Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 8,000 $184K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 588 $179K 0.05% 0 13F-HR Timeline DIADEMA PARTNERS LP More: the full row for DIADEMA PARTNERS LP 7,500 $173K 0.1% new 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 487 $148K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 340 $103K <0.01% +33 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 334 $101K <0.01% +305 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 317 $96.3K <0.01% +7 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 300 $91.1K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 297 $90.2K <0.01% -1,468 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 283 $86K <0.01% +26 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 261 $79.3K 0.02% 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) 234 $71.1K <0.01% -11,201 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 218 $66.2K <0.01% +39 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $60.8K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190 $57.7K <0.01% +100 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 158 $48K <0.01% +39 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 127 $38.6K <0.01% +88 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 116 $35.2K <0.01% -13 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 108 $32.8K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 106 $32.2K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 91 $28K <0.01% -15 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 81 $24.6K <0.01% 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 70 $21.2K 0.02% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 65 $19.7K <0.01% +27 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 63 $19.1K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 58 $17.6K <0.01% +34 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 53 $16.1K <0.01% +7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47 $14.3K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 41 $12.5K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 40 $12.2K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $10.6K <0.01% +33 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 33 $10K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 25 $7.62K <0.01% +9 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 25 $7.59K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 24 $7.39K <0.01% +21 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 22 $6.68K <0.01% +12 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21 $6.38K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 21 $6.38K <0.01% -8 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 20 $6.08K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $5.77K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $5.47K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 15 $4.56K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $4.56K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $4.25K <0.01% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14 $4.25K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13 $3.95K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12 $3.65K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11 $3.34K <0.01% +9 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 11 $3.34K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $3.04K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9 $2.73K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 8 $2.43K <0.01% new 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 8 $2.43K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7 $2K <0.01% new 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 6 $1.82K <0.01% -2 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $1.82K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $1.82K <0.01% +1 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6 $1.82K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5 $1.52K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $1.22K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4 $1.22K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $1.22K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $912 <0.01% -2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3 $912 <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3 $912 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3 $911 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $911 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2 $641 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2 $608 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $608 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2 $608 <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2 $608 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2 $392 <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $304 <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1 $304 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $304 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $304 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1 $304 <0.01% 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 0 $116 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.