BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 4,618 $201K <0.01% -8,266 13F-HR/A Timeline Group State of Wyoming More: the full row for State of Wyoming 4,565 $199K 0.03% +990 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,402 $192K <0.01% -1,278 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,267 $186K <0.01% -71 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,847 $168K <0.01% +1,385 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,711 $162K 0.01% +1,996 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,369 $147K <0.01% +259 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,213 $143K 0.01% +2,511 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,932 $128K <0.01% +1,538 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,889 $126K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,530 $110K <0.01% +1,438 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,500 $109K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,350 $102K 0.03% -15 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,207 $96.2K <0.01% -10 13F-HR/A Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2,168 $94.5K <0.01% +268 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,013 $87.7K 0.01% +1,120 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,999 $87.1K 0.01% -1,381 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,628 $71K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,257 $54.8K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,228 $53.5K <0.01% +42 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,149 $50.1K 0.05% 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,075 $46.9K 0.02% +645 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,065 $46.4K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,038 $45.2K <0.01% +147 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) 1,008 $43.9K <0.01% -11,443 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 975 $42.5K 0.04% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 955 $41.6K 0.04% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 954 $41.6K <0.01% +236 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 915 $39.9K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 897 $39.1K 0.01% +490 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 852 $37K <0.01% +232 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 657 $28.6K <0.01% +437 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 602 $26.2K <0.01% +117 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 555 $24.2K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 539 $23.5K <0.01% +24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 520 $22.7K <0.01% +75 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 496 $21.6K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 481 $21K <0.01% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 452 $19.7K <0.01% +318 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 425 $18.5K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 395 $17.2K 0.01% +145 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 365 $15.9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 362 $15.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 343 $15K <0.01% +25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 335 $14.6K <0.01% +121 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 332 $14.5K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 305 $13.3K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 285 $12.4K <0.01% +70 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 280 $12.3K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 263 $11.5K <0.01% +19 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 219 $9.54K <0.01% -58 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 215 $9.37K <0.01% +142 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 199 $9K <0.01% -67 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 179 $7.8K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 169 $7.37K <0.01% +60 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 163 $7.11K <0.01% -11 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 150 $6.54K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 134 $5.92K <0.01% +29 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 114 $4.97K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 112 $4.88K <0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 107 $4.66K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 106 $4.62K <0.01% +14 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 102 $4.45K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 97 $4.23K <0.01% -153 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 96 $4.22K <0.01% +46 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 90 $3.92K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 87 $3.79K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 82 $3.79K <0.01% -65 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 81 $3.57K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 67 $2.92K <0.01% +40 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 65 $2.83K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 62 $2.7K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 57 $2.48K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $2.27K <0.01% -1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 52 $2.27K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 47 $2.05K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 45 $1.96K <0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 40 $1.74K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 40 $1.74K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 39 $1.7K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 37 $1.61K <0.01% -854 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27 $1.19K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27 $1.18K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 27 $1.18K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 27 $1.18K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 27 $1.18K <0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 27 $1.18K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 25 $1.09K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 22 $959 <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 20 $872 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17 $741 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15 $654 <0.01% -408 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 13 $549 <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 12 $523 <0.01% -6 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10 $445 <0.01% -270 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7 $305 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $305 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6 $241 <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5 $218 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $218 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.