AXS Investments LLC More: the full row for AXS Investments LLC 252 $43.7K 0.02% -60 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 242 $42K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 220 $39K 0.02% +188 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 223 $38.7K <0.01% -50 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 220 $38.1K 0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 212 $36.8K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 207 $35.9K 0.01% -3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 204 $35.4K <0.01% -1,318 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 200 $34.7K 0.01% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 200 $34.7K 0.02% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 165 $29K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 153 $26.5K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 151 $26.2K <0.01% -423 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 148 $25.7K <0.01% -381 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 145 $25.1K <0.01% -47 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $24.3K <0.01% -248 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 136 $24K <0.01% -12 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 135 $23.4K <0.01% -3,210 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 134 $23.2K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 134 $23.2K 0.01% +57 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 86 $22.8K 0.01% -1,721 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 131 $22.7K <0.01% -738 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 115 $22.1K <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 120 $20.8K 0.02% -80 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 119 $20.7K 0.01% +115 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 118 $20.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 117 $20.4K <0.01% +85 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 115 $19.9K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 108 $18.8K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 105 $18.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 101 $18K <0.01% -25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 100 $17.4K <0.01% -125 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 99 $17.3K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 98 $17K <0.01% -12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 97 $16.8K <0.01% -156 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 96 $16.6K <0.01% -58 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 93 $16.1K 0.01% -11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 94 $16K <0.01% +25 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 91 $15.8K <0.01% -14 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 90 $15.6K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 90 $15.6K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 88 $15.3K <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 84 $14.6K <0.01% -256 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $14.4K <0.01% -63 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 81 $14.1K <0.01% -6 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 76 $13.5K <0.01% +45 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 65 $11.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 64 $11.1K <0.01% -117 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 64 $11.1K <0.01% +10 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 60 $10.4K <0.01% -7 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 58 $10.1K <0.01% +35 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 57 $9.88K <0.01% -756 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 54 $9.36K <0.01% -27 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $9.19K <0.01% +13 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 53 $9.13K <0.01% +12 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $8.71K <0.01% -5 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 50 $8.67K 0.01% +19 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $8.67K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 48 $8.34K <0.01% +4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 48 $8.32K <0.01% +27 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 47 $8.15K 0.05% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 46 $7.98K <0.01% +3 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 46 $7.98K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 45 $7.8K <0.01% -47 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 43 $7.46K <0.01% +1 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 43 $7.46K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 40 $7.01K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 39 $6.76K <0.01% -34 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $5.9K <0.01% -27 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 34 $5.89K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 33 $5.72K <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 31 $5.38K <0.01% +9 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 30 $5.2K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $5.03K <0.01% +6 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 28 $4.86K <0.01% -2 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 27 $4.68K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 26 $4.51K <0.01% +2 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $4.33K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $4.33K <0.01% +16 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25 $4.33K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $4.16K <0.01% -11 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 18 $4.01K <0.01% +1 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 22 $3.81K <0.01% +12 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 20 $3.47K <0.01% -536 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 20 $3.47K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 20 $3.47K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 19 $3.31K <0.01% new 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 19 $3.3K <0.01% +9 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 19 $3.29K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $3.01K <0.01% +7 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17 $2.95K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16 $2.77K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $2.77K <0.01% +2 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 16 $2.77K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 15 $2.6K <0.01% -8 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 15 $2.6K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14 $2.44K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $2.43K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13 $2.25K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 12 $2.08K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 12 $2.08K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $2K <0.01% -4 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $1.92K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11 $1.91K <0.01% -5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11 $1.91K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $1.83K <0.01% +8 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10 $1.73K <0.01% -350 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 10 $1.73K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10 $1.73K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 10 $1.73K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $1.73K <0.01% +2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9 $1.64K <0.01% -2 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 6 $1.59K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9 $1.56K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $1.56K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9 $1.56K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $1.56K <0.01% -13 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8 $1.39K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8 $1.39K <0.01% +6 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $1.21K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6 $1.05K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $1.05K <0.01% -24 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $1.05K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6 $1.04K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6 $1.04K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $1.04K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $1.04K <0.01% -14 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6 $1.04K <0.01% -46 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5 $867 <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5 $867 <0.01% -13 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $867 <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $867 <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $867 <0.01% -7 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $694 <0.01% -17 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $694 <0.01% -46 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4 $694 <0.01% -10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4 $671 <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $522 <0.01% -34 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3 $521 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $521 <0.01% -4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $521 <0.01% -3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3 $520 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $520 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $520 <0.01% -5 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 3 $520 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $403 <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $354 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2 $347 <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $347 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $347 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $347 <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2 $347 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $347 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $181 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $174 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $174 <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $173 <0.01% -2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1 $173 <0.01% -16 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $173 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $173 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 0 $54 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 0 $10 <0.01% -6 13F-HR Timeline Amount filed as zero, left out of ratios.