BetterWealth, LLC More: the full row for BetterWealth, LLC 7,752 $212K 0.04% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,601 $208K 0.03% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 7,420 $203K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,398 $203K 0.03% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 7,304 $200K 0.04% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,089 $194K <0.01% +79 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,925 $190K 0.04% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,886 $161K 0.05% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,673 $155K <0.01% +1,578 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,616 $154K <0.01% -2,711 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,510 $151K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,205 $143K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,180 $142K <0.01% -2,028 13F-HR Timeline Group Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 4,962 $136K 0.29% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,809 $132K <0.01% +322 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,790 $131K <0.01% +1,427 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,121 $113K <0.01% +3,294 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,848 $105K <0.01% -35 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,667 $100K <0.01% +150 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,310 $90.7K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,025 $82.9K <0.01% -1,339 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,756 $76K <0.01% +456 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,554 $70K <0.01% +38 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,424 $66K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,364 $64.8K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,314 $63.4K <0.01% +74 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,211 $60.6K <0.01% -1,498 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,171 $59.5K 0.04% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,069 $56.7K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,800 $49.3K <0.01% -6,975 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,691 $46.3K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,685 $46.2K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,620 $44.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,582 $43.3K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,486 $40.7K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,240 $34K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,216 $33K <0.01% -8,575 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,194 $32.7K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,071 $29.3K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,046 $28.7K <0.01% +318 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 993 $27.2K 0.01% +896 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 970 $26.6K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 923 $25.3K <0.01% -143,682 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 920 $25.2K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 909 $24.9K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 830 $22.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 818 $22.4K <0.01% +356 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 804 $22K <0.01% +666 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 800 $21.9K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 796 $21.8K <0.01% +566 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 769 $21K <0.01% +319 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 639 $17.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 635 $17.4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 634 $17.4K 0.01% -304 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 619 $17K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 588 $16.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 545 $14.9K <0.01% +22 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 532 $14.6K <0.01% +329 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 519 $14.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 519 $14.2K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 519 $14.2K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 494 $13.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 456 $12.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 441 $12.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 439 $12K <0.01% +405 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 431 $11.8K <0.01% new 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 426 $11.7K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 426 $11.7K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 405 $11.1K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 376 $10.3K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 378 $10.2K <0.01% -72 13F-HR Timeline MOTCO More: the full row for MOTCO 328 $8.99K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 304 $8.33K <0.01% +249 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 296 $8.11K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 290 $7.95K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 234 $6.41K <0.01% +88 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 222 $6.08K <0.01% +41 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 219 $6K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 188 $5.16K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 189 $5.14K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 180 $4.93K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 172 $4.71K <0.01% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 166 $4.55K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 162 $4.44K <0.01% -57 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 158 $4.33K <0.01% +147 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 149 $4.08K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 148 $4.05K <0.01% +127 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 145 $3.97K <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 132 $3.62K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 123 $3.37K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 122 $3.34K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 116 $3.18K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 112 $3.06K <0.01% 0 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 112 $3.06K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 110 $3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 122 $3K <0.01% +14 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 99 $3K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 97 $2.66K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 95 $2.59K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 85 $2.33K <0.01% +2 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 84 $2.3K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 80 $2.19K <0.01% +28 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 78 $2.14K <0.01% +17 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 77 $2.11K <0.01% +24 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 72 $1.97K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 71 $1.95K <0.01% +40 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 70 $1.92K <0.01% +60 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 64 $1.75K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 64 $1.69K <0.01% +12 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 58 $1.59K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 58 $1.59K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 56 $1.53K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 56 $1.53K <0.01% -2 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 55 $1.51K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 52 $1.43K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 52 $1.43K <0.01% +44 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 50 $1.37K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $1.12K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 39 $1.07K <0.01% new 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 37 $1.01K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 57 $1K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 57 $1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 40 $1K <0.01% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36 $987 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $959 <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 29 $769 <0.01% +11 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22 $603 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 17 $466 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $438 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 15 $411 <0.01% new 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13 $356 <0.01% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 13 $356 <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 12 $329 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 10 $256 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $165 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $164 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $55 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $55 <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1 $27 <0.01% new 13F-HR Timeline Group