 $20.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 168 $18.7K <0.01% -73 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 155 $17.3K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 154 $17.2K <0.01% -210 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 152 $16.9K 0.02% +48 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 148 $16.5K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 148 $16.5K 0.01% +146 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 134 $14.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 132 $14.6K <0.01% -55 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 124 $14K 0.01% -152 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 120 $13.4K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 114 $12.7K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 105 $11.7K <0.01% +45 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $11.2K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 100 $11.2K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 85 $9.48K <0.01% +48 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 80 $8.92K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $8.36K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 63 $7.06K <0.01% +2 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 61 $6.8K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 52 $5.8K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 51 $5.69K <0.01% -2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 51 $5.69K <0.01% -461 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 50 $5.58K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46 $5.13K <0.01% -17 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 48 $5K <0.01% +16 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $4.98K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 40 $4.46K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 37 $4.13K <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 32 $4K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 33 $3.68K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $3.46K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28 $3.15K <0.01% -5 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 27 $3.01K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24 $2.68K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.34K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $2.34K <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 19 $2.12K <0.01% new 13F-HR/A Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $1.67K <0.01% -16 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $1.67K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14 $1.57K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $1.56K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13 $1.45K <0.01% 0 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 12 $1.34K <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 9 $1.03K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $893 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $781 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $670 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $669 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $558 <0.01% -440 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $558 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $558 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $227 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $223 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $222 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $112 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $112 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $112 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $111 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -59 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.