SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,767 $92K <0.01% -11 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,718 $89.5K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,674 $87.2K 0.04% +1,413 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,667 $86.8K 0.01% +1,187 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,588 $82.7K <0.01% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,586 $82.6K <0.01% -456 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,362 $70.9K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,291 $67.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,280 $66.7K <0.01% -32 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,222 $64K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,128 $58.8K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 952 $49.6K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 869 $45.3K 0.01% +708 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 793 $41.3K <0.01% +144 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 788 $41K <0.01% +592 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 778 $40.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 746 $38.9K <0.01% +693 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 744 $38.8K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 720 $38K <0.01% +6 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 724 $37.7K 0.02% -131 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 700 $36.5K <0.01% +23 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 609 $31.4K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 600 $31.3K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 594 $30.9K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 572 $29.8K <0.01% -3 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 565 $29.5K <0.01% +5 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 505 $26.3K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 500 $26K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 471 $24K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 458 $23.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 421 $21.9K <0.01% -53 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/ 415 $21.6K <0.01% -5,373 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 410 $21.4K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 408 $21.2K <0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 400 $20.8K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 400 $20.8K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 391 $20.4K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 381 $19.8K <0.01% -175 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 374 $19.5K <0.01% -5 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 341 $17.8K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 314 $16.4K <0.01% -15,639 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 310 $16.1K <0.01% +7 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 261 $13.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 246 $12.8K 0.01% +36 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 228 $11.9K <0.01% 0 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 228 $11.9K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 227 $11.8K <0.01% -110 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 214 $11.1K <0.01% +96 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 211 $11K <0.01% -58 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 193 $10.1K <0.01% -192 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 186 $9.69K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 185 $9.64K <0.01% +88 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 184 $9.59K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180 $9.38K <0.01% +65 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 171 $8.91K <0.01% +38 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 168 $8.75K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 142 $7.4K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 139 $7.24K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 131 $6.82K <0.01% +8 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 130 $6.77K <0.01% -47 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 121 $6.3K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 116 $6.04K <0.01% new 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 113 $5.89K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 110 $5.73K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 109 $5.68K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 104 $5.31K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 102 $5.31K <0.01% +76 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $5.21K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 98 $4.5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 84 $4.44K <0.01% -18,439 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 83 $4.32K <0.01% +7 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 75 $3.91K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 58 $3.02K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 58 $3.02K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $2.92K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 48 $2.5K <0.01% +6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 48 $2.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 47 $2.45K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 43 $2.19K <0.01% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 42 $2.19K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41 $2.14K <0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 40 $2.08K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39 $2K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 36 $1.88K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $1.82K <0.01% +17 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 30 $1.56K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 27 $1.41K <0.01% -146 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $1.35K <0.01% +11 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 26 $1.35K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $1.25K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $1.15K <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $990 <0.01% +8 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 18 $955 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16 $833 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $781 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 14 $729 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 14 $729 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $573 <0.01% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10 $521 <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 10 $521 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9 $464 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7 $365 <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $313 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $261 <0.01% 0 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $212 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $208 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $156 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $126 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $105 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $104 <0.01% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $104 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $52 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Global Frontier Investments LLC More: the full row for Global Frontier Investments LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.