SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,036 $91.1K <0.01% -62 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,017 $89.4K 0.01% +58 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 885 $77.7K <0.01% +310 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 880 $77.3K 0.01% new 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 830 $72.9K 0.01% -19 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 814 $71.5K <0.01% -305 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 814 $71.5K 0.02% -506 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 800 $70.3K <0.01% -47,770 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 797 $70K <0.01% +294 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 785 $69K 0.02% -457 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 670 $58.9K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 622 $54.7K 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. 597 $52.5K <0.01% +7 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 595 $52.3K 0.02% +533 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 581 $51K <0.01% -236 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 543 $47.7K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 527 $46.3K <0.01% -2,660 13F-HR Timeline Group GS Investments, Inc. 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LLC 198 $17K <0.01% -40 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 182 $16K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 165 $14.5K <0.01% +155 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 160 $14.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 155 $14K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 150 $13.2K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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More: the full row for HAZLETT, BURT & WATSON, INC. 76 $7K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 76 $6.68K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 76 $6.68K <0.01% -8 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 68 $5.98K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 65 $5.71K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 63 $5.54K <0.01% -2 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 73 $5.14K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 56 $4.92K <0.01% -45 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 55 $4.83K <0.01% -15 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 55 $4.83K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 50 $4.41K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 50 $4.39K <0.01% 0 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 46 $4.04K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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More: the full row for Optiver Holding B.V. 35 $3.08K <0.01% new 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 45 $3K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $3K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 30 $2.64K <0.01% +25 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 30 $2.64K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 30 $2.64K <0.01% 0 13F-HR Timeline Blue Trust, Inc. 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More: the full row for GHP Investment Advisors, Inc. 14 $1.23K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13 $1.14K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13 $1.12K <0.01% -70 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $1.05K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 11 $966 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $879 <0.01% -16 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10 $879 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10 $879 <0.01% +7 13F-HR/A Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $879 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $879 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10 $879 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $879 <0.01% -56 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $879 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $704 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $704 <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $703 <0.01% +4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $679 <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 7 $615 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $615 0.03% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $615 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5 $440 <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Ravenstone Capital Management Inc. 4 $352 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $264 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $264 <0.01% 0 13F-HR/A Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 3 $224 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $176 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $176 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $176 <0.01% -151 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $176 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $167 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $88 <0.01% -4 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $59 <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.