Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 673 $19K <0.01% +198 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 666 $18.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 658 $18.6K <0.01% +541 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 654 $18.5K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 646 $18.2K <0.01% +491 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 515 $14.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 477 $13.5K <0.01% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 394 $11.1K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 378 $10.7K 0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 352 $9.94K <0.01% -297 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 320 $9.05K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 227 $6.41K <0.01% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 212 $5.99K <0.01% +5 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 $5.65K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 175 $4.94K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 151 $4.27K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 151 $4.26K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 145 $4.09K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 142 $4.01K <0.01% +100 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 135 $3.81K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 120 $3.39K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 109 $3.08K <0.01% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 97 $2.74K <0.01% -933 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 87 $2.46K <0.01% -18,834 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 87 $2.46K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 82 $2.32K <0.01% +77 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 80 $2.26K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 68 $1.92K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 46 $1.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $1.27K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 41 $1.16K <0.01% -414 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 48 $1K <0.01% +33 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $678 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $565 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 19 $537 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 19 $537 <0.01% -232 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 17 $480 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 16 $452 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 15 $424 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $339 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 12 $339 <0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $198 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $169 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5 $142 <0.01% -499 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5 $141 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $85 <0.01% -14 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.