Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,007 $20.7K <0.01% -107 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 949 $19.7K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 825 $17.1K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 806 $16.7K <0.01% -1,192 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 806 $16.7K <0.01% +634 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 655 $13.6K <0.01% new 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 575 $12K <0.01% +143 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 532 $11K <0.01% -414 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 478 $9.92K <0.01% +60 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 458 $9.51K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 442 $9.18K <0.01% +345 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 467 $9K 0.01% +12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 416 $8.64K <0.01% +93 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 387 $8.03K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 349 $7.25K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 339 $7.04K <0.01% +281 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 308 $6.39K <0.01% +203 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 302 $6.27K <0.01% -84 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 300 $6.23K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 300 $6.23K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 223 $5K <0.01% +163 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 238 $4.94K <0.01% -48 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 237 $4.92K <0.01% -55 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 216 $4.48K <0.01% new 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 194 $4.03K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 192 $3.99K <0.01% +59 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 180 $3.74K <0.01% +90 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 152 $3.16K <0.01% +73 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 150 $3.11K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 146 $3.03K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 138 $2.87K <0.01% +92 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 133 $2.76K <0.01% -97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 120 $2.49K <0.01% +1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 93 $1.93K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 93 $1.93K <0.01% -70 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 90 $1.87K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 87 $1.81K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 49 $1K <0.01% -23,555 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42 $872 <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 31 $644 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 28 $581 <0.01% -6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23 $477 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 20 $416 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22 $411 <0.01% -99 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $270 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 10 $208 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $187 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $21 <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1 $21 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 36 $0 0% -21 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.