Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,357 $139K <0.01% -8,058 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,322 $139K 0.02% +1,705 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,304 $139K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,261 $138K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,177 $137K 0.01% -52,255 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,136 $137K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,039 $136K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 11,020 $135K 0.02% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 10,750 $132K 0.07% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,625 $130K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,493 $129K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,474 $129K 0.1% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 10,470 $129K <0.01% new 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 10,168 $125K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,033 $123K <0.01% +4,827 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,687 $107K <0.01% -9,363 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,164 $100K <0.01% -100 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,225 $88.7K 0.01% +4,541 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 6,663 $81.8K <0.01% +636 13F-HR Timeline Walnut Level Capital LLC More: the full row for Walnut Level Capital LLC 80,000 $80K 0.06% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,402 $78.6K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,590 $68.6K <0.01% +2,597 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,236 $64.3K <0.01% +2,997 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,000 $61.4K 0.01% new 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,792 $58.8K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,376 $53.7K <0.01% +3,827 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,039 $49.6K <0.01% -5,546 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 3,957 $48.6K 0.02% -192,364 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,390 $41.6K 0.01% +2,325 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,378 $41.5K <0.01% +760 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,227 $39.6K <0.01% -1,315 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,100 $38.1K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,983 $37.2K <0.01% +595 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,695 $33.1K 0.01% -6,504 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,598 $31.7K <0.01% +456 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,381 $29.2K <0.01% +182 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,362 $29K <0.01% +2,306 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,349 $28.8K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,300 $28.2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,299 $28.2K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,232 $27.4K <0.01% -2,999 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,014 $24.7K <0.01% +459 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,955 $24K <0.01% -672 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,944 $23.9K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,895 $23.3K <0.01% +1,362 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,842 $23K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,822 $22.4K <0.01% +1,381 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,734 $21.3K 0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,571 $19.3K <0.01% -547 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,510 $18.5K 0.01% +78 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,405 $17K <0.01% -54 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,234 $15.2K <0.01% +17 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,176 $14.4K <0.01% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,062 $13K 0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,000 $12.3K <0.01% -500 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 929 $11.4K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 747 $9.17K <0.01% +244 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 772 $9.11K <0.01% +88 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 666 $8.18K <0.01% +303 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 588 $7.22K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 558 $6.85K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 556 $6.83K <0.01% -13 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 554 $6.8K <0.01% +254 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 547 $6.72K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 545 $6.69K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 516 $6.34K <0.01% +140 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 503 $6.18K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 500 $6.13K 0.02% -2,344 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 448 $5.5K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 430 $5.28K <0.01% +250 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 357 $5K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 395 $4.85K <0.01% +40 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 386 $4.74K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 344 $4.22K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 399 $4K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 337 $4K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 319 $3.92K <0.01% -152 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 318 $3.91K <0.01% -2,083 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 304 $3.73K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 304 $3.73K <0.01% +131 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 300 $3.68K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 293 $3.6K <0.01% +28 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 284 $3.49K <0.01% +53 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $3.4K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 267 $3.28K <0.01% +139 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 267 $3.28K <0.01% -61 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $2.73K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 219 $2.69K <0.01% +102 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 209 $2.57K <0.01% -876 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 206 $2.33K <0.01% +30 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 182 $2.23K <0.01% +54 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 178 $2.19K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 167 $2.05K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 160 $1.97K <0.01% new 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 143 $1.76K <0.01% -56 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 141 $1.73K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 138 $1.7K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 130 $1.6K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 127 $1.56K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 126 $1.55K <0.01% +41 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 115 $1.41K <0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 114 $1.4K <0.01% +110 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 101 $1.24K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 94 $1.16K <0.01% +46 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 94 $1.15K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 90 $1.1K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 88 $1.08K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 87 $1.07K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 101 $1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 80 $983 <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 81 $911 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 63 $774 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 61 $749 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 58 $712 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 55 $676 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53 $651 <0.01% -15,291 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 53 $651 <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $430 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 34 $418 <0.01% -133 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 28 $343 <0.01% -72 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $325 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $222 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $196 <0.01% +8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $147 <0.01% -18 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $135 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $99 <0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $25 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $12 <0.01% -113 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,218 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.