Lynx Investment Advisory More: the full row for Lynx Investment Advisory 6,734 $418K 0.2% -5,998 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,615 $410K 0.04% -3,032 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,662 $406K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,527 $405K <0.01% +2,146 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 6,429 $399K 0.01% +699 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,935 $368K 0.01% -1,070 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,798 $360K 0.12% -182 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,649 $351K 0.06% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,561 $345K 0.01% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,520 $343K 0.03% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,475 $340K <0.01% -14,277 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,454 $339K 0.01% +868 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,450 $338K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,324 $331K 0.01% +600 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 5,229 $325K 0.13% +475 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,198 $323K <0.01% +1,792 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,137 $319K 0.05% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,119 $318K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,139 $317K 0.1% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,036 $313K <0.01% -79,410 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,000 $310K <0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,964 $308K 0.01% -43,438 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,962 $308K 0.01% +120 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 4,801 $298K 0.05% +6 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,794 $298K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,719 $297K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,724 $293K 0.04% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,680 $291K <0.01% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,617 $287K 0.26% +1,265 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,522 $281K 0.01% +462 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,483 $278K 0.01% +6 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,405 $273K 0.14% +530 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,401 $273K 0.02% -795 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,375 $272K 0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,315 $268K 0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,307 $267K 0.13% +59 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,272 $265K 0.03% -6,928 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,937 $260K 0.01% +50 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4,127 $256K 0.07% 0 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 4,091 $254K <0.01% +194 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,006 $249K 0.01% +79 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $248K 0.07% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,800 $236K 0.03% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,790 $235K 0.05% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,759 $233K 0.06% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,730 $232K 0.07% +300 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 3,619 $225K 0.02% -330,896 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,600 $223K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,581 $222K 0.01% -150 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,580 $222K 0.04% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,536 $220K 0.04% +56 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,460 $215K <0.01% 0 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,428 $212K 0.08% +17 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,350 $208K 0.16% -66 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,345 $208K <0.01% +3,000 13F-HR Timeline Group FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 3,316 $206K 0.07% new 13F-HR/A Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,200 $199K 0.14% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,860 $178K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,798 $174K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,375 $147K 0.02% +606 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,026 $126K <0.01% -5,622 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,960 $122K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,957 $121K <0.01% -432 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,955 $121K <0.01% +200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,856 $115K <0.01% -243 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,848 $115K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,819 $113K 0.01% +639 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,774 $110K 0.13% +3 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,380 $85.7K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,242 $78.3K <0.01% -35,312 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,231 $76.4K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,157 $71.8K <0.01% +27 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,000 $61.8K <0.01% +400 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 877 $54.5K <0.01% +406 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 788 $48.9K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 745 $46.2K <0.01% -206 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $43.5K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 705 $42.1K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 665 $41.3K 0.02% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 641 $39.8K <0.01% -75 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 590 $36.6K 0.04% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 493 $30.6K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 453 $28.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 427 $26.5K <0.01% -4,021 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 426 $26.4K <0.01% +294 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 422 $26.2K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 421 $26.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 412 $25.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 400 $24.8K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 350 $21.7K <0.01% -1,897 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 325 $20.2K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 300 $18.6K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 297 $18.4K 0.05% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 295 $18.3K new Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 270 $16.8K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 257 $16K <0.01% -281 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 253 $15.7K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 253 $15.7K <0.01% +1 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 238 $14.8K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 237 $14.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 233 $14.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 212 $13.4K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 175 $10.9K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 170 $10.6K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 162 $10.1K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 155 $9.62K <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. 123 $7.64K <0.01% -168 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 123 $7.64K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 116 $7.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 115 $7.14K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 97 $6.02K <0.01% -115 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 76 $5K <0.01% -878 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LM Advisors LLC More: the full row for LM Advisors LLC 296 $4.77K 0.08% -11 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 75 $4.66K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 66 $4.1K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $3.73K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 53 $3.29K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 47 $2.92K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 32 $1.99K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 32 $1.99K <0.01% -12 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27 $1.68K <0.01% -34 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 26 $1.61K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 25 $1.56K <0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 20 $1.24K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $1.12K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17 $1.07K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14 $869 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 11 $683 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $517 <0.01% -4 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3 $179 <0.01% 0 13F-HR Timeline