Quarry LP More: the full row for Quarry LP 577 $90.5K 0.02% -349 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 551 $86.4K 0.01% +44 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 550 $86K <0.01% -31 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 518 $81.3K <0.01% +500 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 510 $80K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 510 $80K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 503 $78.9K <0.01% +121 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $78.4K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 497 $77.9K <0.01% -26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 487 $76.4K <0.01% +101 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 460 $72.1K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 454 $71.2K 0.01% +123 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 452 $70.9K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 450 $70.6K 0.01% -11 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 444 $70K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 434 $68.1K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 400 $62.7K <0.01% -35 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 400 $62.7K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 400 $62.7K 0.03% 0 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 400 $62.7K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 398 $62.4K <0.01% +39 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 375 $58.8K 0.02% -9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 366 $57.4K <0.01% +4 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 355 $55.7K 0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 350 $54.9K 0.01% +100 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 344 $54K <0.01% +30 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 320 $50.2K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 312 $48.9K 0.01% 0 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 308 $48.3K <0.01% +33 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 275 $43.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 266 $42K <0.01% -86 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 248 $38.9K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 239 $37.5K 0.02% -66 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 230 $36.1K <0.01% -182 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 214 $33.6K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 207 $32.5K 0.01% +10 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 202 $32K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 200 $31.4K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 194 $30.4K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 193 $30.3K <0.01% +67 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 183 $28.7K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 181 $28.4K <0.01% -113 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 172 $27K 0.01% 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 166 $26K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 158 $24.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 150 $23.5K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 150 $23.5K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 145 $22.7K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 145 $22.7K <0.01% +11 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 138 $21.7K <0.01% +3 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 136 $21.3K <0.01% +4 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 135 $21.2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 134 $21K <0.01% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 133 $20.9K <0.01% -8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 131 $20.5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 130 $20K <0.01% +16 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 124 $19.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 122 $19.1K 0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 121 $19K <0.01% +5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 114 $18.1K <0.01% +29 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 115 $18K <0.01% -5,802 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 113 $17.7K <0.01% new 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 110 $17.3K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 109 $17.1K <0.01% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 101 $15.8K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 100 $15.7K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $15.7K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 100 $15.7K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 100 $15.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 91 $14.2K <0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 87 $13.6K 0.01% -3 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 84 $13.2K <0.01% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 70 $11K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 64 $10.9K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 60 $9.41K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 59 $9.36K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 59 $9.25K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 53 $8.31K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 52 $8.16K <0.01% -18 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44 $7K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $6.9K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $6.27K <0.01% +26 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 39 $6.12K <0.01% -1 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 37 $5.8K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 36 $5.65K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 35 $5.49K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 35 $5.41K <0.01% -209 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 28 $4.39K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 28 $4.38K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 35 $4.18K 0.05% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $3.92K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24 $3.76K <0.01% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24 $3.76K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 24 $3.76K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 23 $3.61K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23 $3.61K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 20 $3K <0.01% +11 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $2.51K <0.01% -12 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15 $2.37K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $2.35K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13 $2.04K <0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $2.04K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $2.04K <0.01% -269 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 13 $2.04K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 13 $1.96K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12 $1.88K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11 $1.74K <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $1.73K <0.01% -8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $1.66K <0.01% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $1.59K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10 $1.57K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.57K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9 $1.41K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.32K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8 $1.25K <0.01% -53 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $1.25K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $1.1K <0.01% -4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.1K <0.01% +4 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $793 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $785 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $785 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5 $784 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $627 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4 $627 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $627 <0.01% +1 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4 $627 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $470 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $314 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $314 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $314 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $157 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $157 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 0 $107 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -12 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.