Allworth Financial LP More: the full row for Allworth Financial LP 2,023 $21.2K <0.01% +710 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,900 $20.5K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,900 $20.5K 0.02% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,736 $18.7K <0.01% +184 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,704 $18.4K <0.01% +530 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,500 $16.2K 0.01% -500 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,481 $15.9K 0.01% 0 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,366 $14.7K 0.01% -225 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,364 $14.7K <0.01% +13 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 1,300 $14K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,299 $14K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,216 $13.1K <0.01% +1,193 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,190 $12.8K 0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,069 $11.5K <0.01% +82 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,065 $11.5K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,000 $11.3K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,021 $11K <0.01% +94 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,000 $10.8K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,000 $10.8K <0.01% 0 13F-HR/A Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 990 $10.7K 0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 975 $10.5K <0.01% -1,714 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 930 $10K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 902 $9.72K <0.01% -218 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 894 $9.63K <0.01% -612 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 876 $9.44K <0.01% +671 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 824 $8.87K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 800 $8.62K <0.01% +300 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 760 $8.19K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 750 $8.08K <0.01% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 691 $7.44K <0.01% 0 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 560 $6.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 585 $6K <0.01% +23 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 520 $6K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 516 $5.56K <0.01% +15 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 472 $5.08K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 463 $4.99K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 411 $4.43K <0.01% +99 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 400 $4.34K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 400 $4.31K <0.01% -100 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 400 $4.31K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 392 $4.22K <0.01% -168 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 386 $4.16K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 379 $4.08K <0.01% +77 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 350 $3.77K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 308 $3.32K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 300 $3.23K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 300 $3.23K <0.01% -455 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 300 $3.23K <0.01% +100 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 300 $3.23K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 279 $3.03K <0.01% +250 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 277 $3.01K <0.01% +111 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 277 $2.98K <0.01% +14 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 250 $2.69K <0.01% -42 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 250 $2.69K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 236 $2.54K <0.01% +36 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 235 $2.53K <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 229 $2.47K <0.01% -500 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 225 $2.42K <0.01% +86 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 213 $2.29K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 205 $2.21K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $2.15K <0.01% +100 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 194 $2.09K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 200 $2K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 180 $2K <0.01% -7,494 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 178 $1.92K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 168 $1.81K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 150 $1.62K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 150 $1.62K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 150 $1.62K <0.01% 0 13F-HR Timeline NCP Inc. 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More: the full row for NBT BANK, N.A. 100 $1.08K <0.01% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $1.08K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 100 $1.08K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 100 $1.08K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 100 $1.08K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $1.08K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $1.08K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 100 $1.08K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 99 $1.07K <0.01% +63 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 93 $1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 185 $1K <0.01% -50 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 77 $1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 92 $991 <0.01% +34 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 78 $841 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 75 $808 <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 74 $797 <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 69 $743 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 68 $733 <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 66 $711 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 62 $668 <0.01% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 61 $657 <0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 60 $646 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 60 $646 <0.01% -12,671 13F-HR Timeline Group PayPay Securities Corp More: the full row for PayPay Securities Corp 58 $625 0.03% +27 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 57 $614 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 54 $582 <0.01% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 50 $539 <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50 $539 <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 50 $539 <0.01% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 50 $539 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 42 $453 <0.01% +11 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for Ravenstone Capital Management Inc. 35 $377 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 34 $366 <0.01% +15 13F-HR Timeline City State Bank More: the full row for City State Bank 31 $334 <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 28 $302 <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 27 $291 <0.01% +8 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 26 $280 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26 $280 <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 25 $269 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $269 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 21 $226 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21 $224 <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 20 $215 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17 $183 <0.01% -536 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 17 $183 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 13 $143 <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10 $108 <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10 $108 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10 $108 <0.01% 0 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 10 $108 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $97 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9 $96 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8 $86 <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 7 $75 <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6 $65 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5 $54 <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $54 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $33 <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $32 <0.01% -100 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $32 <0.01% -100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $23 <0.01% -2,226 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $12 <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $11 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 34 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 20 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1 $0 0% 0 13F-HR/A Timeline Value 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.