Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,938 $324K <0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,931 $323K <0.01% +978 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,928 $323K <0.01% +638 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,882 $318K 0.03% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,873 $317K <0.01% -2,757 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,864 $316K 0.05% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,860 $315K 0.01% -643 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,800 $309K <0.01% +231 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,762 $305K 0.01% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,700 $298K 0.08% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,915 $298K <0.01% +8,472 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,673 $295K <0.01% -11,864 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,603 $287K 0.02% +189 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,576 $284K 0.03% +242 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,431 $268K 0.05% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,403 $265K 0.03% -21 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,381 $263K 0.02% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,289 $252K <0.01% -155 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,280 $251K 0.01% -40,996 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,201 $243K <0.01% +1,115 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,131 $235K <0.01% +331 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,109 $233K 0.02% +25 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,099 $231K 0.12% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,092 $231K <0.01% +701 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,046 $226K 0.01% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,013 $222K 0.11% new 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 2,008 $221K 0.05% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,991 $220K <0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,979 $218K 0.01% -51 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,916 $211K 0.01% -43 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,815 $200K 0.01% new 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,700 $187K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,623 $179K <0.01% -327 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,392 $153K 0.01% -1,143 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,295 $143K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,280 $141K 0.05% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,194 $132K <0.01% -197 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 976 $108K <0.01% +60 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 924 $102K <0.01% -1,211 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 923 $102K <0.01% +549 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 851 $93.8K <0.01% +6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 861 $93.7K <0.01% -222 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 699 $77.1K <0.01% +66 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 676 $74.5K <0.01% +191 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 675 $74.4K 0.02% -33 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 635 $70K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 602 $66.3K <0.01% +301 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 589 $64.9K 0.01% +183 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 580 $64K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 560 $61.7K 0.01% -4,921 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 558 $61.5K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 507 $56K 0.04% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 506 $55.8K 0.01% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 500 $55K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 456 $50.3K <0.01% -170 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 450 $50K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 445 $48.9K <0.01% -2,017 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 441 $48.6K <0.01% -254 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 440 $48.5K 0.01% +80 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 411 $45.3K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 388 $42.8K 0.02% +190 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 382 $42.1K <0.01% +168 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 373 $41.1K <0.01% -4 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 362 $39.9K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 355 $39.1K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 349 $38.5K <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/ 302 $33.3K <0.01% -17 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 300 $33.1K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 262 $28.9K <0.01% +21 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 225 $24.8K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 190 $20.9K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 183 $20.1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 179 $19.7K <0.01% +9 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 174 $19K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 171 $18.8K <0.01% +115 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 138 $17.3K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 148 $16.3K <0.01% -12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 134 $14.8K <0.01% +11 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 131 $14.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 107 $11.8K <0.01% +6 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 101 $11.1K <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $11K <0.01% +35 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $11K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 93 $10.3K <0.01% +21 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 89 $9.8K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 84 $9.23K <0.01% +19 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 81 $8.93K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 80 $8.82K <0.01% +17 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 80 $8.82K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 72 $8.15K <0.01% +52 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 64 $7.06K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 62 $6.84K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 60 $6.62K <0.01% +19 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $6.25K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 54 $5.95K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 47 $5.18K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 43 $5K <0.01% +29 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45 $4.96K <0.01% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 44 $4.85K <0.01% +18 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 41 $4.52K <0.01% -303 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 36 $3.97K <0.01% +17 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 36 $3.92K <0.01% +34 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 35 $3.86K <0.01% -140 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $3.75K <0.01% +27 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31 $3.42K <0.01% -9 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 30 $3.31K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 30 $3.31K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $3.09K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 26 $2.87K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25 $2.76K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23 $2.54K <0.01% -53 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 22 $2.43K <0.01% -2 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 22 $2.43K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $2.21K <0.01% +19 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 18 $1.99K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18 $1.99K <0.01% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 17 $1.91K <0.01% -19 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 16 $1.76K <0.01% -1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 15 $1.65K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 14 $1.54K <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.32K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 11 $1.21K <0.01% -3 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.21K <0.01% +7 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 10 $1.1K <0.01% 0 13F-HR/A Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $1.1K <0.01% -602 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $993 <0.01% -13 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $993 <0.01% +7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $992 <0.01% +5 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 9 $992 <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9 $992 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $992 <0.01% -9 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 8 $882 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $772 <0.01% +4 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6 $662 <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 6 $662 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $552 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4 $442 <0.01% new 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $221 <0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2 $221 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $111 <0.01% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1 $110 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $110 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $88 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $51 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.