NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,621 $27.3K <0.01% +114 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,436 $26.6K <0.01% +1,736 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,362 $24.6K <0.01% +145 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,203 $23K <0.01% +1,084 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,135 $22.2K <0.01% -1,828 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,124 $22.1K <0.01% -2,761 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,997 $20.8K <0.01% +184 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,680 $17.5K <0.01% +80 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,603 $16.7K <0.01% -2,870 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,127 $12K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,108 $12K <0.01% +767 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,117 $11.6K <0.01% +65 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,065 $11K <0.01% +1,064 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,030 $10.7K <0.01% +736 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,019 $10.6K <0.01% -526 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 928 $9.67K <0.01% -133 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 874 $9.11K <0.01% -422 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 659 $7K <0.01% +10 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 537 $5.6K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 500 $5.21K <0.01% -2,450 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 565 $5K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 453 $4.72K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 423 $4.41K <0.01% +269 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 419 $4.37K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 375 $3.91K <0.01% +228 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 270 $2.81K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 265 $2.76K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 258 $2.69K <0.01% -489 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 243 $2.53K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 200 $2.08K <0.01% +50 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 200 $2.08K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 183 $1.91K <0.01% +137 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 181 $1.89K <0.01% -960 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 140 $1.46K <0.01% new 13F-HR/A Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 112 $1.22K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 102 $1.06K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 102 $1.06K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $1.04K <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 95 $990 <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 108 $937 <0.01% -82 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 81 $845 <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65 $640 <0.01% -14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $625 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $521 <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $521 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 47 $490 <0.01% +40 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 36 $375 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 30 $313 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 25 $260 <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10 $104 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1 $10 <0.01% -750 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.