Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,522 $183K <0.01% +704 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,500 $180K <0.01% +94 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,496 $180K 0.01% -2,302 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,451 $175K <0.01% +406 13F-HR Timeline City State Bank More: the full row for City State Bank 1,375 $165K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,344 $162K <0.01% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,341 $161K 0.06% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,299 $156K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,295 $156K <0.01% +11 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,210 $146K 0.01% +6 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,200 $144K <0.01% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 1,119 $137K <0.01% +172 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,093 $132K <0.01% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,053 $127K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,000 $120K 0.01% -200 13F-HR Timeline Quarry LP More: the full row for Quarry LP 932 $112K 0.02% -2,217 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 881 $106K 0.01% -34 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 794 $95.6K <0.01% +170 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 794 $95.5K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 700 $90K <0.01% +21 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 718 $86.4K <0.01% new 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 714 $85.9K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 700 $84.2K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 638 $76.8K <0.01% +75 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 625 $75K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 580 $69.8K 0.02% +330 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 577 $69.4K <0.01% -774 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 557 $67K <0.01% +106 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 545 $65.6K <0.01% -22 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 443 $53.3K <0.01% -465 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 438 $52.7K <0.01% -133 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 427 $51.3K <0.01% +176 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 417 $50.2K <0.01% +32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 400 $48.1K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 384 $46K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 360 $43.3K <0.01% -1 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 338 $41.1K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 307 $36.9K <0.01% +1 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 300 $36.1K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 289 $34.8K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 285 $34.2K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 276 $33.2K <0.01% +28 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 273 $32.9K 0.02% +13 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 265 $31.9K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 254 $30.6K 0.02% +103 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 250 $30.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 251 $30K <0.01% +89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 245 $29.5K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 241 $29K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 222 $26.7K <0.01% +13 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 200 $24.1K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 200 $24.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 188 $22.6K <0.01% +22 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 185 $22.3K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 180 $21.7K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 172 $20.6K <0.01% +133 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 171 $20.6K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 163 $19.6K <0.01% 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 159 $19.1K <0.01% +151 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 146 $18K 0.01% +24 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 145 $17.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 136 $16.4K <0.01% -87 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 131 $15.8K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 125 $15K <0.01% -20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 122 $14.7K <0.01% +19 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 119 $14.3K <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 118 $14.2K <0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 117 $14.1K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 104 $12.5K <0.01% +34 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 100 $12K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $12K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 99 $11.9K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 94 $11.3K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 91 $11K <0.01% +41 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 89 $10.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 85 $10.2K <0.01% +83 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 83 $9.99K <0.01% +14 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 80 $9.63K 0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 76 $9.15K <0.01% +4 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 66 $7.94K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65 $7.82K <0.01% -17 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 61 $7.34K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 60 $7.23K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 7,099 $7.1K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 59 $7.1K <0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 59 $7.1K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 60 $6.86K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 55 $6.62K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 50 $6.02K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 50 $6.02K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 48 $5.78K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 45 $5.42K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 38 $4.57K <0.01% +3 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 55 $4.49K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35 $4.21K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 34 $4.09K <0.01% +23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33 $3.98K <0.01% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 32 $3.85K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 31 $3.73K <0.01% +29 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 25 $3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 24 $2.92K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 22 $2.65K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21 $2.48K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $2.41K <0.01% +10 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 20 $2.41K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 19 $2.29K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 229 $1.9K 0.04% -1,671 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $1.82K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $1.8K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $1.8K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $1.8K <0.01% +8 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15 $1.77K <0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $1.69K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $1.69K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13 $1.56K <0.01% -24 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11 $1.32K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 11 $1.32K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10 $1.2K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $1.2K <0.01% +3 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 10 $1.2K <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9 $1.08K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.08K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11 $1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9 $1K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $797 <0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $722 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $722 <0.01% -1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5 $620 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $611 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $602 <0.01% +3 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $602 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $602 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $482 <0.01% -316 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4 $482 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $482 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $482 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $482 <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. 4 $481 <0.01% new 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $481 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $367 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $120 <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $120 <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1 $120 <0.01% 0 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -1,415 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.