Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,127 $115K 0.02% +1,409 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,907 $113K 0.01% -95 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 12,837 $112K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,510 $110K <0.01% -15,362 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,474 $109K <0.01% -246 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,397 $109K 0.01% -1,119 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,063 $108K <0.01% 0 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,998 $105K 0.02% 0 13F-HR Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 11,675 $102K <0.01% -595 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,615 $102K <0.01% +534 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,520 $101K <0.01% +1,113 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,457 $100K <0.01% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,438 $100K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11,389 $100K <0.01% new 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 11,190 $98K <0.01% -3,656 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,161 $97.8K <0.01% -1,137 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,914 $95.6K 0.08% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,849 $95K <0.01% -136 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,840 $95K <0.01% -2,080 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 10,506 $92K <0.01% +1,365 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,437 $91.4K 0.04% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,437 $91.4K 0.02% -23 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,155 $89K 0.01% -234 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,772 $85.9K <0.01% -1,710 13F-HR/A Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9,038 $80.7K 0.06% -176 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,063 $79K <0.01% -9,710 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,076 $70.7K <0.01% +5,848 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,843 $68.7K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,782 $68.2K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,650 $67K 0.01% +7,004 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 7,524 $65.9K 0.01% -417 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,274 $55K <0.01% -244 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 5,461 $47.8K <0.01% +243 13F-HR Timeline TT International Asset Management LTD More: the full row for TT International Asset Management LTD 4,501 $39.4K 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 5,185 $38.5K <0.01% -1,143 13F-HR Timeline Group Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 4,323 $37.9K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,282 $37.1K <0.01% +582 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,138 $27.5K <0.01% -9,548 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 3,124 $27.4K 0.02% +247 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,630 $26.5K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,751 $24.1K <0.01% -943 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,800 $16.2K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,843 $16.1K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,795 $15.7K <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,656 $14.5K <0.01% +126 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,446 $12.7K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,386 $12.1K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,125 $9.86K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,080 $9.71K <0.01% -174 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,048 $9.18K 0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 994 $8.71K <0.01% +44 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 968 $8.48K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 847 $7.42K 0.01% -746 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 723 $7.28K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 810 $7.1K <0.01% -387 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 793 $6.95K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 773 $6.77K <0.01% -130 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 771 $6.75K <0.01% -6 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 715 $6.26K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 713 $6.25K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 676 $5.92K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 666 $5.83K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 658 $5.76K <0.01% -219 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 646 $5.66K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 592 $5.32K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 449 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 420 $3.68K <0.01% -96 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 404 $3.54K <0.01% +175 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 377 $3.3K <0.01% +64 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 374 $3.28K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 369 $3.23K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 250 $2.19K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 246 $2.15K <0.01% +116 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 198 $1.74K <0.01% -560 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 190 $1.66K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 162 $1.42K <0.01% -370 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $1.37K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 147 $1.29K <0.01% -190 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 139 $1.22K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 136 $1.19K <0.01% -96 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 101 $885 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 90 $789 <0.01% -48 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76 $666 <0.01% -49 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 40 $350 <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 18 $158 <0.01% -20 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17 $149 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $35 <0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 59 $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 -7,375 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.