HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,063 $217K <0.01% -378 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,061 $217K 0.04% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 740 $216K 0.04% 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,055 $215K 0.11% -469 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,052 $215K <0.01% new 13F-HR/A Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,048 $214K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,043 $213K 0.14% +228 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,040 $212K 0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,035 $211K 0.02% -124 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,032 $211K <0.01% -104 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,026 $209K <0.01% new 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,025 $209K 0.1% new 13F-HR Timeline Canoe Financial LP More: the full row for Canoe Financial LP 1,025 $209K <0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,016 $207K 0.02% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $204K 0.89% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,000 $204K 0.06% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,000 $204K 0.21% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 996 $203K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 929 $190K <0.01% -800 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 996 $188K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 820 $167K 0.02% +65 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 700 $161K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 764 $156K 0.11% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 750 $153K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 713 $145K 0.01% -397 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 707 $144K <0.01% +19 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 700 $143K 0.01% +597 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 713 $142K <0.01% -20,613 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 693 $141K 0.02% +115 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 656 $134K 0.05% -21 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 593 $121K 0.03% +295 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 562 $115K <0.01% +137 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 561 $114K <0.01% +25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 557 $114K <0.01% +410 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 541 $110K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 535 $109K 0.03% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 530 $108K <0.01% -51 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 525 $107K 0.03% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 518 $106K <0.01% -14 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 514 $104K <0.01% +56 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 496 $101K 0.01% -24 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 467 $95.3K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 429 $87.5K <0.01% +30 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 425 $86.7K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 424 $86.5K <0.01% -29 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 400 $81.6K 0.28% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 348 $80.6K 0.02% -7,786 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 393 $80.2K <0.01% +131 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 388 $79.2K 0.03% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 379 $77.5K 0.04% +67 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 377 $77K <0.01% new 13F-HR Timeline Group Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 374 $76.8K <0.01% -10,995 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 376 $76.7K <0.01% +27 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 369 $75.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 320 $71.1K <0.01% +193 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 341 $69.7K <0.01% +24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 300 $61.2K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 291 $59K 0.01% -111 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 274 $55.9K 0.04% -7 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 259 $52.8K <0.01% -10,149 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 257 $52.4K 0.01% -328 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 254 $51.8K 0.03% -990 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 224 $45.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 211 $43.1K <0.01% +6 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 200 $41K <0.01% -12 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 195 $39.8K <0.01% -1,047 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 192 $39.2K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 184 $37.5K -132 Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 176 $35.9K <0.01% +15 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 162 $33.1K 0.02% -150 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 160 $32K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 156 $31.6K 0.01% +9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 153 $31.2K <0.01% +64 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 152 $31K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 150 $30.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 150 $30.6K 0.02% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 145 $29.6K <0.01% -10,035 13F-HR Timeline Group Trust Co More: the full row for Trust Co 140 $28.6K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 140 $28.6K 0.02% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 133 $27.1K <0.01% +24 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 126 $25.7K <0.01% -356 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 126 $25.7K <0.01% +25 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 123 $25.1K <0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 120 $24.4K <0.01% -31 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 128 $23K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 108 $22K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 106 $21.6K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 106 $21.6K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 102 $20.8K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 101 $20.6K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 99 $20.2K <0.01% +63 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 99 $20K <0.01% -39 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 96 $19.6K 0.01% +8 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 93 $19K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 89 $18.2K 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 $17.3K <0.01% -72 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 79 $16.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 77 $15.7K 0.01% -21 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 75 $15.3K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 70 $14.3K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 69 $14.2K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 67 $13.7K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 67 $13.7K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 67 $13.6K <0.01% +10 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 66 $13.5K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 62 $12.7K 0.01% +56 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 58 $11.8K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 56 $11.4K <0.01% +14 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 55 $11.2K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 55 $11.2K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 52 $10.6K <0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 52 $10.6K <0.01% +4 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 50 $10.2K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $10.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 51 $10K <0.01% -3 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 48 $10K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 48 $9.79K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 47 $9.59K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 47 $9.59K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 46 $9.39K <0.01% -10 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 45 $9.18K <0.01% +20 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 45 $9.18K <0.01% +14 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 44 $8.98K <0.01% +5 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 44 $8.98K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 41 $8.37K <0.01% -12 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 40 $8.16K <0.01% -34 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 38 $7.75K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 38 $7.75K <0.01% +8 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 38 $7.75K <0.01% -16 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 37 $7.55K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 37 $7.55K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 37 $7.55K <0.01% -43 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 36 $7.35K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 36 $7.34K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 39 $7K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 33 $6.73K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 30 $6.16K <0.01% -26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $6.12K <0.01% new 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 29 $5.96K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $5.92K <0.01% +11 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 28 $5.71K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 27 $5.51K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25 $5.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 23 $5K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 22 $4.49K <0.01% +11 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 20 $4.08K <0.01% -40 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20 $3.99K <0.01% -66 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 19 $3.88K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 19 $3.88K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $3.27K <0.01% -14 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 15 $3.06K <0.01% +1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 14 $2.86K <0.01% -6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $2.75K <0.01% -9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12 $2.45K <0.01% -29 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 12 $2.45K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $2.4K <0.01% +8 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $2.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 10 $2.04K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10 $2.04K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $2.04K <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 9 $1.84K <0.01% -20 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $1.66K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $1.63K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $1.44K <0.01% -2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $1.23K <0.01% +1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6 $1.23K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6 $1.23K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $1.22K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $1.22K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 6 $1.22K <0.01% 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6 $1.22K <0.01% -151 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $1.02K <0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 8 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% -242 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $925 <0.01% -2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4 $898 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $816 <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $613 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3 $612 <0.01% 0 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3 $612 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $607 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $600 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2 $462 <0.01% -25 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $409 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $409 <0.01% -1 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2 $408 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $205 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $205 <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1 $204 <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 1 $204 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1 $204 <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3 $0 0% -737 13F-HR Timeline Group 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 -893 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 0 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.