True Wealth Design, LLC More: the full row for True Wealth Design, LLC 139 $26.3K 0.01% +14 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 135 $25.5K <0.01% new 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 131 $24K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 126 $23.8K <0.01% +6 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 125 $23.6K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 115 $21.7K <0.01% +84 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 108 $20.4K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 105 $19.8K <0.01% -26 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $18.9K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 98 $18.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 89 $16.8K <0.01% +58 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 83 $16K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 76 $14.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 63 $11.9K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 62 $11.7K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 58 $11K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 64 $10.7K <0.01% -7 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 55 $10.4K <0.01% -1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 54 $10K <0.01% +14 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 49 $9.26K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49 $9.26K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 56 $9.17K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 42 $7.94K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 41 $7.75K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $6.43K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 32 $6K <0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 30 $5.67K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $5.48K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 27 $5.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 26 $4.91K <0.01% +3 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25 $4.72K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 25 $4.72K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24 $4.54K <0.01% +9 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 21 $3.97K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 15 $2.83K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $2.83K <0.01% -25 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 14 $2.65K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 12 $2.27K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $2.08K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 11 $2.08K <0.01% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9 $1.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $1.51K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6 $1.13K <0.01% -3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $1.13K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $1.13K <0.01% -3 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $1.13K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5 $945 <0.01% +4 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $756 <0.01% -3 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $567 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $567 <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $567 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $567 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $567 <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2 $396 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $378 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $378 <0.01% -203 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $378 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $378 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $189 <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1 $189 <0.01% new 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $189 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% 0 13F-HR/A 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.