Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,620 $44.6K <0.01% +6 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,443 $39.8K <0.01% -215 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,433 $39.5K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,316 $36.2K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,303 $35.9K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,140 $31.4K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,047 $28.8K <0.01% +1,005 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,031 $28.7K <0.01% +90 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,019 $28.1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 959 $26.4K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 959 $26K <0.01% new 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 931 $25.6K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 826 $22.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 800 $22K <0.01% 0 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 800 $22K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 781 $21.5K <0.01% -325 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 752 $20.7K <0.01% 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 672 $18K <0.01% +103 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 615 $16.9K <0.01% +16 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 582 $16K <0.01% -615 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 555 $15.3K 0.01% +2 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 545 $15K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 562 $15K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 544 $15K <0.01% +414 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 540 $14.9K <0.01% -5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 517 $14.2K <0.01% +8 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 505 $13.9K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 476 $13K 0.01% -2,930 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 430 $11.9K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 400 $11K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 419 $11K <0.01% new 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 396 $10.9K <0.01% 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 386 $10.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 360 $9.91K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 340 $9.36K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 340 $9.36K <0.01% -90 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 304 $8.37K <0.01% -5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 312 $8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 287 $7.9K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 272 $7.49K <0.01% +17 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 270 $7.44K <0.01% -28 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 266 $7.33K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 257 $7.08K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 235 $6.47K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 231 $6.36K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 200 $5.51K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 196 $5.4K <0.01% +101 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 192 $5.29K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 187 $5.15K <0.01% +3 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 186 $5.12K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 186 $5.12K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 169 $4.65K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 173 $4.52K +23 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 159 $4.38K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 144 $3.97K <0.01% +132 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 138 $3.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 135 $3.72K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $3.44K <0.01% +26 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 125 $3.44K <0.01% -15 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 112 $3.08K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 125 $3K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 100 $2.75K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 90 $2.48K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 89 $2.45K <0.01% -993 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 87 $2.4K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 83 $2.29K <0.01% +78 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 81 $2.23K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 78 $2.15K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 77 $2.12K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 104 $2K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 65 $1.79K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 65 $1.79K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 65 $1.79K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 63 $1.74K <0.01% -10 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 60 $1.65K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $1.57K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 57 $1.56K <0.01% -15 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 45 $1.24K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 36 $1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 31 $854 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 28 $777 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 28 $771 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $689 <0.01% -17 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 25 $689 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19 $523 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 17 $468 <0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 15 $413 <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 13 $358 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $358 <0.01% 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 13 $358 <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 13 $358 <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $276 <0.01% -20 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $275 <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9 $248 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9 $247 <0.01% -145 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7 $197 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $193 <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 7 $193 <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4 $113 <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4 $110 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $83 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3 $83 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $56 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2 $55 <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1 $28 <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9 $0 0% -17 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1 $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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.