Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 13,346 $450K 0.06% +1,739 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 12,742 $435K 0.15% +1,336 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,775 $431K 0.12% +317 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,482 $421K 0.05% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 11,894 $413K 0.1% -498 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 12,217 $412K <0.01% new 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 12,117 $409K 0.1% -12,247 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 12,092 $408K 0.25% -83 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 11,986 $405K 0.33% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,976 $404K 0.01% -19,620 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,893 $401K 0.03% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,690 $395K 0.01% +421 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 11,520 $389K 0.07% -4,770 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,338 $383K <0.01% -22,830 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 11,351 $382K 0.05% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 11,261 $380K 0.18% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,201 $378K <0.01% +4,659 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,183 $377K 0.03% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 11,165 $377K <0.01% -6,317 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 11,159 $377K <0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,964 $370K 0.02% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 10,784 $364K 0.18% -10,437 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,651 $359K 0.08% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 10,206 $344K 0.19% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,660 $343K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,524 $321K <0.01% +1,050 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,435 $318K 0.01% +202 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,355 $316K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,351 $316K 0.03% -1,866 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,306 $314K 0.04% -67,556 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 9,300 $314K 0.1% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,120 $308K 0.13% +2,319 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,113 $308K 0.01% +2,079 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,065 $306K 0.01% +8 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 8,997 $304K 0.42% +273 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,803 $297K 0.06% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,165 $276K 0.01% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 8,113 $274K 0.1% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,097 $273K <0.01% +17 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,081 $273K <0.01% -56 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,080 $273K 0.13% +2,173 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 8,000 $270K 0.06% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,900 $267K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,530 $254K 0.09% +3 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,375 $249K <0.01% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 7,247 $245K 0.05% +433 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 7,106 $240K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,091 $239K <0.01% -6,390 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,970 $235K <0.01% +4,451 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,910 $233K <0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,909 $233K 0.02% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 6,900 $233K <0.01% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,796 $229K <0.01% -3,964 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,406 $228K <0.01% 0 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 6,685 $226K 0.19% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,652 $225K <0.01% +1,469 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,600 $223K 0.04% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,495 $219K 0.01% -6,243 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,346 $214K <0.01% -12,244 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,174 $208K <0.01% -320 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,029 $203K 0.04% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 6,020 $203K 0.07% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,967 $201K 0.1% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,599 $189K 0.05% +792 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 5,450 $184K 0.09% -720 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,444 $184K 0.03% +75 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,323 $180K <0.01% -403 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,103 $172K <0.01% +4,590 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,093 $172K <0.01% +3,353 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,710 $159K <0.01% -4,533 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,053 $137K 0.03% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,576 $121K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,988 $100K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,827 $95.4K <0.01% +127 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,665 $89.9K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,200 $74.2K -572 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,150 $72.6K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,002 $67.6K 0.01% -161 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,901 $64K 0.04% -280 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,882 $63.5K <0.01% +632 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,735 $58.6K 0.03% +825 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/ 1,669 $56.2K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,500 $50.6K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,380 $46.6K <0.01% -7,117 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,355 $45.7K <0.01% new 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,298 $43.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,105 $37.3K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,100 $37.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 864 $29.2K <0.01% -4 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 190 $26K 0.03% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 756 $25.5K 0.23% -437 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 695 $23.4K <0.01% +445 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 686 $23.1K 0.01% -13,893 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 662 $22.3K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 610 $20.6K <0.01% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 600 $18.9K 0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 555 $18.7K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 537 $18.1K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 519 $17.5K <0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 500 $16.9K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 480 $16.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 450 $15.2K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 411 $13.9K <0.01% new 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 400 $13.5K 0.02% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 393 $13.3K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 347 $11.7K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 339 $11K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 300 $10.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 300 $10.1K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 285 $9.62K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 279 $9.39K <0.01% +4 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 224 $7.55K <0.01% +1 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 187 $6.31K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 184 $6.21K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 156 $5.26K <0.01% new 13F-HR/A Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 139 $4.68K <0.01% +45 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 137 $4.62K <0.01% 0 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 120 $4.05K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 101 $3.42K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 88 $2.95K <0.01% -412 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 87 $2.94K <0.01% -13,618 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 78 $2.63K <0.01% -7 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 39 $1.32K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 30 $1.01K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12 $406 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $239 <0.01% +4 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1 $34 <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 0 $13 <0.01% -19 13F-HR Timeline Amount filed as zero, left out of ratios.