Tema ETFs LLC More: the full row for Tema ETFs LLC 697 $158K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 652 $148K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Solstein Capital, LLC More: the full row for Solstein Capital, LLC 600 $136K 0.05% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 569 $129K 0.03% +127 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 516 $117K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 494 $107K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 437 $99.1K 0.01% -5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 385 $87.3K <0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 333 $75.4K <0.01% -67 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) 304 $68.9K <0.01% -634 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 280 $63.5K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 255 $57.8K 0.03% +29 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 239 $55K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 240 $54.4K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 226 $51.3K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 220 $49.9K 0.01% +55 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 215 $48.8K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 211 $47.9K 0.02% -150 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 210 $47.6K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $45.4K <0.01% 0 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 200 $45.4K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 196 $44.5K <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 195 $44.2K <0.01% -65 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 185 $42K 0.02% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 185 $42K 0.01% -10 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 176 $39.9K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 170 $39.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 162 $36.7K 0.01% -38 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 157 $35.6K <0.01% -9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 153 $34.7K <0.01% -6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 153 $34.7K <0.01% +144 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 145 $32.9K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 145 $32.9K <0.01% +12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 142 $32.2K <0.01% +120 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 134 $30.4K <0.01% +12 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 134 $30.4K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 130 $29.5K 0.02% -4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 127 $28.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 125 $28.3K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 117 $26.5K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 114 $25.9K 0.01% -6 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 114 $25.9K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 113 $25.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 111 $25K 0.01% +3 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $22.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 94 $20.9K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 86 $19.5K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 85 $19.3K <0.01% +7 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 79 $18.1K <0.01% -1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 78 $17.7K <0.01% +27 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 72 $16.3K <0.01% +39 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 72 $16.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 68 $15.4K <0.01% -37 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 66 $15K <0.01% -45 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 61 $14K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 60 $13.6K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 59 $13.3K <0.01% +12 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 58 $13.2K <0.01% -710 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 56 $12.7K <0.01% -110 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 55 $12.5K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 55 $12.5K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 45 $10.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $9.75K <0.01% +13 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $9.07K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 39 $8.85K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 37 $8.39K <0.01% -95 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 36 $8.16K <0.01% -3 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 36 $8.16K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 35 $7.94K <0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31 $7.03K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $6.8K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 29 $6.58K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $6.58K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $6.58K <0.01% +6 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 28 $6.35K <0.01% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 27 $6.12K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26 $5.9K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $5.9K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 26 $5.9K <0.01% +1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 26 $5.9K <0.01% +5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $5.67K <0.01% -10 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 24 $5.44K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23 $5.26K <0.01% -1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 22 $5.17K <0.01% +16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $4.99K <0.01% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21 $4.76K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 21 $4.76K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $4.54K <0.01% +3 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 19 $4.31K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 18 $4.08K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 17 $3.85K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 16 $3.63K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $3.4K <0.01% +3 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 14 $3.16K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $2.95K <0.01% +7 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13 $2.95K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $2.72K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 11 $2.5K <0.01% +3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $2.27K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $2.04K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9 $2.04K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $2.04K <0.01% +4 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 9 $2.04K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $1.97K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $1.81K <0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8 $1.81K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8 $1.81K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 8 $1.81K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7 $1.59K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 7 $1.59K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7 $1.59K <0.01% -11 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7 $1.59K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $1.59K <0.01% +6 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 7 $1.59K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $1.59K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5 $1.42K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $1.36K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6 $1.36K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $1.36K <0.01% -7 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5 $1.13K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $1.13K <0.01% -2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5 $1.13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $1.13K <0.01% -2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $1.13K <0.01% +4 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $908 <0.01% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 4 $908 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $907 <0.01% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $681 <0.01% -88 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $681 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3 $681 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $681 <0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $681 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3 $680 <0.01% -4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3 $680 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3 $680 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $466 <0.01% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2 $454 <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $454 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2 $454 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $454 <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 2 $454 <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1 $247 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $230 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1 $227 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $227 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $227 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $227 <0.01% -1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1 $227 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $227 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,183 $495M -73 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.