HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,111 $84K <0.01% -17 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,000 $75.6K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 940 $71K <0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 905 $68K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 892 $67.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 855 $64.6K <0.01% +106 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 807 $61K 0.03% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 800 $60.5K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 750 $56.7K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 737 $56K 0.02% -67 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 737 $55.7K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 732 $55.3K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 700 $52.9K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 687 $51.9K 0.01% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 656 $49.6K <0.01% -65,845 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 607 $46.4K <0.01% +14 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 549 $41.5K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 516 $39K <0.01% -303 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 474 $35.8K <0.01% -8 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 457 $34.5K <0.01% -876 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 456 $34.5K <0.01% +94 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 447 $33.8K <0.01% +10 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 427 $32.3K <0.01% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 496 $31.2K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 400 $30.2K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 400 $30.2K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400 $30K <0.01% 0 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 389 $29.4K <0.01% -610 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 389 $29.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 385 $29.1K <0.01% +58 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 370 $28K 0.02% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 350 $26.5K <0.01% +13 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 336 $25.4K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 307 $23.2K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 281 $21.2K <0.01% -416 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 280 $21.2K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 278 $21K <0.01% -18 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 273 $20.6K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 260 $19.7K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 216 $16.3K 0.01% +22 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 200 $16K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 207 $15.6K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 205 $15.5K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 190 $14.4K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 182 $13.8K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 180 $13.6K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 175 $13.2K 0.01% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 170 $12.8K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 160 $12.1K <0.01% -507 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 150 $11.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 148 $11.2K <0.01% +127 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 148 $11.2K <0.01% -29 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 147 $11.1K <0.01% -12 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 145 $11K <0.01% -105 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 139 $10.5K <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 137 $10.4K <0.01% -95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 133 $10.1K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 130 $10K <0.01% -124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 132 $9.98K <0.01% +66 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 119 $8.99K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 118 $8.92K <0.01% +73 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 98 $7.7K <0.01% -700 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 109 $7.69K <0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $7.56K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 100 $7.56K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $7.56K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 86 $6.5K <0.01% +33 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 85 $6.42K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 82 $6.2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 79 $5.97K <0.01% +48 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 71 $5.37K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 71 $5.37K <0.01% +7 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 70 $5.29K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 69 $5.22K <0.01% +23 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 67 $5.06K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 68 $5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 63 $4.76K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 62 $4.69K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 58 $4.38K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 55 $4.16K <0.01% +47 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $4.08K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 54 $4.08K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 54 $4.08K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 49 $3.7K <0.01% -49 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $3.63K <0.01% +10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 44 $3.33K <0.01% +36 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 40 $3.02K <0.01% +11 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 39 $2.95K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 38 $2.87K <0.01% +23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 34 $2.57K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $2.36K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 30 $2.27K <0.01% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 28 $2.12K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27 $2.04K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 27 $2.04K <0.01% -1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 33 $2K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26 $1.97K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 26 $1.97K <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $1.89K <0.01% -2 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 22 $1.66K <0.01% -1 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22 $1.66K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $1.59K <0.01% -18 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 21 $1.59K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 21 $1.59K <0.01% +5 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 19 $1.44K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 19 $1.43K <0.01% +10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.36K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 17 $1.28K <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $1.28K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $1.13K <0.01% -5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15 $1.13K <0.01% -69 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.06K <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $983 <0.01% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12 $907 <0.01% -239 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $907 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $907 <0.01% -4 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 11 $832 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11 $831 <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9 $680 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $605 <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $529 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $529 <0.01% -26 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $498 <0.01% +4 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6 $453 <0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5 $378 <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $302 <0.01% -4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $227 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $152 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $151 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $76 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $76 <0.01% -2 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.