EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,240 $178K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,219 $175K <0.01% +530 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,100 $158K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,045 $150K 0.03% -454 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,023 $147K <0.01% +525 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 938 $135K 0.03% -59 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 929 $134K 0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 905 $130K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 905 $130K 0.02% -19 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 837 $120K 0.02% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 835 $120K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 822 $118K <0.01% 0 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 810 $117K 0.01% -92 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 798 $115K 0.02% -74 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 794 $113K <0.01% +238 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 781 $112K 0.07% -81 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 750 $108K 0.1% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 747 $107K 0.01% +22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 738 $106K 0.01% 0 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 717 $103K <0.01% -157 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 714 $103K <0.01% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 700 $101K 0.02% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 575 $97.2K 0.01% +320 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 665 $96K 0.05% -15,435 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 654 $94.1K 0.01% -1,569 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 603 $86.8K <0.01% +2 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 600 $86.3K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 586 $84.3K 0.01% -50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 562 $80.9K 0.04% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 560 $80.6K 0.08% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 522 $75.1K <0.01% -38 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 432 $73K <0.01% +121 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 500 $72K <0.01% -80 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 480 $69.1K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 474 $68.2K <0.01% +164 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 466 $67.1K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 466 $67.1K <0.01% +109 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 470 $67K 0.02% +55 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 458 $65.9K <0.01% -23 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 454 $65.3K 0.01% +51 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 450 $64.8K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 428 $61.6K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 424 $61K 0.06% 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 388 $55.8K <0.01% -19 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 380 $54.7K 0.07% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 364 $52.4K 0.03% +293 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 336 $48.4K 0.01% +9 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 336 $48.4K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 335 $48K 0.02% -244 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 316 $45.5K 0.02% +307 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 304 $43.7K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 300 $43.2K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 297 $42.7K <0.01% +158 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 293 $42.2K 0.01% +8 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 279 $40.1K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 274 $39.4K <0.01% +130 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 270 $38.9K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 260 $37.4K 0.03% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 250 $36K 0.03% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 250 $36K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 241 $34.7K <0.01% +135 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 223 $32.1K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 211 $30.3K 0.01% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 204 $29.4K 0.03% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 202 $29.1K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 201 $28.9K <0.01% +149 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 200 $28.8K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 200 $28.8K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $28.8K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $28.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 189 $27.2K <0.01% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 189 $27.2K 0.06% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 182 $26.4K <0.01% 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 183 $26.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 172 $24.8K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 167 $24K 0.01% +43 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 167 $24K <0.01% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $21.6K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 149 $21.5K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $20.7K 0.01% +11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 140 $20.1K <0.01% +26 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 135 $19.4K <0.01% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $18K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 119 $17.1K <0.01% -256 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 118 $17K <0.01% +61 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 105 $15K <0.01% +23 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 104 $15K <0.01% -1 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 102 $14.7K <0.01% +10 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 100 $14.4K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 98 $14.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 97 $14K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 97 $14K 0.01% +71 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 88 $13K <0.01% +59 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 89 $12.8K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 87 $12.5K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 87 $12.4K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 80 $11.5K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $11.5K <0.01% -6 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73 $10.5K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 67 $9.64K 0.01% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 64 $9.21K 0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 63 $9.07K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 60 $8.63K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 59 $8.49K <0.01% 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 58 $8.39K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 56 $8.07K <0.01% +1 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 55 $7.93K 0.02% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 54 $7.77K 0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 39 $6K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 44 $6K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 41 $5.9K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 40 $5.77K <0.01% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 37 $5.35K <0.01% -4 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 37 $5.32K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 37 $5.32K 0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $4.89K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $4.32K <0.01% -17 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $4K <0.01% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 28 $4K <0.01% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 24 $3.9K <0.01% -15 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 22 $3.64K <0.01% +13 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 22 $3.64K <0.01% +13 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 25 $3.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $3.45K <0.01% +11 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 23 $3.31K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21 $3.02K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 21 $3.02K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 20 $2.88K <0.01% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 20 $2.88K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20 $2.88K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $2.73K <0.01% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 19 $2.73K <0.01% -5 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 18 $2.6K <0.01% -24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18 $2.59K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $2.59K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 16 $2.3K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $2.27K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15 $2.16K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11 $1.58K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10 $1.44K <0.01% +2 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.44K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $1.44K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.44K <0.01% +5 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 10 $1.44K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9 $1.29K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $1.27K <0.01% -41 13F-HR/A Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 8 $1.15K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $1.15K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.01K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7 $1.01K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 7 $1.01K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $957 <0.01% +3 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $863 <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $863 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $720 0.07% -5,035 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5 $720 <0.01% -6,614 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $719 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4 $576 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $432 <0.01% -9 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3 $432 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $432 <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2 $288 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2 $288 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 175 $252 0.01% 0 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $144 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.