SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,281 $85.9K <0.01% +102 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,269 $85.1K 0.01% +226 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,196 $80K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,163 $78K <0.01% -43 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 1,158 $77.5K <0.01% -17,038 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,099 $73.7K <0.01% -38 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,088 $72.9K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,055 $70.7K 0.01% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,008 $67.6K <0.01% +693 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,000 $67.1K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 822 $55.1K <0.01% +22 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 802 $53.8K 0.01% +205 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 796 $53.4K 0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 784 $53K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 730 $49K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 711 $47.7K <0.01% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 650 $43.6K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 605 $40.6K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 601 $40.3K 0.01% +320 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 595 $39.9K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 537 $36.2K 0.02% -233 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 494 $33.1K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $32.1K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 442 $29.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 440 $29.5K <0.01% -181 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 431 $28.9K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 399 $26.8K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 377 $25.3K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 360 $24.1K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 321 $21.5K <0.01% -461 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 318 $21.3K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 279 $18.7K <0.01% +29 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 261 $17.5K <0.01% -18 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 249 $16.7K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 244 $16.4K <0.01% -6 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 212 $14.2K 0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 200 $13.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 195 $13.1K <0.01% +100 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 192 $12.9K <0.01% -412 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 180 $12.1K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 173 $11.6K <0.01% -23 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 165 $11.1K <0.01% -121 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 150 $10.1K <0.01% +2 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 140 $9.39K <0.01% -487 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 140 $9.39K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 136 $9K <0.01% +45 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 119 $7.99K <0.01% +99 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 113 $7.58K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 112 $7.51K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 111 $7.31K <0.01% +73 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 101 $6.77K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 96 $6.44K <0.01% +16 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 91 $6.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 90 $6.04K <0.01% -27 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 90 $6.04K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 85 $5.7K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 84 $5.63K <0.01% +38 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 80 $5.36K 0.09% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 78 $5.23K <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. 76 $5.1K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 74 $4.99K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 72 $4.83K <0.01% -32 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 56 $3.75K <0.01% -1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 54 $3.62K <0.01% +19 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 48 $3K <0.01% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39 $3K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 43 $2.88K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 42 $2.82K <0.01% -10 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 37 $2.48K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 61 $2.28K <0.01% +27 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34 $2.28K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $2.15K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 29 $1.95K <0.01% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $1.89K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $1.88K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 26 $1.74K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 27 $1.72K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 22 $1.49K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $1.48K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 22 $1.48K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $1.42K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.41K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $1.35K <0.01% -245 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 20 $1.34K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $1.34K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $1.27K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.27K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.27K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16 $1.07K <0.01% -135 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16 $1.07K <0.01% -27 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16 $1.07K <0.01% +11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 15 $990 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14 $939 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $872 <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10 $671 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $671 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $604 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $536 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $470 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $268 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $256 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $202 <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $201 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3 $201 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $134 <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2 $134 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $0 0% new 13F-HR 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.