Quantbot Technologies LP More: the full row for Quantbot Technologies LP 597 $14.4K <0.01% -109,028 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 576 $14.1K <0.01% +556 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 571 $13.8K <0.01% +275 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 562 $13.6K 0.01% -132 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 554 $13.4K <0.01% +426 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 532 $12.8K <0.01% +214 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 452 $11K <0.01% -13,888 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 401 $9.68K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 370 $8.94K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 353 $8.52K <0.01% -1,042 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 321 $8.03K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 296 $7.15K <0.01% -489 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 287 $6.93K <0.01% +248 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 272 $6.57K <0.01% -250 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 269 $6.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 266 $6.42K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 265 $6.4K <0.01% +264 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 240 $5.79K <0.01% +1 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 236 $5.7K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 230 $5.55K <0.01% -256 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $5.55K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 208 $5.02K <0.01% +110 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $4.83K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 186 $4.49K <0.01% -351 13F-HR Timeline City State Bank More: the full row for City State Bank 180 $4.35K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 137 $3.31K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 145 $3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $2.92K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 99 $2.39K <0.01% +33 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 93 $2.27K <0.01% -200 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 101 $2K <0.01% +9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 80 $1.93K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 67 $1.62K <0.01% -471 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 65 $1.57K <0.01% -348 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 62 $1.5K <0.01% -408 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 58 $1.42K <0.01% -1,572,469 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 45 $1.09K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 45 $1.09K <0.01% -11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $966 <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 40 $966 <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 31 $749 <0.01% -45 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 29 $700 <0.01% -31 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 24 $580 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $459 <0.01% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $435 <0.01% -48 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12 $290 <0.01% -2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9 $218 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $217 <0.01% +7 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $193 <0.01% +6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $145 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $145 <0.01% -9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $121 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $121 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5 $121 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $121 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $97 <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 3 $72 <0.01% -551 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $25 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $0 0% 0 13F-HR/A 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.