Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 219 $44.1K 0.01% -46 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 218 $44K <0.01% +72 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 213 $42.9K 0.01% +40 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 212 $42.7K 0.02% -49 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 208 $41.9K 0.03% 0 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 201 $40.5K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 200 $40.3K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $40.3K 0.01% -100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 188 $37.9K <0.01% +66 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 176 $35.5K <0.01% +47 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 172 $34.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 142 $28.6K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 140 $28.2K 0.01% +9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 139 $28K <0.01% +64 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 137 $27.6K 0.09% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 126 $25.4K 0.02% -28 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 120 $24.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 115 $23.7K 0.01% +15 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 112 $22.5K <0.01% +58 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 107 $21.6K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 106 $21.5K <0.01% +3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $20.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 100 $20.1K <0.01% -436 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 99 $20K 0.02% +9 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 97 $19.6K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 91 $18.3K <0.01% +44 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 82 $16.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 80 $16.1K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 80 $16.1K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 78 $15.8K <0.01% -7 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 76 $15K 0.01% -18 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $13.7K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 66 $13.3K 0.01% -54 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64 $12.9K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 60 $12.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 60 $12K 0.01% -49 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $11.9K 0.01% -50 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $10.3K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $10.1K <0.01% -25 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $10.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 47 $9.47K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 47 $9.47K <0.01% +5 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 46 $9.35K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $8.87K <0.01% +20 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 41 $8.26K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 40 $8.06K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $8.06K <0.01% -32 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 41 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 39 $7.91K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 39 $7.91K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 37 $7.46K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 31 $6.25K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 30 $6.05K <0.01% 0 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 30 $6.05K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $5.88K <0.01% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29 $5.84K <0.01% +11 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 26 $5.24K <0.01% -75 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $5.04K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 25 $5.04K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 24 $4.84K <0.01% +9 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 23 $4.64K 0.02% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 21 $4.28K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 16 $3.23K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 16 $3.23K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 15 $3.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 15 $3K <0.01% -7 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14 $2.82K <0.01% 0 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $2.82K <0.01% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $2.62K <0.01% -1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13 $2.62K <0.01% -972 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 12 $2.42K <0.01% 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11 $2.22K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11 $2.22K <0.01% -7 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11 $2.22K <0.01% +7 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $2.02K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $2.02K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 10 $2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $1.81K <0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 9 $1.81K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.78K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $1.61K <0.01% -6 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7 $1.41K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $1.22K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5 $1.01K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 7 $1K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $826 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $811 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $806 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4 $806 <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3 $605 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $605 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $605 <0.01% 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 3 $604 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $553 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $405 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 2 $404 <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2 $403 <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 2 $403 <0.01% -8,627 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $403 <0.01% -5 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2 $403 <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $204 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $202 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $202 <0.01% -50 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $202 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $202 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 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% 0 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% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.