Granite FO LLC More: the full row for Granite FO LLC 1,000 $86.7K 0.05% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $86.7K 0.03% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $86K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 990 $85.5K 0.02% +250 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 975 $84.5K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 932 $80.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 906 $78.5K <0.01% +21 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 865 $75K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 850 $73.7K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 821 $71.2K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 771 $66.8K 0 Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 750 $65K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 720 $62.4K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 715 $62K 0.03% +75 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 709 $61.4K <0.01% -122 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 705 $61.1K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 703 $60.9K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 688 $59.6K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 687 $59.5K <0.01% +71 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 684 $59.3K <0.01% +450 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 682 $59.1K <0.01% -14 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 650 $56.3K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 640 $55.5K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 606 $52.5K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 605 $52.4K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 597 $51.7K <0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 576 $49.9K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 558 $48.4K 0.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 542 $47K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 506 $46.2K 0.01% -1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 525 $45.6K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 525 $45.5K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 520 $45.1K 0.1% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 514 $44.6K 0.02% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 506 $43.9K 0.03% -700 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 504 $43.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 504 $43.7K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 500 $43.3K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $43.3K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 500 $43K <0.01% -22,880 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 492 $42.6K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 474 $41.1K <0.01% +8 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 464 $40.2K <0.01% +432 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 464 $40.2K 0.01% -18 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 447 $38.7K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 435 $37.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 430 $37.3K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 425 $36.8K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 400 $34.7K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $34.7K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 396 $34K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 389 $33.7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 386 $33.4K <0.01% +144 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 378 $32.7K <0.01% +10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 371 $32.1K 0.02% +208 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 375 $32K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 363 $31.2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 351 $30K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 345 $29.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 328 $28.5K <0.01% +8 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 326 $28.3K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 317 $27.5K 0.01% +273 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 302 $26.2K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 292 $25.1K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 288 $25K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 288 $25K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 277 $24K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 268 $23.2K <0.01% +216 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 262 $22.7K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 253 $21.9K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 243 $21.1K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 242 $21K 0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 235 $20.4K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 227 $20K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 216 $18K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 206 $17.9K 0.01% -48 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 200 $17.3K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 198 $17.2K <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 205 $17K 0.01% +1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 192 $16.6K <0.01% 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 178 $15.4K <0.01% +93 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 164 $14.2K <0.01% -290 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 150 $13K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 142 $12.3K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 141 $12.3K <0.01% +59 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 141 $12.2K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 138 $12K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 133 $11.5K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 130 $11.3K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 129 $11.2K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 129 $11.2K <0.01% +9 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 128 $11.1K -4,634 Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 126 $10.9K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 125 $10.8K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 115 $10.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 124 $10.7K <0.01% +53 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $10K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 115 $9.96K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 115 $9.96K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 111 $9.62K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 111 $9.62K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 104 $9.49K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 105 $9.1K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 105 $9.1K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 101 $8.75K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 94 $8.15K <0.01% +12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 93 $8.06K <0.01% +12 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 85 $7.37K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $7.19K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 81 $7.02K <0.01% -6 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 84 $7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 75 $6.5K <0.01% -1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 73 $6.33K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 72 $6.24K <0.01% -186 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 69 $5.98K <0.01% +37 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 67 $5.81K <0.01% new 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 66 $5.74K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 66 $5.72K <0.01% +63 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 65 $5.63K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 65 $5.63K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 62 $5.38K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 62 $5.37K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59 $5.11K <0.01% +36 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 63 $5K <0.01% +9 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 55 $4.77K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 54 $4.68K <0.01% +4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 52 $4.51K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 52 $4.51K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 52 $4.47K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 51 $4.42K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 46 $3.99K <0.01% +13 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 45 $3.9K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 43 $3.73K <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 42 $3.64K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 41 $3.55K <0.01% +10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 40 $3.47K <0.01% +20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 39 $3.38K <0.01% -21 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 34 $2.95K <0.01% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 33 $2.86K <0.01% -116 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 28 $2.43K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 24 $2.08K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 24 $2.08K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 24 $2.08K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 28 $2K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20 $1.73K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 15 $1.3K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 14 $1.21K <0.01% +4 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 14 $1.21K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 12 $1K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 10 $867 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10 $866 <0.01% +5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 6 $520 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5 $433 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4 $347 <0.01% -4 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. 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% -84,974 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.