Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 2,600 $211K 0.08% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,581 $210K <0.01% +89 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,578 $209K 0.03% -5,891 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,556 $208K 0.01% -212 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,521 $205K <0.01% -1 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,460 $200K 0.18% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,359 $192K <0.01% -1,933 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,348 $191K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,334 $190K 0.01% -517 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,304 $189K <0.01% -145 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 2,284 $186K 0.01% 0 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) 2,184 $177K <0.01% -20,488 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,065 $168K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,057 $167K <0.01% -23 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,952 $159K 0.01% +271 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,807 $147K <0.01% +447 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 7,471 $144K 0.09% +6,471 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,765 $143K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,709 $139K <0.01% +1,191 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,693 $138K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,552 $126K -83 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,421 $115K <0.01% -17 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,391 $113K <0.01% +36 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,335 $108K <0.01% -1,078 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,280 $104K 0.04% -360 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,185 $96.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,155 $93.9K 0.04% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,081 $87.8K 0.03% -373 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,043 $84.7K <0.01% -147 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $81.2K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 982 $79.8K 0.03% +87 13F-HR Timeline Quarry LP More: the full row for Quarry LP 973 $79.1K 0.02% -1,494 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 941 $76.5K <0.01% -92 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 940 $76.4K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 927 $75.3K <0.01% +5 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 875 $71.1K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 872 $70.8K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 785 $63.8K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 766 $62.2K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 710 $57.7K <0.01% -200 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 685 $55.7K 0.02% +24 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 685 $55.7K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 681 $55.3K <0.01% +116 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 500 $53K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 641 $52.1K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 544 $44.2K <0.01% -62 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 537 $43.6K 0.01% -4,529 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 500 $40.6K 0.02% +158 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 500 $40.6K 0.02% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 450 $36.6K 0.01% -7,894 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $34.9K 0.01% +260 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 427 $34.7K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 416 $33.8K 0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 414 $33.6K 0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 400 $32.5K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $32.5K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 394 $32K <0.01% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 394 $32K 0.02% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 385 $31.3K <0.01% -32 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 365 $30K 0.02% -96 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 347 $28.2K <0.01% -10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 343 $27.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 315 $25.6K <0.01% +300 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 311 $25.3K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 305 $24.8K 0.01% -176 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 253 $20.6K <0.01% +47 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 225 $18.3K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 220 $17.9K <0.01% +3 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 213 $17.6K <0.01% -94 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 204 $16.8K <0.01% -2,908 13F-HR Timeline Group Trust Co More: the full row for Trust Co 200 $16.2K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 195 $15.8K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 193 $15.7K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 191 $15.5K <0.01% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 188 $15K <0.01% -16 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 180 $14.8K <0.01% +59 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 183 $14.8K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 175 $14.2K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 145 $11.8K <0.01% +12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 135 $11K <0.01% +79 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 130 $10.6K <0.01% -129 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $10.2K <0.01% -66 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 127 $10K <0.01% +36 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 122 $9.91K <0.01% +44 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 120 $9.75K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 120 $9.75K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 116 $9.43K <0.01% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 113 $9.18K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 111 $9.02K <0.01% +30 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 110 $8.94K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $8.78K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 106 $8.63K <0.01% -165 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 105 $8.54K <0.01% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 104 $8.45K <0.01% -106 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 4,966 $8.45K <0.01% +21 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 103 $8.39K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 102 $8.29K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 102 $8.27K <0.01% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $8.12K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 100 $8.12K <0.01% -30 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 100 $8.12K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $8.12K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 99 $8.04K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 98 $7.97K <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 94 $7.64K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 78 $6K <0.01% +68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 64 $5.23K <0.01% -386 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 64 $5.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 63 $5.12K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 67 $5K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 60 $4.88K <0.01% +2 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $4.55K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 55 $4.47K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 53 $4.31K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 51 $4.14K <0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 54 $4K <0.01% +34 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $3.66K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 43 $3.49K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $3.17K <0.01% +4 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 38 $3.09K <0.01% +17 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $2.84K <0.01% -385 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 35 $2.84K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 33 $2.68K <0.01% -235 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 30 $2.44K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 29 $2.36K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 29 $2.36K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25 $2.03K <0.01% -8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 25 $2.03K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $1.95K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 24 $1.95K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 22 $1.79K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 21 $1.72K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $1.69K <0.01% -5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $1.38K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15 $1.24K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $1K <0.01% -13 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11 $894 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $732 <0.01% -4 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9 $731 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $650 <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $624 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 6 $579 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $568 <0.01% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $488 <0.01% -76 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $488 <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6 $488 <0.01% -605 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $488 <0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5 $407 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $407 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $406 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $381 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $325 <0.01% -30 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $325 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $252 <0.01% -11 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $244 <0.01% -4 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $163 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $129 <0.01% -2 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2 $123 <0.01% +1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.