Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 17,883 $145K 0.01% +706 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17,750 $144K <0.01% -21,225 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,661 $143K 0.01% -2,200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,531 $142K <0.01% -12,460 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,423 $141K 0.02% -30,155 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 17,370 $141K 0.01% -1,600 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 17,250 $140K 0.01% -16,402 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 17,100 $139K 0.09% +3,100 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,634 $135K <0.01% +4,123 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 16,206 $132K <0.01% +2,985 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,831 $129K 0.01% +3,299 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 15,631 $127K <0.01% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 15,273 $124K 0.05% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 15,236 $124K 0.06% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,232 $124K <0.01% -16,522 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,037 $122K 0.01% +3,852 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 15,013 $122K <0.01% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 15,000 $122K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,789 $120K <0.01% +671 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,676 $119K <0.01% +1,201 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 14,410 $117K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 14,296 $116K 0.16% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,177 $115K <0.01% +847 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,125 $115K <0.01% -1,557 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,957 $113K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 13,740 $112K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,734 $112K <0.01% -245 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,036 $111K <0.01% +2,961 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,394 $109K <0.01% +2,689 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 13,231 $107K 0.08% -3,356 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 13,200 $107K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,147 $107K 0.01% -1,425 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,052 $106K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,062 $104K <0.01% +1,153 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 12,460 $101K <0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 12,400 $101K 0.06% +200 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,977 $97.3K <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,775 $96K 0.01% -4,200 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11,638 $94.5K 0.07% +11,470 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,558 $93.9K 0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,364 $92.3K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 11,296 $91.7K 0.05% new 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 11,162 $91K <0.01% +1,343 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,097 $90.1K <0.01% +175 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,430 $84.7K <0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 10,411 $84.5K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 10,293 $83.6K <0.01% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 10,235 $83.1K 0.07% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,152 $82.4K <0.01% -836 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 10,000 $81.2K 0.03% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 10,000 $81.2K <0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,000 $81.2K 0.01% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,000 $81.2K 0.01% new 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,000 $81.2K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,000 $81.2K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,599 $77.9K <0.01% -37 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 9,576 $77.8K <0.01% +2,978 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,733 $71.4K <0.01% +1,840 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,597 $69.8K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,000 $65K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,680 $62K 0.01% +7,674 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,550 $61.3K 0.01% +6,000 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 7,549 $61.3K 0.01% -25,061 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,073 $58K <0.01% -8,015 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,119 $57.8K <0.01% -1,198 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,027 $57.1K <0.01% +2,959 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,833 $56K 0.03% -200 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6,781 $55.1K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5,272 $42.8K 0.01% +4,953 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,050 $41K 0.01% +1,200 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,000 $40.6K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,000 $40.6K 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. 4,035 $32.8K <0.01% +982 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,996 $32.4K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,555 $28.9K <0.01% -1,000 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,418 $27.8K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,038 $25K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,028 $24.7K <0.01% -970 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 3,008 $24.4K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,100 $21.8K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,559 $20.8K 0.01% -797 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,520 $20.5K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,500 $20.3K 0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,303 $19K <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,213 $18K <0.01% +1,213 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,115 $17.2K <0.01% 0 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,100 $17K 0.01% +100 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,050 $16.6K <0.01% +650 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,044 $16.6K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $16.2K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,000 $16.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,920 $16K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,750 $14.2K 0.01% +1,000 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,612 $13.1K <0.01% +291 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,500 $12.2K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,496 $12.1K <0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,467 $11.9K <0.01% +712 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,400 $11.4K <0.01% +400 13F-HR Timeline City State Bank More: the full row for City State Bank 1,300 $10.6K <0.01% -168 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,276 $10.4K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,250 $10.2K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,225 $9.95K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,200 $9.74K <0.01% +200 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,135 $9.22K <0.01% +135 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,122 $9.11K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,065 $8.65K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,018 $8.27K <0.01% new 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $8.12K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,000 $8.12K 0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,000 $8.12K <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,000 $8.12K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 865 $7K <0.01% +839 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 850 $6.9K <0.01% -3,609 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 956 $6.86K <0.01% -5,468 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 820 $6.66K <0.01% -1,410 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 720 $5.85K <0.01% +549 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 706 $5.73K <0.01% -10,153 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 700 $5.68K <0.01% -230 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 629 $5.11K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 625 $5.08K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 600 $4.87K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 591 $4.8K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $4.06K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 500 $4.06K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 500 $4.06K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 500 $4.06K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 500 $4.06K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 448 $4K <0.01% +178 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 457 $3.71K <0.01% +337 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 455 $3.69K <0.01% +173 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 433 $3.52K <0.01% -1,139 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 422 $3.43K <0.01% +222 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 420 $3.41K <0.01% +90 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 400 $3.25K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 397 $3.22K <0.01% +120 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 344 $2.79K <0.01% +28 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 336 $2.73K <0.01% +105 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 300 $2.44K <0.01% +100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 300 $2.44K <0.01% -650 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 292 $2.37K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 274 $2.23K <0.01% +24 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 274 $2.23K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 271 $2.2K <0.01% +11 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 250 $2.05K -22,830 Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 250 $2.03K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 250 $2.03K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 250 $2.03K <0.01% -250 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 310 $2K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 278 $2K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 237 $1.93K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 201 $1.63K <0.01% +181 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 200 $1.62K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 200 $1.62K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 200 $1.62K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 200 $1.62K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $1.62K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $1.62K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 150 $1.22K <0.01% -350 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 145 $1.18K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 136 $1.1K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 129 $1.05K <0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 121 $983 <0.01% +115 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 120 $975 <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 117 $950 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 109 $885 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 102 $828 <0.01% -146 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $812 <0.01% +50 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 100 $812 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 91 $739 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 88 $715 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 78 $634 <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 75 $607 <0.01% -497,225 13F-HR/A Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 70 $569 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64 $520 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 54 $438 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 51 $412 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 50 $406 <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 50 $406 <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 50 $406 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 48 $390 <0.01% -11 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 47 $382 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 24 $195 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $171 <0.01% new 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 21 $170 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20 $163 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $82 <0.01% +5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $65 <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 6 $49 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5 $41 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $33 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $20 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2 $17 <0.01% -18 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1 $8 <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $0 0% -275 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 -55 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.