WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 614 $248K 0.14% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 600 $243K 0.05% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 593 $240K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 586 $237K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 574 $232K 0.12% +287 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 567 $229K <0.01% -307 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 557 $225K 0.02% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 556 $225K 0.11% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 550 $222K 0.01% -134 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 538 $217K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 534 $216K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 528 $214K <0.01% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 527 $213K 0.06% -322 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 526 $213K 0.02% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 510 $206K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 509 $206K <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 505 $204K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 500 $202K 0.03% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 485 $196K <0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 460 $186K 0.01% new 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 450 $182K 0.02% -19 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 407 $165K 0.08% -101 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 400 $162K <0.01% new 13F-HR/A Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 387 $156K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 376 $152K <0.01% -83 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 370 $150K <0.01% -24,741 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 362 $146K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 290 $117K 0.01% +258 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 287 $116K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 250 $101K <0.01% 0 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 224 $90.4K <0.01% -25 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 214 $86.3K <0.01% new 13F-HR Timeline Group Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 206 $83K 0.07% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 203 $82.1K <0.01% +183 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 194 $78.5K 0.02% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 182 $73.4K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 176 $72.5K <0.01% +19 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 175 $70.7K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 170 $68.7K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 146 $57.8K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 135 $54.6K <0.01% new 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 125 $50.5K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 119 $48.2K 0.03% +111 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 119 $48.2K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 117 $47.3K <0.01% +29 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 114 $46.1K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 110 $44.5K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 106 $42.8K 0.01% -17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 103 $41.2K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 92 $37.2K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 90 $36.4K 0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 86 $34K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 78 $31.5K 0.02% +75 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 76 $30.7K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 65 $26.3K <0.01% +19 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 57 $23K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 56 $22.8K <0.01% +3 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 50 $20.2K 0.02% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 46 $19.2K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 40 $16.2K <0.01% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 40 $16.2K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 36 $14.6K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 30 $12.1K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 30 $12.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $10.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 23 $9.3K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $8.09K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20 $8.09K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $8.08K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 20 $8.08K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $8.08K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16 $6.5K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 15 $6.06K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 15 $6.06K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 12 $4.85K <0.01% +6 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10 $3.96K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9 $3.64K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7 $3K <0.01% 0 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 7 $2.83K <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 5 $2.08K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5 $2.02K <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $2K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 4 $1.63K 0.06% -4 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3 $1.21K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3 $1.21K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $809 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1 $402 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $34 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.