US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,261 $84.4K <0.01% -13 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,131 $75.7K 0.01% +208 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,130 $75.6K 0.03% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,100 $73.6K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,001 $69.2K <0.01% +887 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,003 $67.1K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 990 $66.3K 0.05% -12 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 934 $62.5K <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 880 $58.9K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 877 $58.7K 0.01% +237 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 864 $57.8K <0.01% +299 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 860 $57.6K <0.01% -71 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 750 $50.2K <0.01% +19 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 679 $45.4K <0.01% -631 13F-HR/A Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 651 $44K <0.01% -90,000 13F-HR Timeline FinTrust Capital Advisors, LLC More: the full row for FinTrust Capital Advisors, LLC 639 $42.8K 0.01% +73 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 525 $35.1K <0.01% +7 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 508 $34K <0.01% -18 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 500 $33.5K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 450 $30.1K <0.01% +364 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 440 $29.4K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 440 $29.4K <0.01% +271 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 387 $26K <0.01% -226 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 386 $25.8K <0.01% -29 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 366 $24.5K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 348 $23.3K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 333 $22.3K <0.01% +192 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 332 $22.2K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 316 $21.6K <0.01% +308 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 300 $20.1K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $20.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $20.1K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 306 $19.9K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 279 $18.7K <0.01% -238 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 275 $18.4K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 273 $18.3K <0.01% -34 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 270 $18.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 267 $18K <0.01% +22 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 255 $17.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 272 $16K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 223 $14.9K <0.01% -6,002 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 206 $14.1K <0.01% +183 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 208 $13.9K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 220 $13.5K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $13.4K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 194 $13K <0.01% -61 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 175 $11.7K <0.01% -13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 162 $10.8K <0.01% +160 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 162 $10.8K <0.01% 0 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 155 $10.4K 0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 150 $10K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 145 $9.7K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 121 $8.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 119 $7.96K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 111 $7.61K <0.01% +49 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 113 $7.54K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 112 $7.5K <0.01% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 111 $7.43K <0.01% -8 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 105 $7.03K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 115 $7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $6.69K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $6.69K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 96 $6.42K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 95 $6.36K <0.01% 0 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 95 $6.36K <0.01% +95 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $6.36K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 93 $6.22K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $5.35K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 67 $4.48K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 58 $3.88K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $3.68K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50 $3.35K <0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 44 $2.94K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 44 $2.94K 0.01% +37 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 43 $2.88K <0.01% +29 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 34 $2.27K <0.01% +8 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30 $2.01K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 28 $1.87K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $1.74K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25 $1.67K <0.01% -25 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 25 $1.67K <0.01% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 25 $1.67K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 25 $1.67K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 24 $1.61K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24 $1.61K <0.01% -366 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 24 $1.61K <0.01% -11 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18 $1.21K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15 $1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $937 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9 $602 <0.01% -8 13F-HR Timeline First Personal Financial Services More: the full row for First Personal Financial Services 2 $134 <0.01% new 13F-HR Timeline Planning Capital Management Corp More: the full row for Planning Capital Management Corp 1 $67 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.