Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 1,515 $20K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,487 $19.6K <0.01% +140 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,314 $17.3K 0.02% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,301 $17.2K <0.01% +35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,146 $15.1K <0.01% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,092 $14.4K <0.01% 0 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,000 $13.2K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,000 $13.2K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 832 $11K <0.01% +206 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 784 $10.3K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 741 $9.78K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 701 $9.25K 0.01% +90 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 680 $8.98K 0.01% +100 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 584 $7.71K <0.01% -170 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 574 $7.58K <0.01% -287 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 569 $7.51K <0.01% 0 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) 543 $7.17K <0.01% -9,826 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 500 $6.6K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 500 $6.6K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 500 $6.6K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 471 $6.22K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 423 $5.58K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 398 $5.25K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 393 $5.19K <0.01% +298 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 269 $3.55K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 264 $3.48K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 225 $2.97K <0.01% -1,305 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 200 $2.64K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $2.64K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 161 $2.12K <0.01% -82 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 146 $1.93K <0.01% +100 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 125 $1.65K <0.01% +25 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 121 $1.6K <0.01% -1,003 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 110 $1.45K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 100 $1.32K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100 $1.32K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $1.32K <0.01% -34 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 53 $1K <0.01% +39 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 65 $858 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 62 $818 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23 $779 <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 40 $528 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35 $460 <0.01% -217 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20 $264 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $159 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $145 <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 2 $26 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.