GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 10,000 $244K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,966 $243K 0.01% -20,402 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,905 $241K 0.03% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,891 $241K 0.01% +1,056 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,873 $241K <0.01% +186 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,793 $239K 0.01% +889 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,758 $238K <0.01% -482 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,724 $237K 0.03% 0 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 9,561 $233K 0.04% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,508 $232K 0.01% +830 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 9,260 $226K 0.16% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 9,210 $225K <0.01% -377 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,039 $220K <0.01% +434 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 9,020 $220K 0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,849 $216K <0.01% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 8,841 $216K 0.06% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 8,706 $212K 0.01% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,635 $211K 0.04% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,346 $208K <0.01% new 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 8,400 $205K 0.14% 0 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,366 $205K <0.01% +313 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,329 $203K 0.07% -215 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,288 $202K <0.01% new 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7,934 $193K 0.01% -6,272 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,337 $179K <0.01% +98 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 7,067 $172K 0.05% +889 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,994 $171K <0.01% -10,496 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,703 $139K 0.01% +1,240 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,518 $137K 0.01% +1,009 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,382 $131K 0.01% +152 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,917 $120K 0.01% -102 13F-HR/A Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,100 $111K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,506 $110K 0.01% -210 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,017 $97.9K <0.01% -29,745 13F-HR/A Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,813 $93K 0.03% -486 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,174 $77.4K <0.01% +2,011 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,140 $76.6K <0.01% +69 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,744 $66.9K 0.01% -577 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,743 $66.9K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,553 $62K <0.01% -256 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,529 $62K <0.01% -136 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,502 $61K 0.04% +374 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,474 $60.3K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,353 $57.4K 0.03% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,364 $57K <0.01% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,960 $47.8K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,801 $43.9K <0.01% -82 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,620 $39.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,503 $36.6K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,331 $32.5K <0.01% +651 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,084 $26.7K <0.01% +226 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,000 $24.4K 0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 870 $21.2K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 856 $20.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 750 $18.3K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 744 $18.1K 0.01% +99 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 708 $17.3K <0.01% +143 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 660 $16.1K <0.01% -37 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 653 $15.9K <0.01% -38 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 649 $15.8K <0.01% -531 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 618 $15.1K 0.01% -3,885 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 614 $15K <0.01% +225 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 599 $14.6K <0.01% -3,568 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 595 $14.5K <0.01% +501 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 567 $13.8K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 534 $13K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 533 $13K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $12.2K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 531 $12K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 470 $11.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 389 $9.48K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 374 $9.12K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 318 $7.75K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 306 $7.46K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $7.31K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 271 $6.61K <0.01% -155 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 250 $6.09K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 250 $6.09K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 248 $6.05K <0.01% +162 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 224 $5.46K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 213 $5.19K <0.01% +39 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $4.88K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $4.88K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 200 $4.88K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 200 $4.88K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 184 $4.49K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 180 $4.39K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 177 $4.32K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 175 $4.27K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 172 $4.19K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 171 $4.17K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 167 $4.07K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 147 $3.58K <0.01% -273 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 128 $3.17K <0.01% +119 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 130 $3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 117 $2.85K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 109 $2.66K <0.01% +35 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 106 $2.59K <0.01% -2,233 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 100 $2.44K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 93 $2.27K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 67 $1.63K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 63 $1.54K <0.01% +8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 60 $1.46K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 56 $1.36K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 53 $1.29K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $1.1K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 42 $1.02K <0.01% -1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 23 $1K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 35 $853 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 33 $805 <0.01% +3 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33 $805 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 32 $781 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 30 $731 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27 $658 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 26 $641 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 26 $634 <0.01% -1,974 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 25 $606 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 24 $585 <0.01% -182 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $561 <0.01% +7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $512 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 19 $467 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $439 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $407 <0.01% -30 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14 $341 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12 $293 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $293 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $196 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $116 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4 $90 <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 0 $9 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 22 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.