Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,748 $223K 0.01% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,746 $223K <0.01% -92,193 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 2,713 $221K 0.02% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,700 $220K 0.06% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,657 $216K 0.01% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,277 $216K 0.1% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,586 $210K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,566 $209K 0.01% -1,852 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,559 $208K <0.01% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 2,546 $207K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,540 $207K 0.01% -1,200 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,539 $206K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,519 $205K 0.06% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,500 $203K 0.02% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,500 $203K 0.12% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,500 $203K 0.06% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,315 $190K <0.01% -270 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,330 $189K <0.01% +493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,200 $179K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,102 $171K 0.12% +3 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,062 $168K 0.01% -498 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,989 $162K <0.01% +298 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,984 $161K <0.01% -796 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,749 $142K <0.01% -12,308 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,214 $134K 0.05% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,556 $127K <0.01% +334 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,455 $118K <0.01% +257 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,280 $104K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,230 $100K 0.01% +838 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,203 $97.8K 0.01% +544 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,135 $92.3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,054 $89.4K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,091 $88.7K <0.01% -25 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,070 $87K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,044 $84.9K 0.01% 0 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,000 $81.3K <0.01% 0 13F-HR/A Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 903 $73K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 506 $71.9K <0.01% -139 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 864 $70.3K <0.01% -58 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 856 $69.6K <0.01% -246 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 840 $68.3K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 828 $67.3K <0.01% +42 13F-HR Timeline City State Bank More: the full row for City State Bank 800 $65.1K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 718 $58.4K <0.01% +372 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 683 $55.5K <0.01% +110 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 667 $54.2K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 635 $51.6K 0.02% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 628 $51.1K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 624 $51K <0.01% +90 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 617 $50.2K <0.01% -23 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 597 $49K <0.01% +42 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 591 $48.1K <0.01% +44 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 569 $46.3K <0.01% +297 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 500 $40.7K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 497 $40.4K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 495 $40K <0.01% -71 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 466 $37.9K <0.01% -275 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 389 $31.9K <0.01% -367 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 354 $28.8K <0.01% -2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 310 $25.2K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 300 $24.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 295 $24K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 291 $23K <0.01% +70 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 265 $21.6K 0.01% -5 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 267 $21K 0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 260 $21K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 236 $19.2K 0.01% +52 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 229 $18.6K <0.01% +3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 219 $17.8K <0.01% +210 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 215 $17.5K 0.01% -421 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 213 $17.3K <0.01% +166 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 209 $17K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 206 $16.8K <0.01% +4 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 200 $16.3K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 200 $16K <0.01% -200 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 194 $15.8K <0.01% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 190 $15.5K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 186 $15K 0.01% +5 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 175 $14.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 161 $13K <0.01% +11 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 158 $12.8K <0.01% -72 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 157 $12.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 146 $11.9K <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 142 $11.5K <0.01% -491 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 139 $11.3K <0.01% +45 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 133 $10.8K <0.01% +15 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 99 $9.54K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 116 $9.43K <0.01% +2 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 100 $8.13K <0.01% 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 97 $7.89K <0.01% -79 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 97 $7.89K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 94 $7.66K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 94 $7.64K <0.01% +40 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 88 $7.16K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 86 $7K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 70 $5.69K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 65 $5.29K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 56 $4.55K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 53 $4.31K <0.01% -140 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 53 $4.31K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 51 $4.15K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 42 $3.42K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 41 $3.33K <0.01% -17 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 39 $3.17K <0.01% -24 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 39 $3.17K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 37 $2.96K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 36 $2.93K <0.01% -184 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35 $2.81K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 34 $2.77K <0.01% -6 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $2.44K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27 $2.19K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $1.87K <0.01% -27 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $1.87K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $1.51K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17 $1.38K <0.01% -35 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 17 $1.38K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 17 $1.38K <0.01% -177 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14 $1.14K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 14 $1.14K <0.01% -200 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $976 <0.01% -11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $976 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $976 <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $895 <0.01% +7 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $895 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $813 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $732 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $732 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $732 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $570 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 7 $569 <0.01% -23 13F-HR/A Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $569 <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $487 <0.01% +4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5 $407 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 5 $407 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $407 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $407 <0.01% -69 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $407 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 5 $407 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $407 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $407 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $366 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4 $325 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $321 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $244 <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3 $244 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $244 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $163 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $82 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $0 0% -4 13F-HR/A 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.