HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 624 $21K <0.01% +367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 595 $20K <0.01% +108 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 586 $19.6K 0.01% -1,414 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 575 $19.3K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 557 $19.2K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 572 $19.2K 0.01% new 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 570 $19.1K <0.01% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 558 $18.7K <0.01% +257 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 548 $18.3K <0.01% +20 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 530 $17.7K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 483 $16.2K <0.01% +76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 412 $13.8K <0.01% +36 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 376 $12.6K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 253 $8.47K <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 252 $8.44K <0.01% -394,465 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 251 $8.4K <0.01% +49 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 218 $7.3K <0.01% +16 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 192 $6.43K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 185 $6.19K <0.01% -5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 153 $5.12K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 133 $4.45K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 129 $4.32K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 95 $3.18K <0.01% +19 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 70 $2.34K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 69 $2.31K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 69 $2.31K <0.01% -384 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 67 $2.24K <0.01% -345 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 63 $2.11K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60 $2.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 62 $2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 49 $1.64K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 48 $1.61K <0.01% -8 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47 $1.58K <0.01% +24 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $1.57K <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 42 $1.42K <0.01% -789 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $1.34K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 38 $1.27K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 37 $1.24K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 36 $1.21K <0.01% -121 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 36 $1.21K <0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $1.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $1.07K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $996 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20 $670 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7 $234 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $168 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $146 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $134 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $100 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $67 <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $33 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $33 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 18 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% -5,668 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.