EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 204 $31K <0.01% -1,314 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 196 $29.7K 0.01% +8 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 192 $29.1K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 190 $28.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 185 $28.6K 0.01% -24 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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More: the full row for Cullen/Frost Bankers, Inc. 169 $25.6K <0.01% -365 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 151 $22.9K <0.01% new 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 147 $22.3K <0.01% -73 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 145 $22K <0.01% 0 13F-HR/A Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 144 $21.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 140 $21.2K <0.01% -77 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 135 $20K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 131 $19.9K 0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 120 $18.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 119 $18.1K <0.01% +42 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 118 $17.9K <0.01% -106 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 109 $16.5K 0.02% +50 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 104 $15.8K <0.01% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 102 $15.5K <0.01% -72 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 90 $13.7K <0.01% -1,950,183 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 89 $13.5K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 86 $13K 0.01% +67 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 82 $12.4K <0.01% -29 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 81 $12.3K 0.01% -8 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 81 $12.3K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 80 $12.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 81 $12K <0.01% -18 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 79 $12K <0.01% +16 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Westside Investment Management, Inc. 62 $9.57K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 63 $9.56K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 63 $9.56K 0.01% -18 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 61 $9.26K <0.01% +6 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 60 $9.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 58 $8.8K <0.01% +55 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 57 $8.65K <0.01% +1 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 55 $8.35K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 54 $8.19K <0.01% -16 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 54 $8.19K <0.01% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 51 $7.74K <0.01% -100 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50 $7.59K <0.01% -6 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 47 $7.09K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 46 $6.98K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 45 $6.87K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44 $6.68K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 43 $6.53K <0.01% 0 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 43 $6.52K <0.01% new 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 40 $6.02K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 39 $5.92K <0.01% -44 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 38 $5.77K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 33 $5.01K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 32 $4.86K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 31 $4.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 30 $4.55K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29 $4.4K <0.01% -17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $4.1K <0.01% +23 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26 $3.94K <0.01% -16 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $3.94K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26 $3.94K <0.01% +17 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $3.79K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 23 $3.49K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21 $3.19K <0.01% -77 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $2.88K <0.01% -2 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 19 $2.88K <0.01% -19 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 17 $2.62K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 16 $2.43K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 16 $2.43K <0.01% +15 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 16 $2.43K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 15 $2.27K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $2.12K <0.01% -65 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 14 $2.12K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $1.85K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $1.84K <0.01% -17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.67K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 11 $1.67K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11 $1.67K <0.01% -275 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $1.67K <0.01% -3 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10 $1.52K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $1.37K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $1.21K <0.01% -1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $1.11K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7 $1.06K <0.01% -31 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 7 $1.06K <0.01% -50 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $1.06K <0.01% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6 $1K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 5 $759 <0.01% +5 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4 $607 <0.01% -3,324 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $456 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $455 <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2 $304 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $303 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $303 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $303 <0.01% -32 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $303 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $303 <0.01% 0 13F-HR/A Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $267 <0.01% -12 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $193 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1 $152 <0.01% -19 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $152 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $152 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $152 <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $152 <0.01% -3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $152 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $152 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $151 <0.01% new 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.