ARWA LLC More: the full row for ARWA LLC 16,443 $423K 0.21% -371 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,742 $420K 0.04% +687 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 16,567 $416K 0.35% -58 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 16,327 $410K 0.26% +2,097 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 15,800 $397K 0.14% +6,050 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,680 $394K 0.01% -1,475 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,522 $390K <0.01% -2,652 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 15,358 $386K 0.09% -18 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 14,911 $382K 0.22% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,104 $379K <0.01% new 13F-HR Timeline Group Invariant Investment Management More: the full row for Invariant Investment Management 14,517 $374K 0.23% -1,545 13F-HR Timeline Quarry LP More: the full row for Quarry LP 14,500 $364K 0.07% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 14,350 $360K 0.02% -700 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 13,454 $338K 0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,101 $333K 0.02% -12 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 13,253 $333K 0.02% +2,195 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 13,133 $330K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,131 $330K 0.02% +4,288 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 13,063 $328K 0.04% -3,206 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 13,008 $327K 0.2% +833 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,952 $325K 0.01% -7,917 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,777 $321K 0.01% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 12,463 $313K 0.18% +1,242 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,064 $303K 0.23% +1,260 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,492 $289K 0.03% -16,906 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,492 $289K 0.29% -68 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,464 $288K 0.01% +1,123 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,135 $278K <0.01% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 10,620 $277K <0.01% +182 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 10,773 $277K 0.04% +2,153 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,951 $275K 0.03% +7,558 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 10,850 $272K 0.1% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,729 $269K 0.03% -10 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 10,529 $264K 0.09% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 10,286 $258K 0.05% +1,887 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10,136 $255K 0.02% +1,929 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,024 $252K <0.01% +825 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,937 $250K <0.01% +2 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,843 $247K <0.01% +833 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,260 $233K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,916 $224K <0.01% +8,847 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,770 $220K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8,724 $219K 0.07% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 8,710 $219K 0.02% -734 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,606 $216K 0.01% -2,516 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 8,351 $210K 0.09% -1,184 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,324 $209K 0.01% new 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 8,194 $206K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,190 $206K 0.01% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,148 $205K <0.01% +310 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,076 $203K <0.01% -50,970 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,055 $202K 0.1% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,414 $162K <0.01% -5,544 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,210 $156K 0.11% -276 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,284 $134K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 4,719 $118K 0.03% +2,381 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,594 $115K <0.01% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,563 $115K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,111 $103K <0.01% +456 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,565 $89.5K 0.01% +2 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,546 $89K 0.05% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,326 $83.5K 0.01% +10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,062 $76.9K <0.01% +11 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,016 $75.7K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,675 $67.2K <0.01% +1,865 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,426 $60.9K <0.01% -15 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,392 $60.1K 0.02% +75 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,163 $54.3K <0.01% -1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,030 $51K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,000 $50.2K <0.01% -763 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,968 $49.4K <0.01% +1,453 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,340 $47K 0.03% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,872 $47K <0.01% +13 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,462 $36.7K 0.02% +846 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,317 $33.1K <0.01% -915 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,262 $31.7K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,189 $29.9K <0.01% -10,982 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,186 $29.8K 0.02% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,173 $29.5K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,022 $25.7K 0.07% -14,128 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,000 $25.1K <0.01% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 921 $23.1K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 696 $17.5K <0.01% -10,175 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 689 $17.3K <0.01% +451 13F-HR/A Timeline Group Avion Wealth More: the full row for Avion Wealth 709 $17K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 597 $15K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 583 $14.6K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 572 $14.4K <0.01% -39 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 540 $13.6K <0.01% +404 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 539 $13.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 510 $12.8K <0.01% +4 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 502 $12.6K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 499 $12.5K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 497 $12.5K 0.06% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 492 $12.5K <0.01% +434 13F-HR Timeline MOTCO More: the full row for MOTCO 438 $11K <0.01% new 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 426 $10.7K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 401 $10.1K 0.01% -285 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 387 $9.73K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 358 $8.89K <0.01% +276 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 312 $7.83K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 305 $7.66K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 299 $7.51K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 289 $7.26K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 284 $7.14K <0.01% +3 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 212 $5.32K <0.01% +96 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $5.02K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $5.02K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 186 $4.67K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 174 $4K <0.01% 0 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 159 $3.99K <0.01% 0 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 140 $3.52K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 134 $3.37K <0.01% +58 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 107 $2.69K <0.01% -8 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 99 $2.49K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 96 $2.41K 0.02% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 94 $2.39K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 93 $2.33K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 78 $1.96K <0.01% +78 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 78 $1.96K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 73 $1.83K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 72 $1.8K <0.01% -39 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 68 $1.71K <0.01% -1 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 64 $1.61K <0.01% +60 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 62 $1.56K <0.01% +39 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 62 $1.56K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 55 $1.38K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $1.23K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 46 $1.16K <0.01% +45 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 44 $1.1K <0.01% -5,863 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 35 $898 <0.01% 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 21 $527 <0.01% +11 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 21 $527 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $352 <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 11 $276 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $142 <0.01% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4 $100 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $50 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1 $25 <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1 $17 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $1 <0.01% -110 13F-HR Timeline Amount filed as zero, left out of ratios.