Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,009 $204K <0.01% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,000 $204K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,967 $202K 0.01% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,926 $200K <0.01% new 13F-HR/A Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 3,832 $195K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,355 $171K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4,275 $163K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,092 $158K <0.01% +717 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,936 $150K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,670 $136K 0.03% -303 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,652 $135K <0.01% +81 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,194 $112K 0.03% -124 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,107 $107K 0.1% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,079 $106K 0.01% +2,000 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,007 $102K <0.01% -475 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,881 $95.9K 0.02% -1,107 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,861 $94.8K 0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,777 $90.6K <0.01% -1,574 13F-HR Timeline Group OV Management LLC More: the full row for OV Management LLC 1,775 $90.5K 0.17% -13 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,617 $82.4K <0.01% -29 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 1,500 $76.4K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,413 $72K 0.01% +1,298 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,397 $71.2K 0.01% -8,100 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,312 $66.9K <0.01% +1,228 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,267 $64.6K <0.01% +12 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,190 $60.8K 0.01% +100 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,154 $58.8K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,108 $56.5K <0.01% +1,000 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,072 $54.9K <0.01% -8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,059 $54K <0.01% +695 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,000 $51K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 969 $49.4K <0.01% +396 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 958 $48.8K 0.01% +384 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 948 $48.3K <0.01% -4,853 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 930 $47.4K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 900 $45.9K <0.01% +200 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 800 $41K <0.01% -3,900 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 776 $39.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 761 $38.8K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 734 $37.4K <0.01% -408 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 692 $35K 0.02% +110 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 618 $31.5K <0.01% +24 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 618 $31.5K <0.01% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 587 $29.9K <0.01% -5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 578 $29.5K <0.01% +176 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 541 $27.6K <0.01% +140 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 491 $25K <0.01% -2,109 13F-HR Timeline CX Institutional More: the full row for CX Institutional 488 $25K <0.01% +280 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 466 $23.7K <0.01% +320 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 453 $23.1K <0.01% +84 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 416 $21.2K <0.01% +86 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 410 $20.9K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 400 $20.4K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 380 $19.4K <0.01% +43 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 334 $17.1K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $16.1K <0.01% +85 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 285 $14.5K <0.01% +210 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 274 $14K <0.01% -19 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 261 $13.3K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $12.9K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 230 $11.7K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 225 $11.5K <0.01% +200 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 203 $10.3K 0.01% +1 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 195 $9.94K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 193 $9.84K <0.01% -1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 187 $9.53K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 180 $9.17K <0.01% +54 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 177 $9.02K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 168 $8.56K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 163 $8.31K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 160 $8.15K <0.01% -231 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 145 $7.39K <0.01% -71 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 140 $7.13K <0.01% -40 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 122 $6.22K <0.01% -26 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 123 $6.17K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 120 $6.12K <0.01% -2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 123 $6K <0.01% +45 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 104 $5.3K <0.01% -62 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 101 $5.15K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 100 $5.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $5.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $5.1K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 99 $5.05K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 99 $5.04K <0.01% +83 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 94 $4.79K <0.01% +22 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 86 $4.38K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 85 $4.33K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 80 $4.08K <0.01% -34 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 77 $3.92K <0.01% +59 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 73 $3.72K <0.01% -91 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 72 $3.67K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 71 $3.62K <0.01% -104 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 65 $3.31K <0.01% -1 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 56 $2.85K <0.01% 0 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 53 $2.7K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 53 $2.7K <0.01% +24 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 48 $2.45K <0.01% +10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 47 $2.4K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $2.29K <0.01% +28 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 42 $2.14K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40 $2.04K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $2.04K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33 $2K <0.01% -59 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 37 $1.97K <0.01% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 37 $1.89K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37 $1.89K <0.01% +10 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 36 $1.83K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 35 $1.78K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35 $1.78K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 33 $1.69K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 33 $1.68K <0.01% +32 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 31 $1.58K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $1.53K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 28 $1.43K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $1.38K <0.01% -2 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 26 $1.32K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $1.27K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $1.27K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 24 $1.22K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $1.17K <0.01% +14 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $1.12K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21 $1.07K <0.01% +7 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 20 $1.02K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 28 $1K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $816 <0.01% +8 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $764 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14 $713 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12 $612 <0.01% +6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10 $510 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $510 <0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8 $408 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 7 $357 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $357 <0.01% new 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $306 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5 $255 <0.01% -6 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $255 <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5 $255 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $255 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $255 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $154 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $102 <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2 $102 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $51 <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.