Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 953 $69.6K 0.02% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 943 $69K 0.01% -158 13F-HR Timeline Quarry LP More: the full row for Quarry LP 896 $65.5K 0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 824 $60.2K <0.01% -279 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 797 $58.2K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 760 $55.5K <0.01% +43 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 750 $54.8K 0.03% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 740 $54.1K 0.01% -78 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 731 $53.4K 0.01% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 730 $53.3K <0.01% -242 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 712 $52K <0.01% +187 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 696 $50.9K 0.01% +257 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 691 $50.5K <0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 690 $50.4K <0.01% +73 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 686 $50.1K 0.03% +35 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 625 $45.7K <0.01% +440 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 603 $44.1K 0.01% +598 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 598 $43.7K 0.01% +11 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 586 $43K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 517 $37.8K <0.01% +350 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 502 $37K <0.01% +155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 490 $35.8K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 466 $34.1K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 460 $33.6K <0.01% +131 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 456 $33.3K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 448 $32.7K 0.01% -12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 439 $32.1K 0.01% +52 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 419 $30.6K <0.01% -44 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 408 $30K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 406 $29.7K <0.01% -67 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 392 $28.6K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 374 $27.3K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 366 $26.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 361 $26.4K <0.01% +129 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 350 $25.6K 0.01% +344 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 328 $24K <0.01% +77 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 327 $23.9K <0.01% -1,290 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 307 $22.4K 0.01% 13F-HR/A Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 292 $21.3K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 292 $21.3K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 291 $21.3K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 276 $20.2K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 255 $18.6K 0.02% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 229 $16.7K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 207 $15.1K <0.01% +89 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 201 $14.7K 0.01% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 200 $14.6K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 193 $14.1K <0.01% -18 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 189 $13.8K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 178 $13.5K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 173 $12.6K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 168 $12.3K <0.01% -38 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 170 $12K <0.01% 0 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 166 $12K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 159 $11.6K <0.01% -368 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 162 $11.5K <0.01% +9 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 155 $11.4K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 152 $11K <0.01% +5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 138 $10.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 143 $10.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 142 $10.4K <0.01% -22 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 141 $10.3K <0.01% +8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 140 $10.2K <0.01% +28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 138 $10.1K <0.01% -140 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 137 $10K <0.01% +80 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 138 $10K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 131 $9.57K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 131 $9.57K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 126 $9.21K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 125 $9.13K <0.01% -32 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 122 $8.91K <0.01% +70 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 119 $8.7K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 118 $8.62K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 118 $8.62K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 113 $8.26K 0.01% 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 112 $8.18K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 105 $7.56K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 95 $6.94K <0.01% +4 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 95 $6.94K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 92 $6.72K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 92 $6.72K <0.01% +44 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 90 $6.58K <0.01% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 133 $6.46K 0.04% -150 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 84 $6.14K 0.02% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 81 $5.92K <0.01% -335 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 69 $5.04K <0.01% +23 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66 $4.82K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 60 $4.38K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 60 $4.38K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 59 $4.31K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 58 $4.24K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 56 $4.09K <0.01% +11 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 52 $3.8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 48 $3.51K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 46 $3.36K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 45 $3.29K <0.01% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 44 $3.22K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 43 $3.14K <0.01% -15 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 42 $3.07K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 36 $3K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 40 $2.92K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 40 $2.92K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 36 $2.63K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 36 $2.63K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 35 $2.56K <0.01% -9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $2.48K <0.01% +15 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 33 $2.42K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 33 $2.41K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 31 $2.27K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 29 $2.12K <0.01% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29 $2.12K <0.01% +19 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 28 $2.05K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 39 $2K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 32 $2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 27 $1.97K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26 $1.91K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.83K <0.01% +6 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $1.83K <0.01% -6,464 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 24 $1.75K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 24 $1.75K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $1.58K <0.01% +7 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 21 $1.53K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20 $1.48K <0.01% +15 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 20 $1.46K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20 $1.46K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 20 $1.46K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 19 $1.4K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 18 $1.33K <0.01% -104 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 18 $1.32K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18 $1.31K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18 $1.31K <0.01% +9 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18 $1.31K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 18 $1.31K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 17 $1.24K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $1.24K <0.01% +9 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $1.24K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $1.12K <0.01% -13 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 14 $1.02K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14 $993 <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $950 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $950 <0.01% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 9 $664 <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9 $658 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $658 <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8 $585 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $585 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 9 $584 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $512 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $511 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7 $511 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7 $511 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6 $442 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 6 $439 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $366 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $365 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5 $365 <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 5 $365 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $292 <0.01% -4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $219 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $219 <0.01% -1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2 $147 <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 2 $147 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $77 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $74 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -4,335 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.