ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,750 $32.6K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,719 $32K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,629 $30.4K <0.01% +558 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,621 $30.2K <0.01% -581 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,605 $29.9K <0.01% +390 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,411 $26.7K <0.01% +558 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,283 $23.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,250 $23.7K <0.01% +242 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,000 $18.6K <0.01% 0 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 880 $16.4K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 771 $14.4K <0.01% -927 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 735 $13.7K 0.01% +716 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 721 $13.4K <0.01% +643 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 658 $12K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 642 $12K <0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 589 $11K <0.01% -430 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 476 $8.87K <0.01% +59 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 452 $8.43K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 403 $7.51K <0.01% -28 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 329 $6.13K <0.01% new 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 320 $5.96K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 290 $5K <0.01% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $4.73K <0.01% -96 13F-HR Timeline Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 237 $4K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 204 $3.8K <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 169 $3.15K <0.01% +130 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 161 $3K <0.01% +94 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 137 $2.55K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 130 $2.42K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 125 $2.33K <0.01% +95 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 113 $2.11K <0.01% -158 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $1.86K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $1.86K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 93 $1.72K <0.01% -92 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 82 $1.53K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 75 $1.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $1.3K <0.01% +69 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 67 $1.25K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 65 $1.21K <0.01% +2 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 54 $1.01K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 40 $1K <0.01% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $932 <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 41 $764 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 36 $672 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 36 $671 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $653 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 32 $596 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 31 $578 <0.01% +24 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 30 $559 <0.01% -5 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 26 $485 <0.01% -12 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 23 $429 <0.01% -10 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 23 $429 <0.01% -6 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 20 $373 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18 $336 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15 $280 <0.01% -192 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $280 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $243 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $224 <0.01% -11 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9 $168 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6 $112 <0.01% -640 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 6 $112 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $94 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5 $93 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.