Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 366 $32.1K <0.01% -2 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 325 $30K 0.02% -32 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 340 $29.8K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 339 $29.7K <0.01% -14 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 337 $29.5K 0.02% +10 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 335 $29.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 307 $26.9K <0.01% -12 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 306 $26.9K 0.01% -60 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 304 $26.6K <0.01% -709 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 300 $26.3K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $26.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 258 $22.6K <0.01% +69 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 202 $19K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 216 $18.9K <0.01% +5 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 210 $18.4K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 208 $18.2K <0.01% +94 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 201 $17.6K 0.01% +122 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 181 $17K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 193 $16.9K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 163 $14.3K <0.01% -751 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 157 $13.2K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 146 $12.8K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 141 $12.4K <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 140 $12.3K 0.01% -216 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 131 $11.5K <0.01% -38 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 120 $11K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 123 $10.8K 0.01% +12 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 123 $10.7K <0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $9K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $8.8K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $8.77K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 97 $8.5K <0.01% -136 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 95 $8.33K <0.01% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 93 $8.15K <0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 90 $8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 86 $7.54K <0.01% +14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 86 $7.54K <0.01% +9 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 75 $7K <0.01% -191 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 78 $6.84K <0.01% -108 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 77 $6.75K <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 $6.66K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 75 $6.57K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 78 $6K <0.01% -10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 66 $5.79K <0.01% -340 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 63 $5.52K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 54 $4.73K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 53 $4.64K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $4.43K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 50 $4.38K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 49 $4.29K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 47 $4.12K <0.01% +4 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 46 $3.99K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45 $3.94K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 44 $3.88K <0.01% -27 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 42 $3.68K <0.01% -8 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 42 $3K <0.01% +31 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 34 $2.98K <0.01% -20 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 32 $2.81K <0.01% -10 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,075 $2.69K 0.11% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $2.54K <0.01% -5 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28 $2.45K <0.01% -40 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 27 $2.38K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26 $2.28K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 25 $2.19K <0.01% -52 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 25 $2.19K <0.01% -1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 23 $2.02K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $2.02K <0.01% -60 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23 $2K <0.01% -4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 21 $1.84K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 44 $1.83K <0.01% +19 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20 $1.75K <0.01% +20 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19 $1.67K <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.58K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $1.58K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17 $1.49K <0.01% -5 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $1.35K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $1.31K <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $1.31K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $1.16K <0.01% +6 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13 $1.14K <0.01% -61 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $1.05K <0.01% +6 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15 $1K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 14 $1K <0.01% 0 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $877 <0.01% -5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10 $877 <0.01% -400 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $702 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $554 <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6 $526 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $526 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5 $438 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $351 <0.01% -14 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $351 <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $350 <0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $267 <0.01% -1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $264 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $263 <0.01% -3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $263 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $263 <0.01% -40 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3 $263 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $241 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2 $176 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $176 <0.01% -1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $176 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $176 <0.01% -9 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2 $175 <0.01% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $175 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $175 <0.01% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $88 <0.01% -5 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $88 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $88 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -9,200 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.