CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,645 $55K <0.01% +156 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,504 $52K <0.01% +2,091 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,428 $50.5K <0.01% +984 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,998 $42.6K 0.01% -49 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,919 $39.9K 0.03% -2,434 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,874 $38.9K <0.01% -1,856 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,500 $31K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,474 $30.6K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,266 $26.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 919 $19.1K <0.01% +454 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 853 $17.7K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 509 $10.6K <0.01% +234 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 481 $9.99K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 445 $9.24K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 392 $8.15K <0.01% -250 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 267 $5.55K <0.01% +208 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 264 $5.49K <0.01% -46 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 225 $4.79K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 230 $4.78K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 214 $4.45K <0.01% -36 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 211 $4.38K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 202 $4.3K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 192 $3.99K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 136 $2.83K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 136 $2.83K <0.01% +16 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 126 $2.69K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 108 $2.25K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 104 $2.16K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 132 $2K <0.01% +129 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 91 $1.85K <0.01% +55 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 84 $1.75K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 33 $686 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 31 $645 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 23 $478 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $291 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3 $62 <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.