Tidemark, LLC More: the full row for Tidemark, LLC 2,416 $120K 0.04% +321 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,108 $114K <0.01% +1,279 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,122 $106K <0.01% +525 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,001 $99.8K <0.01% +930 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,964 $98K <0.01% +1,942 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,960 $97.7K 0.01% +116 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,874 $93.4K 0.02% +492 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. 1,778 $89K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,730 $86.2K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,727 $82.6K <0.01% -52 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,600 $79.8K 0.03% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,561 $77.8K <0.01% -15,309 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,476 $73.6K 0.01% +101 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,340 $66.8K <0.01% +750 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,155 $57.6K <0.01% +735 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,030 $51.3K <0.01% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 938 $46.8K <0.01% +687 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 905 $45.1K <0.01% +630 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 877 $44K 0.02% +327 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 850 $42.4K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 760 $37.9K <0.01% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 747 $37.3K <0.01% +600 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 680 $33.9K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 663 $33.1K 0.01% +564 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 650 $32.4K <0.01% -34,733 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 650 $32.4K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 637 $31.8K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 633 $31.3K <0.01% -1,039 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 625 $31.2K <0.01% -2,065 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 607 $30K <0.01% +312 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 590 $29.4K 0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 531 $26.5K 0.02% new 13F-HR/A Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 528 $26.3K <0.01% +186 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 510 $25.4K <0.01% +414 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 466 $23.2K <0.01% +263 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 462 $23K <0.01% +32 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 439 $22K 0.01% -3 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 425 $21.2K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 400 $20K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 400 $19.9K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 400 $19.9K <0.01% +200 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $19.9K <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 400 $19.9K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 397 $19.8K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 374 $18.6K <0.01% +92 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 345 $17.2K <0.01% +55 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 337 $16.8K 0.01% +5 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 315 $15.7K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 310 $15.5K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 292 $14.6K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 600 $14.5K <0.01% -1,100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 260 $13K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 225 $11.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 221 $11K <0.01% -78 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 209 $10.4K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 140 $9.27K 0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 185 $9.22K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 182 $9.07K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 176 $8.77K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 155 $7.73K <0.01% +45 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 149 $7.43K <0.01% -16 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 147 $7.05K <0.01% -533 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 140 $6.98K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 128 $6.38K <0.01% +124 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 125 $6.23K <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 120 $5.98K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 110 $5.48K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 100 $4.99K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $4.99K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 100 $4.99K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 78 $3.89K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $3.74K <0.01% +15 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 70 $3.49K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 67 $3.34K <0.01% -45 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $3.24K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 65 $3.24K <0.01% -1,591 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 54 $3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 60 $2.99K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 46 $2.29K <0.01% -18 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 45 $2.24K <0.01% +17 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 45 $2.24K <0.01% +40 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $2.14K <0.01% +2 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 40 $2K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $1.99K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 30 $1.5K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 28 $1.4K <0.01% -6 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $1.25K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 23 $1.15K <0.01% -37 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $947 <0.01% -81 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11 $549 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11 $548 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $399 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $399 <0.01% -2,407 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 7 $349 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6 $299 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $200 <0.01% -57 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2 $100 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2 $100 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5 $2 <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 13 $0 0% -4,487 13F-HR 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.