CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,705 $78.2K <0.01% +534 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,500 $68.8K <0.01% +500 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,405 $64.5K <0.01% +442 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,324 $60.8K 0.02% +413 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,297 $59.5K 0.01% +432 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,285 $59K <0.01% +428 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,245 $57.1K 0.01% +415 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,200 $55.2K 0.01% +400 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,200 $55.1K 0.04% +400 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,146 $52.6K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,128 $51.8K 0.02% +376 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,098 $50.4K 0.03% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,035 $47K <0.01% +345 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,012 $46.4K 0.03% +337 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 983 $45.1K 0.01% +327 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 977 $44.8K <0.01% +323 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 966 $44.3K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 964 $44.2K <0.01% +321 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 935 $42.9K <0.01% +311 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 908 $41.7K <0.01% +323 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 888 $40.8K <0.01% -609 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 813 $37.4K <0.01% +163 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 811 $37.2K <0.01% +270 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 769 $35.3K 0.03% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 751 $34.5K 0.01% +251 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 724 $33.2K 0.01% +241 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 645 $29.6K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 640 $29.4K 0.01% +213 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 595 $27.3K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 586 $26.9K 0.03% +195 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 568 $26.1K <0.01% +203 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 564 $25.9K 0.02% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 556 $25.5K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 540 $24.8K <0.01% +180 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 500 $23.7K <0.01% +189 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 505 $23.2K <0.01% +168 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 481 $22.1K 0.01% +160 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 479 $22K <0.01% 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 438 $21.4K <0.01% +146 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 460 $21.1K 0.01% +153 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 436 $20K <0.01% +145 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 420 $19.3K <0.01% +140 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 415 $19K 0.01% +138 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 407 $19K <0.01% +151 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 412 $18.9K <0.01% +137 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 412 $18.9K 0.02% -266 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 405 $18.6K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 396 $18.2K 0.01% +132 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 390 $17.9K <0.01% +130 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 379 $17.4K 0.02% +100 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 375 $17.2K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 267 $17K <0.01% +89 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 352 $16.2K <0.01% +117 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 349 $16K 0.01% +116 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 348 $16K <0.01% +116 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 325 $14.9K <0.01% +108 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 319 $14.6K <0.01% +106 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 312 $14.3K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 306 $14K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 294 $13.8K <0.01% +55 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 300 $13.8K <0.01% +100 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 297 $13.6K <0.01% +99 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 288 $13.2K <0.01% +96 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 288 $13.2K <0.01% +96 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 250 $13.1K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 270 $12.4K <0.01% +90 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 265 $12.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 263 $12.1K <0.01% +87 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 251 $11.5K <0.01% +83 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 248 $11.4K <0.01% -61 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 240 $11K <0.01% +80 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 225 $10.3K 0.01% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 224 $10.3K <0.01% +97 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 183 $8.4K <0.01% +61 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 178 $8.17K <0.01% +59 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 181 $8K <0.01% +60 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 162 $7.43K <0.01% -72 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 160 $7.34K <0.01% +53 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 160 $7.34K <0.01% +32 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 151 $6.93K 0.03% -155 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 148 $6.79K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 145 $6.65K <0.01% +48 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 138 $6K <0.01% +42 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 127 $5.83K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 119 $5.46K <0.01% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 112 $5.14K <0.01% +37 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $4.82K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 97 $4.45K <0.01% +32 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 97 $4.45K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 91 $4.18K <0.01% +34 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 88 $4.04K <0.01% new 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 82 $3.76K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 75 $3.44K <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 72 $3.31K <0.01% +24 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 71 $3.26K <0.01% +34 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 54 $2.48K <0.01% -5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 54 $2.48K <0.01% -321 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $2.43K <0.01% +17 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 52 $2.39K <0.01% +17 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 51 $2.36K <0.01% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $2.11K <0.01% +15 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 46 $2.11K <0.01% 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 45 $2.07K <0.01% +25 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 33 $2K <0.01% +11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 42 $1.93K <0.01% +14 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 35 $1.61K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 33 $1.51K <0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 30 $1.42K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 30 $1.38K <0.01% +25 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 30 $1.38K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 25 $1.15K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 13 $597 <0.01% +4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11 $505 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $321 <0.01% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6 $276 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $210 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4 $184 <0.01% +1 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3 $138 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $138 <0.01% +1 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.