Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 675 $52.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 671 $52.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 669 $52.3K 0.01% -3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 666 $52K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 658 $51.4K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 645 $50.4K 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 617 $49K <0.01% -30 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 558 $43.7K 0.03% -21 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 542 $42.4K 0.01% +294 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 530 $41.4K 0.03% +12 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 529 $41.3K 0.03% -22 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 518 $40.5K <0.01% +40 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 515 $40.2K 0.03% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 555 $40K 0.03% -166 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 500 $39.1K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 511 $39K 0.01% +11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 481 $37.6K <0.01% -26 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 475 $37.1K <0.01% -125 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 470 $36.7K 0.01% -100 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 459 $35.9K <0.01% -92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 447 $34.9K <0.01% -628 13F-HR Timeline TOBAM More: the full row for TOBAM 421 $33K 0.01% -615 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 422 $33K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 420 $32.8K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 379 $29.6K <0.01% +202 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 366 $28.6K <0.01% -27 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 363 $28.4K <0.01% +96 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 323 $27.6K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 357 $27K <0.01% +65 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 341 $26.6K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 334 $26.1K <0.01% -97 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 332 $25.9K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 330 $25.8K 0.01% -145 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 315 $24.6K 0.03% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 317 $24K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 306 $23.9K 0.01% +124 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 300 $23.9K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 296 $23.2K <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 295 $23.1K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 290 $22.7K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 283 $22.1K 0.02% -308 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 274 $21.2K <0.01% +53 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 250 $20K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 243 $19K <0.01% +9 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 222 $17.4K <0.01% +122 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 210 $16K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 202 $15.8K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $15.6K 0.01% -200 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 200 $15.6K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 200 $15.6K 0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 195 $15.2K <0.01% +192 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 192 $15K <0.01% -40 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 184 $14.4K 0.01% +48 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 175 $13.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 166 $13K <0.01% +162 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 157 $12.3K 0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 156 $12.2K <0.01% +14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 151 $11.8K <0.01% -21 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 148 $11.6K <0.01% -2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 147 $11K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 134 $10.5K <0.01% 0 13F-HR Timeline Group Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 130 $10.2K 0.04% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 128 $10K 0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 117 $9.14K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 116 $9.06K <0.01% -48 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 113 $8.84K 0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 112 $8.79K <0.01% +52 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 110 $8.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 107 $8.36K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 104 $8.13K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 100 $8K <0.01% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 99 $7.74K <0.01% +5 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 98 $7.66K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 95 $7.42K <0.01% -584 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 86 $6.72K <0.01% -85 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 85 $6.65K <0.01% -1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 81 $6.33K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 80 $6.25K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 80 $6.25K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 78 $6.13K <0.01% -8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 82 $6K <0.01% -8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 74 $5.78K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 70 $5.57K <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 68 $5.31K <0.01% -33 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 68 $5.31K 0.03% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 67 $5.24K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 65 $5.08K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 73 $5K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 63 $4.92K <0.01% 0 13F-HR Timeline Group 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 54 $4.22K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 52 $4.06K <0.01% +36 13F-HR Timeline Group LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 51 $3.99K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51 $3.95K <0.01% +29 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $3.91K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $3.91K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $3.75K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 47 $3.67K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 45 $3.52K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 45 $3.52K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $3.36K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 42 $3.28K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 39 $3.05K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 37 $2.9K <0.01% +5 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 37 $2.89K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $2.89K <0.01% +2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 35 $2.73K <0.01% +35 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 35 $2.73K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $2.5K <0.01% -10 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 30 $2.35K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $2.35K <0.01% -27 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $2.19K <0.01% -6 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 25 $2.13K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 21 $2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 25 $1.95K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 25 $1.95K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 23 $1.8K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 23 $1.8K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 19 $1.49K <0.01% -4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $1.25K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $1.14K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 14 $1K <0.01% -6,314 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11 $860 <0.01% -144 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $782 <0.01% +5 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7 $547 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $547 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6 $469 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $469 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $469 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $423 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $391 <0.01% -7 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5 $391 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $390 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4 $313 <0.01% -127 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $235 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3 $234 <0.01% new 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $234 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $157 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $156 <0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $129 <0.01% new 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 1 $78 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $78 <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,291 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -13,450 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.