Covestor Ltd More: the full row for Covestor Ltd 251 $18K 0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 235 $16.9K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 234 $16.7K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 227 $16.2K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 200 $14.3K <0.01% -500 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 200 $14.3K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 200 $14.3K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 200 $14K <0.01% 0 13F-HR/A Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 182 $13K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 178 $12.7K <0.01% +28 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 177 $12.6K <0.01% -675 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 157 $11.2K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 157 $11.2K <0.01% +153 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 113 $8.07K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 106 $7.57K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 106 $7.57K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 105 $7.5K <0.01% +5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $7.14K <0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 100 $7.14K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 100 $7.14K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 100 $7.14K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 100 $7.14K <0.01% -325 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $7.14K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 91 $6.5K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 82 $5.86K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 79 $5.64K <0.01% +74 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 78 $5.57K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 75 $5.36K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 68 $4.86K <0.01% -47 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 65 $4.64K <0.01% +5 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 60 $4.29K <0.01% -30 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 51 $3.64K <0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 48 $3.43K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 47 $3.36K <0.01% -112 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 43 $3.07K <0.01% +40 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 36 $2.57K <0.01% +2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 35 $2.5K <0.01% +9 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 34 $2.43K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 28 $2K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28 $2K <0.01% +8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 28 $2K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 25 $1.79K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 24 $1.71K <0.01% +18 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 17 $1.21K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $929 <0.01% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $857 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 10 $714 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $643 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7 $500 <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 6 $428 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5 $358 <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5 $357 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $357 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $286 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4 $278 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $215 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $214 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $214 <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2 $143 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $72 <0.01% new 13F-HR Timeline