Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,109 $108K 0.01% +924 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,027 $100K 0.01% +17 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 990 $96.1K <0.01% +93 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 968 $94.3K 0.01% -1,792 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 966 $94K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 879 $85.6K <0.01% +614 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,917 $80.3K 0.03% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 828 $80K 0.04% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 818 $79.4K 0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 742 $72.3K 0.01% -439 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 566 $70.8K <0.01% +244 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 706 $68.8K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 705 $68.7K <0.01% +65 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 686 $67K 0.05% -93 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 643 $62.6K <0.01% -48 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 628 $61.2K <0.01% +577 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $58.5K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 540 $52.6K <0.01% +519 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 532 $51.8K <0.01% +334 13F-HR/A Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 509 $49.6K 0.89% new 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 497 $48.4K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 536 $47.3K <0.01% -866 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 447 $43.5K <0.01% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 408 $39.7K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 363 $35.4K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 327 $31.9K <0.01% +87 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 315 $30.7K <0.01% +15 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 302 $29.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 282 $27.5K <0.01% +88 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 246 $24K <0.01% +6 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 244 $23.8K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 235 $22.9K <0.01% +14 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 227 $22.1K 0.01% -47 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 211 $20.6K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 210 $20.5K <0.01% +114 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 208 $20.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 204 $19.9K <0.01% +42 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 200 $19.5K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 197 $19.2K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 191 $18.6K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 174 $17K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 166 $16.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 164 $16K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $16K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 158 $15.4K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 158 $15.4K 0.01% -88 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 147 $14.3K <0.01% -13 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 135 $13.2K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 136 $13K <0.01% +76 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 115 $11.2K <0.01% -9 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 112 $10.9K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 104 $10.1K <0.01% +79 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $10K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $9.74K <0.01% +37 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $9.74K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 97 $9.45K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 95 $9.26K <0.01% +67 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 91 $8.87K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $7.79K <0.01% +67 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 73 $7.11K <0.01% -396 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 70 $6.82K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 70 $6.82K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 55 $5.34K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 51 $4.97K <0.01% +24 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45 $4.38K <0.01% +5 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 42 $4.09K <0.01% +8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 42 $4.09K <0.01% +14 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 41 $3.99K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 39 $3.8K <0.01% +7 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 39 $3.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 38 $3.69K <0.01% +30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32 $3.12K <0.01% +3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 30 $2.92K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $2.58K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 25 $2.44K <0.01% -7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 24 $2.34K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 27 $2K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 20 $1.95K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $1.85K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $1.75K <0.01% -6 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 17 $1.66K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 16 $1.56K <0.01% -266 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16 $1.56K <0.01% new 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15 $1.46K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $1.36K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $1.36K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.36K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 13 $1.27K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12 $1.17K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12 $1.17K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 12 $1.17K <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $1.07K <0.01% +6 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10 $974 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9 $877 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8 $780 <0.01% new 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7 $682 <0.01% -16,517 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $585 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5 $488 <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $487 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5 $487 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $390 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $390 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $292 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $195 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $195 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $149 <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $97 <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $97 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.