Addison Advisors LLC More: the full row for Addison Advisors LLC 1,075 $136K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,039 $134K 0.09% +30 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 940 $119K <0.01% -10,308 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 936 $118K <0.01% -124 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 879 $111K <0.01% +851 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archer Investment Corp More: the full row for Archer Investment Corp 850 $107K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $106K <0.01% -371 13F-HR Timeline Amount filed as zero, left out of ratios. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 783 $98.9K <0.01% -580 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 759 $95.9K 0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 750 $94.7K <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. 724 $91.4K <0.01% +197 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 723 $91.3K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 710 $89.7K <0.01% +11 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 626 $79.1K <0.01% +118 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 627 $79K <0.01% +80 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 636 $76.5K 0.06% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 505 $63.8K 0.02% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 504 $63.6K 0.03% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 500 $63.1K <0.01% +160 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 500 $63.1K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 458 $57.8K <0.01% -11 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 426 $53.8K <0.01% +165 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 403 $51K <0.01% +149 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 393 $49.6K <0.01% -251 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 216 $46.2K <0.01% +203 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 364 $46K <0.01% +50 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 361 $45.6K <0.01% -26 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 360 $45.5K <0.01% -126 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 357 $45.1K <0.01% -97 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 351 $44.3K <0.01% +111 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 334 $42.2K <0.01% +88 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 335 $42K 0.02% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 300 $37.9K 0.03% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 290 $36.6K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 282 $35.6K 0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 274 $33K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 253 $32.3K <0.01% +36 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 242 $30.6K <0.01% +4 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 236 $29.8K <0.01% +1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 230 $29K <0.01% +34 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 224 $28.3K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 200 $26K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 205 $25.9K <0.01% +198 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 200 $25.3K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 194 $25K <0.01% -14 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 192 $24.2K <0.01% new 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 177 $22.4K <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 158 $20K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 156 $19.7K <0.01% +5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 151 $19.1K <0.01% +30 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 133 $16K <0.01% +27 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 114 $14.4K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 110 $14.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 107 $14K 0.01% -16 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $12.6K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $12.6K <0.01% -4 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $12.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 99 $12.5K <0.01% +75 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 98 $12.4K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 98 $12.4K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 97 $12.2K <0.01% +10 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 97 $12.2K <0.01% +12 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 96 $12.1K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 94 $11.9K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 92 $11.6K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 90 $11.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 89 $11.2K <0.01% +73 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 84 $10.6K <0.01% -1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 75 $10K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 79 $9.98K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 70 $8.84K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 68 $8.59K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 60 $7.58K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 60 $7.58K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 57 $7.2K <0.01% +29 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $6.69K <0.01% +5 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $6.32K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 46 $5.81K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 43 $5.43K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 37 $4.67K <0.01% -7,346 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 35 $4.42K <0.01% +33 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 35 $4.42K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35 $4.42K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $4.17K <0.01% +21 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $4.04K <0.01% +25 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 30 $3.79K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 29 $3.66K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $3.54K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 26 $3.28K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 25 $3.16K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 23 $2.9K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 23 $2.9K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 22 $2.78K <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 20 $2.53K <0.01% -35 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 20 $2.53K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19 $2.4K <0.01% new 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $2.4K <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18 $2.27K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.15K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 17 $2.15K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $2.02K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 16 $2.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 14 $2K <0.01% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $1.9K <0.01% -220 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $1.89K <0.01% -9 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $1.89K <0.01% +10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $1.51K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $1.39K <0.01% -8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $1.39K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.39K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11 $1.39K <0.01% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $1.29K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $1.26K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $1.08K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $1.01K <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.01K <0.01% +7 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $1K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $884 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $758 <0.01% +3 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5 $632 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $631 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $631 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $631 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $506 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $492 <0.01% -5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $379 <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $379 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $259 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $253 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $253 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $253 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $253 <0.01% -10 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $253 <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $0 0% new 13F-HR/A Timeline Value filed as zero, left out of ratios. 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. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -400 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% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.