BFSG, LLC More: the full row for BFSG, LLC 1,420 $27.3K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,372 $26.3K <0.01% +43 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,301 $25K 0.02% +207 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,296 $24.9K <0.01% -740 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,254 $24.1K <0.01% +122 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,149 $22.1K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 951 $18.3K <0.01% +217 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 917 $18K <0.01% +394 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 900 $17.3K <0.01% -7,100 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 783 $15K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 759 $14.6K <0.01% +210 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 754 $14.5K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 728 $14K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 565 $10.8K <0.01% +65 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 508 $9.75K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 465 $8.93K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 458 $8.79K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 449 $8.62K <0.01% +34 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 436 $8.37K <0.01% +107 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 382 $7.33K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 337 $6K <0.01% +165 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 286 $5.49K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 264 $5.07K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 243 $4.67K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 239 $4.59K <0.01% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 253 $4.29K <0.01% +58 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 222 $4.26K <0.01% +60 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 170 $3.26K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 160 $3.07K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 86 $1.65K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 71 $1.36K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 68 $1.31K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $1.06K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 57 $1K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 51 $979 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 35 $672 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 30 $576 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $272 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 14 $262 <0.01% new 13F-HR Timeline Group Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 7 $135 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $98 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5 $0 0% new 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 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.