Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 622 $17.9K <0.01% -49 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 587 $16.9K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 534 $15.4K <0.01% +450 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 525 $15.1K <0.01% +486 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 493 $14.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 441 $12.7K <0.01% -1,460 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 435 $12.5K <0.01% -357 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 420 $12.1K 0.01% 0 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 409 $11.8K <0.01% +320 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 400 $11.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 371 $11K <0.01% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 319 $9.19K <0.01% -273 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 316 $9.11K <0.01% -442 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 315 $9.08K <0.01% +47 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 299 $9K 0.01% -445 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 301 $8.68K <0.01% -413 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 267 $7.7K <0.01% +215 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 259 $7.46K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 242 $6.97K <0.01% +185 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 208 $6K <0.01% -12 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 204 $6K <0.01% -103 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 200 $6K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 180 $5.19K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 175 $5.04K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 152 $4.38K <0.01% +107 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 100 $2.88K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $2.88K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 90 $2.59K <0.01% +85 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 85 $2.45K <0.01% -99 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 81 $2.33K <0.01% -12 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 87 $2.19K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73 $2.1K <0.01% +44 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 64 $1.83K <0.01% -16 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 62 $1.79K <0.01% +58 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 59 $1.7K <0.01% -723 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55 $1.58K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 49 $1.41K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $1.15K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 37 $1.07K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $1.01K <0.01% -47 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26 $749 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 25 $721 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24 $692 <0.01% -200 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 22 $634 <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $576 <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $576 <0.01% +9 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16 $462 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $202 <0.01% -13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $202 <0.01% -9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $173 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $145 <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 $144 <0.01% -19 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $115 <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4 $115 <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 4 $115 <0.01% new 13F-HR/A Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $29 <0.01% -102 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $29 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1 $28 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% new 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.