NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,425 $51.5K <0.01% -423 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,234 $49.7K <0.01% +5,107 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,146 $49K <0.01% +467 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,913 $47K <0.01% -7,363 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,833 $45.9K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,744 $45K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,514 $42.9K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 4,400 $41.8K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,893 $36.9K <0.01% +1,157 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,700 $35.1K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,635 $34.5K <0.01% +3,565 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,078 $29.2K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,000 $28.5K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,694 $25.6K <0.01% -84 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,032 $19K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,975 $18.7K <0.01% +612 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,949 $18.5K <0.01% -49 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,867 $18K <0.01% +307 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 1,608 $15.3K 0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,583 $15K <0.01% -127 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,509 $14.3K <0.01% +1,237 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,357 $12.9K <0.01% +981 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,097 $10.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,027 $9.76K <0.01% +898 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 998 $9.48K <0.01% +97 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 997 $9K <0.01% -10,752 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 935 $8.88K <0.01% -1,939 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 831 $7.89K <0.01% +128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 786 $7K <0.01% +249 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 664 $6.31K <0.01% -75 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 624 $5.93K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 606 $5.76K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 600 $5.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 547 $5.43K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 508 $4.83K <0.01% -212 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 500 $4.75K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 428 $4.07K <0.01% +55 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 368 $3.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 315 $2.99K <0.01% -60 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 311 $2.95K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 308 $2.93K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 300 $2.85K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 282 $2.68K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 232 $2.2K <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. 227 $2.16K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 201 $1.91K <0.01% 0 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 200 $1.9K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 200 $1.9K <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 195 $1.85K <0.01% +74 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 173 $1.64K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 150 $1.43K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 99 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 63 $1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100 $950 <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 60 $570 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 56 $532 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $504 <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 51 $485 <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 50 $475 <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 50 $475 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43 $409 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35 $333 <0.01% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 35 $333 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 33 $314 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 30 $285 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27 $256 <0.01% +27 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 20 $190 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $152 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16 $152 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6 $57 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3 $29 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $10 <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $10 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% -6,671 13F-HR Timeline Value filed as zero, left out of ratios.