KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,601 $62K <0.01% 0 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) 3,518 $61K <0.01% -18,276 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,494 $60.6K <0.01% -2,021 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,373 $58.5K <0.01% +2,035 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,093 $53.6K <0.01% +203 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,051 $52.9K <0.01% +599 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,842 $49.3K <0.01% +717 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,700 $46.8K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,668 $46.3K 0.02% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,500 $43.4K <0.01% -600 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,366 $41K <0.01% +37 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,350 $40.7K <0.01% +863 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,304 $40K <0.01% -4,916 13F-HR Timeline Group NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,297 $39.8K <0.01% -850 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,139 $37.1K <0.01% +1,025 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,100 $36.4K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,094 $36.3K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,000 $34.7K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,918 $33.3K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,849 $32.1K <0.01% +801 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,652 $28.6K <0.01% -518 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,630 $28.3K 0.01% -140 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,481 $25.7K <0.01% +1,292 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,385 $23.6K 0.02% +90 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,352 $23.4K <0.01% +749 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,289 $22.4K <0.01% -282 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,291 $22K <0.01% -17,139 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,253 $21.7K <0.01% -12,190 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,204 $20.9K <0.01% -664 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,113 $19K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,078 $18.7K 0.01% +373 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,000 $17K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 955 $16.6K <0.01% +530 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 930 $16.1K <0.01% +8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 887 $15.4K <0.01% -475 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 869 $15.1K <0.01% +30 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 850 $14.7K <0.01% +200 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $13.9K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 721 $12.5K <0.01% -323,871 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 668 $11.6K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 658 $11.4K <0.01% -2,500 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 600 $10.4K <0.01% +350 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 569 $9.87K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 543 $9.42K <0.01% +37 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 505 $8.76K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $8.67K <0.01% 0 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 35 $8.67K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 490 $8.5K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 463 $8.02K <0.01% +341 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 447 $8K <0.01% -1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 459 $7.96K <0.01% -253 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 396 $6.87K <0.01% +366 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 394 $6.83K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 349 $6.05K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 330 $5.72K <0.01% -330 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 325 $5.64K <0.01% +200 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 320 $5.55K <0.01% -1,275 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 308 $5.34K <0.01% +199 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 300 $5.2K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 297 $5.15K <0.01% +4 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 260 $5K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 350 $4.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 270 $4.68K <0.01% -1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 259 $4.49K <0.01% -38 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 258 $4.47K <0.01% -758 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 252 $4.37K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 233 $4.04K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 228 $3.95K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 216 $3.75K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 200 $3.47K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 195 $3.38K 0.12% +167 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 175 $3.04K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 170 $2.95K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 169 $2.93K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 160 $2.8K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 156 $2.7K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 150 $2.6K <0.01% -50 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 148 $2.57K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 138 $2.39K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 131 $2.27K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 140 $2K <0.01% -51 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $2K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 107 $1.94K <0.01% +10 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $1.73K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 100 $1.73K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $1.73K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 95 $1.65K <0.01% +62 13F-HR Timeline Quarry LP More: the full row for Quarry LP 81 $1.41K <0.01% -55 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75 $1.3K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 72 $1.25K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 62 $1.08K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 61 $1.06K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 55 $954 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $867 <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $867 <0.01% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 50 $867 -8,871 Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 45 $780 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $711 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 40 $694 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 39 $676 <0.01% -21 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 30 $520 <0.01% +16 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $347 <0.01% -26 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 20 $347 <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 25 $346 <0.01% 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 17 $295 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 10 $173 <0.01% -325 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $173 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $87 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5 $87 <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5 $87 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5 $87 <0.01% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $52 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $45 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $35 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $18 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $18 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $17 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $13 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 39 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 26 $0 0% -22 13F-HR Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.