MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 149 $38.7K 0.01% +117 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 130 $38.3K 0.03% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 128 $37.8K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 127 $37.5K 0.02% -1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 126 $37.2K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 125 $36.9K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 123 $36.3K <0.01% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 116 $34K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 115 $33.9K <0.01% +7 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 112 $33K 0.01% +100 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 109 $32K 0.01% +9 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 107 $32K <0.01% +6 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 105 $31K <0.01% 0 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 96 $30.6K 0.02% -29,194 13F-HR/A Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 100 $29.5K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 100 $29.5K 0.02% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 9,635 $28.4K 1.1% -245 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 96 $28.3K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 94 $27.7K <0.01% +85 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $27.2K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 90 $26.5K <0.01% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 90 $26.5K 0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 88 $26K 0.14% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 89 $25.8K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 87 $25K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 84 $24.8K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 84 $24.8K <0.01% -73 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84 $24K 0.01% +52 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 79 $23.3K <0.01% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 75 $22.1K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 75 $22.1K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 75 $22.1K 0.01% -5 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 75 $22K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 75 $22K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 74 $21.9K <0.01% +3 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 74 $21.8K 0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 74 $21.8K 0.03% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 73 $21.5K <0.01% 0 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 69 $20.3K 0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 68 $20K <0.01% -7 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 68 $20K 0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 63 $18.6K <0.01% -2 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 62 $18.3K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 62 $18.3K 0.01% +21 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 61 $18K <0.01% -92 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 61 $18K 0.02% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 61 $18K 0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 61 $18K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 60 $17.9K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 56 $17.6K 0.02% +1 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 55 $16.2K 0.01% -4,037 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 52 $15.3K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 51 $15K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 50 $14.7K 0.01% -16 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 50 $14.7K 0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 49 $14.5K 0.01% -56 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53 $14K <0.01% +7 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 47 $13.9K <0.01% +44 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $13.9K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 46 $13.7K <0.01% +8 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 46 $13.6K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 46 $13.6K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 46 $13.5K <0.01% -20 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 45 $13.3K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 45 $13.3K 0.01% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 40 $13K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 43 $12.7K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 43 $12.7K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 42 $12.5K 0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 41 $12.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 41 $12.1K <0.01% +5 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 40 $11.8K <0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 40 $11.8K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 39 $11.6K 0.01% -63 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 39 $11.4K 0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 38 $11.2K <0.01% +24 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 38 $11.2K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $11.2K <0.01% -2 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 37 $10.9K 0.02% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 36 $10.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 36 $10.7K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 36 $10.6K <0.01% -5 13F-HR/A Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 34 $10K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 33 $9.73K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 33 $9.66K <0.01% +15 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 32 $9.45K <0.01% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 32 $9.44K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 31 $9.12K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 31 $9.1K <0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 30 $8.85K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 29 $8.55K <0.01% +15 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 28 $8.26K <0.01% -192 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 27 $7.99K <0.01% -4 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 27 $7.96K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25 $7.37K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 24 $7.08K <0.01% +20 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 24 $7.08K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 24 $7.08K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $7K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 24 $7K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23 $6.78K <0.01% -9 13F-HR/A Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 22 $6.46K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $6.19K <0.01% +19 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 21 $5.95K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 20 $5.9K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 20 $5.9K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 20 $5.9K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 19 $5.6K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 18 $5.31K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 18 $5.31K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $5.13K <0.01% +13 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 17 $5.01K <0.01% new 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 17 $5.01K <0.01% -33 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $5.01K <0.01% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16 $4.72K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 16 $4.72K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15 $4.42K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $4.42K <0.01% +2 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15 $4.42K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $4.27K <0.01% +3 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 14 $4.13K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 14 $4.13K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 14 $4K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 13 $3.83K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 13 $3.83K <0.01% -29 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $3.58K <0.01% -30 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 12 $3.54K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 12 $3.54K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 12 $3.54K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $3.54K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 11 $3.24K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10 $2.97K <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 10 $2.95K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 9 $2.65K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 9 $2.65K <0.01% -1,555 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 9 $2.65K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8 $2.36K <0.01% +2 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 8 $2.36K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7 $2.06K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $1.97K <0.01% +2 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $1.79K 0.1% -3 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 6 $1.77K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $1.48K <0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $1.18K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4 $1.18K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $1.18K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 4 $1.18K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 3 $1K <0.01% -321 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 3 $885 <0.01% +1 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 3 $885 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $885 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $885 <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1 $295 <0.01% -39 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $295 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,113 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 43 $36 +3 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.