State of Wyoming More: the full row for State of Wyoming 2,498 $227K 0.02% +1,938 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,445 $222K 0.01% -1,144 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,414 $219K 0.01% -189 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,395 $218K <0.01% -2,363 13F-HR Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,299 $209K 0.09% +286 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,289 $208K <0.01% -639 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 2,263 $206K 0.04% -168 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,254 $205K <0.01% +53 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,147 $195K <0.01% -2,912 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 1,700 $154K <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,591 $145K <0.01% -689 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,419 $129K <0.01% -673 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,388 $126K <0.01% -235 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,350 $123K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,295 $118K 0.01% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,000 $90.8K <0.01% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 946 $85.9K <0.01% -30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 871 $79.1K <0.01% +172 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 861 $79K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 830 $76K <0.01% -364 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 685 $62.9K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 681 $61.9K <0.01% +79 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 635 $57.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 507 $46K 0.03% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 500 $45K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 491 $44.6K <0.01% -432 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 445 $42.2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 456 $41.4K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 454 $41.2K <0.01% -104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 450 $41K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 438 $39.8K <0.01% -3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 427 $38.8K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 410 $37.2K 0.01% +317 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 401 $36.4K 0.01% +390 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 370 $33.6K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 361 $32.8K <0.01% -12 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 350 $31.8K <0.01% +305 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 349 $31.7K <0.01% 0 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/ 323 $29.3K <0.01% +21 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 320 $29.1K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 319 $29K <0.01% -261 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 313 $28.4K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 266 $24.2K <0.01% -409 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 258 $23.4K <0.01% +87 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 254 $23.1K <0.01% -128 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 239 $21.7K <0.01% -350 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 225 $20.4K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 187 $17K <0.01% -1,205 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 185 $16.8K <0.01% +6 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 174 $16K 0.01% 0 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 164 $14.9K <0.01% +129 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 159 $14.4K <0.01% new 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 145 $13.2K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 141 $12.8K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 138 $12.2K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $9.09K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 100 $9.09K <0.01% -7 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 100 $9.09K <0.01% -31 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $9.09K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 99 $8.97K <0.01% +15 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 95 $8.63K <0.01% -4,829 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 94 $8.54K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 89 $8.09K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 87 $7.9K <0.01% -837 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 85 $7.72K <0.01% +5 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) 81 $7.36K <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 80 $7.27K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 62 $5.63K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $4.54K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 49 $4.45K <0.01% +43 13F-HR Timeline NBH Bank More: the full row for NBH Bank 49 $4.45K <0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 47 $4.27K <0.01% -393 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 45 $4.09K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 38 $3.45K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 36 $3.27K <0.01% -352 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 30 $2.73K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 30 $2.73K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 29 $2.63K <0.01% +11 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $2.54K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 26 $2.36K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25 $2.27K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25 $2.27K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 25 $2.26K <0.01% -109 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23 $2.09K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 22 $2K <0.01% -22 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 22 $2K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 19 $1.73K <0.01% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 18 $1.64K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 16 $1.45K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 19 $1.45K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 15 $1.36K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15 $1.36K <0.01% +5 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13 $1.18K <0.01% -249 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $909 <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 9 $826 <0.01% -27 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $818 <0.01% -3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9 $818 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 9 $818 <0.01% -5 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 8 $727 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $546 <0.01% -3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $546 <0.01% -14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $455 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $364 <0.01% -5 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $363 <0.01% -12 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $273 <0.01% -6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $273 <0.01% -61 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2 $182 <0.01% -2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2 $182 <0.01% -52 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $182 <0.01% -79 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1 $91 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $91 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $72 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $42 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.