Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 330 $57.3K <0.01% -34 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 324 $56.2K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 287 $49.8K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 282 $49K <0.01% +10 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 260 $45.1K 0.04% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 258 $44.8K <0.01% +124 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 223 $38.7K <0.01% -34 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 214 $37.4K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 205 $35.6K 0.01% +15 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 202 $35.1K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 201 $34.9K 0.01% -26,574 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 200 $34.7K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $34.7K 0.03% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 198 $34.4K 0.08% +102 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 163 $28.3K <0.01% -30 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 156 $27.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 155 $26.9K <0.01% -179 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 151 $26.2K <0.01% +136 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 150 $26K 0.02% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 137 $25.4K <0.01% +45 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 137 $23.8K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 131 $22.7K <0.01% -61 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 128 $22.2K <0.01% +106 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 121 $21K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 119 $20K <0.01% -11 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 111 $19.3K 0.01% -115 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 111 $19.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 110 $19.1K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 83 $14.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 81 $14.1K <0.01% +46 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 81 $14.1K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 78 $13.5K 0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 78 $13.5K 0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 76 $13.2K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 68 $11.8K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 64 $11.1K <0.01% -22 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 58 $10.1K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 57 $9.89K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 56 $9.72K <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 56 $9.72K <0.01% -15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $9.37K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 52 $9.03K <0.01% +44 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 56 $9K <0.01% +11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 49 $8.51K <0.01% +9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 47 $8.16K 0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 47 $8K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $6.6K 0.01% +2 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 37 $6.42K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 35 $6.08K <0.01% +13 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $5.68K <0.01% -112 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $5.55K <0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28 $5K <0.01% -1 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 28 $4.86K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 25 $4.61K <0.01% +11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26 $4.51K <0.01% +4 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 23 $4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $3.47K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 19 $3.3K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $3K <0.01% -8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $2.87K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 16 $2.78K <0.01% -3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16 $2.78K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $2.6K <0.01% -6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15 $2.6K <0.01% -3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $2.43K <0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 12 $2.08K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10 $1.99K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 9 $1.56K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9 $1.56K <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9 $1.49K <0.01% -18 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 8 $1.39K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7 $1.22K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $1.22K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7 $1.22K <0.01% 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 6 $1.04K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6 $1.04K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $1.04K <0.01% 0 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 4 $694 <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 4 $694 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $524 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $521 <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3 $510 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $348 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $348 <0.01% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1 $185 <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $174 <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 0 $8 <0.01% -1,291 13F-HR Timeline Group Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 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.