SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,700 $57.4K <0.01% -790 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,468 $54K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,212 $49.9K <0.01% +20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,059 $47.5K <0.01% +94 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,946 $47.4K 0.03% +11 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 2,974 $46.2K <0.01% new 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,965 $46K <0.01% -285 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,825 $43.8K <0.01% +1,071 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,788 $43.3K <0.01% -58 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,778 $43.1K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,734 $42.4K <0.01% -1,592 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,720 $42.2K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,554 $41.1K <0.01% +601 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,629 $40.8K <0.01% -3,223 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,613 $40.6K 0.03% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,551 $39.6K <0.01% +2,244 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 2,329 $36.1K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,000 $31K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,000 $31K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,944 $30.2K 0.01% +1,908 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,874 $29.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,814 $28.2K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,807 $28K <0.01% +98 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,790 $27.8K <0.01% -170 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,727 $26.8K <0.01% -1,600 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,687 $26.2K <0.01% -36 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,636 $25.4K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,590 $24.7K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,532 $23.8K <0.01% +51 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,475 $22.9K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,423 $22.1K <0.01% -98 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,355 $21K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,400 $21K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,321 $20.5K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,321 $20.5K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,291 $20K <0.01% +516 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,626 $18.8K <0.01% -1,963 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,142 $17.7K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,045 $16.2K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,034 $16K 0.01% -991 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,021 $15.8K 0.01% +230 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,018 $15.8K <0.01% +240 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $15.5K 0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,000 $15.5K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 993 $15.4K <0.01% -746 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 993 $15.4K <0.01% +657 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 965 $15K <0.01% +800 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 961 $14.9K 0.01% -210 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 941 $14.6K <0.01% -600 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 832 $12.9K <0.01% +32 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 818 $12.7K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 800 $12.4K <0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 490 $12.2K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 727 $11.3K <0.01% -2 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 700 $10.9K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 700 $10.9K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 661 $10K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 637 $10K 0.01% -54 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 627 $9.73K <0.01% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 600 $9.31K <0.01% -52 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 595 $9.23K <0.01% -513 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 525 $8.15K -323 Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 500 $7.76K <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. 461 $7.16K <0.01% -155 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 458 $7K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $6.98K 0.01% -50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 420 $6.52K <0.01% +15 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $6.21K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 376 $5.85K <0.01% -195 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 382 $5K <0.01% +257 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 322 $5K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 318 $4.94K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 301 $4.68K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 300 $4.66K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 300 $4.66K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 291 $4.52K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 253 $4K <0.01% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 257 $3.99K <0.01% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 243 $3.77K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 242 $3.76K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 240 $3.73K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 240 $3.73K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 329 $3.71K <0.01% +200 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 207 $3.21K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 149 $3.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 203 $3.15K <0.01% +76 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 203 $3.15K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 200 $3.1K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 198 $3.07K <0.01% new 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 185 $2.87K <0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 175 $2.72K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 169 $2.62K <0.01% -38 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 167 $2.59K <0.01% -2,236 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 166 $2.58K <0.01% +164 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 160 $2.48K <0.01% +21 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 157 $2.44K <0.01% -6 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 156 $2.42K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 146 $2.27K <0.01% -250 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 144 $2.23K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 129 $2K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $2K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 124 $1.93K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 120 $1.86K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 118 $1.83K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 109 $1.69K <0.01% -9 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 106 $1.65K <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 101 $1.57K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 95 $1.48K <0.01% -14 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 68 $1.46K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,355 $1.35K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 86 $1.34K <0.01% +77 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 78 $1.21K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 75 $1.16K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 100 $1.14K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 71 $1.1K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 70 $1.09K <0.01% -35 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 65 $1.01K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 50 $1K <0.01% -150 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $1K <0.01% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 60 $931 <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 59 $916 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 53 $823 <0.01% +39 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 50 $776 <0.01% -29 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 48 $745 <0.01% -41 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 48 $745 <0.01% +16 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 47 $728 <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 46 $714 <0.01% -17 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 46 $714 <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45 $698 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $575 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 37 $574 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $559 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 36 $559 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $534 <0.01% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 32 $497 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $482 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 31 $481 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30 $466 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 29 $448 <0.01% -19 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 21 $326 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $311 <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 20 $310 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16 $248 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15 $233 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $201 <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $175 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $171 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $166 <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $156 <0.01% -47 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $140 <0.01% +6 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5 $78 <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3 $39 <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2 $34 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $16 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $16 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -234 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.