Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 900 $29.6K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 877 $28.9K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 877 $28.8K <0.01% -660 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 860 $28.3K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 849 $28K <0.01% -68 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 831 $27.3K <0.01% +162 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 768 $25.3K 0.02% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 768 $25.2K <0.01% -1,425 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 701 $23K <0.01% +225 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 668 $22.2K <0.01% +56 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 662 $21K 0.01% -4,338 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 610 $20.1K 0.02% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 608 $20K <0.01% +71 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 598 $19.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 560 $18.4K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 550 $18.1K <0.01% +460 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 547 $18K <0.01% +188 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 546 $18K <0.01% +252 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 509 $17K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 508 $16.7K 0.02% -19 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 459 $15.1K 0.01% +7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 413 $13K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 364 $12K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 360 $11.8K <0.01% -1,372 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 345 $11.3K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 340 $11.2K <0.01% -192 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 357 $11K <0.01% +3 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 331 $10.9K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 336 $10.3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 267 $8.78K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 250 $8.22K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 243 $7.99K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 239 $7.86K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 222 $7.31K <0.01% -82 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 222 $7.3K <0.01% -26 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 220 $7.23K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 218 $7.17K <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. 202 $6.64K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 200 $6.58K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $6.58K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 183 $6.03K <0.01% +2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 175 $5.75K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 161 $5.29K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 155 $5.1K <0.01% +75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 155 $5.1K <0.01% +10 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 153 $5.09K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 126 $4.14K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 119 $3.91K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 112 $3.68K <0.01% -525 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24 $3.68K <0.01% -106 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $3.45K <0.01% +48 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 102 $3.35K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 102 $3.35K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 101 $3.32K <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $3.29K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 96 $3.16K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 100 $3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 66 $2.17K <0.01% +48 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 62 $2.04K <0.01% -45 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $1.84K <0.01% -12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 55 $1.81K <0.01% +1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 52 $1.71K <0.01% +23 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $1.56K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46 $1.51K <0.01% -40 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 42 $1.4K <0.01% +19 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 36 $1.18K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 32 $1.06K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 31 $1.03K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 18 $1K <0.01% -59 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% -1,206 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $987 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 28 $921 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 24 $789 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 23 $757 <0.01% -264 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 22 $723 <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 27 $700 <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 21 $690 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 19 $625 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 18 $592 <0.01% +11 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $559 <0.01% -30 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $559 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16 $526 <0.01% +10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $494 <0.01% -7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 13 $428 <0.01% new 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $362 <0.01% -34 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11 $350 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10 $329 <0.01% -82 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10 $329 <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $329 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $315 <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8 $263 <0.01% -59 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $263 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $254 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7 $231 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 6 $197 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $164 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $99 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $99 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -100 13F-HR Timeline 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% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.