Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 526 $14.5K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 494 $13.7K 0.01% +56 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 447 $12.4K <0.01% +410 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 440 $12.2K <0.01% +6 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 439 $12.2K <0.01% +165 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 431 $12K <0.01% -113 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 422 $12K <0.01% -20 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 356 $9.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 353 $9.81K <0.01% +166 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 345 $9.58K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 227 $6.31K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 219 $6.08K <0.01% -199 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 196 $5.45K <0.01% -18 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 191 $5.31K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 172 $5K <0.01% -209,692 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 170 $4.72K <0.01% -1,262 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 161 $4.47K <0.01% -108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Solstein Capital, LLC More: the full row for Solstein Capital, LLC 158 $4.39K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 156 $4.33K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 154 $4.28K <0.01% +125 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 138 $3.83K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 131 $3.64K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 96 $2.67K <0.01% new 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 56 $1.55K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 53 $1.47K <0.01% new 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 45 $1.25K <0.01% -5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 42 $1.17K <0.01% -2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $1.11K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 46 $1K <0.01% +31 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 24 $667 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20 $556 <0.01% +5 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 19 $528 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $444 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14 $389 <0.01% -16 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $381 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $361 <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12 $333 <0.01% -78 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7 $195 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7 $194 <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6 $175 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $139 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $111 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $83 <0.01% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1 $28 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 0 $1 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.