Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,493 $330K 0.24% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,312 $326K 0.17% +4 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,478 $326K <0.01% +140 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,472 $325K 0.1% new 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 1,463 $323K 0.02% -19,103 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,446 $319K <0.01% +264 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,413 $312K 0.04% new 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,400 $309K 0.02% +112 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,367 $300K 0.03% +45 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,354 $299K <0.01% +30 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,345 $297K <0.01% new 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 1,335 $295K 0.09% -10 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,326 $293K 0.02% +115 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,299 $287K 0.01% -4,072 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,279 $282K 0.07% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,279 $282K 0.03% +283 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,266 $279K <0.01% -426 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,250 $276K 0.05% +899 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,218 $269K <0.01% +213 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,216 $268K 0.08% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,216 $268K 0.06% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,209 $267K <0.01% +290 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,152 $254K 0.02% +104 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,150 $254K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,350 $254K 0.04% 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,136 $251K 0.03% +132 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,130 $249K 0.07% +206 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,108 $245K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,086 $240K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,075 $237K 0.03% +93 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,040 $230K 0.02% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,040 $230K 0.07% +16 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,019 $225K <0.01% -17,818 13F-HR/A Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 1,183 $225K 0.02% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,009 $223K 0.11% +5 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,000 $221K 0.06% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,000 $221K 0.03% -14 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 994 $219K 0.06% -245 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 972 $215K <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. 965 $213K <0.01% 0 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 964 $213K 0.01% +14 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 953 $210K 0.01% -85 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,062 $210K 0.01% +90 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 937 $207K 0.01% -40 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 930 $206K 0.01% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 931 $206K 0.18% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 930 $205K 0.12% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 926 $204K 0.09% new 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 926 $204K 0.07% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 924 $204K 0.02% -19 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 919 $203K 0.02% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 916 $202K <0.01% -46 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 912 $201K <0.01% +19 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 911 $201K 0.59% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 758 $167K <0.01% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 706 $156K 0.02% +112 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 663 $146K <0.01% -17 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 643 $142K <0.01% -94 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 641 $141K 0.1% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 600 $132K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 600 $132K <0.01% +501 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 587 $130K <0.01% +449 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 571 $126K <0.01% +23 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 570 $126K <0.01% -1,179 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 537 $119K <0.01% +91 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 607 $111K <0.01% +198 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 500 $110K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 462 $102K 0.04% +222 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 460 $102K 0.01% -350 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 451 $99.6K 0.04% +104 13F-HR Timeline CX Institutional More: the full row for CX Institutional 434 $96K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 419 $92.5K 0.01% +391 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 415 $91.6K <0.01% +62 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 400 $88.3K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 392 $86.5K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 363 $80.1K <0.01% +137 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 350 $77.3K <0.01% +253 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 343 $75.7K <0.01% +222 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 348 $75.1K <0.01% +72 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 301 $66.4K <0.01% +164 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 285 $61.1K <0.01% -3,872 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 275 $60.7K 0.06% +175 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 272 $60K <0.01% +116 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 237 $52.3K <0.01% +182 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 242 $52.2K <0.01% +40 13F-HR/A Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 203 $44.8K <0.01% -953 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 200 $44.3K 0.01% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 199 $44.1K 0.03% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 198 $43.7K 0.03% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 196 $43.3K <0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 200 $43.1K 0.03% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 191 $42.2K <0.01% -357 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 176 $39K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 171 $37.7K 0.01% +110 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 162 $36K <0.01% -160 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 133 $30.4K 0.01% -249 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 136 $29.3K <0.01% +12 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 129 $28.5K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 125 $27.6K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 139 $27K 0.02% +89 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 122 $26.9K <0.01% +59 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 111 $24.5K <0.01% -2 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 109 $24K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 108 $23.8K 0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 104 $23K 0.02% -10 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $22.1K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 89 $19.7K <0.01% -15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 89 $19.6K <0.01% +3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 88 $19.4K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 88 $19.4K <0.01% +45 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 83 $18.3K <0.01% +12 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 82 $18.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 86 $18K <0.01% +8 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 72 $15.9K <0.01% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 70 $15.5K 0.01% -35 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 64 $14.1K <0.01% +13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 63 $13.9K <0.01% -24 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 59 $13K <0.01% +46 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 62 $13K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 56 $12.4K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 54 $11.9K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 51 $11.3K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 50 $11K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 46 $10.2K 0.01% -15 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 44 $9.65K 0.01% new 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 41 $9.05K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 39 $8.61K 0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 34 $7.53K <0.01% -18 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 32 $7.06K <0.01% 0 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 34 $7K <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $6.84K <0.01% +2 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 31 $6.84K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 25 $5.52K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22 $4.86K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 18 $4K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $3.97K <0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $3.75K <0.01% +16 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 17 $3.75K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 17 $3.75K <0.01% +15 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 17 $3.75K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 17 $3.75K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 15 $3.31K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 15 $3.31K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 72 $3.09K <0.01% +60 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 13 $2.87K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12 $2.73K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $2.65K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 12 $2.65K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11 $2.48K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $2.21K <0.01% new 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10 $2.21K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $2.01K <0.01% -1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $1.99K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8 $1.83K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $1.67K 0.1% -2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $1.54K <0.01% +5 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6 $1.32K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.32K <0.01% -1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6 $1.32K <0.01% -2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.25K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $1.1K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $1.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $1.06K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5 $1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $883 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $883 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $687 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $663 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $663 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $662 <0.01% -5 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3 $662 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $660 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $442 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $442 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $442 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $442 <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2 $441 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $441 <0.01% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $221 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $221 <0.01% -3,381 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $221 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1 $0 0% new 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.