EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,525 $105K <0.01% +121 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,497 $103K 0.03% +636 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,485 $103K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,463 $101K <0.01% +170 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,400 $96.6K <0.01% +870 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,265 $87.3K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,125 $77.7K 0.01% -513 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,007 $70K <0.01% -350 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,000 $69K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 916 $63.2K <0.01% -5,982 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 910 $62.8K <0.01% +504 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 891 $61.5K 0.02% +814 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 884 $61K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 880 $61K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 813 $56.1K <0.01% +339 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $55.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 777 $53.6K <0.01% +349 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 725 $50K <0.01% +589 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 722 $49.8K 0.01% +44 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 668 $46.1K <0.01% +14 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 618 $42.7K <0.01% +129 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 614 $42.4K <0.01% +392 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $41.4K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 579 $40K <0.01% -21 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 572 $39.5K <0.01% +481 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 571 $39.4K <0.01% +205 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 553 $38.6K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 526 $36.3K <0.01% +8 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 520 $35.9K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 478 $33K 0.02% +24 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 451 $31K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 449 $31K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 447 $30.9K <0.01% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 440 $30K <0.01% +350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 411 $28.4K <0.01% -61 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 411 $28K <0.01% +2 13F-HR/A Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 393 $27.1K 0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 374 $25.8K <0.01% +350 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 370 $25.5K 0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 353 $24.4K <0.01% +232 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 350 $24.2K <0.01% -15 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 320 $22.1K <0.01% +24 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 303 $20.9K 0.01% +135 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 286 $19.7K <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 285 $19.7K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 251 $17.3K <0.01% -165 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 244 $16.8K <0.01% -37 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 233 $16.1K <0.01% +118 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 231 $15.9K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 210 $14.5K <0.01% -1 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $13.8K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 198 $13.7K <0.01% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 190 $13.1K <0.01% -9 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 185 $12.8K 0.01% -131 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 166 $11.5K <0.01% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 160 $11.4K <0.01% +142 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 156 $10.8K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 153 $10.6K <0.01% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 150 $10.5K <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 150 $10.4K <0.01% +65 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 125 $8.7K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 124 $8.56K 0.01% +60 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 121 $8.35K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 120 $8.28K <0.01% -24 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 119 $8.21K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 119 $8.21K <0.01% +41 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 117 $8.08K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 113 $7.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 111 $7.66K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 109 $7.53K <0.01% +81 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 102 $7.04K <0.01% -9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 94 $6.49K <0.01% +43 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 93 $6.42K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 87 $6K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 76 $5.3K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 75 $5.18K <0.01% +62 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 67 $5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 71 $4.87K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 70 $4.83K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 69 $4.76K +3 Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 64 $4.42K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 61 $4.25K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 60 $4.14K <0.01% -746 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 60 $4.14K 0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 57 $3.94K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 54 $3.73K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 45 $3.2K <0.01% +30 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $3.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 44 $3.04K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 39 $2.71K <0.01% +10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 38 $2.62K <0.01% -4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 37 $2.55K <0.01% +12 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 35 $2.42K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 34 $2.37K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 31 $2.14K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 29 $2K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $2K <0.01% -14 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 27 $2K <0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $1.93K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $1.79K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $1.7K <0.01% +12 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 23 $1.59K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 21 $1.45K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19 $1.31K <0.01% -164 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.24K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $1.1K <0.01% +9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $1.1K <0.01% -38 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $1.04K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15 $1.03K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14 $966 <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13 $905 <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 12 $828 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $760 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $652 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9 $621 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $621 <0.01% 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $552 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 7 $483 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $439 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $414 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6 $414 <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $365 <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5 $349 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $346 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $208 <0.01% -14 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3 $208 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3 $207 <0.01% -3 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3 $207 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $164 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2 $140 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $139 <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $70 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $70 <0.01% -7 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $69 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $69 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.