AlphaQuest LLC More: the full row for AlphaQuest LLC 115 $57.2K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 115 $57.2K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 114 $56.7K <0.01% -26 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 107 $53.3K <0.01% -31 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 104 $51.8K <0.01% -9 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $49.8K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 92 $45.8K 0.01% +5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 91 $45.3K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 89 $44.3K 0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 88 $43.8K 0.04% -16 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 87 $43.3K <0.01% -9 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 77 $38.3K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 75 $37.3K <0.01% +37 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 75 $37.3K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 73 $36.3K <0.01% -15 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 72 $35.8K <0.01% -4 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 72 $35.7K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 71 $35.3K <0.01% -2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 68 $33.8K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 67 $33.3K 0.01% -10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 66 $32.8K <0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 63 $31.2K <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 61 $30.4K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 57 $28.4K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 57 $28K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 55 $27.4K 0.02% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 54 $27K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 54 $26.9K <0.01% +6 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 53 $26.4K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 53 $26K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 51 $25.4K <0.01% +17 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 50 $24.9K 0.01% 0 13F-HR/A Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 50 $24.9K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $23.4K <0.01% +5 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 50 $23K <0.01% -9 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 46 $22.9K <0.01% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 46 $22.9K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 46 $22.9K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 43 $21.4K 0.01% +4 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 43 $21.4K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 42 $20.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 41 $20.4K <0.01% +8 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 40 $19.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36 $17.9K <0.01% -27 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 36 $17.9K 0.02% -1 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 36 $17.9K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 35 $17.4K <0.01% -57 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 34 $16.9K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 34 $16.9K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 31 $15.4K <0.01% +22 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 29 $14.4K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 29 $14.4K <0.01% +3 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 29 $14.4K <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 27 $13.4K <0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 27 $13.4K 0.01% -22 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 27 $13K <0.01% +1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 26 $12.9K <0.01% +20 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 23 $11.4K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 24 $11K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 22 $10.9K <0.01% +6 13F-HR Timeline 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 21 $10.5K <0.01% 0 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 21 $10.5K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 21 $10.5K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 19 $9.41K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 18 $9.14K <0.01% +2 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 18 $8.96K 0.05% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $8.46K <0.01% +10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 17 $8.46K <0.01% 0 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 16 $7.96K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16 $7.96K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 15 $7.47K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 15 $7.47K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15 $7.47K <0.01% +8 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 15 $7.47K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 14 $7K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14 $6.97K <0.01% +12 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14 $6.97K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15 $6.88K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13 $6.47K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $6.47K <0.01% -111 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 12 $5.97K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12 $5.94K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 11 $5.64K <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $5.58K <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $5.47K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 11 $5.47K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $5.47K 0.01% +7 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10 $4.98K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $4.49K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $4.48K <0.01% -5 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9 $4.48K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 9 $4.48K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9 $4.48K <0.01% -106 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $4.48K <0.01% -5 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 8 $3.98K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7 $3.48K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $3.48K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $3.48K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 7 $3.48K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $3.48K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $3.48K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $3.48K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $2.99K <0.01% +3 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 6 $2.99K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6 $2.99K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $2.99K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 6 $2.99K 0.05% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $2.49K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5 $2.49K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4 $1.99K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4 $1.99K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $1.99K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4 $1.99K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 4 $1.99K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3 $1.49K <0.01% new 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3 $1.49K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $1.49K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3 $1K <0.01% -118 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 3 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $996 <0.01% -10 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2 $996 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2 $996 <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2 $996 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2 $996 <0.01% +1 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $996 <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2 $995 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $995 <0.01% -74 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $995 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2 $995 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $937 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 120 $597 0.02% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $532 <0.01% +1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1 $498 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $498 <0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1 $498 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $498 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $498 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $497 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -656 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.