Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,375 $201K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,367 $201K 0.06% -1,674 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,900 $161K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,970 $149K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,730 $147K 0.08% -71 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,724 $146K 0.03% +1,618 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,679 $142K 0.01% +180 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,648 $140K 0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,543 $131K <0.01% -237 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,501 $127K <0.01% +43 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,431 $121K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,407 $119K <0.01% -517 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,335 $113K 0.02% +97 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,281 $108K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,193 $101K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,152 $97.7K <0.01% +62 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 980 $83K 0.01% +483 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 951 $80.7K <0.01% -16 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 906 $77K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 900 $73.4K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 873 $73K 0.03% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 827 $70.2K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 766 $65K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 689 $58.5K 0.01% -184 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 680 $57.7K 0.01% +4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 666 $56.5K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 650 $55.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 623 $53.3K <0.01% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 612 $51.9K 0.03% +529 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 591 $50.1K 0.02% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 600 $50K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 582 $49.4K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 535 $45K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 513 $43.5K <0.01% -6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 485 $41.2K 0.01% +28 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 444 $38K <0.01% +74 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 441 $37.4K 0.01% -69 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 435 $36.9K <0.01% +339 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 432 $36.6K <0.01% +132 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 415 $35.2K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 400 $33.9K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 395 $33.5K <0.01% -118 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 390 $33.1K <0.01% -18,325 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 373 $31.6K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 357 $30.3K <0.01% +210 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 334 $28.3K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 320 $27.2K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 300 $25.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 289 $24.7K <0.01% +73 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 266 $22.6K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 266 $22.6K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 248 $21K <0.01% 0 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 246 $20.9K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 235 $19.9K 0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 221 $18.8K <0.01% +86 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 203 $17.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 207 $17K <0.01% +11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $17K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 188 $16K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 179 $15.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 181 $15K <0.01% +106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 175 $14.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 161 $13.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 157 $13.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 154 $13.1K <0.01% +114 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 151 $13K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 148 $12.6K <0.01% +6 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 138 $11.7K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 135 $11.5K 0.01% +48 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 131 $11.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 129 $10.9K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 110 $9.33K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 108 $9.16K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 105 $8.91K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 102 $8.65K <0.01% +39 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 101 $8.57K <0.01% -66 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 100 $8.48K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 94 $7.98K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 91 $7.72K <0.01% -809 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 90 $7.68K <0.01% +9 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 89 $7.55K <0.01% +27 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 84 $7.13K <0.01% +42 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 82 $6.96K <0.01% +40 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 81 $6.87K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 72 $6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 70 $5.94K <0.01% +15 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 65 $5.51K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 63 $5.35K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 70 $5K <0.01% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $4.84K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 56 $4.75K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 48 $4.07K <0.01% -1 13F-HR Timeline FJARDE AP-FONDEN /FOURTH SWEDISH NATION… More: the full row for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 49 $4K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 46 $3.9K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 46 $3.9K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 44 $3.73K <0.01% +3 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 42 $3.56K <0.01% +23 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $3.39K <0.01% -23 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 40 $3.39K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37 $3.14K <0.01% -495 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 35 $2.97K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 34 $2.89K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 33 $2.8K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 33 $2.74K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 32 $2.71K <0.01% -63 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 31 $2.63K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 30 $2.55K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $2.47K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 25 $2.12K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 32 $2K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 31 $2K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 22 $1.87K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 21 $1.78K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $1.53K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13 $1.1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 13 $1K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12 $1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $849 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $849 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $848 <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $817 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $764 <0.01% +3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $764 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $593 <0.01% +1 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 6 $510 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5 $425 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $425 <0.01% new 13F-HR/A Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $340 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $339 <0.01% -1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $255 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $170 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $170 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $85 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $85 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1 $72 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $19 <0.01% -5 13F-HR Timeline 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% -11,400 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.