Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 493 $206K 0.03% new 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 487 $203K 0.09% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 481 $201K <0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 481 $201K <0.01% -33 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 433 $181K <0.01% +14 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 420 $175K <0.01% +36 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 414 $173K <0.01% +341 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 384 $160K <0.01% +22 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 369 $154K 0.02% +91 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 342 $143K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 322 $134K 0.07% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 317 $132K 0.02% -24 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 309 $129K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 309 $129K <0.01% -3,426 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 304 $127K <0.01% +171 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 300 $125K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 290 $121K <0.01% +4 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 283 $118K 0.12% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 235 $98K <0.01% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 228 $95.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 227 $94.7K <0.01% +133 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 222 $92.6K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 206 $87.6K <0.01% +42 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 203 $84.7K <0.01% new 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 184 $76.8K -766 Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 179 $74.6K 0.08% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 164 $68.4K 0.02% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 162 $67.6K <0.01% -2 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 154 $64.2K 0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 148 $61.7K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 142 $59.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 126 $52.6K <0.01% +20 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 124 $51.7K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 111 $46.3K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 111 $46.3K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 109 $45.5K <0.01% +22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $45K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 106 $44.2K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 105 $43.8K <0.01% +31 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 103 $43K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 100 $41.7K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 94 $39.2K <0.01% +7 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 86 $35.9K <0.01% +50 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 86 $35.9K <0.01% +50 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 85 $35.5K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 78 $32.5K <0.01% +59 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 75 $31.3K <0.01% +10 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 75 $31.3K <0.01% +25 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 64 $27K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 63 $26.3K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 62 $25.9K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 57 $23.8K 0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 55 $22.9K <0.01% -3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 55 $22.9K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 52 $21.7K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 51 $21.3K <0.01% +46 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 50 $20.9K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 50 $20.9K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 48 $20K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 39 $16.3K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $15.4K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 37 $15.4K <0.01% -96 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 34 $15K 0.01% -56 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 35 $14.6K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 34 $14.2K <0.01% +28 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33 $13.8K <0.01% -100 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 32 $13.4K <0.01% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 30 $12.5K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 27 $11.3K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 26 $10.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $10.4K <0.01% +1 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 25 $10.4K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $10.4K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24 $10K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 22 $9.42K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $9K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $8.34K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19 $7.93K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 18 $7.51K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15 $7.41K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 17 $7.09K 0.01% +16 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 16 $6.67K <0.01% -47 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15 $6.26K <0.01% +5 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 14 $5.84K <0.01% -7 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13 $5.42K <0.01% 0 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13 $5.42K <0.01% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13 $5.42K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $5.42K <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $5.42K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $5.01K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $4.59K <0.01% +2 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 10 $4K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $3.75K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 9 $3.75K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 9 $3.75K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $3.75K <0.01% +1 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 9 $3.75K <0.01% 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8 $3.34K <0.01% -32 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 8 $3.34K <0.01% -16 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7 $2.92K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7 $2.92K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $2.5K <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.5K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6 $2.5K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $2.41K <0.01% -395 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $2.09K <0.01% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $2.09K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $1.67K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4 $1.67K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.67K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $1.67K <0.01% -20 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $1.67K <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4 $1.67K <0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $1.25K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $1.25K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2 $1K <0.01% 0 13F-HR/A Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $835 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $834 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $834 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $834 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2 $834 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2 $834 <0.01% 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1 $418 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $418 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1 $418 <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $418 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $418 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $417 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1 $417 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $417 <0.01% -2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1 $417 <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1 $417 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $224 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $113 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.