Caldwell Trust Co More: the full row for Caldwell Trust Co 250 $84.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 246 $83.1K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 210 $71K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 204 $68.9K <0.01% +94 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 203 $68.6K <0.01% +30 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 200 $68K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 192 $64.9K <0.01% +149 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 183 $61.8K <0.01% +115 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 182 $61.5K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 179 $60.5K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175 $59.1K <0.01% -7 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 167 $56.4K <0.01% +58 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 145 $49K <0.01% +87 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 135 $45.6K 0.01% +64 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 122 $41.2K <0.01% +83 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 120 $40.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 118 $39.9K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 118 $39.9K <0.01% -825 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 118 $39.9K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 115 $38.9K 0.02% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 114 $38.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 112 $37.8K 0.01% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 112 $37.8K <0.01% +23 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 104 $35.1K 0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 86 $31.9K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 94 $31.8K 0.01% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 89 $30.1K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 78 $26.4K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 74 $25.7K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 75 $25.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 64 $21.5K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 62 $21K 0.01% -32 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 57 $19.3K 0.01% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 53 $18K <0.01% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 53 $17.9K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 50 $16.9K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 46 $15.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45 $15.2K <0.01% +12 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $14.9K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 44 $14.9K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 41 $13.9K <0.01% +2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 37 $12.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 36 $12.2K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 33 $11.2K <0.01% +14 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 33 $11.2K <0.01% -1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 33 $11.2K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 30 $10.1K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 28 $9.47K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $9.46K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 27 $9.12K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 23 $8K <0.01% 0 13F-HR/A Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 23 $7.77K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 22 $7.43K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19 $6.42K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16 $5.41K <0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $4.39K <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11 $3.72K <0.01% new 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10 $3.38K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $3.04K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 9 $3.04K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 8 $3K <0.01% -4 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 8 $2.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $2.7K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8 $2.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8 $2.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8 $2.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.03K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $2.03K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6 $2.03K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $2.03K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 6 $1.86K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4 $1.35K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $1.35K <0.01% -50 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4 $1.35K <0.01% -22 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4 $1.35K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3 $1.01K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $1.01K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $1.01K <0.01% +1 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $755 <0.01% -1 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2 $676 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $675 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $338 <0.01% -3 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $338 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $338 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $338 <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1 $338 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $338 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $338 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $338 <0.01% -20 13F-HR Timeline Group