LRI Investments, LLC More: the full row for LRI Investments, LLC 435 $28.7K <0.01% +374 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 434 $28.5K <0.01% new 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $26.4K 0.01% -150 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 394 $26K <0.01% -2 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 379 $25K 0.01% -2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 372 $24.5K <0.01% -443 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 366 $24.1K <0.01% -25 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 351 $23.2K 0.01% +8 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 350 $23.1K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 356 $23K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 334 $22K 0.01% +271 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 328 $21.6K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 324 $21.4K <0.01% -389 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 311 $21K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 307 $21K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 319 $21K <0.01% +316 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 312 $20.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 308 $20.3K <0.01% +15 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 305 $20.1K <0.01% 0 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 300 $19.8K <0.01% -18,480 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $19.8K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 289 $19.1K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 287 $18.9K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 283 $18.7K <0.01% -51 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 275 $18K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 267 $17.6K 0.01% -874 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 253 $16.7K <0.01% +26 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 250 $16.5K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 248 $16.4K <0.01% -22 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239 $16K <0.01% -125 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 231 $15.2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 235 $15K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crewe Advisors LLC More: the full row for Crewe Advisors LLC 219 $14.4K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 215 $14.3K <0.01% +38 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 214 $14.1K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 213 $14K <0.01% +12 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 214 $14K <0.01% -160 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 208 $13.7K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $13.2K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 198 $13.1K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 197 $13K <0.01% +144 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 193 $12.9K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 194 $12.8K 0.01% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 193 $12.7K <0.01% -45 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 189 $12.5K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 187 $12.3K <0.01% +75 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 185 $12.2K <0.01% -85 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 181 $11.9K 0.06% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 175 $11.6K <0.01% +68 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 164 $10.8K <0.01% +29 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 158 $10.5K 0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 161 $10K <0.01% +58 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 151 $9.96K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 151 $9.93K <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 144 $9.49K 0.02% -1,465 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 139 $9.17K 0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 132 $8.69K <0.01% -1,790 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 131 $8.61K <0.01% -385 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 122 $8.04K <0.01% +11 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 118 $7.78K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 113 $7.45K <0.01% -1 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 112 $7.38K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 110 $7.26K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 110 $7.25K <0.01% -34 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 108 $7.12K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 108 $7K <0.01% -56 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 100 $7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 106 $6.99K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $6.62K <0.01% -30 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 100 $6.59K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 105 $6.55K <0.01% +4 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 99 $6.53K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 98 $6.46K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 96 $6.33K <0.01% +8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 95 $6.23K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 94 $6.22K <0.01% +60 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 92 $6.07K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 91 $6K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 101 $6K <0.01% -81 13F-HR Timeline Trust Co More: the full row for Trust Co 80 $5.28K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 78 $5.14K <0.01% -20 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 78 $5.14K <0.01% -54 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 72 $5K <0.01% -84 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 69 $4.55K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 65 $4.29K <0.01% -34 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 65 $4.28K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 64 $4.22K <0.01% -11 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 60 $3.96K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 57 $3.76K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 51 $3.36K <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 51 $3.36K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 50 $3.3K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 50 $3.3K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 50 $3.28K 0.01% -4 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 49 $3.23K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 49 $3.23K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 48 $3.17K <0.01% -19 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 47 $3.1K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 47 $3.09K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 46 $3.02K <0.01% -110 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 46 $3.01K <0.01% +1 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 44 $3K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 45 $2.97K <0.01% +7 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 45 $2.97K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $2.93K <0.01% -4 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 44 $2.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 44 $2.9K <0.01% -14 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 43 $2.84K <0.01% -53 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 4,300 $2.83K 0.11% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 42 $2.77K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 40 $2.64K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 35 $2.34K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 32 $2.11K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 30 $1.98K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 28 $1.85K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 28 $1.85K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $1.71K <0.01% -23 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 24 $1.58K <0.01% -200 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23 $1.52K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $1.52K <0.01% -65 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 22 $1.45K <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $1.45K <0.01% -3 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 21 $1.39K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 19 $1.25K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 18 $1.19K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18 $1.19K <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 18 $1.19K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 18 $1.19K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17 $1.12K <0.01% -32 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 16 $1.05K <0.01% -70 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $990 <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 15 $989 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $858 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $857 <0.01% -10 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12 $800 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $795 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $791 <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 12 $791 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 10 $682 <0.01% -3 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 10 $665 <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 10 $659 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $659 <0.01% -8 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $593 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $533 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8 $528 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8 $528 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $528 <0.01% -78 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $528 <0.01% -29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $479 <0.01% -166 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $462 <0.01% -49 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $462 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $462 <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 6 $396 <0.01% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5 $330 <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4 $264 <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4 $264 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $264 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $264 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $264 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $219 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $200 <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2 $132 <0.01% 0 13F-HR Timeline