True Wealth Design, LLC More: the full row for True Wealth Design, LLC 587 $59.3K 0.02% +310 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 561 $57K <0.01% +491 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 500 $50.5K <0.01% +47 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 481 $48.6K 0.01% +184 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 437 $44.1K <0.01% +1 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 432 $43.6K 0.02% +2 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 404 $40.8K 0.01% +181 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $40.4K 0.02% +150 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 375 $37.9K <0.01% +241 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 362 $36.6K <0.01% -37 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 346 $34.9K 0.02% +194 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 315 $32K <0.01% -878 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 312 $31.5K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $30.3K 0.03% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 289 $29.2K 0.02% -22 13F-HR Timeline Quarry LP More: the full row for Quarry LP 288 $29.1K 0.01% -945 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 270 $27.3K 0.01% +8 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 260 $27.3K 0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 253 $25.5K <0.01% -2,507 13F-HR Timeline TOBAM More: the full row for TOBAM 218 $22K 0.01% -82 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 213 $21.5K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 206 $20.8K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 191 $19.3K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 184 $18.6K <0.01% -332 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 180 $18.2K <0.01% -98 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 170 $17.2K <0.01% -4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 174 $17K <0.01% +20 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 159 $16K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 155 $15.7K <0.01% 0 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 153 $15.4K <0.01% +9 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 147 $14.8K <0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 143 $14.4K <0.01% new 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 141 $14.2K <0.01% -25 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 143 $14K <0.01% -6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 135 $13.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 133 $13.4K <0.01% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 121 $12.2K <0.01% +109 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 118 $11.9K <0.01% +15 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 100 $10.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 97 $9.79K <0.01% +81 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 96 $9.53K <0.01% +22 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 79 $7.99K 0 Timeline Investors Research Corp More: the full row for Investors Research Corp 75 $7.57K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 74 $7.43K <0.01% +43 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 73 $7.37K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 72 $7.27K <0.01% -267 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 68 $6.87K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 65 $6.64K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 61 $6.16K <0.01% -70 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 59 $5.96K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 59 $5.96K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 58 $5.86K <0.01% +6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 57 $5.76K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 55 $5.55K <0.01% -29 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $5.45K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 54 $5.45K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 54 $5.45K <0.01% +50 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 49 $4.95K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 49 $4.91K <0.01% -43 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 47 $4.75K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 47 $4.7K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 45 $4.54K <0.01% +30 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 40 $4.04K <0.01% 0 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 39 $3.94K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 38 $3.84K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 36 $3.63K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $3.43K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 34 $3.43K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $3.43K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $3.13K <0.01% +16 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 30 $3.03K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 29 $2.93K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24 $2.42K <0.01% +10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $2.32K <0.01% -167 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $2.12K <0.01% -13 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $2.07K <0.01% +15 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 20 $2.02K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $2.02K <0.01% +10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 29 $2K <0.01% +11 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 19 $1.92K <0.01% -72 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18 $1.82K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 18 $1.82K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 17 $1.72K <0.01% +7 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $1.62K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 15 $1.51K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 11 $1.11K <0.01% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10 $1.01K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.01K <0.01% -5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $1.01K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.01K <0.01% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 14 $1K <0.01% -276 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $922 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $909 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9 $909 <0.01% new 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $909 <0.01% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8 $808 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $734 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $706 <0.01% +3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $606 <0.01% +5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $606 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $505 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $404 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $238 <0.01% -376 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $101 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $101 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $101 <0.01% -54 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.