HM PAYSON & CO More: the full row for HM PAYSON & CO 460 $10.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 400 $8.78K <0.01% -10,808 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 387 $8.49K <0.01% +7 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 348 $7.64K <0.01% -204 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 320 $7.02K <0.01% -4,718 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 294 $6.45K <0.01% +243 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 278 $6.1K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 248 $5.44K <0.01% -144 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 244 $5.35K <0.01% +58 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 243 $5.33K <0.01% -63 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 235 $5.16K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 235 $5.16K <0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 246 $5K <0.01% -289 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 222 $4.88K <0.01% -1 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 200 $4.39K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 200 $4.39K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 200 $4.39K <0.01% +192 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 195 $4.28K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 186 $4.08K <0.01% +76 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 200 $4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 162 $3.55K <0.01% +82 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 150 $3.29K <0.01% -239 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 145 $3.18K <0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 139 $3.02K <0.01% -1,892 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 137 $3.01K <0.01% +27 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 149 $3K <0.01% -105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 124 $2.72K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 121 $2.65K <0.01% 0 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 120 $2.63K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 117 $2.57K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 109 $2.39K <0.01% -9 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 104 $2.28K 0.01% -58 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 102 $2.24K <0.01% -22 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $2.19K <0.01% -2,800 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 100 $2.19K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $2.19K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $2.19K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 92 $2.02K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 121 $2K <0.01% -51 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $1.86K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 83 $1.82K <0.01% +33 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 83 $1.82K <0.01% +19 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 80 $1.75K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 75 $1.65K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 70 $1.54K <0.01% -11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 70 $1.54K <0.01% -15 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 66 $1.45K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 65 $1.43K <0.01% +5 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 64 $1.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 61 $1.34K <0.01% -99 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 60 $1.32K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 58 $1.27K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 58 $1.27K <0.01% -9 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 46 $1.19K 0.04% +20 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 54 $1.19K <0.01% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 54 $1.19K <0.01% +11 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 53 $1.16K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 52 $1.14K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 50 $1.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 50 $1.1K <0.01% +20 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 50 $1.1K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 50 $1.1K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 50 $1.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 49 $1.07K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 48 $1.05K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 46 $1.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 53 $1K <0.01% +21 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 31 $1K <0.01% 0 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 30 $1K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 44 $965 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 43 $943 <0.01% -4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43 $943 <0.01% +15 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 40 $878 <0.01% new 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $878 <0.01% -52 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 40 $878 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 40 $878 <0.01% +32 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 39 $856 <0.01% -2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 35 $768 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $659 <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 30 $659 <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $615 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28 $614 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25 $549 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25 $548 <0.01% -154 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 24 $527 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 22 $483 <0.01% -92 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 22 $483 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 22 $483 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $395 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $329 <0.01% +2 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 14 $313 <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 14 $307 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13 $285 <0.01% -7,536 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 13 $285 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 12 $263 <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10 $219 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $219 <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 10 $219 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8 $176 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8 $176 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $176 <0.01% -10 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 8 $176 <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7 $154 <0.01% -275 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $154 <0.01% -51 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $154 <0.01% -7 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $132 <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $132 <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $132 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $88 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $88 <0.01% -22 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2 $44 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $22 <0.01% -9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1 $22 <0.01% -374 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios.