Tema ETFs LLC More: the full row for Tema ETFs LLC 2,062 $134K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,021 $132K 0.01% +30 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,028 $132K <0.01% +232 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,916 $124K <0.01% -93 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,907 $124K <0.01% +1,180 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,816 $118K <0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,625 $106K 0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,615 $105K <0.01% -391 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,487 $96.6K <0.01% +393 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,298 $84.3K <0.01% +28 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,290 $83K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,266 $82.2K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,241 $80.6K 0.06% -42 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,106 $71.8K <0.01% 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 852 $55.3K <0.01% -438 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 633 $41.1K <0.01% -1,049 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 613 $40.1K <0.01% +108 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 600 $39K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 598 $38.8K <0.01% +300 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 590 $38.3K <0.01% +132 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 588 $38.2K <0.01% 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 572 $37.1K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 558 $36.2K <0.01% -34 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 555 $36K <0.01% -8 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 544 $35.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 521 $33.8K <0.01% +70 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 512 $33.3K <0.01% -129 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 433 $28.1K <0.01% -10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 423 $27.5K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 416 $27K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 387 $25.1K 0.01% +28 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 362 $24K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 349 $22.7K <0.01% +247 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 331 $21.5K <0.01% +39 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 273 $18.5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 269 $17.5K <0.01% +2 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 263 $17.1K <0.01% +30 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 256 $16.6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 248 $16.2K <0.01% +22 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 258 $16K <0.01% -67 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 243 $15.8K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 239 $15.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 238 $15.5K <0.01% +87 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 232 $15K 0.01% +51 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 221 $14.3K <0.01% -304 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 216 $14K <0.01% +156 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 215 $14K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 213 $13.8K <0.01% +52 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 204 $13.2K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 202 $13.1K <0.01% -3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 198 $12.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 197 $12.8K <0.01% +23 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 184 $11.9K <0.01% +166 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 201 $11.8K 0.02% 0 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 179 $11.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 153 $9.94K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 144 $9.36K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 142 $9.22K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 136 $8.83K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 133 $8.64K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 129 $8.38K <0.01% +27 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 129 $8.38K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 117 $7.6K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $7.53K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 116 $7.53K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 112 $7.27K <0.01% +50 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 110 $7.19K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 110 $7.14K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 106 $6.88K <0.01% +12 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 102 $6.62K <0.01% +13 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $6.49K <0.01% -109 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 93 $6.04K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 94 $6K <0.01% -34 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 121 $5.57K <0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 72 $4.67K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 71 $4.61K <0.01% +50 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 67 $4.35K <0.01% -13 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57 $3.7K <0.01% -914 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 52 $3.38K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 52 $3.38K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 52 $3.38K <0.01% +49 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $3.25K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 47 $3.05K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 53 $3K <0.01% +15 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 46 $2.99K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 42 $2.73K <0.01% +20 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 40 $2.59K <0.01% -35 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $2.47K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 38 $2.47K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $2.27K <0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 34 $2.21K <0.01% +16 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 32 $2.08K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 31 $2.01K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 28 $1.82K <0.01% +7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 27 $1.77K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25 $1.62K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $1.62K <0.01% +12 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 25 $1.62K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $1.56K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 20 $1.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.23K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19 $1.23K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17 $1.11K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $1K <0.01% +15 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $974 <0.01% -16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $974 <0.01% +2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 15 $974 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 15 $964 <0.01% +3 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 14 $910 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $910 <0.01% +10 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $845 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $715 <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $519 <0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $452 <0.01% +2 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 6 $390 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $325 <0.01% +1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $325 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $260 <0.01% -4 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4 $260 <0.01% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 3 $195 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3 $195 <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $130 <0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2 $130 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $130 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2 $130 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $71 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $65 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.