Blue Trust, Inc. More: the full row for Blue Trust, Inc. 958 $27.9K <0.01% -1,091 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 740 $21.5K <0.01% -1,056 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 737 $21.4K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 695 $20.2K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 642 $18.7K <0.01% +107 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 613 $17.8K <0.01% -471 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 606 $17.6K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 549 $16K <0.01% +58 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 549 $16K <0.01% -21,810 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 480 $14.3K <0.01% -124 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 480 $14K <0.01% +443 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 428 $12.5K <0.01% +272 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 418 $12.2K <0.01% -113 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $11.6K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 385 $11.2K <0.01% +1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 355 $10.3K <0.01% -1 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 342 $9.95K <0.01% -22 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 317 $9.22K <0.01% +246 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 293 $8.52K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 239 $6.95K <0.01% -388 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 227 $6.6K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 214 $6.22K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 189 $6K <0.01% -204 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 201 $5.85K <0.01% +73 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 201 $5.85K <0.01% +16 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 164 $4.77K <0.01% -102 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 158 $4.6K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 156 $4.54K <0.01% +100 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 138 $4.01K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 134 $3.9K <0.01% -832 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 119 $3.46K <0.01% -355 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 115 $3.35K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 95 $2.81K <0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 76 $2.21K <0.01% -61 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 73 $2.12K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 69 $2.01K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 69 $2.01K <0.01% +62 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $1.16K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 35 $1.02K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 45 $1K <0.01% -13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 33 $960 <0.01% -11 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 30 $872 <0.01% -178 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 27 $771 <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 24 $698 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $690 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 16 $466 <0.01% -38 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16 $465 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $465 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $437 <0.01% -17 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15 $436 <0.01% -2,302 13F-HR/A Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 14 $407 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 12 $349 <0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8 $233 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $175 <0.01% -73 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6 $175 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $175 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $146 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $146 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $117 <0.01% -47 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $46 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $29 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1 $29 <0.01% 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% -16 13F-HR Timeline Group Amount filed as zero, left out of ratios.