Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 15,680 $76.7K <0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 15,078 $73.7K 0.02% +4,747 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 15,075 $73.7K <0.01% -1,041 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,057 $73.6K <0.01% +12,742 13F-HR Timeline Group Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,826 $72.5K 0.09% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 14,622 $71.5K 0.01% -36,195 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 14,719 $71.1K 0.02% -172 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,973 $68.3K 0.01% +1,348 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,691 $66.9K 0.01% +1,710 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,421 $65.6K 0.04% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,144 $64.3K <0.01% +410 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,785 $62.5K 0.04% -1,665 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,343 $60.4K <0.01% +1,998 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,126 $59.3K <0.01% +3,707 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,096 $59.1K <0.01% -183,346 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 12,095 $59.1K 0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,932 $58.3K 0.03% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 11,899 $58.2K 0.02% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,870 $58K 0.02% +375 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,466 $56.1K 0.01% 0 13F-HR/A Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,414 $55.8K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11,369 $55.6K 0.05% +1,759 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,344 $55.5K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 11,236 $54.9K 0.04% 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,668 $52.2K 0.01% -29 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,604 $51.9K <0.01% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,540 $51.5K 0.01% new 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 10,405 $50.9K 0.02% 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 10,250 $50.1K 0.04% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,207 $45K <0.01% +568 13F-HR Timeline Group AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 9,112 $44.6K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,710 $37.7K <0.01% -1,448 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,208 $35K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,666 $32.6K <0.01% +1,069 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,430 $31K <0.01% +2,187 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,096 $29.8K <0.01% +110 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 5,627 $27.5K 0.01% +68 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,504 $26.9K <0.01% +4,352 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,426 $26.5K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,603 $22.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,335 $21.2K <0.01% +423 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,162 $20.4K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,636 $18.5K <0.01% +473 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,449 $17K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,341 $16.3K <0.01% -597 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,095 $15.1K <0.01% +73 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,014 $14.7K <0.01% -791 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,924 $14.3K <0.01% +1,311 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,393 $12K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,350 $11.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,325 $11.4K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,065 $10.1K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,809 $8.85K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,766 $8.64K 0.01% +275 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,739 $8.5K <0.01% +783 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,695 $8.29K <0.01% +33 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,484 $7.26K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,336 $7.04K <0.01% +357 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,254 $6.13K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,189 $5.82K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,167 $5.71K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,069 $5.23K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $4.89K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R Squared Ltd More: the full row for R Squared Ltd 970 $4.74K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 950 $4.65K <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 780 $3.96K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 600 $2.93K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 404 $1.98K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 375 $1.83K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 366 $1.79K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 283 $1.38K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 276 $1.35K <0.01% +216 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 266 $1.3K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 262 $1.28K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 216 $1.06K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 173 $846 <0.01% -25 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 165 $807 <0.01% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 152 $745 <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 149 $732 <0.01% -557 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $235 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $169 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 29 $142 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $13 <0.01% -2,467 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 137 $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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.