Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 460 $21.8K <0.01% -183 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 400 $18.9K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 399 $18.9K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 392 $18.6K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 375 $17.8K <0.01% -165 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 352 $16.7K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 327 $15K <0.01% +7 13F-HR/A Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 286 $14.5K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 291 $13.8K <0.01% +193 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 275 $13K 0.01% +117 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 250 $11.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 217 $10.6K <0.01% +27 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 215 $10.2K <0.01% -31 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 215 $10.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 210 $9.95K <0.01% -100 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 207 $9.8K <0.01% +68 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 200 $9.47K <0.01% +100 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $9.47K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 192 $9.09K <0.01% -319 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 173 $8.2K <0.01% +112 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 173 $8K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 166 $7.86K <0.01% -90 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 164 $7.77K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 154 $7.67K <0.01% -259 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 151 $7.15K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 154 $7K <0.01% -3 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 124 $5.87K <0.01% +4 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 112 $5.31K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 107 $5.07K <0.01% +2 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 100 $4.74K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $4.74K <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 97 $4.59K <0.01% +6 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 93 $4.41K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 80 $3.79K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 77 $3.66K <0.01% -99 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 72 $3.41K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 70 $3.31K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 64 $3.03K <0.01% -138 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 61 $2.88K <0.01% -12 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 57 $2.7K <0.01% +10 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $2.37K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 50 $2.37K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 49 $2.32K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45 $2.13K <0.01% -200 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 41 $1.94K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 40 $1.91K <0.01% +1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 39 $1.85K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 32 $1.52K <0.01% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 32 $1.52K <0.01% -27 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 31 $1.48K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 30 $1.42K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 30 $1.42K <0.01% 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 28 $1.33K <0.01% -31 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 23 $1.13K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $1.04K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 21 $995 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $947 <0.01% 0 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 20 $947 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 19 $900 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18 $852 <0.01% -12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18 $852 <0.01% -78 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18 $831 <0.01% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16 $758 <0.01% -4 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 15 $711 <0.01% -500 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13 $616 <0.01% +8 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $616 <0.01% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 11 $521 <0.01% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 11 $521 <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10 $474 <0.01% -10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10 $474 <0.01% -12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $427 <0.01% -3 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $426 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $394 <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $379 <0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $285 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6 $284 <0.01% -29 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $247 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $246 <0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4 $189 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $189 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $143 <0.01% -29 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $95 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $95 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $72 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1 $69 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1 $61 <0.01% -75 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1 $51 <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $47 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.