High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,568 $265K 0.06% +51 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,550 $263K <0.01% -1,296 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,541 $262K 0.01% -277 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,538 $262K <0.01% 0 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,450 $253K 0.13% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,330 $241K <0.01% -4 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,331 $236K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,279 $235K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,155 $223K 0.02% -844 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,137 $221K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,109 $218K 0.01% +757 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,105 $217K 0.02% -2,041 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 2,100 $217K 0.02% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,015 $208K <0.01% -72 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,914 $204K 0.07% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,959 $203K <0.01% new 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,957 $202K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,942 $201K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,689 $174K <0.01% -727 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 1,641 $169K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,524 $157K 0.02% -1,776 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,399 $145K <0.01% -10 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,252 $129K 0.01% +1,128 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 973 $98.7K 0.01% +136 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 900 $93K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 843 $87.1K <0.01% -61 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 840 $87K <0.01% -25 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 644 $66.5K 0.01% +633 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 638 $66K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 633 $65K <0.01% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 611 $63.1K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 595 $62K <0.01% +54 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 585 $60.4K <0.01% +468 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 500 $51.6K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 399 $40.9K 0.01% +162 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $31K <0.01% +200 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 263 $27.2K <0.01% +4 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 225 $23.2K <0.01% -152 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 198 $20.5K <0.01% -185 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 189 $19.5K <0.01% +121 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 175 $18.1K <0.01% +96 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 172 $17.8K <0.01% -17 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 171 $17.3K <0.01% -14 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 154 $15.9K <0.01% -52 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 137 $14.2K <0.01% +86 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $13.9K <0.01% -383 13F-HR Timeline Amount filed as zero, left out of ratios. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 155 $13.8K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 128 $13.2K <0.01% 0 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 125 $12.9K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 120 $12.4K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 118 $12.2K <0.01% +76 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 115 $11.9K <0.01% +107 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 112 $11.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 110 $11.4K <0.01% +60 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 101 $10.4K <0.01% +97 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 98 $10K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 95 $9.81K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 92 $9.5K <0.01% +29 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 87 $9K 0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 80 $8.26K <0.01% +53 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 75 $7.75K <0.01% -209 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 75 $7.69K <0.01% +25 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 75 $7.38K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 54 $5.58K <0.01% -28 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 53 $5.47K <0.01% -9 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 44 $5K <0.01% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46 $4.75K <0.01% +15 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 45 $4.65K <0.01% -2,868 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 41 $4.19K <0.01% -7 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 39 $4.03K <0.01% new 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36 $3.72K <0.01% -118 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $3.62K <0.01% +4 13F-HR/A Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 34 $3.51K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 32 $3.31K <0.01% +5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 32 $3.31K <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24 $2.48K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17 $1.76K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $1.65K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $1.65K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $1.65K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $1.45K <0.01% new 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $1.45K <0.01% -50 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $1.14K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $1.03K <0.01% -21 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $1.02K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 9 $930 <0.01% +1 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $620 <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $620 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $310 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1 $103 <0.01% -18 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $103 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.