AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,266 $277K <0.01% -152 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,104 $272K 0.01% +1,368 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,837 $263K <0.01% -887 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,752 $260K <0.01% +3,183 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,746 $260K 0.04% -468 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,735 $259K <0.01% +3,682 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,537 $253K <0.01% -4,540 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,500 $252K 0.02% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,475 $251K <0.01% -210 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,419 $249K <0.01% -203 13F-HR Timeline Group New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 7,415 $249K 0.1% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,398 $248K <0.01% -1,692 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,395 $248K <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,305 $245K <0.01% 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,239 $243K <0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,207 $242K 0.09% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,034 $236K <0.01% 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,675 $233K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,932 $232K 0.04% -742 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 6,932 $232K <0.01% -338,298 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,816 $229K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,734 $229K <0.01% -5,659 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 6,698 $225K 0.08% 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,610 $222K 0.02% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,573 $220K <0.01% -425 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,564 $220K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,501 $218K 0.01% -1,734 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,500 $218K <0.01% -1,686 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,481 $217K 0.01% +132 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,420 $215K 0.02% -15 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,408 $215K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,350 $213K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,798 $213K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,289 $211K <0.01% +11 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,220 $209K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,200 $208K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,097 $208K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,194 $208K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,191 $208K <0.01% -691 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,176 $207K <0.01% +1,035 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,018 $202K 0.04% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,999 $201K 0.01% -107 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,105 $171K <0.01% +1,803 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 4,608 $155K <0.01% +2,581 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,500 $151K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,440 $149K <0.01% -542 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,382 $147K 0.01% -944 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,354 $146K <0.01% -2,519 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,132 $139K 0.01% +1,037 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,964 $133K <0.01% -2,660 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,800 $127K <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 3,773 $127K <0.01% -853 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,625 $122K 0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 3,376 $113K <0.01% -80,522 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,300 $111K <0.01% -39,486 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,296 $111K <0.01% +37 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,155 $107K <0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,025 $101K <0.01% +46 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 2,950 $100K 0.1% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,951 $99K 0.03% +2,899 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,947 $98.8K <0.01% +1,484 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,896 $97.1K <0.01% -394 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,500 $83.8K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,342 $78.6K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,337 $78.4K 0.03% -11,491 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,253 $75.6K <0.01% +175 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,235 $75K 0.01% +15 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 2,063 $69.2K <0.01% new 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 1,950 $65.4K 0.02% 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,907 $64K <0.01% +1,765 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,875 $62.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,691 $56.7K <0.01% +358 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,631 $54.7K <0.01% -124 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,602 $53.7K <0.01% -10 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,600 $53.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,470 $49.3K <0.01% -2,972 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,263 $42.4K <0.01% -1,130 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,250 $41.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,192 $40K 0.01% -281 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,156 $38.8K <0.01% -17,315 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 1,134 $38K <0.01% -160,376 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,097 $36.8K <0.01% -5 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,092 $36.6K <0.01% +567 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,047 $35.1K <0.01% -1,823 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 900 $33.6K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,000 $33.5K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 880 $29.5K 0.01% -132 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 880 $29.5K <0.01% +295 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 880 $29.5K <0.01% +341 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 729 $27.2K <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 775 $26K <0.01% -12 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 750 $25.2K <0.01% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 714 $23.9K 0.01% +73 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 641 $23.8K <0.01% +515 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 675 $22.6K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 660 $22.1K 0.02% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 594 $22K <0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 645 $21.6K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 625 $21K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 616 $20.7K <0.01% -282 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 610 $20.5K <0.01% -22,555 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 595 $20K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 585 $19.7K <0.01% 0 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 574 $19.3K <0.01% 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 525 $17.6K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 510 $17.1K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 510 $17K 0.01% -1,843 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 504 $17K 0.01% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 489 $16.7K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 463 $15.5K 0.01% -128 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 455 $15.3K <0.01% -447 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 453 $15.2K 0.01% +307 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 433 $14.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 420 $14.1K <0.01% +33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 362 $12.1K <0.01% +276 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 348 $12K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 351 $11.8K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 340 $11.4K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 332 $11.1K 0.01% -16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 332 $11.1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 336 $11K <0.01% +26 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 312 $11K <0.01% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 310 $10.5K <0.01% -265 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 310 $10.4K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 272 $9.11K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 262 $8.79K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 256 $8.6K <0.01% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 251 $8.41K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 250 $8.38K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 239 $8.04K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 238 $7.98K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 235 $7.88K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 228 $7.64K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 225 $7.55K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 215 $7.21K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 212 $7.11K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 193 $6.47K <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 48 $6.24K <0.01% -68 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180 $6.04K <0.01% 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 182 $6K <0.01% -333 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 176 $5.9K <0.01% +8 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 127 $4.26K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 127 $4.26K <0.01% -39 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 126 $4.23K <0.01% +53 13F-HR Timeline BAYBAN More: the full row for BAYBAN 122 $4.09K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 121 $4.06K <0.01% -6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 120 $4.03K <0.01% -81 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 108 $3.77K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 108 $3.62K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 98 $3.29K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 100 $3K <0.01% 0 13F-HR/A Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 86 $2.88K <0.01% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 85 $2.85K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 84 $2.82K <0.01% +53 13F-HR Timeline Group 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 75 $2.52K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 73 $2.45K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 65 $2.18K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 65 $2.18K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 65 $2.18K <0.01% +23 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 60 $2.09K <0.01% -23 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 66 $2K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 55 $1.84K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 55 $1.84K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 55 $1.84K <0.01% +16 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 50 $1.68K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 49 $1.64K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 49 $1.64K <0.01% -175 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 48 $1.61K <0.01% +14 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 45 $1.51K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 41 $1.38K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 40 $1.34K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $1.34K <0.01% -14 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 40 $1.34K <0.01% +21 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $1.21K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $1.11K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $1.07K <0.01% +16 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 31 $1.04K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 58 $1K <0.01% -14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 29 $973 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 18 $614 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 18 $604 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $603 <0.01% +6 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $537 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $537 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 15 $503 <0.01% -37 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $470 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $437 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $402 <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $402 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9 $302 <0.01% 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7 $235 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5 $167 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $101 <0.01% -1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2 $67 <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $45 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $34 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.