Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 90 $5.37K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 49 $5.37K 0.01% 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 43 $4.71K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 39 $4.27K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 37 $4.05K <0.01% +13 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 36 $4K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 34 $3.73K <0.01% -4 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $3.62K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 32 $3.51K <0.01% +2 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 30 $3.4K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $3.29K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28 $3.07K <0.01% -2,108 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $3.02K <0.01% +12 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 27 $2.96K <0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26 $2.85K <0.01% -14 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $2.85K <0.01% -4 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 25 $2.74K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 25 $2.74K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 24 $2.63K <0.01% new 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 23 $2.52K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 23 $2.52K <0.01% -1,311 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 22 $2.41K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 22 $2.41K <0.01% +16 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 21 $2.3K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 21 $2.3K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 21 $2.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20 $2.19K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20 $2.19K <0.01% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20 $2.19K <0.01% -21 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $2.19K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 20 $2.19K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $2.19K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $2.08K <0.01% +5 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 19 $2.05K <0.01% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 27 $2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18 $1.97K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $1.97K <0.01% -4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15 $1.64K <0.01% -402 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 15 $1.64K <0.01% -1,979 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 15 $1.64K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $1.53K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 14 $1.53K <0.01% -6 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 14 $1.53K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 13 $1.43K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 13 $1.43K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.31K <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 12 $1.31K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12 $1.31K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 12 $1.31K <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. 11 $1.21K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $1.21K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 11 $1.21K 0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.1K <0.01% -87,920 13F-HR Timeline CloudAlpha Capital Management Limited/H… More: the full row for CloudAlpha Capital Management Limited/Hong Kong 10 $1.1K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10 $1.1K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10 $1.09K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13 $1K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9 $987 <0.01% -9 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9 $987 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9 $987 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $877 <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $877 <0.01% +5 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $658 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 6 $658 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $658 <0.01% +5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $548 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $548 <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $548 <0.01% -2 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4 $438 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4 $438 <0.01% 0 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $362 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $329 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3 $329 <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3 $329 <0.01% -346 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $329 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $308 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2 $233 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2 $220 <0.01% -2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $220 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $219 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $219 <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2 $219 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $193 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $110 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $110 <0.01% -2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $110 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $109 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.