JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 683 $26.9K <0.01% -116 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 678 $26.7K <0.01% -7 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 628 $24.8K <0.01% -1,197 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 583 $23K <0.01% +43 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 502 $19.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 432 $17.1K <0.01% +280 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 400 $15.8K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 396 $15.6K <0.01% -195 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 344 $13.6K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 339 $13.4K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 338 $13.3K <0.01% +8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 321 $12.7K <0.01% -77 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 321 $12.7K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 317 $12.5K <0.01% +45 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 307 $12.1K <0.01% +195 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 284 $11.2K <0.01% +61 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 237 $9.35K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 236 $9.31K <0.01% -1,349 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 231 $9.23K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 207 $8.17K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 179 $7.06K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 162 $6.39K <0.01% +58 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 117 $4.62K 0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $3.94K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 100 $3.94K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 96 $3.79K <0.01% -168 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 92 $3.67K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 88 $3.47K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 72 $2.84K <0.01% +20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 51 $2.01K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 56 $2K <0.01% -27 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 47 $1.85K <0.01% -33 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 47 $1.85K <0.01% +14 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 46 $1.81K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 40 $1.58K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 38 $1.5K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33 $1.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $1.3K <0.01% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 31 $1.22K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 30 $1.18K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 28 $1.12K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 28 $1.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28 $1.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 27 $1.06K <0.01% +24 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $1K <0.01% +13 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16 $1K <0.01% 0 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 14 $1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $987 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 25 $987 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24 $947 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 24 $947 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $829 <0.01% +4 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21 $828 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 21 $828 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20 $793 <0.01% -922 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14 $552 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 14 $552 <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 13 $513 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $513 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10 $395 <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9 $355 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5 $198 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4 $158 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $158 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4 $158 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $118 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $118 <0.01% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 79 $79 <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2 $79 <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2 $79 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2 $79 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $79 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $40 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1 $39 <0.01% 0 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $39 <0.01% -9 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1 $39 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1 $39 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1 $39 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1 $39 <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.