TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,099 $76.1K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,098 $76K <0.01% -543 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,007 $69.7K <0.01% -28 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 932 $64.5K 0.01% -241 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 914 $63.3K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 886 $61.3K <0.01% -179 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 833 $57.7K <0.01% -36 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 822 $56.9K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 805 $55.7K 0.03% -264 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 778 $53.8K 0.04% -311 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 786 $53.6K 0.01% -45 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 746 $51.6K <0.01% +498 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 728 $50K <0.01% -2,488 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 700 $48.4K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 670 $46.4K <0.01% +202 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 660 $45.7K 0.02% -7 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 643 $44.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 640 $44.3K 0.02% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 588 $40.7K 0.02% -250 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 587 $40.6K 0.01% -2,202 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 563 $39K 0.04% -28 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 545 $37.7K <0.01% +53 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 537 $37.2K <0.01% +473 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 535 $37K <0.01% +185 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 485 $33.6K <0.01% +267 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 452 $31K <0.01% -154 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 445 $30.8K <0.01% -500 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 430 $29.8K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 421 $29.1K <0.01% -27 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 420 $29.1K 0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 415 $28.7K 0.01% -1,500 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 381 $26.4K <0.01% +194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 372 $26K 0.01% -60 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 367 $25.4K <0.01% -45 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 366 $25.3K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 349 $24.2K <0.01% +49 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 344 $23.8K <0.01% -47 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 342 $23.7K <0.01% -150 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 332 $23K <0.01% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 323 $22.4K <0.01% +211 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 307 $21.2K <0.01% +110 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 307 $21K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 302 $20.9K <0.01% -110 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 300 $20.8K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 300 $20.8K 0.4% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 294 $20.4K <0.01% +27 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 292 $20.2K <0.01% -99 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 267 $19.6K <0.01% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 274 $19K <0.01% -127 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 273 $19K <0.01% -59 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 270 $18.7K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 254 $18K 0.01% -1,380 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 241 $16.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 239 $16.5K <0.01% +110 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 227 $15.7K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 219 $15.2K <0.01% -620 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 204 $14.1K <0.01% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 200 $14K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $13.8K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 200 $13.8K <0.01% -83 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 195 $13.5K 0.01% +1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 190 $13.2K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 187 $12.9K 0.01% -106 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 184 $12.7K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 183 $12.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 170 $11.8K <0.01% +34 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 164 $11.3K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 163 $11.3K <0.01% +46 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 162 $11.2K <0.01% +146 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 162 $11K 0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 152 $10.5K <0.01% -69 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 147 $10.2K <0.01% -47 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 155 $10.1K <0.01% +149 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 123 $8.39K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 120 $8.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 118 $8.19K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 117 $8.1K -99 Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 113 $7.82K <0.01% -231 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 111 $7.68K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 111 $7.66K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 109 $7.54K <0.01% -12 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 108 $7.47K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 107 $7.41K <0.01% +24 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 104 $7.2K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 103 $7K <0.01% -35 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 101 $6.99K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 100 $6.93K <0.01% -419 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $6.92K 0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 95 $6.58K <0.01% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 91 $6.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 88 $6.09K <0.01% -3 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 87 $6.02K <0.01% +66 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 85 $5.88K <0.01% -359 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 82 $5.67K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 80 $5.54K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 77 $5.33K <0.01% new 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 75 $5.19K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 75 $5.19K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 65 $5K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 70 $4.84K <0.01% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 65 $4.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $4.5K <0.01% +31 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 64 $4.43K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 64 $4.43K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 64 $4.43K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 61 $4.22K <0.01% -179 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 65 $4K <0.01% +14 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 51 $3.53K <0.01% 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $3.46K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $3.18K <0.01% -11 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 44 $3.04K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 43 $2.98K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 41 $2.84K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 41 $2.84K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $2.35K <0.01% +25 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 34 $2.35K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 30 $2.08K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29 $2K <0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19 $1.31K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.31K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 18 $1.25K <0.01% -124 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17 $1.18K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16 $1.11K <0.01% +4 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 16 $1.11K <0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 16 $1.11K <0.01% -3,745 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 15 $1.04K <0.01% -51 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 15 $1.04K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 15 $1.04K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% 0 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 14 $969 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 14 $969 <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $964 <0.01% +10 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $693 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 9 $623 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $554 <0.01% +7 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $554 <0.01% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $484 <0.01% -16 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 6 $416 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $415 <0.01% -236 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $415 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $347 <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $346 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $346 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5 $346 <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4 $277 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $238 <0.01% -13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $208 <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $208 <0.01% -10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3 $208 <0.01% -10 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $208 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $133 <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $76 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $69 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $58 <0.01% -35 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $35 <0.01% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 0 $12 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.