EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,465 $21.5K <0.01% +2,291 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,176 $19K <0.01% -1,010 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,027 $18K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,937 $17.7K <0.01% +462 13F-HR/A Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 1,764 $15.4K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,491 $13K <0.01% +224 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. 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LLC 838 $7K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 799 $6.98K <0.01% -4,054 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 794 $6.93K <0.01% +793 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 576 $5.03K <0.01% +214 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 650 $5K <0.01% -993 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 560 $4.89K <0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 486 $4.24K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 562 $4.01K <0.01% +545 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 434 $3.79K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $3.49K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 395 $3.45K <0.01% +387 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 376 $3K <0.01% +1 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 370 $3K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 312 $2.71K <0.01% +54 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 304 $2.65K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 293 $2.56K <0.01% -229 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 257 $2.24K <0.01% +218 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 227 $1.98K <0.01% +38 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 223 $1.95K <0.01% +45 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 220 $1.92K <0.01% -10,260 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 217 $1.9K <0.01% -530 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 128 $1.84K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 197 $1.72K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 192 $1.68K <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 186 $1.62K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 172 $1.5K <0.01% -50 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 155 $1.35K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 150 $1.31K <0.01% +101 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 141 $1.23K <0.01% +100 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 124 $1.08K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 115 $1K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 115 $1K <0.01% +71 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 107 $888 <0.01% -58 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100 $873 <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 76 $663 <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 63 $550 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 54 $472 <0.01% 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 52 $454 <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 52 $454 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 51 $446 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $437 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 46 $399 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 41 $358 <0.01% +39 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 31 $271 <0.01% -177 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26 $238 <0.01% +25 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 21 $184 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18 $157 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $131 <0.01% -5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12 $105 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12 $105 <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11 $96 <0.01% -795 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10 $87 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $87 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $52 <0.01% -11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $44 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $44 <0.01% -184 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $35 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $17 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.