MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,298,404 $55.7M <0.01% +149,107 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 569,271 $24.4M 0.19% +28,698 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 452,441 $19.4M 0.01% +121,710 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 390,431 $16.7M 0.26% -32,042 13F-HR Timeline ABSOLUTE INVESTMENT ADVISERS, LLC More: the full row for ABSOLUTE INVESTMENT ADVISERS, LLC 338,029 $14.5M 1.4% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 286,038 $12.3M <0.01% -105,397 13F-HR Timeline Group BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 196,455 $8.42M 1.87% -71 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 167,891 $7.2M 0.05% +20,527 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 165,345 $7.09M 1.12% new 13F-HR Timeline Almitas Capital LLC More: the full row for Almitas Capital LLC 161,872 $6.94M 1.66% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 158,400 $6.79M <0.01% +29,783 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 153,967 $6.6M 2.21% +2,731 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 137,849 $5.91M 0.11% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 137,223 $5.88M 0.39% +213 13F-HR/A Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 130,000 $5.57M 0.38% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LPL Financial LLC More: the full row for LPL Financial LLC 125,793 $5.39M <0.01% +4,628 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 122,657 $5.26M <0.01% +122,241 13F-HR Timeline Group AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 110,102 $4.72M 1.66% 0 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 106,305 $4.56M 0.22% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 103,961 $4.46M 0.01% +17,522 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 100,275 $4.3M 1.32% new 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 96,803 $4.15M 2.29% -7,168 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 88,590 $3.8M 0.01% +19,649 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,337 $3.79M <0.01% +10,363 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 85,000 $3.64M 0.18% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.37M 0.8% new 13F-HR Timeline Amount filed as zero, left out of ratios. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 70,170 $3.01M 0.02% +8,876 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 68,825 $2.95M 0.01% +34,587 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 67,256 $2.92M <0.01% +20,961 13F-HR Timeline Yakira Capital Management, Inc. More: the full row for Yakira Capital Management, Inc. 61,881 $2.65M 0.78% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 61,023 $2.62M <0.01% -1,940 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 59,756 $2.56M <0.01% +2,111 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 53,610 $2.3M 0.01% +26,204 13F-HR Timeline Group North Ground Capital More: the full row for North Ground Capital 44,800 $1.92M 2.3% new 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 44,601 $1.91M 1.87% -2,516 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 43,329 $1.86M 0.19% -2,425 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 42,020 $1.8M <0.01% +3,955 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 41,604 $1.78M <0.01% +6,886 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 40,832 $1.75M 0.06% +2,906 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 40,298 $1.73M 0.01% +10,564 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 38,995 $1.67M 0.01% +8,741 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 37,508 $1.61M 0.1% -8,169 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 32,479 $1.39M 0.01% -4,761 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 32,186 $1.38M <0.01% +26,484 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 31,559 $1.35M 0.41% +8,459 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 31,301 $1.34M 0.99% +2,720 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 30,328 $1.3M 0.92% -771 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,733 $1.27M <0.01% +3,568 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 28,405 $1.22M 0.25% -11,607 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,046 $1.12M 0.01% +13,577 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 25,100 $1.08M 0.48% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 24,545 $1.05M 0.13% +750 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 22,872 $981K <0.01% +2,020 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 21,542 $924K 0.09% +167 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,400 $917K 0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,384 $917K <0.01% +2,482 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,363 $916K <0.01% new 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 20,209 $866K <0.01% -5,573 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 20,063 $860K 0.08% -1,573 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 20,000 $857K 0.05% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,979 $857K 0.01% +5,108 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 19,427 $833K 0.28% -1,325 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 18,852 $808K 0.02% +7,271 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 18,700 $802K 0.5% -138 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 18,000 $772K <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,881 $767K <0.01% -330 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 16,326 $700K <0.01% -594 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,028 $687K <0.01% +3,197 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,017 $687K <0.01% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,904 $682K 0.01% new 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 15,000 $643K 0.03% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 14,983 $642K 0.08% -100 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,841 $636K 0.01% +1,165 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,388 $617K 0.36% -690 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 14,228 $610K 0.04% +7,215 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,070 $603K 0.19% +340 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,052 $602K 0.02% +6,662 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,843 $593K 0.01% +113 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 13,329 $571K 0.12% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,029 $556K 0.03% -74 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,848 $508K <0.01% +6,721 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,803 $506K 0.01% -763 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 11,784 $505K <0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,576 $496K 0.04% +616 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,262 $483K <0.01% +133 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 10,646 $456K 0.08% -1,084 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 10,323 $443K 0.39% -2,250 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,175 $436K <0.01% +54 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 9,770 $419K 0.11% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 9,758 $418K 0.16% -2,690 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,640 $413K <0.01% +2,683 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 9,104 $390K 0.3% +925 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,032 $387K 0.03% +1,119 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,004 $386K <0.01% new 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 9,052 $384K <0.01% new 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,936 $383K 0.03% +200 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,724 $374K 0.08% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 8,610 $369K 0.01% 0 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,610 $369K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 8,494 $364K 0.05% -1,610 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,429 $361K <0.01% +3,659 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,619 $327K <0.01% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,409 $318K 0.06% -97 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,231 $310K <0.01% -18 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,071 $303K 0.02% +317 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 7,035 $302K 0.07% +2,047 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,344 $272K 0.01% -135 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,198 $266K <0.01% -3,061 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 6,120 $262K 0.01% -150 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 5,829 $250K 0.02% +127 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 5,716 $245K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,581 $239K <0.01% +631 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,473 $238K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,332 $229K <0.01% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,280 $226K 0.08% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,249 $225K <0.01% new 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,892 $210K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,590 $197K <0.01% -2,590 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,328 $143K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,200 $94.3K 0.03% +100 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,126 $91.1K <0.01% +546 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,101 $90.1K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,000 $85.2K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,304 $55.9K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,270 $54.4K <0.01% -201 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,126 $48.3K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 909 $39K 0.01% -140 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 860 $36.9K <0.01% -688 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 768 $32.9K <0.01% +300 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 713 $30.6K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 621 $26.6K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 460 $20K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 443 $19.1K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 443 $19K 0.01% -475 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 400 $17.1K <0.01% +300 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 384 $16.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 383 $16.4K <0.01% -288 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 356 $15.2K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 302 $13K <0.01% +151 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 298 $12.8K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 271 $11.6K <0.01% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 245 $11K 0.01% 0 13F-HR/A Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 255 $10.9K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 222 $9.52K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200 $8.57K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 193 $8.27K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 192 $8.23K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 187 $8.02K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 187 $8.02K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 181 $7.74K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 180 $7.72K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 125 $5.36K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 100 $4.29K <0.01% -128 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 87 $3.73K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 67 $2.87K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 50 $2.14K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 50 $2.14K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 37 $2K <0.01% -19 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 35 $2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 44 $1.89K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 41 $1.75K <0.01% +2 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 39 $1.67K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 37 $1.58K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 37 $1.57K <0.01% +25 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $429 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $257 <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 $97 <0.01% 0 13F-HR Timeline Group