Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 19,680 $41.7K 0.02% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 19,668 $41.7K <0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,325 $41K <0.01% -3,625 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 19,125 $40.5K <0.01% +6,161 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 18,945 $40.2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18,436 $39.8K 0.01% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 18,723 $39.7K <0.01% +1,967 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,558 $39.3K <0.01% -12,381 13F-HR/A Timeline Group Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 17,708 $37.5K 0.03% -7,212 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 17,504 $37.1K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 16,945 $35.9K <0.01% +1,102 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,916 $35.9K <0.01% -470,937 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,738 $35.5K <0.01% +1,183 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 16,659 $35.3K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 16,552 $35.1K <0.01% -31,901 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,750 $33.4K <0.01% -37,233 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 14,764 $31.3K 0.01% -14,757 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,699 $31.2K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 14,449 $30.6K <0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,188 $30.1K <0.01% -22,879 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 14,175 $30.1K 0.01% +2,065 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 14,109 $29.9K <0.01% -6,957 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,726 $29.1K <0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,562 $29K 0.01% -914 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 13,629 $28.9K <0.01% new 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,400 $28.4K <0.01% 0 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) 13,295 $28.2K <0.01% -42,345 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,120 $27.8K <0.01% -15,205 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 13,089 $27.7K <0.01% +2,342 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 12,987 $27.5K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 12,188 $25.8K <0.01% -1,594 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 12,072 $25.6K 0.02% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,000 $25.4K <0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,887 $25.2K <0.01% -1,614 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 11,816 $25K <0.01% -241,422 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,729 $24.9K <0.01% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 11,684 $24.8K 0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 11,480 $24.3K <0.01% -4,252 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 11,466 $24.3K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,360 $24.1K <0.01% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,948 $23.2K <0.01% -2,310 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,742 $22.8K <0.01% -13,011 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,715 $22.7K <0.01% -2,280 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 10,855 $21.8K 0.01% +2,536 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10,180 $21.6K <0.01% -530 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 10,165 $21.6K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 9,070 $19.2K <0.01% +2,139 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,868 $15K <0.01% +6,573 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,737 $14.3K <0.01% +673 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,778 $12.3K <0.01% +410 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,322 $11.3K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,729 $7.91K <0.01% +48 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,722 $7.89K <0.01% +3,432 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,333 $7.07K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,894 $6.14K <0.01% -265 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,889 $6.12K <0.01% -7,420 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,888 $6.12K <0.01% -545 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2,744 $5.82K 0.01% -697 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,598 $5.51K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,356 $4.95K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,115 $4.48K <0.01% -2,658 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,079 $4.41K <0.01% -6 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,026 $4.3K <0.01% -628 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,874 $3.97K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,516 $3.21K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,252 $2.65K <0.01% +791 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,246 $2.64K <0.01% -558 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,131 $2.4K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,124 $2.34K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 672 $1.39K <0.01% -3,317 13F-HR Timeline CNB Bank More: the full row for CNB Bank 575 $1.22K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 596 $1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 389 $825 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 382 $806 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 326 $691 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 287 $607 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 276 $585 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 264 $560 <0.01% -264 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 138 $291 <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 104 $220 <0.01% +12 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 97 $206 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $69 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9 $19 <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. 6 $13 <0.01% -1,080 13F-HR/A Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $2 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.