Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 829 $6.09K <0.01% -170 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 813 $5.98K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 771 $5.67K <0.01% +14 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 540 $3.97K <0.01% -25 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 513 $3.77K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 500 $3.67K <0.01% -75 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 443 $3.26K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 415 $3.05K <0.01% 0 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 393 $2.89K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 362 $2.66K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 356 $2.62K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 383 $1.99K <0.01% -261 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 266 $1.96K <0.01% -7,104 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 210 $1.54K <0.01% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 204 $1.5K <0.01% +198 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 196 $1.44K <0.01% +195 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 194 $1.43K <0.01% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 190 $1.4K <0.01% +25 13F-HR/A Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 137 $1.01K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 182 $1K <0.01% +42 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 125 $919 <0.01% -3,023 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 122 $897 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 97 $713 <0.01% +60 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 92 $676 <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. 84 $617 <0.01% -184 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 67 $492 <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $441 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 59 $434 <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56 $412 <0.01% -66 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 50 $368 <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 34 $250 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $74 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $7 <0.01% -638 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% -75 13F-HR Timeline Value filed as zero, left out of ratios. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 7 $0 0% -195 13F-HR Timeline Value filed as zero, left out of ratios. 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.