MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 534 $38.7K 0.03% +51 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 369 $27K <0.01% -55 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 271 $19.7K <0.01% -787 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 264 $19K <0.01% -419 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 258 $18.7K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 232 $16K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 213 $15.5K <0.01% -244 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 210 $15.2K <0.01% +196 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 196 $14.2K <0.01% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 178 $12.9K <0.01% +94 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $11.8K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 117 $8.49K <0.01% +5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 110 $8K <0.01% +23 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 116 $7.63K <0.01% +91 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 102 $7.4K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 99 $7K <0.01% +96 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90 $6.53K <0.01% -10 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 85 $6.17K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 81 $5.88K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 81 $5.87K <0.01% -1,757 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $5.66K <0.01% -919 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 75 $5.44K <0.01% +4 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 68 $4.93K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 64 $4.68K <0.01% -15 13F-HR/A Timeline Group Key Financial Inc More: the full row for Key Financial Inc 60 $4.35K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 50 $3.63K <0.01% -2 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 42 $3.05K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 41 $2.97K <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40 $2.9K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 33 $2.39K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $2.25K <0.01% -36 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $2.18K <0.01% -5 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27 $1.96K <0.01% +2 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 24 $1.74K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 23 $1.67K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23 $1.67K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20 $1.45K <0.01% +10 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 17 $1.26K <0.01% +6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $1.23K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14 $1.02K <0.01% -7 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14 $1.01K <0.01% +6 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13 $958 <0.01% -69 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13 $943 <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13 $943 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13 $943 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $798 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $726 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $363 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3 $218 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $218 <0.01% -80 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $146 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $73 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.