ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,012 $86.3K <0.01% +1,000 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $85.3K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 991 $84.5K <0.01% +554 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 950 $81K 0.05% -75 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 912 $77.8K 0.02% +901 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 899 $76.7K <0.01% +662 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 845 $72.1K 0.03% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 800 $68.2K 0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 784 $66.8K <0.01% -284 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 777 $66.3K <0.01% -229 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 761 $64.9K <0.01% +261 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 700 $59.7K 0.02% -400 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 614 $52.4K -14 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 576 $49.1K <0.01% -23 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 559 $47.7K <0.01% +69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 500 $42.6K 0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 488 $41.6K 0.03% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 471 $40.2K <0.01% +386 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 426 $36.3K 0.02% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 413 $35.2K <0.01% -381 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 401 $34.2K 0.02% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 365 $31.1K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 350 $29.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 348 $29.7K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 329 $28.1K 0.02% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 325 $27.7K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 300 $25.6K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 296 $25.2K <0.01% +214 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 292 $24.9K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 291 $24.8K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 273 $24.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 280 $23.9K <0.01% +12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 276 $23.5K <0.01% +58 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 259 $22K <0.01% +82 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 254 $21.7K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 230 $19.6K <0.01% +198 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 227 $19.4K <0.01% 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 225 $19.2K <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. 204 $17.4K <0.01% +7 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 200 $17.1K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 194 $16.5K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 179 $15.3K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 173 $14.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 172 $14.7K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 171 $14.6K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 168 $14.3K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 167 $14.2K <0.01% -95 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 165 $14.1K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 157 $13.4K <0.01% +94 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 138 $11.8K <0.01% +45 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 84 $10.7K 0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 125 $10.7K <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 119 $10.3K <0.01% +69 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 119 $10.1K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 106 $9.1K 0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 103 $8.78K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 98 $8.36K <0.01% +95 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 86 $7.33K <0.01% +57 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 85 $7.25K <0.01% 0 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 84 $7.16K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 82 $6.99K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 77 $6.57K <0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $6.4K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 74 $6.31K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 70 $5.97K <0.01% +12 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 68 $5.8K <0.01% 0 13F-HR Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 67 $5.71K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 66 $5.63K <0.01% +20 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 60 $5.12K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 54 $4.61K <0.01% +4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 54 $4.61K <0.01% +47 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 50 $4.26K <0.01% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 47 $4.01K <0.01% -10 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 47 $4.01K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 47 $4.01K <0.01% +17 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 47 $4.01K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 41 $3.5K <0.01% +25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40 $3.41K <0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 35 $2.98K <0.01% 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 33 $2.81K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 30 $2.59K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29 $2.47K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 29 $2.47K <0.01% -185 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 29 $2.47K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $2.39K <0.01% +18 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 27 $2.3K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 26 $2.22K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $2.13K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25 $2.13K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $2.05K <0.01% +14 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 24 $2.05K <0.01% -2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 23 $1.96K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $1.88K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $1.85K <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $1.29K <0.01% +2 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 13 $1.11K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $768 <0.01% -87 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 8 $724 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8 $682 <0.01% +4 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7 $597 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $512 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $512 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $512 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5 $426 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $342 <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3 $256 <0.01% -36 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1 $85 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $85 <0.01% new 13F-HR Timeline