ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,164 $17K <0.01% -394,455 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,319 $11.6K <0.01% +4,329 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,071 $11.1K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,812 $10.5K <0.01% +3,110 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 4,664 $10K <0.01% -38,227 13F-HR Timeline MOTCO More: the full row for MOTCO 4,549 $9.92K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,146 $9.04K <0.01% +3,917 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,841 $8.37K <0.01% +160 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,396 $7.4K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,255 $7.1K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 3,252 $7.09K <0.01% -1,132 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,825 $6.16K <0.01% +2,765 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,729 $5.95K <0.01% -1,561 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,300 $5.01K <0.01% -39,411 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,024 $4.41K <0.01% -128 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,005 $4.37K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,700 $4K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,820 $3.97K <0.01% +687 13F-HR/A Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $3.92K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,754 $3.82K <0.01% +1,060 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,742 $3.8K <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 1,500 $3.27K <0.01% -1,800 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,288 $3K <0.01% -22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,341 $2.92K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,277 $2.78K <0.01% +53 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,141 $2.49K <0.01% +47 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,092 $2.41K <0.01% -2,020 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,100 $2.4K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 925 $2.02K <0.01% -3,090 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 839 $1.83K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 828 $1.8K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 711 $1.55K <0.01% -8,038 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 631 $1.38K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 600 $1.31K <0.01% +212 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 557 $1.21K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 531 $1.15K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 520 $1.13K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 464 $1.01K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 460 $1K <0.01% -233 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 823 $1K <0.01% +35 13F-HR Timeline CX Institutional More: the full row for CX Institutional 543 $1K <0.01% -497 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 249 $1K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 416 $907 <0.01% new 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 389 $848 <0.01% -1,853 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 381 $831 <0.01% -1,021 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 309 $673 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 300 $664 <0.01% -31,273 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 280 $610 <0.01% +95 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 252 $549 <0.01% new 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 225 $491 <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 221 $482 <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 208 $453 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $436 <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 154 $336 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 139 $304 <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 118 $258 <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 106 $231 <0.01% -83 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 73 $160 <0.01% new 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 43 $94 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 37 $81 <0.01% -21 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 31 $67 <0.01% -53 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 30 $65 <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 223 $0 0% -2,251 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.