SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,165 $10.3K <0.01% +1,162 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,075 $9.47K <0.01% -2,387 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,014 $9K <0.01% +735 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 899 $7.96K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 863 $7.6K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 636 $5.6K <0.01% -2,245 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 551 $4.86K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $4.41K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 497 $4.38K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 449 $3.96K <0.01% +61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 269 $2.37K <0.01% +221 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 245 $2.16K <0.01% -319 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 242 $2.13K <0.01% -148 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 220 $1.94K <0.01% -394 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 214 $1.89K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 195 $1.72K <0.01% -61 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 195 $1.72K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 150 $1.32K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 142 $1.25K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 140 $1.25K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $1K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 113 $996 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 109 $960 <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 107 $943 <0.01% -331 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 91 $802 <0.01% -19 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81 $714 <0.01% -837 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $705 <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 77 $678 <0.01% +10 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 73 $643 <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 68 $599 <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65 $573 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 58 $511 <0.01% -3 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 35 $308 <0.01% -9,137 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 31 $273 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $273 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 25 $220 <0.01% +16 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 24 $211 <0.01% -4 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 24 $211 <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 23 $203 <0.01% -80 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 21 $185 <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $185 <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 20 $176 <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $133 <0.01% -40 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 15 $132 <0.01% -245 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $115 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9 $80 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 7 $62 <0.01% -149 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $62 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $31 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $18 <0.01% -50 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $9 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $9 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $9 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $8 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 13 $0 0% -37 13F-HR Timeline Value filed as zero, left out of ratios.