Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,410 $51.7K <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/ 2,582 $39.2K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,550 $38.7K <0.01% -85 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,533 $38.4K <0.01% -160 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,528 $38.4K <0.01% new 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,325 $35.3K <0.01% +1,981 13F-HR/A Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,307 $35K 0.02% -746 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,261 $34K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,163 $32.8K 0.02% +845 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,862 $28K <0.01% +912 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,728 $26.2K <0.01% +1,367 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,546 $23.5K <0.01% +251 13F-HR/A Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,462 $22.2K <0.01% +457 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,405 $21.3K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,361 $20.6K <0.01% +208 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,354 $20.5K <0.01% +997 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,300 $19.7K <0.01% +242 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,289 $19.6K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,157 $17.6K <0.01% +581 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,022 $15.5K <0.01% -54 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,020 $15.5K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 939 $14.2K <0.01% new 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 761 $11.5K <0.01% -247 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 760 $11.5K <0.01% +358 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 525 $11.2K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 667 $10.1K <0.01% -1,664 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 633 $9.6K <0.01% -1,203 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 597 $9.06K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 577 $8.75K <0.01% +532 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 573 $8.69K <0.01% -2,049 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 553 $8.39K <0.01% -87 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 526 $7.98K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 508 $7.71K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 491 $7.45K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 488 $7.4K <0.01% -423 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 400 $6.07K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 370 $6K <0.01% +84 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 383 $5.81K <0.01% +48 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 321 $4.87K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 284 $4.31K <0.01% -139 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 278 $4.22K <0.01% +164 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 256 $3.88K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 179 $2.71K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 161 $2.44K <0.01% +10 13F-HR Timeline Quarry LP More: the full row for Quarry LP 150 $2.28K <0.01% -1,025 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 142 $2.15K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 124 $1.88K <0.01% -105 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 120 $1.82K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 113 $1.72K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $1.52K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 97 $1.47K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 87 $1.32K <0.01% +64 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 77 $1.17K <0.01% +70 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $1.02K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44 $1K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 64 $971 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 39 $592 <0.01% +15 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 36 $546 <0.01% -20 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 34 $516 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 29 $440 <0.01% +16 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $440 <0.01% -45 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 28 $425 <0.01% -23 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25 $380 <0.01% -44 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25 $379 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 22 $334 <0.01% -1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21 $320 <0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $258 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17 $258 <0.01% -99 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 15 $228 <0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 13 $197 <0.01% -23 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6 $91 <0.01% +5 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $91 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $91 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 6 $91 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5 $75 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2 $36 <0.01% -8 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2 $30 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $26 <0.01% -1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1 $15 <0.01% -539 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $0 0% -27 13F-HR Timeline Value filed as zero, left out of ratios.