Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7,504 $158K 0.09% +941 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,173 $156K <0.01% +2,557 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,365 $155K <0.01% -13,608 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,546 $138K <0.01% +510 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,153 $130K <0.01% +140 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,000 $116K 0.07% -6,250 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,068 $107K <0.01% +208 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,878 $103K <0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,530 $95.2K 0.01% +3,247 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,436 $95.1K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,436 $93K <0.01% +1,660 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,876 $82K <0.01% +103 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,467 $73K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,171 $67.6K <0.01% +1,849 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,178 $66.9K <0.01% -4,098 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,108 $65.4K <0.01% +413 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,830 $59.6K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,827 $59.5K <0.01% -107 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,668 $56.2K 0.03% +700 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,500 $52.6K 0.03% 0 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/ 2,466 $51.9K <0.01% -533 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,442 $51.4K <0.01% +800 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,312 $48.7K <0.01% -10,153 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,261 $47.6K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,200 $46.3K <0.01% +300 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,181 $45.9K <0.01% +198 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,000 $42.1K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,000 $42.1K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,877 $39.5K <0.01% +45 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,868 $39.3K 0.01% +1,507 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,818 $38.3K 0.01% -22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,637 $34K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 960 $33.1K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,559 $32.8K 0.03% +100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,515 $31.9K <0.01% +148 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,393 $29.3K <0.01% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 841 $29K -9,419 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,374 $28.9K <0.01% +74 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,350 $28.4K <0.01% +800 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,349 $28.4K <0.01% +252 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,231 $26.4K <0.01% -150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,239 $26.1K <0.01% +108 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,029 $22K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,032 $21.7K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 1,024 $21.6K <0.01% -638 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $21.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,000 $21K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 980 $20.6K 0.02% +20 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,128 $20.6K <0.01% -1,000 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 945 $19.9K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 854 $18K <0.01% -623 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $16.8K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 730 $15.4K <0.01% -11 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 711 $15K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 650 $13.7K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 611 $12.9K <0.01% +32 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 571 $12K <0.01% +328 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 569 $12K <0.01% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 523 $11K <0.01% +236 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 505 $10.6K <0.01% +435 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 500 $10.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 500 $10.5K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 442 $9.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 449 $9K 0.01% +3 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 400 $8.42K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 395 $8.31K <0.01% +364 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 349 $7.35K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 335 $7.05K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 309 $6.74K <0.01% -135 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 305 $6.54K <0.01% -25 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 308 $6.48K <0.01% +199 13F-HR Timeline 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 300 $6.32K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 300 $6.32K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 260 $5K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 237 $4.99K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 219 $4.61K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 212 $4.46K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 207 $4.36K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 200 $4.21K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 191 $4K <0.01% +41 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 177 $3.73K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 170 $3.58K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 155 $3.26K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 148 $3.12K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 145 $3.05K <0.01% +45 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 131 $2.76K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 126 $2.65K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 123 $2.59K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 117 $2.46K <0.01% +5 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 96 $2.17K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $2.1K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $2.1K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 100 $2.1K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 100 $2.1K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 100 $2.1K <0.01% -20 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 100 $2.1K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $2.1K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 100 $2.1K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $2K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 93 $1.96K <0.01% -1,158 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 85 $1.79K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 80 $1.68K <0.01% +41 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75 $1.58K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 75 $1.58K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 75 $1.58K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 63 $1.33K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 62 $1.31K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 50 $1.05K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $1.05K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 50 $1.05K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $1.05K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 45 $948 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $864 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 40 $842 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 30 $632 <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 29 $611 0.03% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $569 <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 20 $421 <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 20 $421 <0.01% -250 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 19 $400 <0.01% -35 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 17 $358 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15 $316 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14 $295 <0.01% -123 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14 $295 <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $211 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $210 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 9 $190 <0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $163 <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $105 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4 $85 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4 $84 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4 $84 <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $63 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $43 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $22 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 18 $0 0% +5 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,274 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.