Covestor Ltd More: the full row for Covestor Ltd 496 $5K <0.01% +17 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 505 $4.98K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 500 $4.96K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 499 $4.92K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 499 $4.92K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 488 $4.81K <0.01% +356 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 455 $4.49K <0.01% -3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 432 $4.26K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 429 $4.23K <0.01% +9 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 420 $4.14K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 439 $4K <0.01% +230 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 404 $3.98K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 404 $3.98K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 369 $3.64K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 360 $3.55K <0.01% +158 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 355 $3.5K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 341 $3K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 304 $2.97K <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 300 $2.96K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 284 $2.8K <0.01% +77 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 275 $2.77K <0.01% +30 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 280 $2.76K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 275 $2.71K <0.01% +2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 270 $2.66K <0.01% +200 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 256 $2.6K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 259 $2.55K <0.01% +2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 250 $2.46K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 249 $2.46K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 248 $2.44K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 246 $2.43K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 242 $2.37K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 240 $2.37K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 221 $2.18K <0.01% +106 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 220 $2.17K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 216 $2.13K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 215 $2.12K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 211 $2.09K <0.01% +140 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 211 $2.08K <0.01% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 207 $2.04K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 179 $1.76K <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 177 $1.75K <0.01% +78 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 177 $1.75K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 176 $1.74K <0.01% 0 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 172 $1.7K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 167 $1.65K <0.01% +159 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 166 $1.64K <0.01% +26 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 154 $1.52K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 144 $1.42K <0.01% +100 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 134 $1.32K <0.01% +90 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 132 $1.3K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 130 $1.28K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 128 $1.26K <0.01% +69 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 128 $1.26K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 137 $1.21K <0.01% -41 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 120 $1.18K <0.01% -88 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 119 $1.17K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 117 $1.16K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 117 $1.15K <0.01% -45 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 111 $1.09K <0.01% -99 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 105 $1.03K <0.01% +49 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 101 $1K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $986 <0.01% +56 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $986 <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 100 $986 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 96 $947 <0.01% -88 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 95 $937 <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 94 $927 <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 90 $888 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 79 $781 <0.01% -2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 79 $779 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 74 $730 <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 67 $661 <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 66 $651 <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 61 $601 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 59 $581 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 58 $572 <0.01% -69 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 57 $562 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 56 $553 <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 51 $503 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 49 $484 <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 45 $444 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 45 $444 <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 39 $385 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 38 $378 <0.01% -89 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 38 $375 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 36 $355 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 35 $345 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 35 $345 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 33 $325 <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 32 $317 <0.01% -3,769 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 31 $309 <0.01% new 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 27 $266 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 26 $256 <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 26 $256 <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 26 $256 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $247 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25 $247 <0.01% -154 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 25 $247 <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 24 $238 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $238 <0.01% -779 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 23 $229 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $228 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 22 $217 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 21 $207 <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 20 $198 <0.01% -651 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 20 $198 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 19 $187 <0.01% -11 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 19 $187 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 16 $158 <0.01% -13,043 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $158 <0.01% -8 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $140 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $112 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $99 <0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $89 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $79 <0.01% -88 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $79 <0.01% -13 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $69 <0.01% -3 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5 $54 <0.01% -165 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $47 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $39 <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 4 $39 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $30 <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 0 $5 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $3 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 3,100 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 41 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.