AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,199 $80.8K <0.01% +800 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,994 $75.7K <0.01% +257 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,856 $70K 0.01% +8 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,722 $68.8K <0.01% 13F-HR/A Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,698 $68.2K 0.01% +602 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,679 $67.4K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,477 $62.6K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,453 $62K <0.01% -689 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,300 $58.1K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,256 $57K 0.01% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,176 $55K <0.01% +165 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,052 $51.8K <0.01% -226 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $50.5K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,817 $44.8K <0.01% +28 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,760 $44.5K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,742 $44K <0.01% +1,654 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,694 $43K <0.01% +471 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,690 $42.7K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,517 $38.3K 0.04% -4,175 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,444 $35.3K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,297 $33K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,200 $30.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,200 $30.3K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,085 $27.4K 0.02% +181 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,059 $26.8K 0.01% +165 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,056 $26.7K 0.02% -3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,052 $26.6K <0.01% +156 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,000 $25.3K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $25.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 991 $25K <0.01% +102 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 965 $24.4K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 950 $24K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 933 $23.6K 0.01% +5 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 890 $22.5K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 888 $22.4K <0.01% +445 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 848 $21.4K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 820 $20.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 781 $19.7K <0.01% +13 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 719 $17.7K <0.01% -8 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 694 $17.5K 0.01% +99 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $15.2K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 600 $15.2K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 580 $14.7K <0.01% +108 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 538 $13.6K <0.01% -12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 503 $13K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 512 $12.9K <0.01% +402 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 490 $12.4K <0.01% -108 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 478 $12.1K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 453 $11.4K <0.01% +11 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 448 $11.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 421 $10.6K <0.01% +183 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 412 $10.4K <0.01% -999 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 408 $10.3K <0.01% -134 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 405 $10.2K <0.01% +149 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 380 $10K <0.01% -305 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 382 $9.65K <0.01% +195 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 342 $8.63K 0.03% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 331 $8.36K <0.01% +172 13F-HR Timeline NBH Bank More: the full row for NBH Bank 296 $7.48K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 285 $7.2K <0.01% +181 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 278 $7.03K <0.01% +52 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 253 $6.39K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 246 $6.22K <0.01% -55 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 250 $6.01K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 228 $5.76K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 223 $5.63K <0.01% -690 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 207 $5.23K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 193 $4.88K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 190 $4.8K <0.01% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $4.8K <0.01% 0 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 160 $4.04K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 153 $3.87K <0.01% +56 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 150 $3.79K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 148 $3.74K <0.01% -43 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 143 $3.61K <0.01% +89 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $3.16K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 125 $3.16K <0.01% +73 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 124 $3.13K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 121 $3.06K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 116 $2.93K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 112 $2.83K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 103 $2.6K <0.01% -1,267 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 100 $2.53K <0.01% -25 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 93 $2.35K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 93 $2.35K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 88 $2.23K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 112 $2K <0.01% +63 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 106 $2K <0.01% +16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 74 $1.87K <0.01% +36 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 68 $1.72K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $1.72K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 67 $1.69K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 66 $1.67K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $1.52K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 46 $1.16K <0.01% +24 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 40 $1.02K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 36 $910 <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 35 $884 <0.01% +8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $809 <0.01% +20 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30 $758 <0.01% -16 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $708 <0.01% +22 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $708 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 23 $581 <0.01% 0 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 21 $531 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20 $505 <0.01% -11 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $480 <0.01% -6 13F-HR Timeline Trust Co More: the full row for Trust Co 17 $430 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 13 $329 <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 12 $303 <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $253 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $173 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6 $152 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $152 <0.01% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $142 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $76 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $51 <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $51 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $25 <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $22 <0.01% 0 13F-HR Timeline