VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,651 $614K 0.05% 0 13F-HR/A Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,570 $601K 0.01% -3,740 13F-HR/A Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,564 $600K 0.16% +894 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,538 $595K <0.01% +340 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,486 $586K 0.01% -12,533 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,433 $577K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,430 $577K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,416 $575K 0.02% +436 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,338 $562K 0.01% -201 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 3,266 $549K <0.01% +1,969 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 3,025 $509K <0.01% -1,354 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,958 $498K 0.01% -215 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,834 $477K 0.24% -2,534 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,826 $475K 0.19% -80 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,759 $464K <0.01% +575 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,714 $457K 0.06% -43 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,650 $446K 0.17% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 2,566 $432K 0.32% +603 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,550 $429K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,515 $423K 0.01% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 2,382 $401K <0.01% +82 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,368 $397K <0.01% -34 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,277 $383K 0.01% +4 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,274 $383K 0.06% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,210 $372K 0.02% -60 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,197 $370K 0.02% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,175 $366K 0.03% +3 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,172 $365K 0.02% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,117 $356K <0.01% -747 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,115 $356K 0.04% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,100 $353K 0.01% 0 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,049 $345K -59 Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,028 $341K 0.01% 0 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,995 $336K <0.01% +101 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,928 $324K <0.01% -189 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,872 $315K <0.01% -178 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,860 $313K 0.01% -50 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,835 $309K <0.01% +402 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,749 $294K <0.01% +114 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,749 $294K <0.01% -1,049 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,733 $292K <0.01% -1,583 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,720 $289K 0.03% -3,939 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,681 $283K <0.01% -81 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,669 $281K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,647 $277K 0.04% +167 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,645 $277K <0.01% -473 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,623 $273K <0.01% +13 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,606 $270K 0.01% +1 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,592 $268K 0.01% -52 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,569 $264K <0.01% -626 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,539 $259K <0.01% +73 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,525 $257K 0.02% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,516 $255K 0.01% +166 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,472 $248K <0.01% new 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,462 $246K 0.14% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,420 $239K 0.17% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,380 $232K 0.05% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,336 $225K 0.01% -29 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,320 $222K 0.01% -305 13F-HR/A Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,290 $217K <0.01% -26,517 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,282 $216K <0.01% -111 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,266 $213K <0.01% -50 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,258 $212K <0.01% -847 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,255 $211K <0.01% +19 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,246 $210K 0.1% +16 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,217 $205K <0.01% -97 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,215 $204K <0.01% new 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,200 $202K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,193 $201K <0.01% -77 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,134 $191K <0.01% -23 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 946 $159K 0.05% +5 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 931 $157K <0.01% -219 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 813 $137K <0.01% -141 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 708 $119K 0.01% -30 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 701 $118K <0.01% -30 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 600 $101K 0.01% -370 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 597 $100K 0.05% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 509 $85.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 413 $69.5K <0.01% -34 13F-HR/A Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $67.3K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 397 $66.8K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 387 $65.1K <0.01% +163 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 384 $64.6K <0.01% -34 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 368 $61K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 360 $60.6K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 354 $59.5K <0.01% +19 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 340 $57.2K <0.01% +34 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 297 $50K <0.01% -100 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 274 $46.1K <0.01% -5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $44.2K <0.01% -4 13F-HR Timeline Amount filed as zero, left out of ratios. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 263 $44.2K <0.01% +22 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 218 $36.7K 0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 205 $34.5K <0.01% -1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 202 $34K <0.01% +129 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 188 $31.6K <0.01% -33 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 187 $31.5K <0.01% +75 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 170 $28.6K <0.01% -88 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 163 $27.4K <0.01% +53 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 135 $23K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 127 $21K <0.01% +6 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 124 $20.9K <0.01% +6 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 120 $20.2K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 116 $19.5K 0.01% +27 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 115 $19K <0.01% -3,814 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 112 $18.8K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $16.8K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 98 $16K <0.01% -2,240 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 93 $15.6K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 93 $15.6K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 87 $14.6K <0.01% -219 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 81 $14K 0.01% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 79 $13.3K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 75 $12.6K 0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 65 $11K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 65 $11K <0.01% +59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 68 $9.84K 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 55 $9.25K <0.01% -182 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 50 $8.41K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 50 $8.41K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 49 $8.24K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 44 $7.4K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 40 $6.85K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 40 $6.73K <0.01% -58 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 39 $6.56K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 37 $6.22K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36 $6.06K <0.01% +3 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 38 $6K <0.01% -6 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 35 $5.89K <0.01% -19 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 34 $5.72K <0.01% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 33 $5.55K <0.01% +11 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 30 $5.05K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $4.88K <0.01% +12 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 29 $4.88K <0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 26 $4.37K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 23 $3.87K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $3.37K <0.01% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 20 $3.37K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $3.33K <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 17 $2.86K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $2.52K <0.01% -9 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 15 $2.52K <0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $2.52K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14 $2.35K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 20 $2.34K 0.03% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 12 $2.02K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $1.85K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9 $1.51K <0.01% -10 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 9 $1.51K -2,890 Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.01K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6 $1.01K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $841 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $841 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $673 <0.01% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $673 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $673 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $579 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $505 <0.01% -77 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $505 <0.01% -2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $505 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $337 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $336 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $336 <0.01% +1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2 $336 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $336 <0.01% +1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2 $300 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $170 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $168 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $168 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $168 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $168 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.