ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 522 $21.9K <0.01% -14 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 513 $21.5K <0.01% +472 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 457 $19.7K <0.01% +183 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 442 $18.5K <0.01% -17 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 431 $18.1K 0.01% -73 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 422 $17K 0.01% +232 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 390 $16.3K <0.01% +144 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 371 $15.4K <0.01% +100 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 324 $13.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 319 $13.4K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 307 $12.9K <0.01% -481 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 270 $11.3K <0.01% -180 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 258 $10.8K <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 232 $9.73K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 207 $8.69K <0.01% -3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 195 $8.18K <0.01% +147 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 192 $8.06K <0.01% -48 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 161 $6.76K <0.01% -14 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 154 $6.47K <0.01% -211 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 149 $6.25K <0.01% +53 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 149 $6.25K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 128 $5.4K <0.01% -40 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 123 $5.16K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 122 $5.12K <0.01% -87 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 103 $4.32K <0.01% +43 13F-HR Timeline Quarry LP More: the full row for Quarry LP 102 $4.28K <0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 105 $4K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 78 $3.27K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 75 $3.15K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 74 $3.1K <0.01% -138 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 66 $2.77K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 52 $2.18K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 52 $2.18K <0.01% +39 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 50 $2.1K <0.01% +14 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 49 $2.06K <0.01% +3 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46 $1.93K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 41 $1.67K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 37 $1.55K <0.01% +19 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 35 $1.47K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 34 $1.43K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 31 $1.3K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27 $1.13K <0.01% -154 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 26 $1.09K <0.01% -1,516 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25 $1.05K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 25 $1.05K <0.01% -9 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 21 $881 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $672 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $504 <0.01% -101 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 11 $462 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $294 <0.01% +5 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $252 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $230 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5 $210 <0.01% -787 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4 $168 <0.01% 0 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $168 <0.01% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3 $126 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $126 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3 $126 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $84 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $42 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $42 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.