AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 914 $96.7K 0.01% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 820 $87K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 796 $83K <0.01% +139 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 777 $82.2K <0.01% +162 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 775 $82K <0.01% 0 13F-HR/A Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 715 $75.7K <0.01% +193 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 713 $75.3K 0.02% -7 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 694 $73.4K 0.05% +140 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 629 $66.4K 0.01% -17 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 623 $65.9K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 614 $65K 0.01% +37 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 478 $50.6K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 450 $48K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 419 $44.3K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 410 $43K 0.03% +96 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 406 $43K <0.01% +21 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 398 $42.1K 0.03% +6 13F-HR Timeline Quarry LP More: the full row for Quarry LP 385 $40.7K 0.01% +82 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. 372 $39K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 366 $38.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 340 $36K 0.02% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 335 $35.4K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 330 $35K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 357 $34K 0.02% -107 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $31.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 290 $30.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 268 $28.4K <0.01% +49 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 262 $28K <0.01% +4 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 252 $26.7K <0.01% +29 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 234 $24.8K <0.01% +11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 229 $24.2K <0.01% +146 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 221 $23.4K <0.01% +25 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 216 $22.9K <0.01% -50 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 210 $22.2K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 208 $22K <0.01% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 203 $21.5K <0.01% -15 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 196 $20.7K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 187 $19.8K <0.01% +142 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 182 $19.3K <0.01% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 181 $19.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 170 $18K <0.01% -26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rise Advisors, LLC More: the full row for Rise Advisors, LLC 122 $12.9K 0.01% -18 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 120 $12.5K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 114 $12K <0.01% +38 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 113 $12K 0.01% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 86 $11K <0.01% +27 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $11K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 101 $10.7K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 101 $10.7K <0.01% +26 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $10.6K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $10.6K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 90 $10K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 94 $9.95K <0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 81 $9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 81 $8.57K <0.01% +81 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 78 $8.25K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 77 $8.15K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 76 $8.04K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 74 $7.83K <0.01% +36 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 74 $7.83K <0.01% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 68 $7.2K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 56 $5.92K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 53 $5.61K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $5.5K <0.01% -39 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 51 $5.4K <0.01% +48 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $5.33K 0.01% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 50 $5.29K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 49 $5.18K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 49 $5.18K <0.01% -56 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 48 $5.08K 0.03% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47 $4.97K <0.01% +16 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 45 $4.81K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 43 $4.55K <0.01% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 42 $4.44K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 38 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 33 $3.49K <0.01% +32 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,075 $3.25K 0.13% -75 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29 $3.11K <0.01% -4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 27 $3K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26 $2.75K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 21 $2.22K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $2K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $1.91K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $1.91K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $1.91K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $1.91K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17 $1.8K <0.01% -2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $1.78K <0.01% +7 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16 $1.69K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $1.59K <0.01% +5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $1.59K <0.01% -5 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.59K <0.01% +5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $1.48K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $1.27K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12 $1.27K <0.01% +8 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 14 $1K <0.01% -650 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7 $741 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5 $529 <0.01% +5 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $529 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $529 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $424 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $423 <0.01% +2 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4 $423 <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4 $422 -134 Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $318 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $317 <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $317 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $291 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $271 <0.01% +1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2 $212 <0.01% -9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $212 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $212 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $212 <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2 $211 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $203 <0.01% -3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $107 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $106 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $106 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -631 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.