SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,829 $105K <0.01% +552 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,814 $105K 0.01% +214 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,765 $103K <0.01% +499 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,685 $99.3K 0.01% +2,492 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,601 $96.7K 0.01% -36 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,457 $91.4K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,376 $88.4K 0.01% +211 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,239 $83.3K <0.01% -25 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,201 $81.9K 0.02% +984 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,098 $78K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,018 $74.6K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,915 $71.2K 0.01% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,720 $64K 0.02% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,650 $61.4K 0.05% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,600 $58.2K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,525 $56.7K <0.01% -34,795 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,492 $54K <0.01% +95 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,413 $53K 0.03% +970 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,411 $52.5K 0.02% -106 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,400 $52.1K 0.01% +300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,289 $46.9K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,235 $45.9K 0.01% +434 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,200 $44.6K <0.01% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,091 $40.6K 0.01% 0 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 1,010 $37.6K <0.01% -1,370 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 975 $36.3K <0.01% 0 13F-HR Timeline Group Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 924 $34.4K <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 922 $34.3K <0.01% -533 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 882 $32.8K 0.01% +75 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 879 $32.7K <0.01% -702 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 768 $28.5K 0.02% -101 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 750 $27.9K <0.01% +11 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 596 $22.2K <0.01% +558 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 575 $21.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 572 $21.3K <0.01% +558 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 500 $18.6K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 500 $18.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 486 $18.1K <0.01% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 426 $15.8K <0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 413 $15.4K <0.01% +28 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 400 $15K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 403 $15K 0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 379 $14.1K <0.01% +16 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 350 $13K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 350 $13K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 304 $11.3K <0.01% +180 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 300 $11.2K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 300 $11.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 298 $11.1K <0.01% -62 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 280 $10.4K 0.01% +131 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 277 $10.3K <0.01% -11,457 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 271 $10.1K <0.01% -241 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 257 $9.55K <0.01% +57 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 243 $9.04K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 242 $9K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 238 $8.85K <0.01% -24 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 217 $8.07K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 210 $7.82K <0.01% +5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 210 $7.81K <0.01% 0 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 194 $7.21K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 174 $6.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 153 $5.69K <0.01% +1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 130 $4.83K <0.01% -200 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 116 $4.32K <0.01% -249 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 112 $4.17K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 98 $3.65K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 89 $3.37K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 88 $3.27K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 87 $3.24K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 82 $3.05K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 82 $3.05K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 69 $2.58K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 59 $2.29K <0.01% +36 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 61 $2.27K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 63 $2K <0.01% +46 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 52 $1.93K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 50 $1.86K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 50 $1.86K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 49 $1.82K <0.01% +5 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 45 $1.67K <0.01% +27 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 44 $1.64K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 42 $1.56K <0.01% -6 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $1.56K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 41 $1.52K <0.01% +4 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 41 $1.52K <0.01% +27 13F-HR/A Timeline Markowski Investments More: the full row for Markowski Investments 40 $1.49K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 39 $1.45K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 35 $1.27K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $1.26K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 34 $1.26K <0.01% +14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 32 $1.19K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 26 $967 <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25 $930 <0.01% +20 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $930 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $893 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $856 <0.01% -3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 18 $669 <0.01% +11 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $632 <0.01% -185 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 17 $632 <0.01% 0 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 17 $628 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 16 $596 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 14 $521 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $521 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $521 <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $484 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $484 <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12 $444 <0.01% -788 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $382 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10 $374 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10 $372 <0.01% -8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $335 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $296 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $261 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $260 <0.01% new 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $260 <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $224 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $223 <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $187 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $186 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $112 <0.01% 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $112 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $74 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $74 <0.01% -1 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2 $74 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $38 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1 $37 <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.