Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 2,020 $47.1K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,000 $46.6K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,942 $45.2K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,618 $37.7K <0.01% +1,093 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,545 $36K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,545 $36K <0.01% -2,246 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,497 $34.9K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,406 $32.8K <0.01% -388 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,275 $29.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,222 $28.5K <0.01% +563 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,217 $28.4K 0.01% +917 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,183 $27.6K <0.01% -828 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,124 $26K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,103 $25.7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,084 $25.3K <0.01% +1,015 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,016 $23.7K <0.01% +400 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,000 $23.3K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,000 $23.3K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 951 $22.2K 0.02% +445 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 948 $22.1K <0.01% +526 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 976 $22K <0.01% -3,745 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 919 $21.4K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 893 $21K <0.01% -175 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 885 $20.6K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 868 $20.2K <0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 850 $19.8K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 847 $19.7K 0.04% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 820 $19.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 800 $18.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 800 $18.6K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 800 $18.6K <0.01% -200 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 727 $16.9K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 685 $16K <0.01% -170 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 658 $15.3K <0.01% +59 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 645 $15K <0.01% -148 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 540 $12.6K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 540 $12.6K <0.01% -34 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 516 $12K <0.01% -623 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 512 $11.9K <0.01% +44 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 494 $11.5K <0.01% -383 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 478 $11.1K <0.01% 0 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. 458 $10.7K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 454 $10.6K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 442 $10.3K <0.01% -134 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 430 $10K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 415 $8.64K <0.01% +385 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 354 $8.25K <0.01% -2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 345 $8.04K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 329 $7.66K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 325 $7.57K <0.01% -75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 320 $7.46K 0.01% -330 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 306 $7.13K <0.01% +146 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 283 $6.59K <0.01% -68 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 277 $6.45K <0.01% -2,473 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 271 $6.32K <0.01% +183 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 262 $6.11K <0.01% +79 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 242 $6K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 253 $5.89K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 250 $5.83K <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 211 $4.92K <0.01% +51 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 204 $4.75K <0.01% +153 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42 $4.61K <0.01% +17 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 184 $4.29K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 181 $4.22K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 176 $4.09K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 167 $3.89K <0.01% +77 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 153 $3.56K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 136 $3.17K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 115 $2.68K <0.01% -227 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 111 $2.59K <0.01% new 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 109 $2.54K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 105 $2.45K <0.01% 0 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 105 $2.44K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 102 $2.38K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 100 $2.33K <0.01% +21 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 91 $2.12K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 90 $2.1K <0.01% -108 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 125 $2K <0.01% -21 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 77 $1.8K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 77 $1.79K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 76 $1.77K <0.01% -105 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 72 $1.68K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 70 $1.63K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 65 $1.51K <0.01% -74 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 64 $1.49K <0.01% -24 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 61 $1.41K <0.01% +1 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 59 $1.31K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 48 $1.12K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 98 $1.09K <0.01% +51 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 46 $1.07K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 44 $1.02K <0.01% +4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 41 $955 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 27 $629 <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26 $606 <0.01% -41 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $583 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $560 <0.01% -11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $513 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $489 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 21 $489 <0.01% +10 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $469 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $420 <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 18 $419 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 17 $396 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $303 <0.01% -25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $280 <0.01% +5 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $233 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $93 <0.01% -2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $70 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $70 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $65 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $47 <0.01% new 13F-HR Timeline 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. 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.