Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,900 $10.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,694 $9.61K <0.01% +1,254 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,570 $8.9K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,489 $8.44K <0.01% +989 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,365 $7.74K <0.01% +348 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,348 $7.64K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,238 $7.02K <0.01% -1,500 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,223 $6.93K <0.01% -721 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,091 $6.19K <0.01% +65 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,058 $6K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,011 $5.73K <0.01% +4 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 822 $4.66K <0.01% +673 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 750 $4.25K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 707 $4.01K <0.01% +105 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 700 $3.97K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 694 $3.94K <0.01% +340 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 686 $3.89K <0.01% +38 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 662 $3.75K <0.01% +10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $3.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 578 $3.28K <0.01% +21 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 532 $3.02K <0.01% +22 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 532 $3.02K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 500 $2.83K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 500 $2.83K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 497 $2.82K <0.01% +469 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 463 $2.62K <0.01% -1,332 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 363 $2.06K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 316 $1.79K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 249 $1.41K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 217 $1.23K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 200 $1.13K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 200 $1.13K <0.01% -300 13F-HR/A Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 200 $1.13K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 200 $1.13K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 240 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 174 $987 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 165 $936 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 162 $919 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 135 $766 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 131 $743 <0.01% 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100 $567 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $567 <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 100 $567 <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $564 <0.01% -400 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 97 $550 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 86 $488 <0.01% -2,623 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 82 $465 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 63 $357 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 40 $227 <0.01% -5,531 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35 $198 <0.01% -2 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 30 $171 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 23 $131 <0.01% -101 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20 $113 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $80 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 22 $0 0% -496 13F-HR Timeline Value filed as zero, left out of ratios.