Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,362 $18.9K <0.01% +205 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,127 $17.6K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,500 $14.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,250 $12.6K <0.01% +700 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,000 $11.2K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,704 $9.58K <0.01% +988 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 272 $8.71K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,500 $8.43K <0.01% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,478 $8.3K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,435 $8.06K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,277 $7.18K <0.01% +1,177 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,271 $7.14K <0.01% +1,021 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,217 $6.84K <0.01% -778 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 1,142 $6.42K <0.01% 0 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,000 $5.62K <0.01% +700 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 960 $5.39K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 854 $5.2K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 901 $5.06K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 970 $5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,105 $4.51K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 600 $3.37K <0.01% +500 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 597 $3.35K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 569 $3.2K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 492 $2.77K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 450 $2.53K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 370 $2.08K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 470 $2K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 340 $1.91K <0.01% +120 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 306 $1.72K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 302 $1.7K <0.01% -321 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 255 $1.55K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 282 $1.43K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 223 $1.25K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 209 $1.18K <0.01% +187 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 205 $1.15K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 200 $1.12K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 230 $1K <0.01% +181 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 150 $1K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 89 $1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 164 $922 <0.01% -201 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 157 $867 <0.01% new 13F-HR/A Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 96 $540 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 108 $491 <0.01% -1,892 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 78 $438 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 72 $405 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 55 $310 <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 25 $141 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $34 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $6 <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 75 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 18 $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 -800 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.