ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,277 $12.2K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,178 $11.3K <0.01% +1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,103 $10.7K <0.01% -577 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 958 $9.19K <0.01% -59 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 898 $8.61K <0.01% -772 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 810 $7.77K <0.01% -209 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 676 $6.48K <0.01% +384 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 615 $5.9K <0.01% +19 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 573 $5.5K <0.01% -1,897 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 400 $3.84K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 361 $3.46K <0.01% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 317 $3.04K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 266 $2.55K <0.01% +162 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 236 $2.26K <0.01% +230 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 211 $2.02K <0.01% +189 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 192 $1.84K <0.01% +3 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 160 $1.53K <0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 157 $1.51K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $1.34K <0.01% +45 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 136 $1.3K <0.01% -16 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 130 $1.25K <0.01% +84 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 126 $1.21K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 113 $1.08K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 94 $901 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 88 $844 <0.01% +87 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 76 $729 <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 73 $700 <0.01% -5,470 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73 $696 <0.01% -20 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 69 $662 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 67 $643 <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 75 $619 <0.01% -100 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 42 $403 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 40 $384 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 33 $317 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 32 $307 <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 30 $273 <0.01% -21 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21 $201 <0.01% -100 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15 $144 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $125 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2 $19 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7 $0 0% 0 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.