JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,154,778 $117M 0.19% -1,776,297 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,229,628 $73.6M 0.01% +3,181,195 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,159,115 $72M 0.7% +87,345 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,391,553 $54.5M 0.08% -361,400 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,046,879 $23.8M 0.02% +549,988 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 772,654 $17.6M 3% +15,457 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 512,966 $11.4M 7.51% -73,493 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 512,966 $11.4M 7.51% -73,493 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 371,498 $8.46M 3.16% +295,998 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 317,005 $7.22M 0.59% +143,570 13F-HR/A Timeline SIG North Trading, ULC More: the full row for SIG North Trading, ULC 279,883 $6.38M 1.46% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 205,138 $4.67M 0.04% new 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 202,541 $4.61M 1.18% +25,138 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 184,964 $4.25M 0.1% +94,075 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 183,775 $4.19M 0.32% -199,651 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 165,000 $3.76M 0.27% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 116,735 $2.66M 0.07% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 109,363 $2.49M 0.01% +24,591 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 102,439 $2.46M 1.01% +92,179 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 103,474 $2.36M 0.08% -93,308 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,055 $1.87M 0.01% +35,619 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 78,383 $1.79M 0.08% +17,746 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,576 $1.77M <0.01% +54,211 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 67,061 $1.53M 0.03% +55,232 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 66,489 $1.51M <0.01% -1,760 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 60,925 $1.39M <0.01% +43,735 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 55,029 $1.25M <0.01% new 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 51,257 $1.17M <0.01% +48,957 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 50,760 $1.16M <0.01% +16,316 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 50,042 $1.14M 0.02% new 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 45,191 $1.03M 0.06% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 44,488 $1.01M 0.09% +21,350 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 43,681 $995K 0.01% +17,117 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 43,681 $995K 0.01% +17,117 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 42,902 $977K 0.16% -82,042 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 37,184 $908K 0.02% -4,025 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 38,581 $879K 0.12% -112,401 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 38,000 $866K 0.45% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 37,973 $865K 0.44% new 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 37,611 $857K 0.87% -2,326 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 34,592 $788K 0.04% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 33,834 $771K 0.05% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 32,705 $745K 0.31% -2,000 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,905 $727K <0.01% -9,199 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 29,467 $671K 0.23% -5,778 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,431 $670K <0.01% -63,619 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 27,727 $632K 0.42% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 26,845 $612K 0.04% +582 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 22,957 $528K 0.05% -41,587 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 23,156 $528K <0.01% -2,023 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,626 $515K <0.01% +3,322 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 22,004 $501K <0.01% new 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 22,000 $501K 0.2% -64,233 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,950 $500K 0.01% +3,460 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 21,155 $482K <0.01% +1,299 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,700 $472K <0.01% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 19,815 $466K <0.01% +4,986 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 20,000 $456K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,744 $450K 0.02% -533 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 19,085 $435K 0.34% -310 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 18,982 $432K 0.07% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 18,721 $426K 0.36% +3,907 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 18,480 $421K 0.04% +2,027 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 15,312 $413K 0.07% 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 16,202 $369K 0.4% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,917 $363K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,522 $354K <0.01% -647 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 15,000 $341K <0.01% 0 13F-HR/A Timeline Group United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 14,584 $332K 0.06% +1,237 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,954 $318K <0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 13,311 $316K 0.17% +3,380 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,775 $314K <0.01% -1,160 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 13,619 $310K 0.11% -745 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,585 $309K 0.05% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,489 $307K <0.01% +517 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 13,288 $303K 0.02% +2,234 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 12,716 $302K 0.33% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 13,124 $299K 0.05% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,016 $297K 0.11% -129 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 13,000 $296K 0.22% 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 12,716 $290K 0.04% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 12,345 $281K 0.15% -82,371 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 12,054 $275K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,637 $265K <0.01% -1,734 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 11,603 $264K 0.09% -5,612 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,382 $259K <0.01% +272 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,170 $254K 0.12% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,774 $245K 0.01% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 10,448 $238K 0.05% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,254 $236K <0.01% -841 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,071 $229K 0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,814 $224K <0.01% -74,481 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,800 $223K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,657 $220K 0.01% new 13F-HR Timeline Group Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,305 $219K 0.13% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,032 $206K <0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,000 $205K 0.02% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,820 $201K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,733 $199K <0.01% +4,987 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,798 $132K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,474 $125K <0.01% +464 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,358 $122K 0.01% new 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 5,000 $114K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,053 $103K <0.01% +3,119 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,310 $98K <0.01% +2,983 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 3,671 $83.6K <0.01% 0 13F-HR/A Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,670 $83.6K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,634 $82.8K -195 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,453 $78.7K <0.01% -10,575 13F-HR/A Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 3,114 $70.9K 0.05% +820 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,944 $67.1K <0.01% +466 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,450 $55.8K 0.01% +1,150 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,123 $48K <0.01% +1,909 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,088 $47.6K <0.01% +863 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,038 $46.4K 0.01% -495 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,000 $45.6K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,738 $40K <0.01% +279 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,751 $39.9K 0.09% +306 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,739 $39.6K <0.01% +33 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,623 $37K 0.04% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,565 $35.7K 0.03% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,534 $35.4K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,502 $34.2K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,498 $34.1K 0.01% +904 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,284 $32.5K <0.01% +1,113 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,349 $30.7K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,347 $30.7K 0.02% +185 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,307 $29.8K <0.01% +309 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,190 $27.1K <0.01% +1,090 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,093 $24.9K <0.01% +191 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,000 $22.8K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 930 $21.2K <0.01% -839 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 899 $20.5K <0.01% -279 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 895 $20.4K <0.01% +156 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 871 $19.8K 0.02% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 855 $19.5K 0.02% +280 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 803 $18.3K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 800 $18.2K <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 733 $16.7K <0.01% +37 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 729 $16.6K <0.01% -1,142 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 625 $14.2K <0.01% -250 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 600 $13.7K <0.01% +138 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 590 $13.4K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 590 $13.4K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 578 $13.2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 550 $12.5K <0.01% +200 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 527 $12K 0.01% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 524 $11.9K <0.01% new 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 520 $11.8K <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $11.4K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 494 $11.3K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 491 $11.2K <0.01% +68 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 464 $10.6K <0.01% +363 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 450 $10.3K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 404 $9.2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 400 $9.2K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 384 $8.75K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 276 $6.3K <0.01% -4,775 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 267 $6.08K <0.01% +12 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 255 $5.81K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 210 $4.78K <0.01% +70 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 206 $4.69K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 200 $4.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 200 $4.56K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 175 $3.99K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 169 $3.85K <0.01% +4 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 166 $3.78K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 140 $3.19K 0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 136 $3.1K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 142 $3K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 130 $3K <0.01% -44 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 117 $3K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 74 $2.83K <0.01% +4 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 109 $2.48K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 109 $2.48K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 100 $2.3K <0.01% -30 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 80 $1.83K <0.01% -94 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 73 $1.66K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 71 $1.62K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 70 $1.59K <0.01% -4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 56 $1.27K <0.01% +10 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 54 $1.23K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 48 $1.09K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 46 $1.05K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 70 $1K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 50 $1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43 $980 <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 40 $910 <0.01% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27 $620 <0.01% -100 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 12 $273 <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 14 $269 <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $228 <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6 $147 <0.01% -37 13F-HR/A Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4 $92 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FMR LLC in group FMR LLC More: the full row for FMR LLC 4 $91 <0.01% +2 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $91 <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $53 <0.01% -10 13F-HR Timeline Amount filed as zero, left out of ratios. Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $23 <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Putney Financial Group LLC More: the full row for Putney Financial Group LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.