Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 547 $57.6K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 532 $56K <0.01% +288 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 529 $55.7K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 526 $55.4K 0.03% +25 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 508 $53.5K 0.02% +485 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 503 $53K 0.01% 0 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 479 $50.4K 0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 469 $49.4K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 444 $46.8K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 435 $45.8K 0.01% +391 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 431 $45.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 431 $45.4K <0.01% +6 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 429 $45.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 423 $44.5K <0.01% -7,045 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 424 $44K 0.01% -56 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 414 $43.6K <0.01% +42 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 400 $42.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 378 $39.8K 0.01% +9 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 377 $39.7K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 375 $39.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 370 $38.7K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 340 $35.8K 0.02% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 339 $35.7K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 336 $35.4K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 335 $35.3K <0.01% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 334 $35K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 315 $33.2K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 303 $31.9K <0.01% +39 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 300 $31.6K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $31.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 299 $31.5K <0.01% +269 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 299 $31.5K 0.01% +5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 284 $29.9K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 274 $28.9K <0.01% +19 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 274 $28.9K 0.02% +1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 263 $27.7K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 252 $27K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 249 $26.2K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 238 $25.1K <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 237 $25K <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 232 $24.4K <0.01% +102 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 226 $23.8K <0.01% +57 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 206 $21.7K <0.01% -200 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 205 $21.6K <0.01% +7 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 185 $19.5K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 183 $19.3K <0.01% +44 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 172 $18.1K <0.01% -1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 171 $18K <0.01% +100 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 168 $17.7K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 154 $16.2K <0.01% +32 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 152 $16K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 150 $15.8K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 145 $15.3K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 142 $15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 140 $14.7K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 137 $14.4K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 132 $13.9K <0.01% -8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 131 $13.8K <0.01% +4 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 128 $13.5K <0.01% -29 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 163 $13.4K <0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 125 $13.2K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 124 $13K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 121 $12.7K <0.01% +16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 120 $12.7K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 105 $11.1K <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. 102 $10.7K <0.01% new 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 99 $10.4K <0.01% +43 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 94 $9.9K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 91 $9.58K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 85 $8.95K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 85 $8.95K <0.01% -5 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 85 $8.95K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 81 $8.53K <0.01% +14 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 80 $8K <0.01% -1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 74 $7.82K <0.01% -61 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 72 $7.58K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 72 $7.58K <0.01% -10 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 69 $7.3K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 67 $7.06K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 65 $6.84K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 63 $6.68K <0.01% +56 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 62 $6.53K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 60 $6.32K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $5.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 53 $5.58K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 52 $5.48K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $5.35K <0.01% +6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 49 $5.16K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 49 $5.16K <0.01% +39 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 47 $5.04K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 47 $4.95K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 39 $4.11K <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 39 $4.11K <0.01% -8 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 37 $3.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $3.69K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 35 $3.69K <0.01% +15 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 31 $3.27K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 27 $2.84K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 27 $2.84K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $2.63K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 25 $2.63K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $2.63K <0.01% +11 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 23 $2.42K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 22 $2.32K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 21 $2.21K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21 $2.21K <0.01% +20 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $1.9K <0.01% 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $1.89K <0.01% +2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $1.79K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15 $1.58K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $1.48K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13 $1.37K <0.01% +4 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $1.37K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $1.26K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11 $1.13K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 10 $1.05K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.05K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.05K <0.01% -2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $1K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 9 $948 <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8 $842 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $842 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $737 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $632 <0.01% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $533 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $527 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $527 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $527 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $527 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4 $422 <0.01% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3 $316 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $316 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $188 <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1 $106 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 122 $40 -16 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.