BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 111 $36.4K <0.01% new 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 110 $36.1K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 101 $33.1K 0.02% -82 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 101 $33K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $32.8K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 90 $29K <0.01% -2,534 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 88 $28.9K <0.01% +86 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 88 $28.9K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 116 $27.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 84 $27.6K <0.01% +1 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 81 $26.7K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 77 $25.3K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 71 $23.3K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 66 $21.6K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 64 $21K <0.01% -84 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 58 $19K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56 $18.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 55 $18K <0.01% -4 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $16.4K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 49 $16.1K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 47 $15.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 45 $14.8K <0.01% -2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 44 $14.4K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 43 $14.1K 0.01% -66 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 43 $13.8K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $13.1K <0.01% -1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 40 $13.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 40 $13.1K <0.01% -16 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 38 $12.5K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38 $12.5K <0.01% +4 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 37 $12.1K <0.01% 0 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 34 $11.2K <0.01% +25 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30 $10K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 29 $9.51K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $8.54K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 24 $7.87K 0.01% -14 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 23 $7.54K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 22 $7.24K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 22 $7.07K <0.01% +7 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $7K <0.01% +12 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 21 $6.89K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $6.89K <0.01% +9 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20 $6.56K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19 $6.25K <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $6.23K <0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $6.23K <0.01% -6 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 18 $5.9K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 17 $5.58K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 17 $5.58K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 17 $5.55K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 15 $4.92K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15 $4.92K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 15 $4.92K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 14 $4.59K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $4.26K <0.01% -3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10 $3.28K <0.01% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $3.28K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $3.28K <0.01% +5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8 $2.62K <0.01% -704 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8 $2.62K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $2.62K <0.01% -5 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 7 $2.3K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.97K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $1.64K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $1.64K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4 $1.31K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $1.31K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $984 <0.01% -1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3 $984 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $984 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $984 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $984 <0.01% +2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $656 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $656 <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $656 <0.01% -2 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2 $656 <0.01% -15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $656 <0.01% -177 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $656 <0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $656 <0.01% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2 $632 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 100 $328 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $328 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $328 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $328 <0.01% -1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $328 <0.01% -1 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $21 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. 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.