Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 291 $67.7K <0.01% -109 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 222 $51.6K <0.01% +174 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 218 $50.7K <0.01% +8 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 209 $48.6K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 206 $47.5K <0.01% +27 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 204 $47.5K <0.01% +5 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 195 $45.4K <0.01% -243 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 188 $43.7K 0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 186 $43.3K 0.01% +133 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 185 $43K <0.01% -4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 161 $37.5K <0.01% +41 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 157 $36.5K <0.01% +81 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 143 $33K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 138 $32.1K 0.03% +27 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 135 $31.4K <0.01% +123 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 125 $29.1K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 123 $28.4K <0.01% +31 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 119 $27.7K <0.01% +25 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 115 $26.8K <0.01% -159 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 106 $25K <0.01% -9 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $24.2K <0.01% -89 13F-HR Timeline Amount filed as zero, left out of ratios. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 104 $24.2K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 104 $24.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 102 $23.7K <0.01% +45 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 100 $23.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 97 $22.4K <0.01% -11 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 95 $22.1K <0.01% +85 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 94 $21.9K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 75 $17.4K <0.01% +5 13F-HR Timeline CNB Bank More: the full row for CNB Bank 64 $14.9K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 64 $14.9K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 52 $14.5K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 64 $14K <0.01% +8 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 61 $14K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 57 $13.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 53 $12.3K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 53 $12.3K 0.01% -10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $11.6K <0.01% +5 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 46 $10.7K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 42 $9.77K <0.01% -46 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 41 $9.54K <0.01% -3 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 41 $9.54K <0.01% -4 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 39 $9.07K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 38 $8.84K <0.01% -13 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 29 $7K <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $6.98K <0.01% +21 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29 $6.75K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 23 $5.35K <0.01% -2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22 $5.12K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 20 $4.65K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 20 $4.65K <0.01% -38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20 $4.65K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20 $4.65K <0.01% -5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 20 $4K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 18 $4K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $3.96K <0.01% +5 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 16 $3.72K <0.01% new 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $2.79K <0.01% -15 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 12 $2.79K <0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $2.79K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $2.79K <0.01% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $2.33K <0.01% -4 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 10 $2.33K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $2.09K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $1.86K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $1.86K <0.01% -3 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $1.86K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $1.4K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6 $1.4K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 6 $1.4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $1.16K <0.01% -2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $1.16K <0.01% +1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5 $1.16K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $1K <0.01% -1 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4 $931 <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 4 $931 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $931 <0.01% -23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $698 <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $698 <0.01% -3 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $698 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $698 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $697 <0.01% +1 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $466 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $466 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $465 <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2 $465 <0.01% -3,326 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $465 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2 $465 <0.01% -7 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $233 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $233 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $233 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $233 <0.01% -3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $233 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -12 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.