Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 10,000 $51.9K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,550 $44.4K <0.01% +3,959 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 8,456 $43.9K 0.04% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,698 $40K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,565 $39.3K <0.01% -4,932 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,668 $33.3K <0.01% 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 6,336 $32.9K <0.01% +106 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,021 $31.2K <0.01% -14,650 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,100 $26K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,852 $25.2K 0.06% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,735 $24.6K <0.01% -1,670 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,398 $22.8K <0.01% +2,153 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 3,750 $19.5K 0.01% +3,550 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,678 $19.1K <0.01% +2,988 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,413 $17.7K <0.01% +10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,949 $17.3K <0.01% +1,805 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,200 $16.6K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,000 $15.6K <0.01% -132,000 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,815 $14.6K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 2,747 $14K 0.01% -1,606 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,632 $13.7K 0.01% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,600 $13.5K 0.01% +650 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,598 $13.5K 0.01% 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 2,507 $13K <0.01% -141 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,462 $12.8K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,445 $12.7K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,440 $12.7K <0.01% +1,998 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,330 $12.1K <0.01% -1,655 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,330 $12K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,280 $11.8K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,180 $11.3K <0.01% -4 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,150 $11.2K <0.01% -2,000 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,000 $11K <0.01% 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,135 $10.7K <0.01% -108 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,050 $10.6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,000 $10.4K <0.01% 0 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,000 $10.4K 0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,950 $10.1K 0.19% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,781 $9.24K <0.01% -401 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,602 $8.31K <0.01% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,569 $8.14K <0.01% -150 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,474 $8K <0.01% -3,496 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,536 $7.97K <0.01% +214 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,500 $7.79K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,500 $7.79K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,500 $7.79K <0.01% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,410 $7.32K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,408 $7.31K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,359 $7.05K <0.01% -490 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,421 $7K <0.01% +3 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,328 $6.89K <0.01% -416 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,215 $6.31K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,235 $6K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,133 $5.88K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,103 $5.72K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,030 $5.66K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,075 $5.58K <0.01% -240 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,063 $5.52K <0.01% +253 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,050 $5.45K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,016 $5.27K <0.01% +66 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 916 $4.75K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 875 $4.54K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 855 $4.44K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 850 $4.41K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 824 $4.28K <0.01% +140 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 730 $3.79K <0.01% -477 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 676 $3.51K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 638 $3.31K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 627 $3.25K <0.01% -154 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 600 $3.11K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 750 $3K <0.01% +114 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 542 $2.98K <0.01% +130 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 550 $2.85K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 505 $2.62K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 500 $2.6K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 500 $2.6K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 500 $2.6K <0.01% +100 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $2.58K <0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 477 $2.48K <0.01% -224 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 450 $2.34K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 448 $2.33K <0.01% -18 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 437 $2.27K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 411 $2.13K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 400 $2.08K <0.01% -100 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 400 $2.08K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 454 $2K <0.01% +430 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 362 $1.88K <0.01% -250 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 360 $1.87K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 306 $1.59K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 300 $1.56K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 300 $1.56K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 294 $1.53K <0.01% -2,357 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 300 $1.48K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 300 $1.48K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 280 $1.45K <0.01% -4,558 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 280 $1.45K <0.01% -3 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 250 $1.3K <0.01% -1,000 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 227 $1.25K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 214 $1.11K <0.01% 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 208 $1.08K <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 200 $1.04K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $1.04K <0.01% -200 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 200 $1.04K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 200 $1.04K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 200 $1.04K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 200 $1.04K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $1.04K <0.01% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 265 $1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 200 $1K <0.01% 0 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 182 $945 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 170 $933 <0.01% -61 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 166 $862 <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 155 $804 <0.01% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 150 $779 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 125 $649 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 125 $649 <0.01% -79 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 117 $607 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 105 $545 <0.01% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 100 $519 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $519 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $519 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $519 <0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $519 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 96 $498 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 94 $488 <0.01% -214 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $467 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 85 $441 <0.01% +3 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 80 $415 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 78 $405 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 52 $270 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $265 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 50 $260 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40 $208 <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $208 <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 40 $208 <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 40 $207 <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 31 $161 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 27 $140 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 18 $93 <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 17 $89 <0.01% -20 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $52 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8 $42 <0.01% -1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8 $42 <0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5 $26 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $26 <0.01% -18 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $21 <0.01% -146 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 345 $18 <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $17 <0.01% -22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $16 <0.01% -2,574 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $16 <0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2 $10 <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $10 <0.01% 0 13F-HR/A Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 107 $6 <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $6 <0.01% -64 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $5 <0.01% -999 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $5 <0.01% 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 35 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 33 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 9 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3 $0 0% 0 13F-HR 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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.