COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 620,339 $24.5M 0.32% -9,751 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 514,649 $20.3M 8.79% 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 434,639 $17.2M 0.64% +13,428 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 393,078 $15.5M 0.06% -825 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 339,873 $13.4M 0.02% -9,068 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 261,667 $10.3M <0.01% +4,554 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 144,999 $5.72M 0.01% +6,364 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 102,100 $4.03M 0.13% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 93,743 $3.7M 1.89% -73 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 86,217 $3.4M <0.01% -106,810 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 73,400 $2.9M <0.01% +49,391 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 62,486 $2.47M 0.02% +3,118 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,358 $2.26M 0.01% +46 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 55,038 $2.17M 0.02% +17,084 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 49,756 $1.96M <0.01% -36,604 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,117 $1.67M <0.01% +6,757 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 39,768 $1.57M 0.02% -1,725 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 39,095 $1.54M <0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 32,531 $1.28M 0.04% +3,005 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 18,588 $734K 0.17% -240 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,269 $563K <0.01% -639 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13,992 $552K 0.38% +11,869 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 13,960 $551K 0.11% 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,862 $547K <0.01% 0 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 13,037 $515K 0.11% +177 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,544 $495K <0.01% -29,614 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 10,367 $409K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,367 $370K 0.01% -102 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,463 $334K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,377 $331K <0.01% -181 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,338 $329K 0.21% +58 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,595 $300K <0.01% +70 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,770 $267K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,646 $262K <0.01% -1,079 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,028 $238K <0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,797 $229K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,749 $227K <0.01% -285 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,731 $226K 0.01% -40 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,631 $183K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,151 $164K 0.02% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,710 $146K <0.01% +407 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,860 $113K <0.01% +1,747 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,431 $96K <0.01% +38 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,765 $69.7K <0.01% -180 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,387 $54.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,304 $51.5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,200 $47.4K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 540 $21.3K <0.01% -260 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 361 $14.3K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 315 $12.4K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 307 $12.1K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 178 $7.03K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 100 $3.95K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29 $1.15K <0.01% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $7 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.