BIP Wealth, LLC More: the full row for BIP Wealth, LLC 24,743 $65.1K <0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 24,088 $63.4K 0.01% -2,185 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,960 $63K <0.01% +5,984 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 23,966 $62.8K 0.01% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 23,405 $61.6K 0.01% +3,013 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 21,768 $57.2K 0.01% -3,842 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,636 $56.9K <0.01% +10,173 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,418 $56.3K <0.01% -53 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,000 $55.2K <0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,436 $53.7K <0.01% +9,680 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 19,317 $50.6K <0.01% +4,511 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18,436 $48.5K 0.01% +9,218 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 17,922 $47.1K <0.01% +6,889 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 17,712 $46.6K <0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 17,704 $46.6K <0.01% +2,829 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 17,013 $44.7K 0.02% +2,397 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,790 $44.2K 0.01% -4,706 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 16,595 $43.6K <0.01% -3,973 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 16,346 $43K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,178 $42.5K <0.01% +5,664 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 15,689 $41.3K 0.01% -180 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,323 $40.3K <0.01% -4,145 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,293 $40.2K <0.01% -3,400 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,272 $40.2K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,098 $39.7K <0.01% +2,853 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,924 $39.2K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 14,913 $39.2K <0.01% -8,937 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 14,761 $38.8K <0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 14,500 $38.1K 0.01% -28,100 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 14,271 $37.5K <0.01% -852 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 14,256 $37.5K <0.01% +315 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,948 $36.7K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,674 $36K <0.01% -2,731 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 13,154 $34.6K <0.01% -317 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 13,124 $34.5K <0.01% -21,688 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 13,016 $34.2K <0.01% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,573 $33.1K <0.01% +1,954 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,386 $32.6K 0.02% -1,961 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 12,110 $31.8K 0.01% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,000 $31.6K <0.01% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 11,999 $31.6K 0.03% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,248 $29.6K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,180 $29.4K <0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,812 $28.4K <0.01% -2,363 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,592 $27.9K <0.01% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 10,472 $27.5K 0.01% -6,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,353 $27.2K <0.01% +63 13F-HR Timeline Group Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,341 $27.2K <0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 10,248 $27K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,201 $26.8K <0.01% -96 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 9,304 $24.5K <0.01% -414,725 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,164 $18.8K <0.01% +1,582 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) 5,421 $14.3K <0.01% +4,703 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,663 $12.4K <0.01% +3,552 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,529 $11K <0.01% -2,764 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,085 $10.7K <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 3,126 $8.22K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,124 $8.22K <0.01% +2,062 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,092 $8.13K <0.01% -4,010 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,885 $7.59K <0.01% -54 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 0 $7.1K <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. MAI Capital Management More: the full row for MAI Capital Management 2,654 $6.98K <0.01% -65,294 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,356 $6.19K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,085 $5.48K <0.01% -4 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,978 $5.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,516 $3.99K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,178 $3.1K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,131 $2.98K <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. 1,086 $2.86K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,056 $2.78K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 994 $2.61K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 978 $2.57K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 910 $2.39K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 724 $1.9K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 681 $1.79K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 575 $1.51K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 526 $1.38K <0.01% +43 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 596 $1K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 336 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 356 $936 <0.01% -327 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 262 $689 <0.01% +61 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 237 $623 <0.01% new 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 184 $484 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $88 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9 $23 <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2 $5 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $2 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -81,064 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.