Hara Capital LLC More: the full row for Hara Capital LLC 550 $12.9K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 544 $12.9K <0.01% -10 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 404 $9.47K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 413 $9K <0.01% -199 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 322 $7.54K <0.01% +66 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 314 $7.36K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 306 $7.17K <0.01% -924 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 291 $7K <0.01% -167 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 288 $6.75K <0.01% +216 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 278 $6.57K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 261 $6.12K <0.01% +211 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 256 $6K <0.01% -674 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 233 $5.46K <0.01% -1,879 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 219 $5.13K <0.01% -342 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 215 $5.04K <0.01% -26 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 194 $4.54K <0.01% -54 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 192 $4.5K <0.01% -2,621 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 155 $3.63K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 132 $3.09K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 125 $3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 107 $2.51K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 99 $2.32K <0.01% -6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 97 $2.27K <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 97 $2.27K <0.01% +1 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 95 $2.23K <0.01% -21 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 95 $2.23K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73 $1.71K <0.01% -101 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 72 $1.69K <0.01% -35 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 55 $1.29K <0.01% +43 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 53 $1.24K <0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 51 $1.19K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 41 $1.04K <0.01% -388 13F-HR Timeline CX Institutional More: the full row for CX Institutional 48 $1K <0.01% -48 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 40 $937 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 39 $914 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 35 $820 <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 34 $797 <0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $539 <0.01% -3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $446 <0.01% -47 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17 $398 <0.01% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 13 $305 <0.01% new 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 13 $305 <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12 $281 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $164 <0.01% +5 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $141 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $118 <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $117 <0.01% -6 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 5 $117 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $71 <0.01% -6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $47 <0.01% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $47 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $35 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $29 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $23 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $23 <0.01% -3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios.