ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 166 $5.66K <0.01% +19 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 161 $5.49K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 159 $5.42K <0.01% -45 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 153 $5.22K <0.01% 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 141 $4.81K <0.01% +102 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 140 $4.78K <0.01% -7,248 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 136 $4.64K <0.01% +58 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 122 $4.23K <0.01% -125 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 124 $4.23K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 112 $3.82K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 107 $3.65K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $3.41K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 90 $3.07K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 98 $3K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 68 $2.32K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 50 $1.71K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 41 $1.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $1.36K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39 $1.33K <0.01% +24 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 36 $1.23K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $1.13K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 32 $1.07K <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 27 $921 <0.01% -8 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 27 $921 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 26 $887 <0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 25 $853 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24 $819 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 24 $819 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22 $750 <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 22 $748 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $682 <0.01% -77 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $580 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 16 $546 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16 $546 <0.01% -19 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13 $444 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $273 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $171 <0.01% -14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $136 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $136 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $136 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $103 <0.01% -2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $68 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $35 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1 $35 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $35 <0.01% -2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2 $0 0% -1,349 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.