True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,074 $47.8K 0.02% +806 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,030 $45.9K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 985 $44K 0.03% -830 13F-HR Timeline Quarry LP More: the full row for Quarry LP 976 $43.5K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 929 $41.3K <0.01% -3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 864 $38.5K <0.01% -684 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 653 $29.1K <0.01% +53 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 617 $27.5K <0.01% -224 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 616 $27.4K <0.01% -306 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 570 $25.4K <0.01% +111 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 516 $23K <0.01% -1,129 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 508 $22.6K <0.01% +211 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 493 $22K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 475 $21.2K +410 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 443 $19.7K <0.01% +219 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 400 $17.8K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 396 $17.6K <0.01% -2,401 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 353 $15.7K <0.01% -8 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 304 $13.4K <0.01% +19 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 275 $12.3K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 259 $11.3K <0.01% 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 233 $10.4K <0.01% -341 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 229 $10.2K <0.01% +102 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 224 $9.98K <0.01% +64 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 200 $9K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 180 $8.02K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 180 $8.02K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 179 $7.97K <0.01% -57 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 164 $7.31K <0.01% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 154 $6.85K <0.01% -131 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 142 $6.33K <0.01% -12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 128 $5.7K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 123 $5.48K <0.01% +90 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 121 $5.39K <0.01% +48 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 114 $5.08K <0.01% +2 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 112 $4.99K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 110 $4.9K <0.01% -1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 109 $4.86K <0.01% -649 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 100 $4.46K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 95 $4.21K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 82 $3.65K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 82 $3.65K <0.01% +14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 71 $3.16K <0.01% 13F-HR/A Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 67 $3.13K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 65 $2.9K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 60 $2.67K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55 $2.45K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 50 $2.23K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41 $1.83K <0.01% +6 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 31 $1.38K <0.01% +6 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 30 $1.34K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $891 <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 20 $891 <0.01% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $713 <0.01% -33 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $579 <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $535 <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10 $446 <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $446 <0.01% -58 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $446 <0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $357 <0.01% -8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $312 <0.01% -21 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $267 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5 $230 <0.01% -5 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $223 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $223 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $222 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4 $178 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3 $134 <0.01% -17 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1 $44 <0.01% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.