Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,389 $227K <0.01% -129 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,446 $224K 0.09% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,286 $222K <0.01% +108 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,276 $221K 0.02% -3,678 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,247 $220K 0.02% +610 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,221 $218K 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,162 $215K <0.01% +628 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,053 $210K <0.01% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,020 $208K <0.01% new 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,012 $207K <0.01% -100,886 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,006 $207K 0.02% -868 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,000 $207K 0.04% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,945 $204K 0.04% -124 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,895 $204K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,912 $200K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,840 $198K <0.01% +2,111 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 3,792 $196K 0.08% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,560 $185K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,499 $181K <0.01% +2,884 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,108 $161K <0.01% +1,630 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,991 $155K 0.14% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,866 $148K <0.01% +1,007 13F-HR Timeline Group EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,532 $131K <0.01% -113 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,522 $130K <0.01% +152 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,506 $130K <0.01% -116 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 2,334 $121K <0.01% -49,958 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,045 $106K <0.01% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,981 $102K <0.01% +416 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,870 $96.7K 0.01% +1,287 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,854 $95.8K 0.03% -2,291 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,646 $85.1K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,632 $84.4K <0.01% -1,418 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,451 $75K <0.01% -363 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,356 $70.1K 0.01% +283 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,281 $66.2K <0.01% -147 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,232 $63.7K 0.02% -970 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,164 $60.5K <0.01% -59 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,162 $60.1K <0.01% -1,476 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. 1,142 $59K <0.01% +393 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,090 $56.6K 0.02% 0 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 981 $51K <0.01% +432 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 979 $50.6K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 817 $42.2K <0.01% +502 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 806 $41.7K <0.01% +522 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 767 $40K 0.02% +324 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 767 $39.6K <0.01% -94 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 762 $39.4K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 669 $34.6K <0.01% +13 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $31K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 566 $29.3K <0.01% -1,421 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 539 $27.9K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 532 $27.5K <0.01% -41 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 513 $26.5K <0.01% -860 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 501 $25.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 440 $22.7K <0.01% +302 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 410 $21.2K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 400 $20.7K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 399 $20.6K <0.01% +67 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 325 $16.8K <0.01% +120 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 298 $15.4K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 291 $15K <0.01% -55,816 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 283 $14.6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 264 $13.6K <0.01% +11 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 261 $13.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 260 $13.4K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 257 $13.3K <0.01% -20 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 239 $12.4K <0.01% -470 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 234 $12.1K <0.01% -45 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 230 $11.9K <0.01% +20 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 224 $11.6K <0.01% -62 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 217 $11.2K <0.01% -5,957 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 216 $11.2K 0.01% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 210 $10.9K 0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $10.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 199 $10.3K <0.01% +60 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 198 $10.2K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 187 $9.67K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 177 $9.15K <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 176 $9.1K <0.01% -105 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 143 $7.39K <0.01% -4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 130 $7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 135 $6.98K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 105 $5.43K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 102 $5.27K <0.01% +59 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 101 $5.22K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 $5.17K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 99 $5.12K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 94 $4.86K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 80 $4.13K <0.01% -65 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 79 $4.08K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 73 $3.77K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $3.72K <0.01% +2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 59 $3.05K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 66 $3K <0.01% 0 13F-HR/A Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 56 $2.9K <0.01% +27 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $2.88K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 54 $2.79K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 53 $2.74K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 46 $2.38K <0.01% -282 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 42 $2.17K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $2.07K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $2.07K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 40 $2.07K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 46 $2K <0.01% +25 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $2K <0.01% -3 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 36 $1.86K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 36 $1.86K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35 $1.81K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $1.76K <0.01% -2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 33 $1.71K <0.01% +26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 32 $1.65K <0.01% +11 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 29 $1.5K <0.01% +22 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $1.29K <0.01% -5 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $1.29K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $1.19K <0.01% -32 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23 $1.19K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21 $1.09K <0.01% +20 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.08K <0.01% +14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $1.08K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 20 $1.03K <0.01% -220 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $1.03K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20 $1.03K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 20 $1.03K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $1.03K <0.01% +8 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 19 $983 <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 18 $931 <0.01% -25 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $724 <0.01% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 11 $569 <0.01% -58 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $517 <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9 $465 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $465 <0.01% -12 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $445 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $311 <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 $265 <0.01% 0 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 5 $258 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $207 <0.01% -26 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $207 <0.01% +1 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3 $157 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $156 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $156 <0.01% -6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3 $155 <0.01% -5 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3 $155 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $104 <0.01% -12 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $103 <0.01% -50 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $52 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $42 <0.01% -47 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.