ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 62 $8.16K <0.01% +30 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 61 $7.98K <0.01% -2 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 60 $7.89K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 60 $7.88K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 59 $7.76K <0.01% -31 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 59 $7.76K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 55 $7.59K <0.01% +53 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 57 $7.5K <0.01% -9 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 55 $7.22K <0.01% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 54 $7.11K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 52 $6.84K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 51 $6.78K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 51 $6.71K <0.01% -46 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 47 $6.18K <0.01% -12 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 45 $5.92K <0.01% +13 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 44 $5.82K <0.01% -86 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 43 $5.67K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 41 $5.39K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $5.26K <0.01% +36 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38 $5K <0.01% +27 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 44 $5K <0.01% +16 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 36 $4.82K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 35 $4.61K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 35 $4.61K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 34 $4.52K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 29 $3.82K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 28 $3.71K <0.01% +22 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 28 $3.68K <0.01% 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 27 $3.55K <0.01% +4 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 27 $3.55K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $3.55K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 26 $3.45K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26 $3.42K <0.01% -11 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 26 $3.42K <0.01% -10 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $3.29K <0.01% +2 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 25 $3.29K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24 $3.16K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 24 $3.16K <0.01% +8 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 23 $3.03K <0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 22 $2.9K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $2.9K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 22 $2.89K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 21 $2.77K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $2.76K <0.01% +7 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 20 $2.74K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $2.63K <0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20 $2.61K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 19 $2.5K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $2.5K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 18 $2.37K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 18 $2.37K <0.01% -3 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $2.37K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 18 $2.37K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 18 $2.37K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 17 $2.24K <0.01% -39 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $2.01K <0.01% -1 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 17 $2K <0.01% +1 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15 $1.97K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 14 $1.84K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14 $1.84K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13 $1.71K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $1.71K <0.01% +8 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 10 $1.36K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10 $1.32K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10 $1.32K <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.32K <0.01% +5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $1.18K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9 $1.18K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9 $1.18K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $1.18K <0.01% -34 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 9 $1.18K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $1.05K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $921 <0.01% -5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $921 <0.01% +5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $921 <0.01% +4 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $921 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $790 <0.01% -4 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $658 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $658 <0.01% -2 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5 $658 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $658 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $658 <0.01% -5 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4 $526 <0.01% -126 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4 $526 <0.01% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $503 <0.01% -43 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $397 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $396 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3 $395 <0.01% -108 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $395 <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2 $264 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2 $263 <0.01% 0 13F-HR/A Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2 $263 <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1 $132 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $132 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $132 <0.01% 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.