GAMMA Investing LLC More: the full row for GAMMA Investing LLC 910 $17.7K <0.01% +332 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 783 $15.2K <0.01% +122 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 708 $13.8K <0.01% new 13F-HR/A Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 253 $13K 0.25% -12,747 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 590 $11.5K <0.01% +375 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 523 $10.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 504 $10K 0.01% -66 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 447 $8.69K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 400 $7.77K <0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 374 $7.27K <0.01% +162 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 290 $5.63K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 247 $4.8K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 211 $4.1K <0.01% +41 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 207 $4.02K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 198 $3.98K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 180 $3.5K <0.01% +2 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 144 $2.8K <0.01% -336 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 138 $2.68K <0.01% +68 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 120 $2.33K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 102 $1.98K <0.01% -301 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $1.85K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 83 $1.61K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 53 $1K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $720 <0.01% +35 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $681 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $681 <0.01% +19 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $544 <0.01% +15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $369 <0.01% -21 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18 $350 <0.01% -760 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $350 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16 $311 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 15 $291 <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 14 $272 <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11 $214 <0.01% -18,011 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $117 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $59 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $40 <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.