Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 965 $21.1K <0.01% -1,514 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 950 $20.8K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 950 $20.8K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 928 $20.3K 0.01% +5 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 913 $19.9K <0.01% -26 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 904 $19.8K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 896 $19.6K <0.01% +47 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 894 $19.5K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 890 $19.4K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 889 $19.4K <0.01% +298 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 848 $18.5K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 820 $17.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 816 $17.8K <0.01% -1,436 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 768 $16.8K <0.01% +39 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 720 $15.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 727 $15.6K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 685 $15K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 631 $13.8K <0.01% +230 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $13.1K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 600 $13.1K <0.01% -200 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 595 $13K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 598 $13K <0.01% -105 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 550 $12K <0.01% -367 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 542 $11.8K <0.01% +30 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 503 $11K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 478 $10.4K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 472 $10.3K <0.01% -78 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 443 $9.68K <0.01% +85 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 442 $9.66K <0.01% +159 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 301 $6.58K <0.01% -733 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 296 $6.47K <0.01% -28 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 256 $5.59K <0.01% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 253 $5.53K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 250 $5.38K <0.01% -374 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 238 $5.2K <0.01% +116 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 228 $4.98K <0.01% +110 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 226 $4.94K <0.01% -14 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 207 $4.52K <0.01% +57 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 191 $4.17K <0.01% +110 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 190 $4.15K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 187 $4.09K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 186 $4.06K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 179 $3.91K <0.01% +80 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 160 $3.5K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 160 $3.5K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 159 $3.47K <0.01% +31 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 150 $3.28K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 148 $3.23K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $2.73K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 125 $2.73K <0.01% +62 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 121 $2.64K <0.01% -192 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 119 $2.6K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 116 $2.54K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 112 $2.45K <0.01% +21 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 110 $2.4K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 104 $2.28K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 97 $2.12K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 93 $2.03K <0.01% -16 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 93 $2.02K <0.01% +1 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 90 $1.97K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 88 $1.92K <0.01% -1,663 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 78 $1.7K <0.01% new 13F-HR/A Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 68 $1.49K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 68 $1.49K <0.01% -50 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $1.31K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 54 $1.18K <0.01% +44 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 52 $1.14K <0.01% +39 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 46 $1K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 46 $1K <0.01% -95 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 90 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 49 $1K <0.01% -2 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 40 $878 <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $853 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38 $831 <0.01% +21 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34 $743 <0.01% +24 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $677 <0.01% -7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 30 $649 <0.01% +23 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $612 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 27 $589 <0.01% +14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $546 <0.01% -166 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 23 $503 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 23 $503 <0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $481 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 21 $459 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 17 $371 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $262 <0.01% -3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $219 <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 7 $153 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $131 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $123 <0.01% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $66 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $44 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $44 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $19 <0.01% 0 13F-HR Timeline