FORA Capital, LLC More: the full row for FORA Capital, LLC 3,791 $612K 0.07% -370 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,785 $611K 0.07% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,775 $610K 0.01% -294 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,774 $610K <0.01% +20 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,770 $609K 0.01% -63 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,764 $608K <0.01% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 3,764 $608K 0.11% -9,956 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,745 $602K 0.01% -17 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,705 $598K 0.01% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,688 $596K 0.19% +1,847 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,680 $594K 0.01% +347 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,667 $592K <0.01% -126 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,656 $590K 0.01% -72 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,605 $582K 0.02% +1,687 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,330 $538K 0.01% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,183 $514K +7 Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,078 $497K 0.02% +1,763 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,075 $497K <0.01% +703 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,057 $494K 0.04% -357 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,989 $483K 0.13% -40 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,784 $450K 0.05% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,771 $448K <0.01% +435 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,769 $447K <0.01% -1,326 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,768 $447K 0.17% -174 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,742 $443K <0.01% +489 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,670 $431K 0.03% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,661 $430K 0.14% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,644 $427K <0.01% -482 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 2,607 $421K 0.01% 0 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 2,583 $417K <0.01% -3,600 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) 2,572 $415K 0.01% +1,520 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,564 $414K 0.01% -100 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,501 $404K <0.01% -2,586 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,487 $402K <0.01% +20 13F-HR Timeline Universal- Beteiligungs- und Serviceges… in group Universal- Beteiligungs- und … More: the full row for Universal- Beteiligungs- und Servicegesellschaft mbH 2,481 $401K <0.01% -10,294 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,475 $400K <0.01% -439 13F-HR Timeline Group ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,422 $391K 0.05% +20 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,385 $385K 0.01% -15,141 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,384 $385K 0.23% +915 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,362 $381K 0.21% +253 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,309 $373K <0.01% new 13F-HR/A Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,265 $366K <0.01% -12,156 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,263 $365K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,247 $363K <0.01% -649 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,226 $359K 0.01% +256 13F-HR/A Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,200 $355K <0.01% -6,223 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,175 $351K 0.01% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,011 $325K 0.04% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,005 $324K 0.1% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,986 $321K 0.04% +533 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,822 $294K <0.01% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,790 $289K 0.26% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,783 $288K <0.01% +15 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,777 $287K <0.01% -444 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 1,767 $285K <0.01% -133 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,670 $270K 0.13% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,647 $266K <0.01% +70 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 1,644 $266K 0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,639 $265K <0.01% -4,103 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,538 $256K 0.1% +148 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,577 $255K <0.01% +33 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,575 $254K 0.03% +1,042 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,560 $252K 0.02% -314 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,513 $244K <0.01% -11,189 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 1,500 $242K <0.01% new 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 1,499 $242K 0.08% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,493 $241K <0.01% -12 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,481 $239K 0.03% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,448 $239K <0.01% -257 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,457 $235K 0.07% -943 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,448 $234K 0.03% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,443 $233K 0.07% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,412 $228K 0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,411 $227K <0.01% +1,411 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 1,404 $227K 0.04% +5 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 1,400 $226K 0.02% -18,742 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,395 $225K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,393 $225K 0.01% -360 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,379 $223K 0.02% -2,594 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,319 $221K 0.1% +10 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,364 $220K -46 Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,362 $220K <0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,354 $219K 0.01% -1,488 13F-HR/A Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,349 $218K 0.01% -7,078 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,346 $217K <0.01% -30 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,324 $214K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,309 $211K <0.01% +336 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,273 $206K 0.1% -27 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,266 $204K 0.01% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,265 $204K <0.01% -41 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,204 $194K 0.03% -3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,098 $177K <0.01% 0 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,022 $165K <0.01% -608 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 799 $129K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 779 $126K <0.01% +16 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 716 $116K <0.01% -196 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 677 $109K 0.06% -45 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 668 $108K <0.01% -86 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 612 $98.8K <0.01% -123 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 582 $94K <0.01% -686 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 540 $87.2K 0.08% 0 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 494 $79.8K <0.01% +317 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 450 $72.7K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 438 $70.7K <0.01% +31 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 408 $66K <0.01% -2,092 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $64.6K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 394 $63.6K <0.01% +154 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 391 $63.2K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 344 $55.6K <0.01% +139 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 332 $54K <0.01% +139 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 316 $50.8K <0.01% +119 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 296 $47.8K <0.01% -6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 294 $47.5K <0.01% +212 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 270 $43.6K <0.01% +110 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 257 $41.5K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 223 $36K <0.01% -82 13F-HR Timeline Group FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 222 $35.8K <0.01% -157 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 210 $33.9K <0.01% -232 13F-HR/A Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200 $32K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 176 $28.4K <0.01% -91 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 172 $27.8K <0.01% -33 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 157 $25.4K <0.01% +5 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 152 $25K <0.01% +11 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 132 $21.3K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 104 $16.8K <0.01% +74 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 95 $15.3K <0.01% +29 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 90 $14.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 88 $14.2K <0.01% +44 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 68 $11K <0.01% new 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/ 62 $10K <0.01% new 13F-HR/A Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 60 $9.69K <0.01% +45 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $9.53K <0.01% +47 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 58 $9.37K <0.01% +14 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 53 $8.56K <0.01% +14 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 53 $8.56K <0.01% -15 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 28 $8.25K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 40 $6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 37 $6K <0.01% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 35 $5.65K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 33 $5K <0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 30 $4.84K <0.01% +22 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 29 $4.68K <0.01% +4 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 28 $4.52K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 27 $4.36K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27 $4.34K <0.01% -18 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 25 $4.04K <0.01% -91 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16 $2.58K <0.01% -11 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15 $2.42K <0.01% -101 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 15 $2.42K <0.01% +6 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14 $2.26K <0.01% -348 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $2.1K <0.01% -496 13F-HR Timeline Amount filed as zero, left out of ratios. ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $1.94K <0.01% -13 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11 $1.78K <0.01% -289 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $1.78K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $1.29K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $1.29K <0.01% -6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $1.13K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7 $1.13K <0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 6 $969 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $969 <0.01% +2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6 $969 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $808 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $808 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $808 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $808 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $504 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3 $496 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3 $485 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $484 <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $337 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $323 <0.01% -383 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $323 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $323 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $323 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $323 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $323 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $162 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1 $162 <0.01% -4 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $162 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $161 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $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.