Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,313 $62.1K <0.01% -214 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,284 $61.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,186 $58.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,176 $58.4K 0.03% +832 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,068 $55.5K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,012 $54.9K <0.01% +637 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,000 $54K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,948 $52.3K 0.01% +740 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,789 $47K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,680 $45.1K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,670 $44.9K 0.01% -55 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,640 $44K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,591 $42.7K <0.01% -730 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,545 $41.5K <0.01% +358 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,458 $39.2K 0.01% +19 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,300 $34.9K 0.03% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,288 $34.6K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,238 $33.3K 0.01% -20 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,232 $33.1K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,226 $32.9K <0.01% +334 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,200 $32.2K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,181 $31.7K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,084 $29.1K <0.01% +462 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,069 $28.7K <0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,010 $27.1K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 934 $25.1K <0.01% +915 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 914 $24.6K <0.01% +747 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 914 $24.6K 0.02% -3,341 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 892 $24K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 877 $23.6K <0.01% -19 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 801 $20.9K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 756 $20.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 754 $20.3K 0.01% +442 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 745 $20K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 738 $19.8K 0.01% +245 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 736 $19.8K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 715 $19.5K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 725 $19.5K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 722 $19.4K <0.01% +8 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 668 $17.9K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 667 $17.9K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 664 $17.8K <0.01% 0 13F-HR/A Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 653 $17.5K <0.01% +520 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 649 $17.4K 0.01% +213 13F-HR Timeline Silver Grove Financial Group, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 514 $13.8K 0.01% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 472 $12.7K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 594 $12.6K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 451 $12.1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 437 $11.7K <0.01% -56 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 427 $11.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 408 $11K <0.01% -551 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 400 $10.9K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 400 $10.7K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 395 $10.6K 0.01% +240 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 391 $10.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 383 $10.3K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 351 $9.43K <0.01% -795 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 346 $9.29K <0.01% 0 13F-HR Timeline Group Benson Wealth Management INC More: the full row for Benson Wealth Management INC 334 $8.97K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 330 $8.86K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 312 $8.38K <0.01% 0 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 302 $8.11K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 300 $8.06K <0.01% +84 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 300 $8.06K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 291 $7.82K <0.01% -184 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 287 $7.71K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 285 $7.66K <0.01% +58 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 269 $7.22K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 263 $7.06K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 257 $6.9K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 255 $6.85K <0.01% 0 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 253 $6.8K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 253 $6.8K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 249 $6.69K <0.01% -97 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 249 $6.69K <0.01% +34 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 249 $6.69K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 228 $6.12K <0.01% -39 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 228 $6.12K 0.06% +19 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 221 $5.94K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 210 $5.64K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 207 $5.56K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $5.37K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 198 $5.32K <0.01% -29 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 191 $5.14K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 190 $5.1K <0.01% -54 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 189 $5.08K <0.01% new 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 188 $5.05K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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Advisory Services LLC 182 $4.89K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 163 $4.37K <0.01% +2 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 160 $4.3K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 159 $4.27K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 153 $4.11K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 149 $3.99K <0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 145 $3.9K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 144 $3.87K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 139 $3.73K <0.01% +4 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 132 $3.55K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 129 $3.46K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 126 $3.38K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 126 $3.38K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 124 $3.33K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 123 $3.3K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 122 $3.28K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 120 $3.22K <0.01% +47 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 118 $3.17K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 112 $3K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 110 $2.96K <0.01% -83 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 107 $2.88K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 106 $2.85K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 104 $2.79K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 94 $2.55K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 86 $2.31K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 85 $2.28K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 78 $2.1K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 74 $1.99K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 66 $1.77K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 65 $1.75K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 64 $1.72K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 62 $1.67K <0.01% 0 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 60 $1.61K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 55 $1.48K <0.01% +21 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 50 $1.34K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 49 $1.32K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 47 $1.26K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 54 $1K <0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 36 $967 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 36 $967 <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 31 $833 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 30 $806 <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 29 $779 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 25 $672 <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $672 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 21 $564 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 15 $403 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10 $269 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $27 <0.01% 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $27 <0.01% 0 13F-HR Timeline