Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 768 $62.6K 0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 736 $60K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 726 $59.1K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 705 $57.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 692 $56K 0.04% +133 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 685 $56K 0.01% +20 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 643 $52.4K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 599 $48.8K <0.01% +41 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 580 $47.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 572 $47K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 565 $46K <0.01% -160 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 554 $45.1K <0.01% -1,265 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 542 $44.2K 0.03% +416 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 529 $43.1K <0.01% +29 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 526 $42.8K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $40.7K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 500 $40.7K 0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 484 $39.4K <0.01% +134 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 460 $37.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 448 $36K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 431 $34.8K <0.01% +276 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 400 $32.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 398 $32.4K 0.01% -7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 385 $31.4K <0.01% +69 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 374 $30.5K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 344 $28K 0.02% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 326 $26.6K <0.01% +17 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 303 $24.7K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 303 $24.7K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 286 $23.3K <0.01% +8 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 263 $21.4K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 252 $20.5K <0.01% -50 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 250 $20K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 238 $19.4K 0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 234 $19.1K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 234 $19.1K 0.01% 0 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 197 $16K 0.04% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 190 $15.5K 0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 181 $14.7K <0.01% +37 13F-HR Timeline First Personal Financial Services More: the full row for First Personal Financial Services 175 $14.3K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 168 $13.7K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 167 $13.6K <0.01% +20 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 161 $13.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 171 $13K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 152 $12.4K <0.01% +109 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 150 $12.2K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 142 $11.6K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 92 $7.5K <0.01% +9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 80 $6.52K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 80 $6.52K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 75 $6.11K <0.01% +32 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 75 $6.11K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 75 $6.11K <0.01% -22 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 69 $5.62K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 64 $5.21K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 63 $5.13K <0.01% +29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 59 $4.81K <0.01% -11,517 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 59 $4.81K <0.01% +5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55 $4.48K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 51 $4.17K <0.01% +26 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 50 $4.07K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46 $3.75K <0.01% +8 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $3.58K <0.01% +7 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $3.5K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 44 $3.41K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 40 $3.26K <0.01% -68 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 37 $3.01K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 36 $2.93K <0.01% new 13F-HR Timeline Planning Capital Management Corp More: the full row for Planning Capital Management Corp 36 $2.93K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 34 $2.77K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 31 $2.52K <0.01% +25 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 31 $2.52K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 30 $2.44K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $2.44K <0.01% -1,323 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $2.44K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 30 $2.44K <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $2.36K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 27 $2.2K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 27 $2.18K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 25 $2.04K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $2K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $1.96K <0.01% -1 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 23 $1.87K <0.01% -20 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 20 $1.63K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20 $1.63K <0.01% -213 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 18 $1.47K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 15 $1.22K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $1.22K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% +3 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 14 $1K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $1K <0.01% -945 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 10 $815 <0.01% new 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 9 $733 <0.01% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 8 $652 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $571 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $489 <0.01% -1 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 6 $489 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $323 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $244 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $244 <0.01% 0 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $163 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1 $81 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.