Allworth Financial LP More: the full row for Allworth Financial LP 5,387 $175K <0.01% +4,375 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,165 $169K 0.01% -226 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,663 $153K <0.01% -1,600 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 4,465 $145K 0.09% -1,039 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,289 $140K 0.08% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,211 $138K 0.01% -568 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,097 $134K 0.02% -1,079 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,021 $132K <0.01% -1,566 13F-HR Timeline Group Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 3,821 $125K 0.08% -1,369 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,787 $124K <0.01% -96 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 3,753 $123K 0.01% -2,557 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,707 $121K 0.02% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,610 $118K <0.01% -93 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,560 $116K <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,529 $115K <0.01% +30 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,507 $115K 0.01% +2,492 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,035 $99.3K <0.01% +378 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,823 $92.3K <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,810 $92.2K 0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,658 $86.9K 0.01% -111 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,612 $85.4K <0.01% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,258 $81.5K <0.01% +156 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,300 $75.2K 0.04% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,142 $70.1K <0.01% -1,502 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,846 $60.4K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,777 $58.1K <0.01% -1,081 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,763 $57.7K <0.01% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,716 $56.1K 0.01% -3,215 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,696 $55.5K 0.01% -8,397 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,662 $54.4K <0.01% -19,289 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,611 $52.7K 0.01% -1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,559 $51K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,517 $49.6K <0.01% +1,512 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,414 $46.3K <0.01% -217 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,302 $42.6K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,175 $38.4K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,154 $37.7K <0.01% -122 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,141 $37.3K <0.01% -346 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,102 $36K <0.01% -467 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,100 $36K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,042 $34.1K <0.01% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,041 $34.1K <0.01% -209 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,025 $33.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 997 $32.6K <0.01% -174 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 918 $30K <0.01% +215 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 906 $29.6K <0.01% 0 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 901 $29.5K <0.01% -276 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 878 $28.7K 0.01% +58 13F-HR Timeline Quarry LP More: the full row for Quarry LP 868 $28.4K 0.01% -2,090 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 724 $23.7K <0.01% +436 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 723 $23.7K <0.01% -727 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 711 $23.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 664 $22K <0.01% -14 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 658 $21.5K <0.01% +62 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 655 $21.4K <0.01% +35 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 637 $20.8K <0.01% -532 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 633 $20.7K <0.01% -26 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 532 $17K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 472 $15.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 458 $15K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 441 $14.4K 0.01% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 412 $13.5K <0.01% +314 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 397 $13K 0.01% +58 13F-HR Timeline CNB Bank More: the full row for CNB Bank 395 $12.9K 0.01% -20 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 345 $11.3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 310 $10.1K <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 295 $9.65K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 289 $9.45K <0.01% -47 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 274 $8.96K <0.01% -322 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 227 $8.1K <0.01% 0 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 248 $8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 233 $7.62K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 211 $6.9K <0.01% -462 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 206 $6.74K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $6.54K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 199 $6.51K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 196 $6.41K <0.01% +103 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 188 $6.15K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 196 $6K <0.01% -51 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 157 $5.13K <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 150 $4.91K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 150 $4.91K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 142 $4.64K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 142 $4.64K <0.01% -24 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 126 $4.12K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 119 $3.89K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 118 $3.86K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 116 $3.79K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 110 $3.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 104 $3.4K <0.01% +52 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $3.21K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 95 $3.11K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 93 $3.04K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 91 $2.98K <0.01% +16 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 91 $2.98K <0.01% -10 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 90 $2.94K <0.01% -8 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 89 $2.91K <0.01% 0 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 86 $2.81K <0.01% -88 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 81 $2.65K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 80 $2.63K <0.01% +17 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80 $2.62K <0.01% -15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 74 $2.42K <0.01% -107 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 70 $2.29K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 62 $2.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 69 $2K <0.01% +17 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 58 $1.9K <0.01% +56 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 57 $1.86K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 51 $1.67K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $1.64K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 49 $1.61K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 48 $1.57K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 47 $1.54K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $1.47K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 43 $1.41K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $1.31K <0.01% -40 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 40 $1.31K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 39 $1.27K <0.01% -6 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 35 $1.15K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 34 $1.11K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 33 $1.08K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $1.05K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 32 $1.05K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32 $1.05K <0.01% -979 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 32 $1.05K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $1.01K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 23 $755 <0.01% +2 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 23 $752 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $687 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 20 $654 <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 19 $621 <0.01% 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 16 $524 <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16 $523 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $491 <0.01% -26 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15 $490 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $360 <0.01% -45 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $328 <0.01% -35 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 10 $328 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10 $327 <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $327 <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 9 $294 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $262 <0.01% new 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 7 $229 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 7 $229 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $229 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $171 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $98 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $66 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $65 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1 $33 <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5 $0 0% new 13F-HR Timeline Group 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.