Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,813 $154K 0.03% -1,731 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,673 $152K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,591 $151K 0.01% +656 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 10,298 $147K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,678 $138K <0.01% -3,122 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,043 $129K <0.01% -211 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,985 $128K <0.01% +5,687 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,832 $126K 0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,214 $103K 0.01% +2,067 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,119 $101K <0.01% +3,028 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,430 $91.6K 0.02% +6,285 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,423 $91.5K <0.01% +222 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,913 $84.3K 0.05% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,346 $76.2K <0.01% +208 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,300 $75.5K 0.01% +1,694 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,134 $73K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,000 $71.2K <0.01% -22,795 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,000 $71K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 3,608 $51.4K 0.01% +117 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,201 $45.6K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,554 $36.4K <0.01% -927 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,368 $33.7K <0.01% +228 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,193 $31.2K <0.01% +1,002 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,080 $30.1K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,102 $30K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,027 $28.9K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,000 $28.5K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,000 $28.5K <0.01% -1,000 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,439 $20.5K <0.01% +1,000 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,401 $20K <0.01% -28,241 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,085 $15.8K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 958 $13.7K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 935 $13.3K <0.01% new 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) 711 $10.1K <0.01% +131 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 620 $8.84K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 601 $8.56K <0.01% +40 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 540 $7.7K <0.01% +40 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $7.12K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 500 $7K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 500 $7K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 436 $6.21K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 350 $4.99K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 344 $4.9K <0.01% -88 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 337 $4.8K <0.01% +104 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $4.27K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 283 $4.03K <0.01% +176 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 283 $4.03K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 265 $3.78K <0.01% +136 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 237 $3.38K <0.01% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 232 $3.31K <0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 200 $2.85K <0.01% -50 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $2.85K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 200 $2.85K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 166 $2.37K <0.01% -13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 128 $1.82K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 100 $1.43K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 91 $1.3K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 90 $1.28K <0.01% 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 63 $898 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 44 $627 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 35 $499 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $285 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $185 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $143 <0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 6 $86 <0.01% new 13F-HR Timeline Group