Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 121 $19.8K <0.01% -142 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 119 $19.4K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 117 $19.1K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 115 $18.8K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 136 $18.5K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $18K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 110 $18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 110 $18K <0.01% +7 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 107 $17K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $16.3K 0.01% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 99 $16.2K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 97 $15.8K <0.01% -2 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 96 $15.6K 0.01% +1 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 95 $15.5K 0.01% +1 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 91 $14.9K <0.01% -9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 91 $14.9K 0.01% +27 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 88 $14.4K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 88 $14.4K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 88 $14.4K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 82 $13.4K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 80 $13.1K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 68 $11K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 67 $10.9K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 63 $10.3K <0.01% -1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 60 $9.8K <0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 59 $9.64K <0.01% -127 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 57 $9.31K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $9K <0.01% +3 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 53 $8.66K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 51 $8.33K <0.01% +1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 50 $8.17K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 49 $8.06K <0.01% +7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 46 $7.51K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 43 $7.02K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 42 $6.86K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $5.88K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 33 $5.49K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 33 $5.39K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 32 $5.23K <0.01% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 32 $5.23K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 32 $5.23K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 33 $5K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $4.9K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 30 $4.9K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 28 $4.57K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 27 $4.46K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $4.46K <0.01% +4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 27 $4.41K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $4.09K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $4.08K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $3.76K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $3.76K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23 $3.75K <0.01% +10 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $3.27K <0.01% -18 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19 $3.1K <0.01% -6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 19 $3.1K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $3.01K <0.01% -2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 20 $3K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $2.95K <0.01% +8 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 17 $2.78K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $2.62K <0.01% +2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 16 $2.61K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $2.61K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $2.61K <0.01% 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 13 $2.12K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $2.12K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $1.96K <0.01% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 12 $1.96K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $1.8K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $1.8K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.8K <0.01% +3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $1.8K <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $1.65K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.63K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $1.47K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 9 $1.47K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 9 $1.47K -3,118 Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 9 $1.43K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $1.31K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $1.31K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 8 $1.31K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 9 $1K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6 $980 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6 $980 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $980 <0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $980 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6 $979 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $817 <0.01% +2 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5 $817 <0.01% -4 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5 $817 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $654 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $654 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4 $653 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3 $490 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $490 <0.01% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3 $490 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $327 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $327 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $164 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $164 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $163 <0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 112 $131 <0.01% -11 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.