L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 15,495 $93.3K 0.01% +754 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,381 $92.6K 0.01% -5,583 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,276 $92K <0.01% +1,362 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,218 $91.6K <0.01% -8,993 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 15,000 $90.3K 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,000 $90.3K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,400 $87K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 14,326 $86.2K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,565 $81.7K <0.01% +1,768 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,500 $81.3K 0.01% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 13,364 $80.5K <0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 13,159 $79.2K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,000 $78.3K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,873 $77.5K <0.01% +5,202 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,746 $76.7K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,222 $73.6K 0.01% -11,096 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 12,217 $73.5K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 12,096 $72.8K <0.01% +197 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 12,000 $72.2K 0.02% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 12,000 $72.2K 0.01% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,981 $72.1K 0.01% -8 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 12,025 $72K 0.02% -20,475 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,884 $71.5K 0.04% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,754 $70.8K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,622 $70K 0.02% +70 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,148 $67.1K <0.01% -5,817 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 11,121 $66.9K <0.01% -313 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 10,923 $65.8K <0.01% -15,254 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 10,833 $65.2K <0.01% -1,015 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,747 $64.7K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,638 $64K <0.01% -228 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,383 $62.5K <0.01% +9,954 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 10,350 $62.3K <0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,500 $62K 0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 10,257 $61.7K 0.01% -326 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,233 $61.6K <0.01% new 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 10,063 $60.6K 0.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,029 $60.4K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,000 $60.2K <0.01% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 10,000 $60.2K <0.01% 0 13F-HR/A Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 10,000 $60.2K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,085 $48.7K <0.01% +3,354 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) 7,970 $48K <0.01% -27,801 13F-HR Timeline Group AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 7,543 $45.4K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,504 $39.2K <0.01% +6,500 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,232 $37.5K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,462 $32.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,102 $30.7K <0.01% -4,824 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,978 $30K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,000 $29.9K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,418 $26.6K 0.02% -3,362 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,936 $23.7K <0.01% +3,626 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,881 $23.4K <0.01% +2,974 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,300 $19.9K <0.01% +3,000 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,268 $19.7K <0.01% -271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,964 $17.8K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $12K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,000 $12K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,807 $10.9K <0.01% +14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,506 $9.07K <0.01% +838 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,500 $9.03K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,500 $9.03K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,500 $9.03K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,389 $8.36K <0.01% -12 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,249 $7.52K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,217 $7K <0.01% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,134 $6.99K <0.01% +1,111 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,100 $6.62K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,097 $6.6K <0.01% -50 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,062 $6.39K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,038 $6.25K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,000 $6.02K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,000 $6.02K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,000 $6.02K <0.01% -1,000 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 900 $5.42K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 847 $5.1K <0.01% +664 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 814 $4.9K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 750 $4.51K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 661 $4K <0.01% +127 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 635 $3.82K <0.01% +82 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 604 $3.64K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $3.01K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 479 $3K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 467 $2.81K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 350 $2.11K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $2.11K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 327 $1.97K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 302 $1.82K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 294 $1.59K <0.01% 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 237 $1.43K <0.01% +105 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 234 $1.41K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 235 $1.41K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 225 $1.35K <0.01% +200 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 213 $1.28K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 208 $1.25K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 205 $1.23K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 203 $1.22K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 200 $1.2K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 188 $1.13K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 154 $928 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 154 $927 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 151 $909 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 150 $903 <0.01% +95 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 147 $885 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 137 $825 <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 124 $746 <0.01% -55 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 105 $632 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $602 <0.01% -386 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 68 $409 <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 50 $301 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 38 $229 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 35 $211 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $169 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24 $144 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 81 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.