First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 714 $25K <0.01% +144 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 671 $23.5K <0.01% +18 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 592 $20.7K <0.01% -25 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 570 $19.9K <0.01% +174 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 500 $17.5K <0.01% -900 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 493 $17.2K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 420 $14.7K 0.02% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 400 $14K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 303 $11K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 307 $10K <0.01% -209 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 268 $9.37K <0.01% +258 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 259 $9.06K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 224 $7.82K <0.01% -80 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 220 $7.68K <0.01% -4 13F-HR/A Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 216 $7.55K <0.01% -292 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 200 $7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 184 $6.43K <0.01% +74 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 180 $6.29K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 175 $6.12K <0.01% -5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 153 $5.35K <0.01% +25 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 114 $3.99K <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 103 $3.6K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 100 $3.5K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $3.5K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 93 $3.25K <0.01% -49 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 91 $3.18K <0.01% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 89 $3.11K <0.01% -75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 84 $2.94K <0.01% -149 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 82 $2.87K <0.01% +41 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 80 $2.78K <0.01% -15 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 65 $2.27K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 57 $1.99K <0.01% -14 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55 $1.92K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 52 $1.82K <0.01% +32 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 52 $1.82K <0.01% -177 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 50 $1.75K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 45 $1.57K <0.01% -37 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 40 $1.4K <0.01% -69 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39 $1.36K <0.01% -84 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 37 $1.29K <0.01% +24 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 46 $1.28K <0.01% -108 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 30 $1.05K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29 $989 <0.01% -92 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26 $909 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $700 <0.01% +13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $699 <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24 $629 <0.01% +19 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $560 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $525 <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 12 $420 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $385 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10 $350 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $210 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $175 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $175 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $140 <0.01% -4 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4 $140 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $70 <0.01% -58 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $35 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.