Trek Financial, LLC More: the full row for Trek Financial, LLC 28,788 $1.11M 0.06% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 28,580 $1.1M 0.8% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 27,780 $1.07M 0.09% new 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 27,334 $1.05M 0.23% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 27,088 $1.04M <0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 26,500 $1.02M 0.31% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 26,080 $1M 0.02% -500 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 25,000 $960K 0.05% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 24,822 $953K 0.07% -131 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 24,009 $922K 0.23% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,928 $919K 0.01% new 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 23,397 $898K 0.61% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,198 $852K 0.08% +1,654 13F-HR Timeline Group Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 21,606 $829K 0.17% -158,338 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 21,534 $827K 0.26% -74,450 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 20,306 $780K 0.45% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,029 $769K <0.01% -13,817 13F-HR/A Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 20,000 $768K 0.96% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 20,000 $768K 0.02% -15,000 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 19,941 $766K 0.41% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 19,052 $731K 0.15% -142,678 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,895 $725K 0.08% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,496 $710K <0.01% -2,958 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,743 $680K <0.01% +4,730 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 16,888 $671K 0.15% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 17,384 $667K 0.23% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 17,104 $657K 0.13% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 16,942 $650K 0.25% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,768 $644K -160,981 Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 16,500 $633K 0.02% new 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 16,279 $625K 0.53% +1,400 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 15,900 $610K 0.3% -28,200 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 15,881 $610K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 15,824 $607K 0.13% new 13F-HR Timeline Nokomis Capital, L.L.C. More: the full row for Nokomis Capital, L.L.C. 15,600 $599K 0.18% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,388 $593K 0.19% -300 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 15,208 $581K 0.92% 0 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 15,076 $579K 0.34% -153 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 15,000 $576K 0.18% -33,000 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14,904 $572K 0.07% -33,017 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14,900 $572K 0.12% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 14,885 $571K 0.03% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 14,700 $564K <0.01% -559,697 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 14,683 $563K 0.51% +680 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 14,519 $557K 0.16% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 14,407 $553K <0.01% +14,400 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 14,109 $542K 0.25% -66 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 14,000 $537K 0.06% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 13,925 $535K 0.18% -50 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 13,775 $529K 0.19% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,740 $527K 0.02% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,222 $508K 0.17% -998 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 13,000 $499K 0.5% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 12,959 $497K 0.1% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 12,955 $497K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,828 $492K 0.24% +39 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 12,820 $492K 0.11% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,756 $490K 0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,588 $483K 0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,456 $478K <0.01% +3,270 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,537 $461K <0.01% +5,554 13F-HR Timeline Group RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 12,000 $461K 0.48% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,275 $433K <0.01% +1,309 13F-HR Timeline Group Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 11,273 $433K 0.11% -10,510 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 11,260 $432K 0.02% -40,260 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,172 $429K 0.02% +1,929 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,100 $426K <0.01% 0 13F-HR Timeline Group BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 11,100 $426K 0.15% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,083 $425K 0.06% -585 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 11,036 $424K 0.04% 0 13F-HR Timeline Group Fore Capital, LLC More: the full row for Fore Capital, LLC 11,000 $422K 0.98% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,964 $421K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 12,283 $420K 0.01% -7,205 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 10,695 $411K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Canal Insurance CO More: the full row for Canal Insurance CO 10,000 $384K 0.08% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 10,000 $384K <0.01% -14,900 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 10,000 $384K 0.12% 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. 9,787 $376K <0.01% +1,935 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 9,773 $375K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 9,748 $374K 0.01% -291 13F-HR Timeline Group MOON CAPITAL MANAGEMENT LP in group MOON CAPITAL MANAGEMENT LP More: the full row for MOON CAPITAL MANAGEMENT LP 9,597 $368K 0.22% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,580 $368K <0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,490 $364K 0.13% -572 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 9,350 $359K 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 9,306 $357K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9,236 $355K 0.08% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 9,138 $351K 0.02% -10,215 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,033 $347K <0.01% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,000 $346K 0.19% new 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,680 $333K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 8,630 $331K 0.13% +114 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,590 $330K 0.02% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,472 $325K 0.02% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,423 $323K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 8,368 $321K 0.05% -11,002 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,314 $319K <0.01% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,000 $307K 0.16% +1,700 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,868 $302K <0.01% -8,955 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 7,775 $298K 0.14% +929 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,759 $298K <0.01% +3,859 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 7,735 $297K 0.06% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 7,730 $296K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,675 $295K 0.02% -1,250 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,678 $295K <0.01% +1,453 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,558 $290K <0.01% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,550 $290K 0.12% 0 13F-HR/A Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 7,509 $288K 0.18% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,750 $285K <0.01% new 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,398 $284K 0.15% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,355 $282K 0.03% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 7,341 $282K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 7,334 $282K 0.01% -2,469 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 7,285 $280K <0.01% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,150 $274K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 7,061 $271K 0.25% -245 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,051 $271K 0.01% new 13F-HR/A Timeline Group Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,020 $269K 0.19% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 7,000 $269K 0.01% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,000 $269K 0.04% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,898 $265K 0.03% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,756 $259K 0.01% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,708 $258K 0.04% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,462 $248K 0.21% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,300 $242K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,281 $241K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,251 $240K <0.01% +5,906 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,206 $238K 0.01% new 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,151 $236K 0.01% new 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,055 $232K <0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,562 $231K 0.01% -200 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 6,000 $230K 0.01% -13,000 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 6,000 $230K 0.12% new 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 5,962 $229K 0.2% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,917 $227K 0.01% -2,060 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,739 $220K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,512 $212K <0.01% new 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 5,500 $211K 0.05% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,399 $207K 0.02% -234,555 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,866 $187K <0.01% +4,766 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,839 $186K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,729 $182K <0.01% +569 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,304 $165K 0.17% -73 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,850 $148K 0.02% +3,570 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,802 $146K <0.01% +3,752 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,747 $144K <0.01% -1,688 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 3,713 $143K 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,594 $138K <0.01% +1,364 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,405 $131K <0.01% +653 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 3,220 $124K 0.06% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,150 $116K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,813 $108K 0.02% -73 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 2,800 $107K 0.07% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,524 $96.9K <0.01% +1,827 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,511 $96.4K <0.01% +459 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,375 $91.2K <0.01% +198 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,208 $84.8K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,124 $81.5K 0.06% -1,485 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,050 $78.7K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,936 $74.3K 0.03% -33 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,798 $69K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,414 $54.3K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,355 $52K <0.01% -29 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,230 $47.2K <0.01% +1,087 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,168 $44.8K <0.01% +96 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,120 $43K 0.01% -7,100 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,000 $38.4K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 875 $33.6K <0.01% +375 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 843 $32K 0.01% -5,457 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 800 $30.7K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 746 $28.6K <0.01% +395 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 650 $25K <0.01% new 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 595 $22.8K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 580 $22.3K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 540 $20.7K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 500 $19.2K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 500 $19.2K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 473 $18.2K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 440 $16.9K 0.01% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 431 $16.5K 0.01% -126 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 420 $16.1K <0.01% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 414 $15.9K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 412 $15.8K <0.01% +1 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 344 $13.2K <0.01% new 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 278 $10.7K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 276 $10.6K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 234 $8.99K 0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 210 $7.69K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 190 $7.29K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 163 $6.26K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 150 $5.76K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 150 $5.76K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 132 $5.07K <0.01% new 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 115 $4.42K <0.01% new 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 110 $4.04K <0.01% -14,909 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 64 $2.47K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 50 $1.92K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 50 $1.92K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 47 $1.8K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46 $1.78K <0.01% -13 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 42 $1.61K <0.01% 0 13F-HR Timeline