Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,507 $31.4K <0.01% +5,000 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 24,054 $31K 0.03% 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,306 $30K <0.01% -2,917 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,678 $27.4K <0.01% -116,322 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,539 $26.8K <0.01% +2,911 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 6,014 $25K <0.01% +3,484 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,134 $24.8K <0.01% -3,131 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,583 $22.1K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 3,307 $21.9K 0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,233 $20.4K <0.01% +304 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,138 $20K <0.01% -51,058 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,000 $19K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,988 $19K <0.01% +2,852 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,785 $13.5K <0.01% +1,140 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,694 $13K <0.01% -1,064 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,604 $12.6K <0.01% +679 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,569 $12.4K <0.01% +2,544 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,476 $12K <0.01% +1,436 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,475 $11.9K <0.01% -369 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,133 $11K <0.01% +1,022 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,000 $9.82K <0.01% -4,000 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,007 $9.69K <0.01% -8,099 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,000 $9.66K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,722 $8.32K <0.01% +772 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,653 $8K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,511 $7.3K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,500 $7.25K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,163 $5.62K <0.01% +168 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,112 $5.37K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,101 $5.32K <0.01% -1,513 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,092 $5.28K <0.01% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,082 $5.23K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,033 $4.99K <0.01% -125 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 713 $3.44K <0.01% +663 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 655 $3.16K <0.01% +445 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $2.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 544 $2.63K <0.01% -39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 539 $2.6K <0.01% +438 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 481 $2.47K <0.01% -839 13F-HR/A Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 477 $2.3K <0.01% -413 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 477 $2.3K <0.01% +141 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 472 $2.28K <0.01% new 13F-HR/A Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 403 $2.21K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 445 $2K <0.01% +13 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 419 $2K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 406 $1.96K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 402 $1.94K <0.01% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 400 $1.93K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 332 $1.6K <0.01% +287 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 321 $1.55K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 308 $1.51K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 283 $1.45K <0.01% -588 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $1.45K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 270 $1.3K <0.01% +76 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 263 $1.27K <0.01% +163 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 250 $1.21K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 227 $1.1K <0.01% +190 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 214 $1.03K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 264 $1K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 178 $860 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 168 $811 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 166 $802 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 154 $744 <0.01% -787 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 145 $700 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 143 $691 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 138 $667 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 125 $604 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 122 $589 <0.01% +104 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52 $551 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 112 $543 <0.01% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 97 $467 <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 91 $440 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $420 <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 74 $357 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 64 $312 0.02% +28 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 61 $295 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $290 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 53 $257 <0.01% -13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $256 <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 50 $242 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49 $239 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 44 $213 <0.01% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 39 $188 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $179 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33 $159 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 33 $159 <0.01% +1 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 27 $130 <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $124 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 25 $121 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $92 <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 15 $72 <0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 9 $43 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5 $24 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $5 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 53 $0 0% +1 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.