Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,885 $15.3K 0.01% -67,404 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,722 $15.1K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,785 $15K <0.01% +8,097 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,582 $14.9K <0.01% +27 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,131 $14.3K <0.01% new 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 10,100 $14.2K <0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,000 $14.1K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,000 $14.1K <0.01% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 10,000 $13.9K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10,000 $13.1K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,950 $11.2K <0.01% +50 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 7,500 $10.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,052 $9.94K <0.01% +1,412 13F-HR 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. 6,380 $9K <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,553 $7.83K <0.01% +713 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,000 $5.64K <0.01% -133 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,000 $5.64K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,541 $4.99K <0.01% +1,204 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,500 $4.93K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,525 $3.56K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,247 $3K <0.01% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,099 $2.96K <0.01% -895 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,091 $2.95K <0.01% +1,124 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,000 $2.82K <0.01% 0 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 2,000 $2.82K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,736 $2.45K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,615 $2.28K <0.01% +767 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,507 $2.12K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,500 $2.12K <0.01% -2,595 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,500 $2.12K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,467 $2.07K <0.01% -2,073 13F-HR/A Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,441 $2.03K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 2,000 $2K <0.01% 0 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,248 $1.76K <0.01% -3,706 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,075 $1.52K <0.01% +450 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,000 $1.41K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,000 $1.41K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 811 $1.21K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 375 $529 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 362 $510 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 352 $496 <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 340 $480 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 335 $472 <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 310 $436 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 259 $365 <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 169 $238 <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 115 $162 <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 107 $151 <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 55 $78 <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 40 $56 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $6 <0.01% -12 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 300 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 204 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 77 $0 0% +40 13F-HR Timeline Value filed as zero, left out of ratios. 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.