Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 21,362 $119K 0.02% +649 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 21,260 $118K <0.01% +170 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 20,870 $116K 0.04% +467 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 20,454 $114K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,427 $114K <0.01% +857 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 20,125 $112K 0.01% -1,010 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 20,000 $111K <0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 19,745 $110K <0.01% -1,461 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 19,423 $108K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,484 $103K 0.01% -124 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 18,172 $101K <0.01% +769 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 17,774 $98.8K 0.02% +92 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 17,706 $98.4K 0.1% -128,164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,629 $98K <0.01% +6,665 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 16,962 $94.3K 0.02% -1,285 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,286 $90.5K <0.01% +84 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 16,146 $89.8K 0.07% +925 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 16,116 $89.6K 0.05% -2,460 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,911 $88.5K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,292 $85K <0.01% -48,045 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,766 $82.1K 0.09% -591 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,561 $81K <0.01% -12,449 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 14,261 $80.1K 0.01% -764 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 14,237 $79.2K 0.01% -11,690 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 14,214 $79K 0.04% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,959 $77.6K 0.03% -2,540 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,832 $76.9K 0.04% +411 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 13,805 $76.8K 0.01% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 13,788 $76.7K 0.04% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,081 $72.7K <0.01% -2,631 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,785 $71.1K 0.04% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 12,716 $70.7K 0.01% +717 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,704 $70.6K <0.01% +1,713 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 12,276 $68.3K <0.01% +898 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,261 $68.2K <0.01% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 12,237 $68K 0.02% +1,917 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,225 $68K <0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,139 $67K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,932 $66.3K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 11,870 $66K 0.02% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,870 $66K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,719 $65K <0.01% +11,121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,466 $63.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,338 $63K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,331 $63K <0.01% +8,999 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 11,265 $62.6K 0.01% -4,639 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,020 $61.3K 0.01% -7,520 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 10,957 $60.9K 0.01% +289 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,898 $60.6K <0.01% -26,207 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,634 $59.1K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,604 $59K <0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,723 $58.5K 0.01% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,508 $58.4K <0.01% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,414 $57.9K 0.02% -3 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 10,309 $57.3K 0.02% -26 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 10,000 $55.6K <0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 9,755 $54.2K <0.01% +2,045 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,693 $42.8K <0.01% +1,082 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,446 $41.4K <0.01% +3,834 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 $40K <0.01% -6,455 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,755 $37.6K 0.03% -2,488 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,171 $34.3K <0.01% +178 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,054 $33.7K <0.01% -42 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,700 $32K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,674 $31.5K <0.01% +1,473 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,603 $25.6K <0.01% 0 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,319 $24K <0.01% +3,509 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,044 $22.5K <0.01% -291 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,042 $22.5K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,744 $20.8K <0.01% +403 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,538 $16.3K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,952 $16K <0.01% -497 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,855 $15.9K <0.01% +1,979 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,786 $15.5K <0.01% -669 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,350 $13.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,324 $12.9K <0.01% -617 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,914 $10.6K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,891 $10.5K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,809 $10.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,779 $10K <0.01% -232 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,795 $9.98K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,658 $9.22K <0.01% -3,427 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,520 $9.09K <0.01% -434 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,484 $8.25K <0.01% 0 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) 1,480 $8.23K <0.01% +928 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,421 $7.9K <0.01% +12 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,292 $7.18K <0.01% +356 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,275 $7.09K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,258 $6.99K <0.01% +892 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,240 $6.89K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,238 $6.88K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,054 $5.86K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,000 $5.56K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 950 $5.28K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 805 $4.47K <0.01% +431 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 667 $3.71K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 635 $3.53K <0.01% +145 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 604 $3.36K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 650 $3K <0.01% -813 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 537 $2.99K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 500 $2.81K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 418 $2.62K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 370 $2.06K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 320 $2K <0.01% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 355 $1.97K <0.01% -5,097 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 316 $1.76K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 313 $1.74K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 293 $1.63K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 248 $1.38K <0.01% -243 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 242 $1.34K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 240 $1.33K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 165 $917 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 150 $839 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 108 $601 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62 $345 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $278 <0.01% +26 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 48 $267 <0.01% -508 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 48 $267 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $211 <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1 $7 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 137 $0 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 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.