IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 30,036 $167K <0.01% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 30,009 $167K 0.04% +14,857 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 28,600 $159K 0.16% -803 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 28,322 $157K 0.11% +14 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 28,264 $157K 0.01% -8,499 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 27,500 $153K 0.01% -4,000 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 27,493 $153K <0.01% +1,104 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 27,054 $150K 0.01% +16,488 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 26,250 $146K 0.04% -6,600 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 25,395 $141K 0.01% +22,493 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 25,324 $141K 0.02% 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 25,116 $140K 0.04% -290,037 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 25,100 $140K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 25,041 $139K <0.01% +101 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,001 $139K <0.01% -2,800 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 24,735 $138K <0.01% +5,852 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 23,175 $129K 0.04% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 23,000 $128K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,759 $127K <0.01% +1,361 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 22,717 $126K <0.01% +7,759 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 22,248 $124K <0.01% +1 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 22,203 $123K 0.01% 0 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 21,657 $120K <0.01% +2,135 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,607 $120K <0.01% -1,121 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 21,561 $120K <0.01% +3,018 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 20,000 $116K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,793 $116K <0.01% -84 13F-HR Timeline Group New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 20,788 $116K 0.03% +6,000 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 20,597 $115K <0.01% +580 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,500 $114K 0.01% +1,000 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 20,013 $111K 0.11% +10,013 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 19,974 $111K 0.01% -26,161 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 18,931 $105K <0.01% +468 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 18,270 $102K 0.01% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 18,121 $101K 0.05% -5,532 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 18,000 $100K 0.02% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 17,863 $99.3K <0.01% +552 13F-HR Timeline 111 Capital More: the full row for 111 Capital 17,776 $98.8K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,684 $98.3K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,467 $97.1K <0.01% -7,801 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 17,000 $94.5K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,531 $91.9K <0.01% +5,453 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 15,604 $87K <0.01% +124 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 15,017 $83.5K <0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 15,016 $83.5K <0.01% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,000 $83.4K <0.01% new 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 14,800 $82.3K 0.07% -14,000 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14,670 $81.6K 0.05% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,663 $81.5K <0.01% +698 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,951 $77.6K <0.01% +2,538 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 13,793 $76.7K 0.02% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13,208 $73.4K 0.05% +7,508 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 12,663 $70.4K <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,004 $66.7K <0.01% -128,615 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,965 $66.5K <0.01% +80 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 11,850 $65.9K <0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,822 $65.7K <0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,795 $65.6K <0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,655 $64.8K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,574 $64.4K 0.01% +6,255 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,552 $64.2K <0.01% -346 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,459 $63.7K 0.04% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 11,359 $63.2K <0.01% -932 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,267 $62.6K <0.01% -149,817 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,144 $62K <0.01% -549 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,086 $61.6K 0.01% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 11,078 $61.6K 0.02% -2,900 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 10,479 $58.3K 0.01% +62 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 10,431 $58K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,310 $57.3K <0.01% -8,201 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,233 $56.9K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,229 $56.9K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 10,155 $56.5K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,126 $56.3K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,090 $56.1K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 10,000 $55.6K 0.01% -127,150 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,000 $55.6K <0.01% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,000 $55.6K 0.01% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,000 $55.6K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,322 $54.3K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,047 $50.3K <0.01% +965 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,783 $43.3K <0.01% +2,013 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,442 $35.8K <0.01% +1,429 13F-HR/A Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 5,857 $32.6K <0.01% -295 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,532 $31K <0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,036 $28K <0.01% +4,737 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,000 $27.8K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,559 $25.8K <0.01% +782 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,396 $25.8K <0.01% +278 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,046 $22.5K <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,500 $20.5K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,500 $19.5K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,384 $18.8K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,381 $18.8K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,218 $18K <0.01% 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,113 $17K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 2,970 $16.5K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,400 $13K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,239 $12.4K 0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,100 $11.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,095 $11.5K <0.01% +945 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,000 $11.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,888 $10.5K <0.01% -2,343 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,767 $9.82K <0.01% +587 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,731 $9.62K <0.01% +358 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,674 $9.31K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,579 $8.78K <0.01% +112 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,293 $7.19K <0.01% -38 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,144 $6.36K <0.01% -654 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,040 $5.78K <0.01% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,017 $5.66K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,004 $5.58K 0.01% +1 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,000 $5.56K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 991 $5.51K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 975 $5.42K <0.01% +445 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 973 $5.41K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 970 $5.4K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 957 $5.32K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 931 $5.18K <0.01% +1 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 900 $5K <0.01% -80 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 850 $4.73K <0.01% +200 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 760 $4.23K <0.01% +113 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 754 $4.19K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 720 $4K <0.01% +163 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 685 $3.88K <0.01% new 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 698 $3.88K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 669 $3.72K <0.01% +114 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 662 $3.68K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 661 $3.67K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 676 $3K <0.01% +223 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 525 $2.92K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 510 $2.84K <0.01% +105 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 500 $2.78K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 466 $2.59K <0.01% -20 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 392 $2.18K <0.01% -6 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 333 $1.82K <0.01% -74 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 321 $1.78K <0.01% +315 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 310 $1.72K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 293 $1.63K <0.01% -190 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 287 $1.6K <0.01% -300 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 263 $1.46K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 232 $1.29K <0.01% -167 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 230 $1.28K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 195 $1.08K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 165 $918 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 128 $712 <0.01% +93 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 125 $695 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 121 $671 <0.01% -1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 116 $645 <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 116 $645 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 131 $617 <0.01% -11,240 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 104 $576 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 102 $568 <0.01% -19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 100 $556 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 100 $556 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 93 $517 <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 90 $500 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 83 $462 <0.01% -12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 77 $429 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35 $195 <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 33 $183 <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 29 $163 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $133 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $112 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $95 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $83 <0.01% -12 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $73 <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11 $61 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10 $56 <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 108 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 59 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 34 $0 0% 0 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 -198 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.