LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,815 $315K 0.01% new 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 11,400 $304K 0.12% +3,450 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 11,278 $300K 0.04% -15,262 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 11,236 $299K <0.01% 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 11,000 $293K <0.01% -989 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,839 $289K <0.01% +1,678 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,812 $288K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,706 $286K <0.01% +7,220 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,734 $286K 0.12% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 10,346 $277K 0.02% +5,311 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,249 $273K <0.01% +1,711 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,182 $271K <0.01% +4,066 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,923 $269K <0.01% +3,819 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,059 $268K 0.04% -11,531 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 10,000 $266K 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,999 $266K <0.01% new 13F-HR Timeline Group Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 9,901 $264K 0.07% -600 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,977 $239K 0.02% +1,420 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 8,894 $237K 0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,800 $234K 0.07% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,517 $227K 0.07% new 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 8,215 $219K <0.01% new 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 7,744 $210K 0.44% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 7,650 $204K 0.12% -10,948 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,635 $203K 0.01% -210 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,126 $203K 0.01% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,586 $202K 0.01% -201 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 7,100 $189K <0.01% -117,600 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 6,855 $183K 0.12% -1,435 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,790 $181K <0.01% +5,596 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 5,345 $142K 0.11% 13F-HR/A Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 7,545 $128K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,063 $108K <0.01% +1,357 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,105 $82.7K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,782 $74.1K <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,724 $72.6K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,405 $64.1K <0.01% +450 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 2,303 $61.3K <0.01% +383 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,132 $56.8K <0.01% +766 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,018 $53.8K <0.01% -29,937 13F-HR/A Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,000 $53.3K 0.02% +1,000 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,278 $47K 0.02% +2,276 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,693 $45.1K 0.01% -2,772 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) 1,347 $35.9K <0.01% -9,758 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,305 $34.8K <0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,182 $31.5K <0.01% -587 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,119 $29.8K <0.01% +771 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $26.6K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 940 $25K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 857 $22.8K <0.01% +818 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 781 $21.1K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 700 $18.6K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 684 $18.2K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 666 $17.7K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 649 $16K <0.01% +649 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 553 $14.7K <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 479 $12.8K <0.01% +379 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 469 $12.5K <0.01% -48 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 459 $12.2K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 400 $10.7K <0.01% 0 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 375 $10K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 371 $10K 0.01% -48 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 352 $9.38K <0.01% +338 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 297 $7.91K <0.01% +279 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 239 $6.35K <0.01% +186 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 227 $6.05K <0.01% +98 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 203 $5.41K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 193 $5.14K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 172 $4.66K <0.01% +159 13F-HR Timeline Quarry LP More: the full row for Quarry LP 129 $3.44K <0.01% -2,452 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 123 $3.28K <0.01% +18 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 118 $3.14K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 117 $3.12K <0.01% +66 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 106 $2.83K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $2.66K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 89 $2.37K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 89 $2.37K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 78 $2.08K <0.01% -54 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 75 $1.78K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 56 $1.49K <0.01% +52 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $1.47K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 55 $1.47K <0.01% +28 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 50 $1.33K <0.01% -40 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 50 $1.33K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45 $1.2K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 42 $1.12K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 45 $1.11K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $1.04K <0.01% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 38 $1K <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $933 <0.01% -108 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 23 $613 <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20 $533 <0.01% -801 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18 $480 <0.01% +9 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18 $479 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9 $240 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $240 <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7 $186 <0.01% -24 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $160 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $63 0.01% -3,170 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $53 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios.