Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,657,795 $267M 15.64% +151,082 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,182,108 $98.1M 5.59% +39,810 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,732,428 $84.3M 16.25% +208,787 13F-HR/A Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,520,000 $77.7M 0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,298,045 $70.9M +1,068,672 Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,853,513 $57.2M 5.52% +23,242 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,729,476 $53.3M 2.43% +191,516 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,485,395 $45.8M <0.01% +59,978 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,210,005 $37.3M 0.44% -293,160 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 974,415 $30.1M 0.01% +89,159 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 962,999 $29.7M 0.01% +16,528 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 912,254 $28.1M 0.11% -440,247 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 898,734 $27.7M 0.05% -36,322 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 878,240 $27.1M 0.01% +419,746 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 773,168 $23.8M 0.76% +266,387 13F-HR/A Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 749,022 $23.1M 1.71% -20,536 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 731,961 $22.6M 0.22% +50,323 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 684,080 $21.1M <0.01% -30,124 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 657,076 $20.3M 0.01% -234,000 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 570,545 $17.6M 1.98% -498,948 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 465,966 $14.4M 0.9% -44,074 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 446,889 $13.8M 4.97% +11,880 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 433,119 $13.4M <0.01% -6,915 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 395,301 $12.2M 0.94% -27,673 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 366,497 $11.3M 2.16% -37,634 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 354,131 $10.9M 3.26% +172,851 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 331,643 $10.2M <0.01% -8,970 13F-HR Timeline Group Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 318,745 $9.83M 3.37% +27,490 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 300,988 $9.28M 0.02% +200,583 13F-HR/A Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 289,425 $8.93M 0.53% +11,455 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 283,308 $8.74M 2.71% -12,049 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 260,489 $8.03M 0.01% -11,267 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 255,699 $7.89M 6.76% +6,510 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 239,547 $7.39M 0.13% -17,017 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 222,592 $6.86M 1.9% +8,016 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 215,910 $6.66M 1.05% +21,419 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 187,279 $5.79M 0.15% +41,456 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 136,969 $4.22M 0.9% -2,234 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 131,931 $4.07M 0.11% -9,658 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 129,559 $4M 2.66% -4,409 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 124,822 $3.85M 0.1% +56,122 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 123,410 $3.81M 0.06% +55,364 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 118,953 $3.7M 0.13% -342 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 113,239 $3.49M 0.33% -39,069 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 110,391 $3.4M 0.04% -53,350 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 105,731 $3.26M 1.16% +991 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 104,101 $3.21M 0.36% -390 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 100,543 $3.13M <0.01% +12,383 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 99,447 $3.07M <0.01% -264 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 98,472 $3.04M 1.7% +74,234 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 94,543 $2.92M 0.01% +27,271 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 89,640 $2.76M <0.01% +17,585 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 88,504 $2.73M 0.07% -1,670 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 82,752 $2.55M 0.02% +17,586 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 81,292 $2.51M +7,195 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 79,322 $2.45M <0.01% -15,701 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 76,850 $2.37M 0.1% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 72,523 $2.24M <0.01% -3,263 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 71,402 $2.2M <0.01% -104 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 70,966 $2.19M 0.04% -1,753 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,447 $2.08M 0.01% +8,609 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 66,301 $2.04M 0.01% 0 13F-HR Timeline Group Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 63,845 $1.97M 0.1% -4,258 13F-HR Timeline Group CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 55,717 $1.72M 0.22% +2,914 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 48,125 $1.48M 0.62% -10,407 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 45,533 $1.47M 0.09% -6,657 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,614 $1.44M <0.01% +25,016 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 41,814 $1.29M 0.1% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 41,754 $1.29M 0.89% -6,410 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 40,178 $1.24M 0.78% -1 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 36,082 $1.11M 0.3% +4,918 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 34,366 $1.06M 0.09% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 31,846 $982K 0.01% +1,805 13F-HR/A Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 31,371 $967K 0.46% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 30,800 $950K 0.14% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 30,538 $942K <0.01% +609 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 30,267 $905K 0.05% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,914 $892K <0.01% +1,172 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 24,534 $757K 0.02% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 23,575 $727K 0.14% +2,350 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 22,497 $694K <0.01% -9,704 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 22,322 $688K 0.13% +2,502 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 20,542 $634K 0.06% +3,792 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,781 $610K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,765 $579K <0.01% +100 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,831 $550K <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,350 $504K 0.02% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,085 $496K 0.07% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 15,705 $469K 0.08% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,855 $458K 0.01% +5,108 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,395 $444K <0.01% +187 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14,111 $435K 0.01% +1,892 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 14,079 $434K 0.2% +6,870 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 13,530 $417K 0.15% -69 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13,238 $408K 0.05% -154 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,039 $402K <0.01% -364 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 12,839 $396K 0.15% -6,215 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,810 $395K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,510 $386K 0.02% -33,703 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,072 $372K <0.01% -131 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,868 $366K <0.01% -2,900 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 11,500 $355K 0.06% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,483 $354K <0.01% -2,594 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 11,280 $348K 0.04% -1,254 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,089 $342K <0.01% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,817 $336K <0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,544 $325K <0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,226 $315K 0.08% -239 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 10,000 $308K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,982 $308K 0.01% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 9,872 $304K 0.1% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,625 $297K <0.01% +2,224 13F-HR Timeline Group Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,496 $293K <0.01% 0 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 8,691 $268K 0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,570 $264K <0.01% +609 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,320 $257K <0.01% -301 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,283 $255K 0.01% -389 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,174 $254K 0.02% -6,603 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,171 $252K <0.01% +8,041 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,770 $240K 0.15% -799 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,729 $238K 0.05% +731 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,454 $231K <0.01% +1,619 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 7,345 $227K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,247 $224K <0.01% -891 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 6,642 $205K 0.07% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 6,642 $205K 0.08% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,964 $184K <0.01% -726 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,117 $158K <0.01% +4,834 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,452 $137K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,977 $123K <0.01% -200 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,772 $116K <0.01% +3,312 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,450 $106K 0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,822 $87K <0.01% -1,684 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,283 $70.4K <0.01% +1,288 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,151 $68.2K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,069 $63.8K 0.06% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,855 $57.2K <0.01% +1,753 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,576 $48.6K 0.04% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,466 $45.2K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,261 $38.9K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,046 $32.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,006 $31K <0.01% 0 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 871 $26K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 800 $24.7K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 725 $20.8K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 520 $16K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 500 $15.4K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 325 $10K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 266 $8.2K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 197 $6.08K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 194 $5.98K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 125 $3.85K <0.01% -130 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 106 $3.28K <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 35 $1.08K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 25 $771 <0.01% 0 13F-HR Timeline 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.