HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,498 $80.2K <0.01% +159 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,400 $77.1K 0.04% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,400 $77.1K 0.03% 0 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,225 $71.5K 0.03% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,190 $70.3K 0.07% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,184 $70.2K 0.02% +554 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,159 $69.3K <0.01% -1,607 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,155 $69.2K 0.01% +465 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,098 $67.4K <0.01% -523 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,083 $66.9K 0.01% +158 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,008 $64.5K 0.03% +12 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,911 $61.4K <0.01% -232 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,901 $61.1K 0.06% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,857 $60K <0.01% -21 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,813 $58.2K 0.01% -1,154 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,738 $55.8K 0.05% -39 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,639 $52.6K 0.01% -248 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,612 $51.8K <0.01% -1,241 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,608 $51.6K <0.01% -308 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,550 $49.8K 0.02% +1,000 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,527 $49K <0.01% +605 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,453 $47K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,457 $46.8K 0.05% 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,453 $46.7K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,446 $46.4K <0.01% -216 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,299 $41.7K <0.01% new 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 1,158 $37.2K 0.03% -26 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,155 $37.1K 0.02% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,137 $36.5K <0.01% -66 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,050 $34K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 946 $30.4K 0.01% -36 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 936 $30.1K 0.01% -96 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 964 $29.3K <0.01% -11 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 897 $28.8K <0.01% -32 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 885 $28K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 859 $27.6K <0.01% +389 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 826 $26.5K <0.01% +86 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 813 $26.1K <0.01% -149 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 811 $26K <0.01% +242 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 804 $26K <0.01% +92 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 771 $24.8K <0.01% +10 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 730 $23.4K <0.01% +81 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 715 $23K 0.01% -3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 680 $21.8K <0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 662 $21.3K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 660 $21.2K 0.01% +112 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 633 $20.3K <0.01% +3 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 633 $20.3K 0.01% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 600 $19.3K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 592 $19K <0.01% +487 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 585 $18.8K <0.01% -1 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 548 $18K 0.01% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 515 $16.5K <0.01% -263 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 506 $16.3K <0.01% +51 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 515 $16K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 496 $16K <0.01% +481 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 494 $15.9K <0.01% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 479 $15.4K 0.02% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 453 $14.6K <0.01% -118 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 437 $14K <0.01% +338 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 406 $13K <0.01% +326 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 408 $13K <0.01% +67 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 402 $12.9K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 370 $11.9K <0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 362 $11.6K <0.01% -63 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 350 $11.2K <0.01% -27 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 345 $11.1K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 336 $10.8K <0.01% -1,255 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 321 $10.3K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 318 $10.2K <0.01% -129 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 315 $10K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 310 $9.97K 0.01% +1 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 302 $9.71K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 301 $9.66K <0.01% +131 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 286 $9.19K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 263 $8.45K <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 261 $8.37K <0.01% +226 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 251 $8.06K <0.01% -533 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 251 $8.05K <0.01% +47 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 250 $8.03K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 250 $8.03K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 245 $7.87K <0.01% +80 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 245 $7.73K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 234 $7.52K <0.01% -2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 233 $7.48K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 230 $7.39K <0.01% -24 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 228 $7.33K <0.01% -85 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 223 $7.16K <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 218 $7K <0.01% +12 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 216 $6.94K <0.01% +56 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 216 $6.94K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 214 $6.87K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 217 $6.83K <0.01% +18 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 210 $6.75K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 200 $6.42K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 195 $6.26K <0.01% +145 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 175 $6K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 186 $5.97K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 184 $5.91K <0.01% -21 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 178 $5.72K <0.01% +77 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 177 $5.69K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 175 $5.62K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 169 $5.43K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 167 $5.37K <0.01% 0 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 164 $5.27K <0.01% +4 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 141 $5K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 130 $4.18K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 128 $4.11K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 140 $4K <0.01% -3 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 120 $3.85K <0.01% +48 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 111 $3.56K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 109 $3.5K <0.01% -76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 105 $3.37K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $3.21K <0.01% -32 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 100 $3.21K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $3.21K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 100 $3.21K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 97 $3.12K <0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 93 $3K <0.01% +84 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 89 $2.86K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 89 $2.86K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 83 $2.67K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 82 $2.63K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 76 $2.42K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 75 $2.41K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 70 $2.25K <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 65 $2.07K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 60 $1.93K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 59 $1.9K <0.01% -10 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 57 $1.83K <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 52 $1.67K <0.01% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 48 $1.54K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 45 $1.44K <0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 44 $1.41K <0.01% -500 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 43 $1.38K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 34 $1.09K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 32 $1.03K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32 $1.03K <0.01% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 28 $899 <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 28 $899 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $835 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 22 $707 <0.01% -266 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $643 <0.01% +15 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 19 $610 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 19 $609 <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18 $578 <0.01% +11 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 17 $546 <0.01% -140 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 17 $546 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $482 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $418 <0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 12 $386 <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11 $353 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $322 <0.01% -173 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9 $289 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $289 <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $257 <0.01% +4 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7 $224 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $161 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $96 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2 $64 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $37 <0.01% -253 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1 $33 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $28 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $16 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,619 $277M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.