BFSG, LLC More: the full row for BFSG, LLC 1,420 $25.2K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 1,404 $24.9K 0.01% 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,376 $24.4K <0.01% +4 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,309 $23.2K <0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,343 $23K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,195 $21.2K <0.01% +412 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,174 $20.4K <0.01% -80 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,155 $20K 0.01% -146 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,055 $19K <0.01% +138 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 825 $14.6K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 791 $14K <0.01% -160 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 774 $13.7K <0.01% +20 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 728 $12.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 606 $10.8K <0.01% -153 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 605 $10.7K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 565 $10K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 532 $9.44K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 508 $9.01K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 493 $8.75K <0.01% -24,300 13F-HR Timeline Security National Bank More: the full row for Security National Bank 465 $8.25K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 458 $8.12K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 449 $7.96K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 417 $7.4K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 337 $6K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 294 $5.22K <0.01% -88 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 277 $4.91K <0.01% +34 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 257 $4.56K <0.01% +4 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 239 $4.24K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 222 $3.94K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 170 $3.02K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 160 $2.84K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 133 $2.36K <0.01% +65 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 128 $2.27K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 103 $1.83K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 86 $1.53K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 71 $1.26K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 57 $1K <0.01% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $976 <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 51 $905 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 46 $808 <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 35 $621 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 30 $533 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $91 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1 $22 <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 5 $0 0% 0 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.