SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,329 $229K <0.01% -1,529 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,249 $224K <0.01% +110 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,616 $219K <0.01% +235 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,089 $213K <0.01% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,034 $209K 0.01% -5,162 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,010 $208K <0.01% +61 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,000 $207K <0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,998 $207K 0.04% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 2,971 $205K <0.01% new 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,500 $172K 0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,453 $168K <0.01% +353 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,134 $160K <0.01% +463 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,212 $152K 0.02% +1,863 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,933 $133K 0.01% -2,233 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,421 $97.9K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,404 $96.7K <0.01% -1,164 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,222 $84.2K <0.01% -1,599 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,115 $76.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,028 $70.8K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 900 $62K 0.01% -229 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 894 $61.6K <0.01% +1 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 829 $57.1K <0.01% +223 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 736 $50.7K <0.01% -146 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 721 $49.7K <0.01% -971 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 695 $47.9K 0.01% +386 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 675 $46.6K 0.02% -32 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 522 $36K <0.01% -308 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 519 $35.8K <0.01% -21 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 342 $33.5K <0.01% -72 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 476 $32.8K 0.02% -2,986 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 361 $25.1K <0.01% -9 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 335 $23.1K <0.01% +217 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 320 $22.1K <0.01% -60 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 256 $17.6K <0.01% -172 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 252 $17.4K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 222 $15.3K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 217 $15K <0.01% +103 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 182 $12.4K <0.01% +5 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 179 $12.3K <0.01% +145 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 177 $12.2K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 175 $12.1K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 144 $9.93K <0.01% -53 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91 $6.28K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 88 $6.06K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 79 $5.44K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 71 $4.9K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 64 $4.41K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 63 $4.34K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $4.27K <0.01% +4 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 60 $4.13K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59 $4.07K <0.01% -4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 59 $4.07K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 50 $3.45K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 39 $2.69K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 35 $2.41K <0.01% -87 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 33 $2.27K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30 $2.07K <0.01% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 25 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 27 $1.86K <0.01% +17 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 23 $1.58K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 21 $1.45K <0.01% -14 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $1.45K <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $1.45K <0.01% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 19 $1.31K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $1.24K <0.01% -21 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $1.17K <0.01% +16 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15 $1.03K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 15 $1.03K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 14 $965 <0.01% +6 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 12 $827 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $693 <0.01% +2 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 8 $551 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7 $483 <0.01% new 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 6 $413 <0.01% -49,460 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6 $413 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $276 <0.01% +1 13F-HR/A Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3 $207 <0.01% 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3 $207 <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2 $138 <0.01% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.