Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,789 $7.19K <0.01% +998 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,787 $7.18K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,649 $6.63K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,558 $6.51K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,478 $5.94K <0.01% -971 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,254 $5.04K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,115 $4.48K <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 1,053 $4.23K <0.01% +881 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,000 $4.02K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,116 $4K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,021 $3.98K <0.01% +233 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 650 $3K <0.01% 0 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 693 $2.79K <0.01% -155 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 648 $2.6K <0.01% -89 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 510 $2.05K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 509 $2.04K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 500 $2.01K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 452 $2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 485 $1.95K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 427 $1.72K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 422 $1.68K <0.01% +251 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 308 $1.24K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 234 $941 <0.01% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 200 $804 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 181 $728 <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 155 $623 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 150 $604 <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 148 $595 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 121 $486 <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 115 $462 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 106 $426 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $402 <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 96 $386 <0.01% -10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 67 $269 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 62 $249 <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 45 $181 <0.01% -28 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 19 $76 <0.01% +18 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3 $12 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $9 <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2 $8 <0.01% 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1 $4 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% -9,495 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.