Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 817 $93.7K <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 785 $90K <0.01% +97 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 695 $79.7K 0.01% +86 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 632 $71.4K 0.01% +263 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 557 $63.9K 0.04% +23 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 305 $35K <0.01% +92 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 292 $33K <0.01% +28 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 286 $32.8K <0.01% -546 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 263 $30.1K <0.01% new 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 258 $29.7K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 256 $29.3K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 231 $26.5K <0.01% +21 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 232 $26K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 183 $21K <0.01% -13 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 175 $18.9K <0.01% +94 13F-HR/A Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162 $18.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 160 $18.3K <0.01% +58 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 140 $16K <0.01% +30 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 126 $14.4K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 119 $13.6K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 116 $13.3K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 116 $13.3K <0.01% new 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/ 112 $12.8K <0.01% new 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 111 $12.7K <0.01% +70 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 90 $10.3K <0.01% +22 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 85 $9.74K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 78 $8.94K <0.01% -39 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 78 $8.94K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 73 $8.37K <0.01% -2 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 63 $7.22K <0.01% +40 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $6.88K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 58 $6.67K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 55 $6.3K <0.01% +25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $5.73K <0.01% -128 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 50 $5.73K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $5.39K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39 $4.41K <0.01% -25 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 34 $3.9K <0.01% +7 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29 $3.33K <0.01% +15 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 23 $2.64K <0.01% -17 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 21 $2.44K <0.01% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 18 $2.06K <0.01% -15 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 20 $2K <0.01% -1,420 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $1.83K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $1.6K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14 $1.6K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13 $1.49K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13 $1.49K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13 $1.49K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12 $1.38K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $1.26K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $1.15K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9 $1.03K <0.01% new 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $1.03K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4 $459 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3 $344 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $230 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $229 <0.01% -1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2 $229 <0.01% -79 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3 $0 0% +2 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.