Larson Financial Group LLC More: the full row for Larson Financial Group LLC 212 $9.96K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 200 $9.4K <0.01% -35,900 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 200 $9.4K <0.01% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 178 $8.37K <0.01% +113 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 138 $6.49K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 135 $6.34K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 133 $6.25K <0.01% -175 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 124 $5.83K <0.01% -36 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 110 $5.17K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 98 $4.61K <0.01% +54 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 96 $4.51K <0.01% +16 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 92 $4.32K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 91 $4.28K <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 89 $4.18K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 82 $3.88K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81 $3.81K <0.01% +33 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 79 $3.71K <0.01% +6 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 77 $3.62K <0.01% +27 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $3.43K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $2.82K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 58 $2.73K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 45 $2.12K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 45 $2.12K <0.01% -566 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 45 $2.12K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 47 $2K <0.01% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 37 $2K <0.01% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 40 $1.88K <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 33 $1.55K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30 $1.41K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $1.22K <0.01% -188 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 13 $1K <0.01% -11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 21 $987 <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $752 <0.01% 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 13 $611 <0.01% new 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 13 $611 <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10 $470 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $470 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9 $423 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 8 $376 <0.01% -102 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $376 <0.01% -19 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7 $329 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $282 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4 $188 <0.01% -35 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $188 <0.01% -8 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3 $141 <0.01% 0 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $141 <0.01% -40 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $94 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $94 <0.01% -165 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $94 <0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1 $47 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.