Arax Advisory Partners More: the full row for Arax Advisory Partners 2,496 $60.8K <0.01% -1,531 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,000 $57.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,082 $55.2K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,143 $52.2K 0.02% new 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,094 $51K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,822 $49K <0.01% +460 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,000 $48.7K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,907 $46.5K 0.03% +229 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,900 $46.3K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,842 $44.9K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2,858 $44.8K 0.04% 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1,691 $41.2K 0.03% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,690 $41.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,593 $38.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,546 $37.7K <0.01% -1,768 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,499 $36.5K 0.02% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,430 $34.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,351 $32.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,245 $30.3K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,200 $29.2K 0.01% +1,000 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,185 $28.9K <0.01% +300 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,121 $27.3K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,084 $26.4K 0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,069 $26.1K 0.01% -18,995 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,028 $25.1K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 971 $23.7K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 960 $23.4K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 950 $23.2K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 930 $22.7K <0.01% -208 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 917 $22.3K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 906 $22.1K 0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 780 $19K <0.01% -23 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 751 $18.3K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 740 $18K <0.01% +281 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 616 $15K <0.01% -600 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 589 $14.4K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 529 $12.9K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 506 $12.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 500 $12.2K <0.01% -1,437 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $12.2K 0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 485 $12K <0.01% -480 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 488 $11.9K 0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 460 $11.2K <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 450 $11K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 444 $10.8K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 433 $10.6K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 407 $9.92K <0.01% -43 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 405 $9.87K <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/ 400 $9.74K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 376 $9.16K <0.01% -3,030 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 366 $8.92K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 361 $8.8K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 350 $8.53K <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 334 $8.14K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 316 $7.7K <0.01% +5 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 280 $6.82K <0.01% 0 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 280 $6.82K -989 Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 263 $6.41K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 243 $5.92K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 241 $5.87K <0.01% -984 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 225 $5.48K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 220 $5.36K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 204 $4.97K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 200 $4.87K <0.01% new 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 200 $4.87K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 200 $4.87K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 190 $4.63K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 189 $4.61K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 169 $4.12K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 135 $3.29K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 135 $3.29K -6,362 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 125 $3.05K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 125 $3K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 122 $2.97K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 120 $2.92K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 110 $2.68K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 102 $2.49K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 100 $2.44K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 100 $2.44K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $2.44K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $2.44K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 74 $1.8K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 62 $1.74K <0.01% -863 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 63 $1.55K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 61 $1.49K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 60 $1.46K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 56 $1.36K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 50 $1.22K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 38 $926 <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 33 $804 <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21 $512 <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 19 $463 <0.01% -26 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12 $292 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8 $195 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7 $171 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6 $146 <0.01% -900 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $97 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3 $73 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $25 <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.