Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,883 $31K <0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 5,807 $30.6K 0.02% +2,500 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,318 $28K <0.01% +184 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,127 $27.1K <0.01% -23,302 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,323 $22.8K <0.01% +1,538 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,599 $19K <0.01% +3,055 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,572 $18.8K <0.01% +3,264 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $16.7K <0.01% -52 13F-HR Timeline Amount filed as zero, left out of ratios. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,118 $16.4K <0.01% +1,111 13F-HR/A Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,021 $15.9K <0.01% -61,809 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,778 $15K <0.01% +645 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,790 $14.7K <0.01% +2,313 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,160 $11.4K <0.01% +1,447 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,144 $11.3K <0.01% -4,901 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,000 $10.5K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,913 $10K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,500 $7.91K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,112 $5.86K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,100 $5.8K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,100 $5.8K <0.01% +694 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,092 $5.76K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,062 $5.6K <0.01% +29 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,001 $5.29K <0.01% +718 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 876 $4.62K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 858 $4.52K <0.01% -243 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 842 $4.44K <0.01% +361 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 719 $3.79K <0.01% +387 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 717 $3.78K <0.01% +240 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 716 $3.77K <0.01% +446 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/ 657 $3.46K <0.01% -1,818 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 656 $3.46K <0.01% -1,066 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 664 $3K <0.01% -989 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 509 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 551 $2.9K <0.01% -5,956 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 522 $2.75K <0.01% +384 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 491 $2.59K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 482 $2.54K <0.01% +161 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 472 $2.49K <0.01% 0 13F-HR/A Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 400 $2.11K <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 396 $2.09K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 395 $2.08K <0.01% -144 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 489 $2.06K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 457 $2K <0.01% +12 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 306 $1.61K <0.01% -24,902 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $1.58K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 263 $1.38K <0.01% +109 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 260 $1.37K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 250 $1.32K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 218 $1.15K <0.01% +96 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 214 $1.13K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 204 $1.08K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 274 $1K <0.01% +10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 137 $722 <0.01% -90 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 135 $712 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 125 $659 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 115 $609 <0.01% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 99 $524 <0.01% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 92 $485 <0.01% +32 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 90 $474 <0.01% -312 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 89 $469 <0.01% -79 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $458 <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 74 $390 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 65 $343 0.02% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 62 $327 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 54 $285 <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $279 <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 50 $264 <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 50 $264 <0.01% -11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43 $225 <0.01% -6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 37 $195 <0.01% -7 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 34 $179 <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33 $174 <0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 27 $142 <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $132 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 25 $132 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $106 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $101 <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 15 $79 <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7 $37 <0.01% -4,576 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2 $11 <0.01% -2,602 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $6 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 55 $0 0% +2 13F-HR 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.