Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 296 $7.81K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 291 $7.68K <0.01% +101 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 281 $7.47K <0.01% +125 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 277 $7.31K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 256 $6.75K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 253 $6.67K <0.01% 0 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 250 $6.59K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 239 $6.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 224 $5.91K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 209 $5.51K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $5.28K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 190 $5.01K <0.01% +15 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 142 $4.82K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 178 $4.7K <0.01% +16 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 163 $4.3K <0.01% -21 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 162 $4.27K <0.01% +5 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 175 $4.04K <0.01% +77 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 152 $4.01K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 145 $4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 149 $3.93K <0.01% +9 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 147 $3.88K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 146 $3.85K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 143 $3.77K <0.01% +46 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 125 $3.3K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 113 $2.98K <0.01% +57 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 110 $2.9K <0.01% -5 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 106 $2.8K <0.01% +3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 103 $2.72K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 93 $2.45K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 90 $2.37K <0.01% -57 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 75 $2K <0.01% +2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 75 $1.98K <0.01% -16 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 74 $1.95K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 67 $1.77K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 65 $1.72K <0.01% +8 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 64 $1.69K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 62 $1.64K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 57 $1.5K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 57 $1.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 51 $1.34K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 49 $1.29K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 48 $1.27K <0.01% +6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46 $1.21K <0.01% +7 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 45 $1.19K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44 $1.16K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 42 $1.11K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 41 $1.08K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 40 $1.08K <0.01% +21 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 40 $1.06K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 31 $818 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 31 $818 <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 31 $818 <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 31 $818 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 30 $792 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $765 <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 27 $730 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25 $660 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 25 $660 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 24 $634 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 22 $580 <0.01% 0 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19 $502 <0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 19 $501 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 19 $501 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19 $501 <0.01% +1 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $449 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 17 $448 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16 $422 <0.01% -7 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 15 $396 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $370 <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 14 $369 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $343 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $343 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 12 $317 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10 $264 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $264 <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 9 $237 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $185 <0.01% +8 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 7 $185 <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6 $162 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6 $159 <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6 $159 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $158 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6 $158 <0.01% 0 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6 $158 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 6 $158 <0.01% 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $133 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $132 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5 $132 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $132 <0.01% -2 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $131 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4 $106 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $80 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3 $79 <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $27 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $26 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1 $26 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $26 <0.01% 0 13F-HR Timeline 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.