Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,178 $49.2K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 9,909 $48K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,905 $33.4K <0.01% +2,279 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,591 $31.8K <0.01% +386 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,496 $31.4K <0.01% +2,720 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,243 $25.3K <0.01% +127 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,945 $23.9K 0.01% +4,347 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,005 $19.3K <0.01% -43,606 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,718 $18K <0.01% -326 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,324 $16.1K <0.01% -185 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,800 $13.5K <0.01% -2,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,780 $13.4K <0.01% +2,272 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,487 $12K <0.01% -42 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,146 $10.4K <0.01% +936 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,809 $8.74K <0.01% -42 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,300 $6.28K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,156 $5.58K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,037 $5.01K <0.01% -727 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 999 $5K <0.01% -386 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $4.83K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 903 $4.31K <0.01% -1,108 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 637 $3.08K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 616 $2.98K <0.01% +435 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 582 $2.81K <0.01% -422 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 538 $2.6K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 535 $2.58K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 505 $2.48K <0.01% -2,178 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 500 $2.42K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 493 $2.38K <0.01% -1,442 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 468 $2.26K <0.01% -85 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 440 $2.13K <0.01% +428 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 435 $2.1K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 497 $2K <0.01% +254 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 414 $2K <0.01% +28 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 388 $1.87K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 336 $1.62K <0.01% +57 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 322 $1.55K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 241 $1.19K <0.01% +130 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 245 $1.18K <0.01% new 13F-HR/A Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 233 $1.12K <0.01% +20 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 192 $941 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 186 $899 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 171 $827 <0.01% +7 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 148 $715 <0.01% -268 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $700 <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 143 $691 <0.01% +93 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 96 $464 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 91 $440 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 82 $396 <0.01% +81 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79 $378 <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 68 $329 <0.01% +3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 55 $266 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54 $261 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 48 $232 <0.01% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $184 <0.01% -13 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35 $169 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $116 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $78 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $30 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $24 <0.01% -6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $14 <0.01% -4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $10 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $10 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $10 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $5 <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $5 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $5 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.