RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 149 $83.7K 0.05% +16 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 145 $81.5K 0.01% +134 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 142 $79.8K 0.01% -223 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 133 $74.8K <0.01% -114 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 119 $66.9K 0.01% -23 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 115 $64.6K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 114 $64.1K <0.01% +6 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 115 $64K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 107 $60.1K <0.01% +7 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 106 $59.6K 0.01% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 104 $58.5K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 103 $57.9K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 101 $56.9K <0.01% -73 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $56.2K <0.01% +6 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 100 $56.2K 0.03% -169 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 94 $53K 0.03% +8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 79 $44.4K 0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 71 $39.9K 0.01% +3 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 70 $39.3K <0.01% -2 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 68 $38.2K 0.01% +24 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 66 $37.1K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 63 $35.4K <0.01% +58 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 63 $35.4K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 59 $33.2K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 56 $31.7K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 55 $30.9K <0.01% -14 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $30.4K <0.01% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 54 $30.4K <0.01% -534 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 51 $28.7K <0.01% +4 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $28.1K <0.01% -142 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 50 $28.1K 0.02% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 47 $26.4K 0.01% -77 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44 $24.7K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 41 $23K <0.01% -4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 40 $22.5K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 40 $22.5K <0.01% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 40 $22.5K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 44 $22.5K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 39 $21.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $21.9K <0.01% +30 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for Strategic Wealth Partners, Ltd. 34 $19.1K <0.01% +2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 34 $19.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 34 $19.1K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 34 $19.1K <0.01% +7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 31 $17.4K <0.01% -2 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 31 $17.4K <0.01% +1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $16.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $15.9K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 28 $15.7K <0.01% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $14.1K <0.01% +14 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 25 $14.1K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 24 $13.5K <0.01% +3 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 23 $12.9K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $12.9K 0.01% -7 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22 $12.4K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $11.2K <0.01% +11 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20 $11K <0.01% -10,575 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $10.1K <0.01% -1 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 17 $9.55K <0.01% -13,408 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 17 $9.55K +9 Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $9.25K <0.01% -10 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 16 $8.99K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 15 $8.43K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $7.87K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $7.31K <0.01% -5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 12 $6.75K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $6.75K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 12 $6.75K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for IMA Advisory Services, Inc. 8 $4.5K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $4.5K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $4.5K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8 $4.5K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $4.5K <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $4.5K <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $4.5K <0.01% +5 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 8 $4.5K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7 $3.94K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $3.94K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $3.94K <0.01% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 7 $3.94K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7 $3.94K <0.01% -2 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 7 $3.7K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7 $3.65K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $3.37K <0.01% +1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 6 $3.37K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6 $3.37K <0.01% +1 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 7 $3K <0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $3K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $2.81K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $2.81K <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 5 $2.81K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5 $2.81K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4 $2.25K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $2.25K <0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4 $2.25K <0.01% -360 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 4 $2.25K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $2.25K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3 $1.51K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $1.12K <0.01% -1 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $1.12K <0.01% 0 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2 $1.12K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $1.12K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $1.12K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2 $1.12K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $1.12K <0.01% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2 $1.12K <0.01% new 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $1.12K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.11K <0.01% -1 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 2 $1K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $563 <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1 $563 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1 $562 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $562 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $562 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1 $562 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1 $562 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $548 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $265 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.