Covestor Ltd More: the full row for Covestor Ltd 1,630 $108K 0.06% +158 13F-HR Timeline City State Bank More: the full row for City State Bank 1,625 $108K 0.03% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,600 $106K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,543 $102K <0.01% -97 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,500 $99.6K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,487 $98.7K <0.01% +252 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,419 $94K <0.01% -611 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,393 $92.5K <0.01% -30 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,379 $91.1K <0.01% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,356 $89.6K <0.01% -79 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,336 $88.7K <0.01% +385 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,333 $88.5K <0.01% -15,030 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,298 $86.1K 0.06% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,188 $78.8K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,172 $77.8K <0.01% -72 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,150 $76.3K <0.01% -886 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,143 $76K <0.01% +492 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,128 $74.9K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,074 $71.3K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,000 $66.4K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 999 $66.3K <0.01% +105 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 985 $65.4K <0.01% -57 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 940 $62.4K -257 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 892 $59.2K <0.01% -80 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 905 $59K 0.04% +515 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 819 $54.4K <0.01% -173 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 807 $53.6K 0.02% +72 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 798 $53.5K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 800 $53.1K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 804 $52K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 750 $49.8K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 749 $49.7K <0.01% +81 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 732 $48.6K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 700 $46.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 697 $46.3K <0.01% -774 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 667 $44.3K 0.01% -543 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 632 $41.9K <0.01% +46 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 604 $40.1K <0.01% +2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 593 $39.2K <0.01% +35 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 549 $36.4K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 482 $32K <0.01% +10 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 437 $29K <0.01% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400 $27K <0.01% 0 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $26.5K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 400 $26.5K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 389 $25.8K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 362 $24K <0.01% -7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 353 $23.4K 0.02% +9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 337 $22.4K <0.01% +26 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 336 $22.3K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 327 $21.7K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $19.9K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 300 $19.9K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 296 $19.6K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 260 $17.3K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 254 $17K <0.01% +69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 251 $16.7K <0.01% +56 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 250 $16.6K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 232 $15.4K <0.01% +119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hemington Wealth Management More: the full row for Hemington Wealth Management 236 $15K <0.01% -23 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 207 $13.7K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $12.9K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 194 $12.9K 0.01% -35 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 190 $12.6K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 180 $11.9K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 177 $11.7K <0.01% +95 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 159 $10.6K <0.01% -62 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 150 $9.96K <0.01% -15 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 137 $9.09K <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. 133 $8.83K <0.01% +20 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $6.64K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 100 $6.64K <0.01% -100 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $6.64K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 98 $6.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 84 $5.58K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 82 $5.44K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $4.89K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 71 $4.72K <0.01% -65 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 67 $4.45K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 66 $4.38K <0.01% -5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 64 $4.25K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 63 $4.18K <0.01% +23 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 62 $4.12K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 68 $4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 58 $3.85K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 54 $3.58K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $3.58K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $3.52K <0.01% +35 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $3.32K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 48 $3.19K <0.01% +6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $3.05K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 45 $2.99K <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 39 $2.59K <0.01% -11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 38 $2.52K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 34 $2.26K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 33 $2.19K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 32 $2.12K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $2.1K <0.01% +26 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 31 $2.06K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $2.01K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 33 $2K <0.01% +9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $1.93K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $1.88K <0.01% +1 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 28 $1.86K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 28 $1.86K <0.01% -2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26 $1.73K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 23 $1.53K <0.01% -3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22 $1.46K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21 $1.39K <0.01% -4 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 21 $1.39K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $1.39K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $1.33K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16 $1.06K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $1.06K <0.01% +2 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 24 $1K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15 $996 <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $996 <0.01% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $797 <0.01% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 11 $731 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11 $730 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $597 <0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $596 <0.01% -3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $531 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $531 <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8 $531 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $531 <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8 $531 <0.01% -369 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $465 <0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 5 $332 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5 $332 <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $207 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $200 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $199 <0.01% -3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $133 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $66 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1 $66 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.