Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,788 $101K <0.01% +497 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 7,050 $92K 0.09% 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6,008 $78.4K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,127 $66.9K <0.01% +4,052 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 5,052 $65.9K <0.01% -56,911 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,680 $61K <0.01% 0 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 4,567 $59.6K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,344 $56.7K <0.01% +451 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) 4,077 $53.2K <0.01% +3,078 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,867 $50.5K <0.01% +351 13F-HR/A Timeline Group Quarry LP More: the full row for Quarry LP 2,561 $33.4K 0.01% -3,136 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,323 $30.3K <0.01% -33,041 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,196 $29K <0.01% -66,149 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,000 $26.1K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,777 $23.2K <0.01% -1,278 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,766 $23K <0.01% -3,968 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,451 $18.9K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,353 $17.7K <0.01% -1,253 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,350 $17.6K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,344 $17.5K <0.01% +269 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,167 $15.2K <0.01% +75 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,083 $14.1K <0.01% +459 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 1,074 $14K 0.01% -3,941 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 956 $12.5K <0.01% +763 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 930 $12.1K <0.01% -9 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 953 $12K <0.01% new 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 867 $11.3K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 850 $11.1K <0.01% -744 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 841 $11K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 756 $9.87K <0.01% +606 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 735 $9.59K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 507 $7K <0.01% +301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 520 $6.79K <0.01% -110 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $6.53K <0.01% +71 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 485 $6.33K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 463 $6.04K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $5.23K <0.01% -100 13F-HR Timeline Amount filed as zero, left out of ratios. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 388 $5.06K <0.01% new 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 317 $4.14K -76,127 Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $3.92K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 290 $3.79K <0.01% -16 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 276 $3.6K <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. 261 $3.41K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 258 $3.37K <0.01% +19 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 214 $2.79K <0.01% +54 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 192 $2.51K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 185 $2.41K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 165 $2.15K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 151 $1.97K <0.01% +134 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 148 $1.93K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 146 $1.91K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 130 $1.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 106 $1.38K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $1.3K <0.01% +90 13F-HR Timeline Group 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 $1.3K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 94 $1.23K <0.01% -13 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 93 $1.21K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 92 $1.2K <0.01% +42 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 78 $1.02K <0.01% +33 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 77 $1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 109 $1K <0.01% +71 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 68 $888 <0.01% -2,013 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 65 $849 <0.01% -86 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 65 $848 <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 58 $756 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 55 $718 <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 54 $705 <0.01% -93 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 54 $705 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 46 $600 <0.01% -46 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 42 $549 <0.01% -1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 38 $496 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32 $418 <0.01% -1,904 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 32 $418 <0.01% +16 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 23 $402 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 22 $396 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $390 <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 24 $313 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23 $300 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 23 $300 <0.01% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 22 $288 <0.01% +16 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 18 $235 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $209 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $209 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $157 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11 $144 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $130 <0.01% +9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $118 <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $118 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $117 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $40 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $13 <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 68 $0 0% new 13F-HR/A 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. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 22 $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.