WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 297 $22.8K <0.01% -186 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 291 $22.4K <0.01% +143 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 275 $21.2K <0.01% -6,394 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 274 $21.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 255 $19.6K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 242 $18.6K <0.01% -46 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 235 $18.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 224 $17.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 224 $17.2K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 212 $16.3K 0.01% -3 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 202 $15.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $15.4K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $15.4K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 200 $15.4K <0.01% new 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 200 $15.4K <0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 200 $15.4K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 197 $15.1K <0.01% +40 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 160 $12.3K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 158 $12.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 163 $12K <0.01% +51 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 154 $11.8K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 150 $11.5K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 150 $11.5K <0.01% -12 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 149 $11.5K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 149 $11.5K 0.01% +20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 146 $11.2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 142 $11K <0.01% +20 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 140 $11K 0.01% +2 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 137 $10.5K <0.01% -36 13F-HR Timeline Group City State Bank More: the full row for City State Bank 133 $10.2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 129 $9.92K <0.01% -9 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 126 $9.69K <0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 122 $9.38K <0.01% -55,394 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 118 $9.07K <0.01% +35 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 127 $9K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 117 $8.99K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 112 $8.63K <0.01% -25 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 109 $8.38K <0.01% +104 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 108 $8.3K <0.01% -55,530 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 102 $7.82K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 101 $7.76K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 101 $7.76K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $7.69K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $7.69K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 100 $7.69K 0.15% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 100 $7.69K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 97 $7.46K <0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $7K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 90 $6.92K <0.01% -31 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 87 $6.69K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 86 $6.61K <0.01% +60 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 85 $6.54K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 85 $6.54K <0.01% -100 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 83 $6.38K <0.01% +77 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 83 $6.38K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 80 $6.15K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $5.77K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 74 $5.69K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 73 $5.61K <0.01% -5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 72 $5.54K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 71 $5.46K <0.01% +17 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 70 $5.38K <0.01% 0 13F-HR/A Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 68 $5.23K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 67 $5.15K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 69 $5K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 66 $5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $4.87K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 61 $4.69K 0.02% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 60 $4.61K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 59 $4.51K 0.01% +1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 58 $4.46K <0.01% -9 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 56 $4.31K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 56 $4.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 56 $4.3K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 55 $4.23K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 53 $4.08K <0.01% +7 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 52 $4.03K <0.01% +13 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52 $4K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 50 $3.84K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 50 $3.84K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 54 $3.49K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 45 $3.44K <0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 43 $3.28K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 42 $3.25K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 39 $2.97K <0.01% -2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $2.69K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 34 $2.61K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 33 $2.54K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 33 $2.51K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $2.46K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $2.46K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 29 $2.23K <0.01% new 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 28 $2.19K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 28 $2.15K <0.01% +1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 25 $2.01K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25 $2K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 26 $2K <0.01% +19 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 24 $1.85K <0.01% -1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 21 $1.65K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.61K <0.01% -5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $1.59K <0.01% -2 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $1.54K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 17 $1.31K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $1.15K <0.01% +5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15 $1.15K <0.01% -18 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 12 $923 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $923 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $923 <0.01% -22 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 11 $858 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11 $845 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $769 <0.01% -309 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 10 $769 <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 11 $690 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $615 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $591 <0.01% -21 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $539 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $538 <0.01% +7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $538 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $385 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $384 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $384 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $356 <0.01% +1 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $308 <0.01% +1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $308 <0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $231 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $231 <0.01% -88 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $231 <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3 $205 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $193 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $193 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $154 <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1 $39 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -748 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% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.