True Wealth Design, LLC More: the full row for True Wealth Design, LLC 179 $16.6K 0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 155 $14.4K <0.01% +34 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 136 $12.6K <0.01% +67 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 128 $11.9K <0.01% +112 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 128 $11.9K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 124 $11.5K <0.01% +44 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 120 $11.1K <0.01% +39 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 107 $9.95K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 104 $9.65K <0.01% +48 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 95 $8.82K <0.01% +90 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. 93 $8.63K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 86 $7.98K <0.01% +6 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 80 $7.56K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 79 $7.33K <0.01% +24 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 78 $7K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 74 $6.87K <0.01% +21 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 73 $6.77K <0.01% +29 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 56 $5.2K <0.01% +13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 55 $5.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 53 $5K <0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 50 $4.64K <0.01% +11 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45 $4.18K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 42 $3.9K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 41 $3.81K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29 $3K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32 $2.98K <0.01% -14 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 30 $2.78K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 28 $2.6K <0.01% -39 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 23 $2.13K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19 $1.76K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19 $1.76K <0.01% +7 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $1.76K <0.01% +11 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $1.67K <0.01% -10 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18 $1.67K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14 $1.3K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8 $1K <0.01% +3 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10 $928 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $836 <0.01% -1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 8 $756 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $650 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $650 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6 $557 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5 $464 <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $342 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $279 <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3 $278 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $186 <0.01% +1 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $182 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.