NFSG Corp More: the full row for NFSG Corp 4,550 $61.3K 0.01% -349 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,476 $60.3K <0.01% +2,337 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,373 $58.9K <0.01% +1,000 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,205 $56.7K <0.01% +711 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,955 $53K <0.01% +79 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,601 $49K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,331 $44.9K <0.01% +489 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,049 $41K <0.01% +745 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,000 $40.4K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,861 $38.6K <0.01% -827 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,700 $36.4K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,500 $33.7K 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,423 $32.7K <0.01% +2,165 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,418 $32.6K <0.01% -633 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 2,156 $29.1K <0.01% -141 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,155 $29.1K <0.01% -195 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,141 $28.9K <0.01% +852 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) 2,119 $28.6K <0.01% -1,399 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 2,100 $28.3K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,094 $28.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,046 $27.6K <0.01% +197 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,000 $27K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,865 $25.1K <0.01% +213 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,630 $22K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,602 $21.6K <0.01% -764 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 289 $21.4K 0.41% -21,161 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,590 $21.4K 0.01% 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. 1,592 $21K <0.01% +479 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,455 $19.6K <0.01% +912 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,392 $18.8K <0.01% +40 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,350 $18.2K <0.01% new 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,111 $15K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,042 $14K <0.01% -23,565 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 1,000 $13.5K 0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,000 $13K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 960 $12.9K <0.01% +501 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 955 $12.9K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 941 $12.7K <0.01% +11 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 835 $11.3K 0.01% -550 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 815 $11K <0.01% +518 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $10.8K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 800 $10.8K <0.01% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 800 $10.8K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 589 $10K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 736 $9.92K <0.01% +68 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 688 $9.27K <0.01% +368 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 650 $8.76K <0.01% -2,443 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 569 $7.67K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 527 $7.28K <0.01% +64 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 515 $6.94K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 505 $6.81K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $6.74K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 489 $6.59K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 447 $6K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 435 $5.86K <0.01% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5,405 $5.41K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 400 $5.39K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Torren Management, LLC More: the full row for Torren Management, LLC 378 $5.09K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 350 $4.91K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 338 $4.56K <0.01% +86 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 330 $4.45K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 320 $4.31K <0.01% +160 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 309 $4.17K <0.01% -87 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 308 $4.15K <0.01% 0 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 $4.04K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 300 $4.04K <0.01% -25 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 260 $4K <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 290 $3.91K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 286 $3.85K <0.01% -601 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 259 $3.49K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 250 $3.37K <0.01% -954 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 235 $3.17K <0.01% -1,246 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 210 $2.83K <0.01% +60 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 205 $2.76K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $2.7K <0.01% -290 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 200 $2.7K <0.01% 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 183 $2.47K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 175 $2.36K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 170 $2.29K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 158 $2.13K <0.01% -70 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 155 $2.09K <0.01% -1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 150 $2.02K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 149 $2.01K <0.01% -20 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 148 $2K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 140 $1.89K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 128 $1.73K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 120 $1.62K <0.01% -18 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 117 $1.58K <0.01% +10 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 113 $1.52K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $1.35K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 100 $1.35K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 100 $1.35K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 95 $1.28K <0.01% +14 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 86 $1.16K 0.03% -109 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 BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75 $1.01K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 61 $822 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 60 $809 <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 55 $741 <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $674 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 43 $580 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $553 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 40 $539 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 40 $539 <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 $526 <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $472 <0.01% -235 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 33 $445 <0.01% -1,045 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $405 <0.01% -839 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 30 $404 <0.01% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 28 $377 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 26 $351 <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 20 $270 <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 25 $257 <0.01% 0 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 17 $229 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14 $189 <0.01% -16 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 10 $135 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $135 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $135 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10 $135 <0.01% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 7 $94 <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $81 <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5 $69 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $67 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5 $67 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $67 <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $40 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3 $40 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $38 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $31 <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 $27 <0.01% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 2 $27 <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $14 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $14 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $14 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $10 <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 0 $10 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 72 $0 0% +46 13F-HR Timeline Value filed as zero, left out of ratios. 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. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.