Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,011 $419K 0.01% +2,302 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,973 $416K 0.12% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,951 $415K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,882 $411K 0.08% 0 13F-HR Timeline Group DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 6,880 $411K 0.02% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,802 $406K <0.01% +2,060 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,802 $402K <0.01% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,580 $393K 0.09% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,518 $389K <0.01% -1,014 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,377 $381K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,262 $374K <0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,181 $369K 0.03% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6,078 $363K <0.01% -11,972 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,892 $352K 0.01% +663 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,685 $340K <0.01% -66,615 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,563 $332K <0.01% -634 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,522 $330K 0.22% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,520 $330K 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,445 $325K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,433 $325K <0.01% +589 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,400 $323K 0.13% -78 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,371 $321K 0.18% new 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 5,308 $317K 0.11% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,204 $311K 0.25% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,139 $307K 0.13% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,030 $300K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,025 $300K 0.05% -190 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,000 $299K <0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,888 $292K 0.05% +1 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,854 $290K <0.01% -376 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,808 $287K <0.01% -1,098 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,800 $287K 0.03% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,766 $285K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,717 $282K 0.01% +1,936 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,680 $280K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,626 $276K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,622 $276K 0.02% +1,096 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,603 $275K 0.04% +844 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,584 $274K 0.01% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,567 $273K 0.05% +862 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,527 $270K -383 Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,386 $262K 0.01% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,351 $260K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,294 $256K 0.01% +28 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4,127 $247K 0.08% 0 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 4,110 $245K 0.07% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,090 $244K 0.07% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,070 $243K <0.01% -548 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,004 $238K 0.14% -135 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,987 $238K 0.04% -539 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,925 $234K 0.01% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,890 $232K 0.04% -950 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 3,879 $232K 0.15% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,931 $227K 0.19% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,733 $223K 0.06% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,701 $221K 0.02% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 3,595 $215K <0.01% -5,307 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,575 $214K 0.11% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,465 $207K 0.01% -6,553 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,461 $207K 0.12% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,443 $206K <0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,430 $205K 0.07% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,387 $204K 0.19% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3,397 $203K 0.24% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,209 $192K 0.02% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,200 $185K 0.13% -100 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,860 $171K 0.06% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,740 $164K 0.01% +450 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,382 $142K <0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,272 $136K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,175 $130K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,152 $129K 0.01% -15 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,080 $124K 0.07% +19 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 2,000 $119K 0.07% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,898 $113K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,897 $113K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,892 $113K <0.01% +53 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,754 $105K <0.01% +1,459 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,697 $101K <0.01% -2,848 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,691 $101K 0.01% +437 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,600 $95.6K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,380 $82.4K 0.04% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,300 $77.6K 0.03% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,270 $75.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,229 $73.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,161 $69.3K 0.01% +707 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,094 $65.4K <0.01% +786 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 875 $52.3K <0.01% +605 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 871 $52K <0.01% +400 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 725 $43.3K <0.01% -230 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 705 $42.1K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $41.8K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 665 $39.7K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 658 $39.3K <0.01% +535 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 640 $38.2K <0.01% +11 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 444 $26.5K 0.01% +8 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421 $25.1K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 419 $25K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 410 $24.5K 0.01% +2 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 407 $24.3K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 345 $20.6K <0.01% new 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 325 $19.4K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 309 $18.5K <0.01% new 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 297 $17.7K 0.05% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 267 $15.9K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 238 $14.2K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 237 $14.1K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 235 $14K <0.01% -75,349 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 210 $12.5K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 210 $12.5K <0.01% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 200 $11.8K <0.01% +100 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 174 $10.4K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 170 $10.2K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 130 $8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $7.88K <0.01% +77 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 116 $6.93K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 90 $5.38K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 75 $4.48K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 74 $4.42K <0.01% new 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 69 $4.12K <0.01% -135 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 74 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 66 $3.94K <0.01% -3,000 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $3.58K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 42 $3K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 47 $2.81K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 45 $2.69K <0.01% new 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 44 $2.63K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 44 $2.62K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 42 $2.5K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 35 $2.09K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 32 $1.91K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 26 $1.53K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 25 $1.5K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20 $1.2K <0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 18 $1.07K <0.01% +17 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $1.07K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 14 $837 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14 $836 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 11 $658 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1 $60 <0.01% -5 13F-HR Timeline Group 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.