OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,941 $86.1K <0.01% +878 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,042 $65.5K <0.01% +2,781 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,440 $59K 0.03% +3,650 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,114 $55.4K <0.01% +68 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,658 $50.5K 0.01% -32,985 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,227 $45.8K <0.01% +2,599 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,887 $42.1K <0.01% -1,118 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,194 $35K <0.01% -182 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,145 $34.1K <0.01% +22 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,032 $32.9K <0.01% +1,068 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,318 $25.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,153 $23.3K <0.01% -552 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,046 $22.2K <0.01% -4,114 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,762 $19.1K <0.01% -2,348 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,682 $18.2K <0.01% -2,035 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,586 $17.2K <0.01% -197 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,415 $15.3K <0.01% +798 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,388 $15K <0.01% +756 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,233 $13.4K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,156 $12.5K <0.01% -3,023 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,150 $12.5K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,013 $11K <0.01% +477 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,000 $10.8K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 668 $7.24K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 633 $6.86K <0.01% +233 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 553 $6K <0.01% -4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 503 $5.45K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 410 $4.44K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 400 $4.34K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 400 $4.34K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 379 $4.11K <0.01% +198 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 321 $3.48K <0.01% +185 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 300 $3K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 250 $2.71K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 225 $2.44K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 195 $2.09K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 175 $2K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 160 $1.74K <0.01% +158 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 135 $1.46K <0.01% -6 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 127 $1.38K <0.01% +17 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 121 $1.31K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 106 $1.15K <0.01% -36 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $1.1K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 92 $997 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 87 $943 <0.01% -74 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 77 $835 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 75 $813 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 71 $770 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 70 $759 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 69 $745 <0.01% +49 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $694 <0.01% +47 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 60 $650 <0.01% -36,095 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $532 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 33 $358 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $260 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23 $249 <0.01% -9 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $217 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19 $206 <0.01% -3,272 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 10 $108 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3 $33 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $33 <0.01% -3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $22 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $11 <0.01% 0 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $11 <0.01% 13F-HR Timeline Group Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -64,608 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.