INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,018 $71.2K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,004 $70.7K <0.01% -826 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,901 $67K <0.01% +653 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,900 $67K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,801 $63.5K <0.01% +122 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,752 $61.8K 0.01% +185 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,718 $60.6K 0.04% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,650 $58.2K 0.06% 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. 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More: the full row for TD Waterhouse Canada Inc. 800 $28.2K <0.01% -7,254 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 782 $27.5K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 753 $26.6K 0.01% -253 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 730 $25.7K <0.01% +118 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 707 $25K -20,885 Timeline Covestor Ltd More: the full row for Covestor Ltd 664 $23K 0.01% +274 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 618 $21.8K <0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. 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More: the full row for CIBC Private Wealth Group LLC 351 $12.4K <0.01% +232 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 350 $12.3K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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More: the full row for Optiver Holding B.V. 170 $5.99K <0.01% -299 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 154 $5.43K <0.01% +94 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 149 $5.25K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 149 $5.25K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 43 $1.52K <0.01% +7 13F-HR Timeline Quarry LP More: the full row for Quarry LP 40 $1.41K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 37 $1.3K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 34 $1.2K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $1.2K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 33 $1.18K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 32 $1.13K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $1.06K <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $881 <0.01% +9 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $846 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $811 <0.01% +7 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 22 $776 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 21 $740 <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 20 $705 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 18 $635 <0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 17 $599 <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 17 $590 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $565 <0.01% +1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $494 <0.01% 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $459 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 13 $459 <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 13 $458 <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $360 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10 $353 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $331 <0.01% -320 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $283 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $247 <0.01% -9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $247 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $212 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $212 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $186 <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $178 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5 $176 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $106 <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $36 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $35 <0.01% new 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 17 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.