Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 783 $83.2K <0.01% -33 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 760 $80.7K <0.01% +712 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 719 $76.4K 0.05% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 630 $66.9K 0.01% -148 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 620 $65.9K 0.04% +23 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 611 $64.9K 0.01% -14 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 590 $64K 0.04% -112 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 600 $63.7K <0.01% -5 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 520 $55.2K 0.04% 0 13F-HR Timeline Ausbil Investment Management Ltd More: the full row for Ausbil Investment Management Ltd 500 $54.6K 0.03% -4,000 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 509 $54.1K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 500 $53.1K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 500 $53.1K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $53.1K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 491 $52.2K <0.01% +145 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 485 $52K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 461 $49K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 446 $47.4K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 433 $46.3K <0.01% +199 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 427 $46K <0.01% -554 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 413 $43.9K 0.02% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 410 $43.6K 0.01% +265 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 386 $41K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 368 $40.2K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 302 $32.1K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 280 $30K <0.01% +10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 268 $28.5K <0.01% +12 13F-HR Timeline Group Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 261 $27.7K 0.01% -131 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 260 $27.6K 0.02% 0 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 252 $26.8K 0.68% -504 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 265 $26.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 207 $22K 0.01% +15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 217 $21.8K <0.01% +201 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 202 $21.5K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 200 $21.2K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $21.2K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 192 $20K <0.01% +146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 180 $19.1K <0.01% -129 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 183 $19K <0.01% -50 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 173 $18.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 171 $18.2K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 166 $17.6K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 165 $17.5K 0.01% +130 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 160 $17K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 160 $17K <0.01% -493 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 154 $16.4K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 153 $16.2K 0.01% +1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 160 $16K 0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $15.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 150 $15.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 139 $14.8K <0.01% -6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 135 $14.3K <0.01% -450 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 255 $14.2K +239 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 134 $14.2K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 132 $14K <0.01% -3 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 130 $13.8K <0.01% +21 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 129 $13.7K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 126 $13.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 126 $13.4K <0.01% -179 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 120 $12.7K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 120 $12.7K <0.01% -96 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 113 $12K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 113 $12K -4 Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 105 $11.2K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 104 $11K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 101 $10.7K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 99 $10.5K <0.01% +52 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $10.1K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 86 $9.14K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 83 $8.92K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 82 $8.71K <0.01% -152 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 77 $8.18K <0.01% -232 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 75 $7.97K <0.01% -86 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 74 $7.86K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 69 $7.33K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 66 $7.01K <0.01% -7 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 68 $7K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 61 $6.48K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 58 $6.16K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 56 $5.95K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 51 $5.42K <0.01% +6 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 48 $5.04K <0.01% +45 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 47 $4.99K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 46 $4.94K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 45 $4.78K <0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 43 $4.57K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 43 $4.57K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40 $4.25K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 42 $4K <0.01% -64 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $3.83K <0.01% +15 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 34 $3.61K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $3.51K <0.01% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $3.19K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 30 $3.19K <0.01% +14 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 29 $3.08K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $3.08K <0.01% -8 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 27 $2.87K <0.01% -3 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 27 $2.87K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 25 $2.66K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 25 $2.62K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 24 $2.55K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24 $2.55K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $2.52K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $2.44K <0.01% -15 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 22 $2.35K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 22 $2.34K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $2.12K <0.01% +15 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 20 $2.12K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $2K <0.01% +15 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $1.91K <0.01% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 17 $1.81K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 16 $1.7K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $1.7K <0.01% +5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16 $1.69K <0.01% -6,857 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 15 $1.66K <0.01% +4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $1.59K <0.01% new 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $1.5K <0.01% -59 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $1.49K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14 $1.49K <0.01% -38 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 12 $1.27K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12 $1.27K <0.01% -28 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $1.27K <0.01% -2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 11 $1.17K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.17K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 17 $1K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $850 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7 $744 <0.01% -11 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $638 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $546 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $532 <0.01% -13 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $532 <0.01% -18 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5 $531 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $428 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $425 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $425 <0.01% -3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $319 <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $212 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $212 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2 $212 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $106 <0.01% -10 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% -30 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.