Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,198 $238K <0.01% new 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,186 $236K <0.01% +1,128 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,184 $236K <0.01% +1,490 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,114 $228K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,071 $224K 0.01% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,070 $224K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,963 $212K 0.04% -362 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,952 $211K 0.05% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,943 $210K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,880 $203K <0.01% +1,408 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,870 $202K 0.06% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 1,850 $200K 0.09% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,800 $195K 0.01% -102 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,761 $190K <0.01% -34,114 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,598 $173K 0.02% +1,027 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,518 $164K <0.01% -13 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,454 $157K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,441 $156K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,412 $153K 0.01% +379 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,402 $152K <0.01% +1,186 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,357 $147K 0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,323 $143K 0.01% new 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,212 $131K 0.01% +468 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,076 $116K 0.03% +251 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,070 $116K <0.01% +50 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 989 $107K <0.01% -105 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 901 $97.7K -395 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 890 $96.1K 0.01% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 833 $90K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 806 $87.1K 0.01% +45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 785 $84.8K 0.01% +70 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 752 $81.3K <0.01% +271 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 711 $76.8K <0.01% -194 13F-HR Timeline Group City State Bank More: the full row for City State Bank 700 $75.6K 0.03% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 695 $75.1K <0.01% +645 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 693 $74.9K 0.01% +30 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 688 $74.3K 0.07% 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 659 $71.2K 0.01% -1,009 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 590 $70.9K <0.01% +192 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 645 $69.7K <0.01% +12 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 602 $65.1K <0.01% -49 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 601 $64.9K <0.01% -50 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 598 $64.6K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 581 $62.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 562 $60.7K <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 540 $58.4K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 530 $57.3K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 479 $51.8K 0.01% +53 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 460 $49.7K 0.03% -40 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 420 $45.4K 0.01% +396 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 390 $42K 0.03% -546 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 364 $39.3K 0.04% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 332 $35.9K <0.01% +65 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 319 $34.5K <0.01% -259 13F-HR Timeline Quarry LP More: the full row for Quarry LP 314 $33.9K 0.01% -44 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 301 $32K 0.01% +33 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 288 $31.1K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 283 $30.6K 0.02% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 280 $30.3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 269 $29.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 217 $26K <0.01% -107 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 240 $25.9K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 231 $25K <0.01% -254 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 229 $24.7K 0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 220 $23.8K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 216 $23.3K <0.01% +61 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 209 $22.6K 0.01% -36 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $21.6K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 191 $20.6K 0.01% +20 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 189 $20.4K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 180 $19.5K <0.01% +70 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 179 $19.3K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 173 $18.7K <0.01% +24 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 164 $17.7K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 146 $15.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 142 $15.3K 0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 135 $14.6K 0.01% -11 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 133 $14.4K 0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 130 $14K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 133 $14K <0.01% -32 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 123 $13.4K 0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 123 $13.3K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 117 $12.6K <0.01% +16 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 108 $11.7K <0.01% +41 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 106 $11.5K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $10.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 85 $9.19K <0.01% +1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 84 $9.04K <0.01% +46 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 80 $8.64K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 60 $6.48K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 57 $6.16K <0.01% -50 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 53 $5.73K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 51 $5.51K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 50 $5.4K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 50 $5.4K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 46 $4.97K <0.01% +10 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 46 $4.97K <0.01% 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 42 $4.55K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $4.32K <0.01% +10 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 36 $3.89K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 35 $3.78K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 28 $3.02K <0.01% -13 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 29 $3K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 29 $3K <0.01% +5 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 27 $2.92K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 21 $2.27K <0.01% -78 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 21 $2.27K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $2.16K <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17 $1.8K <0.01% -29 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16 $1.73K <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 13 $1.41K <0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12 $1.3K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 11 $1.19K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $1.19K <0.01% -123 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 13 $1K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $807 <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 7 $756 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6 $648 <0.01% +2 13F-HR Timeline Group Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 6 $648 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 6 $648 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6 $648 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $541 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $503 0.05% -5,602 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4 $432 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $432 <0.01% -10 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $324 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $216 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $109 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.