Key Financial Inc More: the full row for Key Financial Inc 972 $8.11K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 900 $7.51K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 848 $7.07K 0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 822 $6.86K <0.01% +543 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 756 $6.31K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 743 $6K <0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 712 $5.94K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 668 $5.59K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 655 $5.46K <0.01% +13 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 602 $5.02K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 590 $4.92K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 587 $4.91K <0.01% +23 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 561 $4.68K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 504 $4.2K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 420 $4K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 474 $3.95K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 436 $3.64K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 374 $3.12K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 320 $2.67K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 305 $2.54K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 269 $2.24K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 221 $1.84K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 211 $1.76K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 168 $1.4K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 167 $1.39K <0.01% +130 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 135 $1.13K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 132 $1.1K <0.01% +24 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 116 $967 <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. 110 $917 <0.01% -578 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 108 $903 <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 91 $759 <0.01% -2,426 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 76 $634 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 74 $618 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 70 $584 <0.01% -37 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 65 $542 <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40 $334 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 39 $325 <0.01% -13 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29 $242 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $58 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $58 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $8 <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 89 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.