Covestor Ltd More: the full row for Covestor Ltd 5,015 $71K 0.05% -1,549 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,680 $66K <0.01% +181 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 4,567 $64.7K <0.01% 0 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 4,344 $61.6K <0.01% -352 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,893 $55.2K <0.01% +3,144 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,516 $49.8K <0.01% -2,937 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,493 $49.5K <0.01% -80,801 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,055 $43K <0.01% +1,420 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,606 $36.9K <0.01% -1,069 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 2,497 $35K 0.01% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 2,188 $31K <0.01% +41 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,081 $29.5K 0.01% -47 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,000 $28.3K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,936 $27.4K <0.01% -18,064 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,824 $25.8K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,594 $22.6K <0.01% +1,574 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,350 $19.1K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,092 $15.5K <0.01% -27,043 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,075 $15.2K <0.01% -19 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,075 $15.2K <0.01% +1,026 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 999 $14.2K <0.01% -2,429 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 939 $13.3K <0.01% +213 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 908 $12.9K <0.01% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 867 $12.3K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 735 $10.4K <0.01% -76 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 704 $9.98K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 630 $8.93K <0.01% +110 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 624 $8.84K <0.01% +280 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 596 $8.45K <0.01% -23,286 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 485 $6.87K <0.01% +313 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 463 $6.56K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 429 $6.08K <0.01% -697 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 323 $4.55K <0.01% -177 13F-HR/A Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $4.25K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 276 $3.91K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 306 $3.89K <0.01% +296 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 239 $3.39K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 206 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 204 $2.89K <0.01% -11 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 193 $2.73K <0.01% +116 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 179 $2.54K <0.01% +144 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 179 $2.54K <0.01% -244 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 165 $2.34K <0.01% -322 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 160 $2.25K <0.01% +40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 151 $2.14K <0.01% +7 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 150 $2.13K <0.01% -4,680 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 147 $2.08K <0.01% +108 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 130 $1.84K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 155 $1.65K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 107 $1.52K <0.01% -697 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 100 $1.42K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $1.42K <0.01% -169 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 93 $1.32K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 92 $1.3K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 72 $1.02K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $921 <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 58 $821 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 55 $813 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 54 $765 <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 50 $709 <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 50 $709 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 45 $638 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $610 <0.01% -90 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38 $538 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 33 $468 <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24 $340 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 23 $326 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23 $325 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $296 <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 18 $255 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17 $241 <0.01% -115 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $227 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $170 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12 $170 <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $142 <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 9 $128 <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $86 <0.01% -14 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $85 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2 $28 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $28 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $15 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $15 <0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $14 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 38 $0 0% +16 13F-HR Timeline Value filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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.