Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,388 $201K 0.13% +512 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,383 $200K 0.04% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,380 $200K <0.01% +306 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,367 $199K <0.01% -28 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,352 $198K 0.01% -21,226 13F-HR/A Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,342 $197K 0.02% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,315 $195K 0.01% -1,996 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,285 $191K 0.01% -336 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,107 $177K 0.02% -4,005 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,105 $177K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,095 $176K 0.1% +460 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,078 $175K 0.07% -47 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,997 $168K 0.04% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,967 $165K 0.01% new 13F-HR/A Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,950 $164K <0.01% -73,050 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,875 $161K <0.01% +62 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,900 $160K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,847 $155K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,828 $154K 0.08% -37 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,790 $151K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,727 $145K 0.11% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,715 $144K 0.05% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,704 $143K 0.09% +59 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,605 $139K 0.09% -263 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,653 $139K 0.01% +40 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,649 $139K 0.02% -1,016 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,606 $135K 0.01% -25 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,605 $135K 0.02% +255 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,595 $134K 0.01% -106 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,550 $130K 0.02% -850 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,549 $130K 0.01% -5,016 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,507 $127K 0.02% -6 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,474 $124K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,467 $123K 0.08% -700 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,405 $118K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,345 $113K <0.01% +500 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,325 $111K 0.01% -45 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,306 $110K <0.01% -234 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,270 $107K 0.01% -21 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,249 $105K 0.07% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,206 $101K 0.03% +1,027 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,201 $101K 0.02% new 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,200 $101K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,175 $98.8K <0.01% -2,918 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,159 $97.4K 0.03% -71 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,135 $95.4K 0.03% -17,438 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,067 $89.7K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,058 $89K <0.01% +5 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,005 $84.5K 0.01% +200 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $84.1K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $82.8K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 950 $79.9K 0.06% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 943 $79.3K 0.03% +717 13F-HR Timeline City State Bank More: the full row for City State Bank 931 $78.3K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 910 $76.5K 0.01% -291 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 900 $75.7K 0.01% -5 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 892 $75K 0.05% -664 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 884 $74.3K 0.05% -141 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 860 $72.3K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 846 $71.1K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 836 $70.3K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 802 $67.4K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 760 $63.9K 0.03% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 719 $60.5K 0.04% +364 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 715 $60K 0.01% -136 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 713 $60K 0.01% +3 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 700 $59K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 694 $58.4K 0.01% +544 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 685 $57.6K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 676 $56.8K <0.01% -144 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 665 $55.9K <0.01% +30 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 644 $54.9K 0.02% +158 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 627 $52.7K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 622 $52.3K 0.02% +24 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 600 $50.4K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 570 $47.9K 0.03% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 536 $45.1K 0.01% +22 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 535 $45K 0.01% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 535 $45K 0.02% +250 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 529 $44.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 516 $43.4K <0.01% -14 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 495 $41.6K <0.01% +40 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 485 $40.8K 0.02% +100 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 478 $40.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 450 $38.3K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 448 $38.2K 0.01% +224 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 452 $38K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 439 $36.9K <0.01% -50 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 426 $35.8K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 422 $35.5K 0.01% +7 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 420 $35.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 419 $35.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 409 $34.4K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 425 $33.7K 0.02% -170 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 398 $33.5K <0.01% -120 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 392 $33K <0.01% -93 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 390 $33K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 387 $32.5K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 381 $32K <0.01% +358 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 375 $31.5K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 364 $30.6K 0.01% +1 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 335 $28.2K <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 330 $27.7K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 320 $26.9K <0.01% -395 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 311 $26.1K <0.01% -4,927 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 304 $25.6K <0.01% -144 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 303 $25.5K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 301 $25.3K 0.01% -1,527 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 300 $25.2K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 300 $25.2K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $25.2K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $25.2K 0.01% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 299 $25.1K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 296 $24.9K 0.01% +71 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 293 $24.6K <0.01% -72 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 275 $23.1K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 267 $22.4K <0.01% -44 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 265 $22.3K <0.01% -100 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 261 $21.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 252 $21.6K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 250 $21K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 250 $21K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $21K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 241 $20.3K <0.01% +91 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 230 $19.8K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 225 $18.9K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 225 $18.9K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 222 $18.7K <0.01% +6 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 209 $17.6K <0.01% +22 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 207 $17.4K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 204 $17.2K <0.01% +14 13F-HR Timeline DAGCO, INC. 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More: the full row for Physician Wealth Advisors, Inc. 153 $12.9K <0.01% +74 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 150 $12.6K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 129 $12.2K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 143 $12K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 139 $11.7K 0.01% +2 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 133 $11.2K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 130 $10.9K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 129 $10.8K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 129 $10.8K 0.01% -10 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 184 $10.5K <0.01% +59 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 125 $10.5K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 122 $10.3K 0.01% +15 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 118 $9.92K <0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 116 $9.75K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 110 $9.22K <0.01% +107 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 116 $9K <0.01% -38 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 107 $9K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 104 $8.74K <0.01% +52 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 103 $8.66K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $8.41K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $8.41K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $8.41K <0.01% -24 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 53 $4.17K <0.01% -8 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 48 $4.04K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 59 $4K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 46 $3.87K <0.01% -134 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 43 $3.62K <0.01% -1,000 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 39 $3.28K <0.01% -8 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 35 $2.94K <0.01% -11 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 35 $2.94K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 31 $2.61K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 31 $2.61K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 31 $2.61K <0.01% -2,052 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $2.44K <0.01% +11 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 28 $2.35K <0.01% new 13F-HR Timeline