JMN Financial LLC More: the full row for JMN Financial LLC 8,690 $211K 0.21% -3,712 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,611 $209K <0.01% new 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,539 $208K <0.01% new 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 8,370 $203K 0.06% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 8,324 $202K 0.16% new 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 8,300 $202K 0.11% -1,285 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,298 $202K 0.01% -8,509 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,266 $201K <0.01% -2,182 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,250 $201K 0.03% -128 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,245 $200K 0.01% -194 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,645 $186K <0.01% +2,303 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 6,551 $159K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,544 $159K <0.01% -5,222 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,140 $149K 0.02% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,000 $146K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,928 $144K <0.01% +4,233 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,883 $143K <0.01% +1,996 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 5,624 $137K 0.15% -454 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,606 $136K 0.09% +465 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 5,434 $131K 0.18% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,952 $120K 0.02% -1,100 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,653 $113K <0.01% -210 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,603 $112K 0.01% -1,781 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,123 $100K <0.01% -1,567 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,878 $95K <0.01% -80 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,902 $94.8K <0.01% +543 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,774 $91.8K <0.01% -3,275 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,609 $87.7K 0.01% +536 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,425 $83.3K <0.01% +391 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,208 $78K 0.01% +751 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,113 $75.7K 0.03% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,021 $73.4K <0.01% -279 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,483 $60.4K 0.01% +404 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) 2,160 $52.5K <0.01% -1,194 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,124 $51.6K 0.03% -1,580 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,110 $51.3K 0.01% -1,809 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,914 $46.5K 0.01% -806 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,853 $45K <0.01% -6,200 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,752 $42.6K 0.01% +3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,600 $38.9K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,411 $34.3K <0.01% -102 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,363 $33.1K <0.01% +850 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,355 $32.9K <0.01% +116 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,330 $32.3K <0.01% +4 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,298 $31.6K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,166 $28.3K <0.01% +700 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,076 $26.2K <0.01% -8,263 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,031 $25.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,018 $24.7K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,000 $24.3K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 950 $23.1K 0.01% -119 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 952 $23K 0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 936 $22.8K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 918 $22.3K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 865 $21K 0.01% new 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 865 $21K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 825 $20.1K 0.01% -116 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 781 $19K <0.01% -1,793 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 700 $17K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 650 $15.8K <0.01% +621 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 644 $15.7K <0.01% +294 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 634 $15.4K <0.01% -116 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 630 $15.3K <0.01% -280 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 625 $15.2K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 600 $14.6K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 593 $14.4K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 571 $13.9K <0.01% +504 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 566 $13.8K <0.01% -273 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 529 $12.9K <0.01% +99 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 518 $12.6K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 504 $12.3K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 500 $12.2K <0.01% -7 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 500 $12.2K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 500 $12.2K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 500 $12.2K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 489 $11.9K <0.01% -54 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/ 478 $11.6K <0.01% -33 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 462 $11.2K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 458 $11.1K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 434 $10.6K <0.01% +25 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 431 $10.5K <0.01% -485 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 417 $10.1K <0.01% +93 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 415 $10.1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 406 $9.87K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 400 $9.72K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 394 $9.58K <0.01% +59 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 386 $9.38K <0.01% -5 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 373 $9.07K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 342 $8.31K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 320 $7.78K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 317 $7.71K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 304 $7.39K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 300 $7.29K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 275 $6.68K <0.01% -91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 265 $6.44K <0.01% -188 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 257 $6.25K <0.01% +154 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 250 $6.08K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 239 $5.81K <0.01% +112 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 231 $5.62K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 231 $5.62K <0.01% +45 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 210 $5.11K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 207 $5.04K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 191 $5K <0.01% +20 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 205 $4.98K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 204 $4.96K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 202 $4.91K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 192 $4.67K <0.01% +95 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 183 $4.45K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 166 $4.04K <0.01% new 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 158 $3.84K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 156 $3.79K <0.01% +34 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 151 $3.67K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 147 $3.57K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 142 $3.45K <0.01% -918 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 141 $3.43K <0.01% -120 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 125 $3.04K <0.01% +12 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 125 $3.04K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 123 $2.99K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 120 $2.92K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 117 $2.84K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 117 $2.83K <0.01% -105 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 112 $2.72K <0.01% +101 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 107 $2.6K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 109 $2.58K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 105 $2.55K <0.01% -69 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 100 $2.43K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $2.43K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 99 $2.41K <0.01% -1,118 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 90 $2.17K <0.01% -361 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 87 $2.12K <0.01% -36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 87 $2.12K <0.01% -35 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 84 $2.04K <0.01% -13 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 74 $1.8K <0.01% new 13F-HR/A Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 70 $1.7K <0.01% new 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 69 $1.69K <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 47 $1.14K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 43 $1.04K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 42 $1.02K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 42 $1.02K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 74 $1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 34 $1K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 40 $972 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $924 <0.01% +12 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 35 $851 <0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 34 $827 <0.01% -337 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32 $778 <0.01% -407 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 32 $778 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 29 $706 <0.01% -21 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 29 $705 <0.01% +11 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $487 <0.01% -209 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18 $438 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 16 $389 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 15 $365 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 12 $292 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10 $244 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $244 <0.01% -79 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $243 <0.01% -2 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 6 $145 <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $122 <0.01% -60 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4 $97 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1 $31 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $24 <0.01% -155 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1 $24 <0.01% 0 13F-HR Timeline