CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,202 $48K <0.01% +149 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,200 $47.7K <0.01% +494 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,168 $46.5K <0.01% +1,052 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,093 $43.5K 0.02% +850 13F-HR Timeline Ramirez Asset Management, Inc. 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Inc. 36 $1.43K <0.01% +20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 35 $1.39K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 34 $1.35K <0.01% -1,242 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $1.19K <0.01% -30 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $1.15K <0.01% -25 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 26 $1.03K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $1K <0.01% +26 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 20 $796 <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 18 $716 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $597 <0.01% -62 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Pacer Advisors, Inc. 7 $278 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $278 <0.01% +6 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5 $199 <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5 $199 <0.01% new 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $159 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $80 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $40 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $40 <0.01% new 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.