Tema ETFs LLC More: the full row for Tema ETFs LLC 2,673 $140K 0.01% +439 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,645 $138K 0.01% -1,345 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,630 $137K <0.01% -324 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,576 $135K 0.02% -180 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,481 $130K <0.01% -477 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,430 $127K 0.02% +140 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,423 $127K <0.01% -144 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,359 $126K <0.01% +95 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,163 $113K 0.03% +725 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 2,108 $110K <0.01% +342 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,936 $101K <0.01% +225 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,756 $91.8K <0.01% +1,605 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,595 $83.4K <0.01% -115 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,556 $81.3K 0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,504 $78.7K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,476 $77.1K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,468 $76.7K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,429 $74.7K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,357 $70.9K <0.01% +419 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,308 $68.4K <0.01% +94 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,299 $67.9K 0.01% +97 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,200 $62.7K 0.01% +390 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,200 $62.7K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,192 $62.3K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,174 $61.4K 0.01% -1,798 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,140 $59.6K <0.01% -399 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,117 $58.4K <0.01% +17 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 124 $6.48K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 103 $5.38K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 100 $5.38K <0.01% -128 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $5.23K <0.01% -400 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 87 $4.88K <0.01% +12 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 88 $4.6K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 85 $4.44K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 81 $4.23K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for SBI Securities Co., Ltd. 74 $3.87K <0.01% -10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 71 $3.71K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 69 $3.67K <0.01% -179 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 67 $3.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65 $3.4K <0.01% -20 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 63 $3.29K 0.06% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 62 $3.24K <0.01% -19 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 61 $3.19K <0.01% -3,734 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 58 $3.03K <0.01% +28 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 52 $2.72K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 52 $2.72K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 49 $2.68K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $2.35K <0.01% -15 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 44 $2.3K <0.01% +9 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 43 $2.25K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 42 $2.19K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 41 $2.16K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $2.14K <0.01% -9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $2.09K <0.01% -11 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 40 $2.09K <0.01% +10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 41 $2K <0.01% -70 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 38 $1.99K <0.01% -26 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 38 $1.99K <0.01% -27 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $1.88K <0.01% +26 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 35 $1.83K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $1.83K <0.01% +3 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 38 $1.8K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 32 $1.67K <0.01% -7 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 31 $1.62K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 30 $1.59K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $1.57K <0.01% -30 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 28 $1.48K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $1.46K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 27 $1.42K <0.01% -94 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 27 $1.41K <0.01% +15 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 26 $1.36K <0.01% -206 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 26 $1.36K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 26 $1.36K <0.01% +14 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 25 $1.31K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 25 $1.31K <0.01% new 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $1.25K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 24 $1.25K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 21 $1.1K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $1.04K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $1.04K <0.01% +8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20 $1.04K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18 $941 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 18 $941 <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 17 $888 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 17 $888 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $837 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $837 <0.01% -3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 14 $732 <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10 $523 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $523 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10 $522 <0.01% -1 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 9 $470 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $470 <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $374 <0.01% +5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $366 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $366 <0.01% -3 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6 $314 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $314 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $307 <0.01% -3 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $262 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $261 <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5 $261 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $209 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $209 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $157 <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $52 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.