CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 235 $41.5K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 209 $36.9K 0.08% +179 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 201 $35.5K 0.03% 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $35.3K <0.01% +100 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 200 $35.3K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 197 $34.8K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 197 $34.8K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 191 $34K <0.01% -154 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 188 $33.2K 0.01% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 186 $32.9K 0.01% +53 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 178 $31.5K <0.01% +29 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 178 $31.4K 0.01% +71 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 160 $28.3K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 147 $26K 0.02% -8 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 144 $25.4K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 141 $24.9K 0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 103 $21.6K <0.01% -49 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 119 $21K <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. 115 $20.2K <0.01% +99 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 116 $20K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 103 $18.2K <0.01% -35 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $17.7K <0.01% -200 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 98 $17.3K <0.01% -29 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 93 $16.4K <0.01% +19 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 85 $15K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 61 $13.3K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69 $12.2K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 67 $11.8K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 65 $11.6K 0.01% -30 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 62 $10.9K <0.01% +22 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 61 $10.8K <0.01% +50 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 60 $10.6K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 59 $10.5K <0.01% -48 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 58 $10.3K <0.01% +5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 58 $10.3K <0.01% -3 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 54 $9.54K <0.01% new 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 54 $9.54K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 53 $9.36K <0.01% +25 13F-HR Timeline Quarry LP More: the full row for Quarry LP 51 $9.01K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50 $8.83K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $8.83K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 46 $8.13K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 45 $7.95K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 42 $7.42K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $7.42K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 39 $6.89K <0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 34 $6.01K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 33 $5.83K <0.01% -55 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 31 $5.48K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 30 $5.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30 $5.3K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 29 $5.12K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28 $5.06K <0.01% -22 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $4.95K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26 $4.59K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 25 $4.42K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 25 $4.42K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $4.24K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 24 $4.24K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $3.71K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $3.71K <0.01% +5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20 $3.53K <0.01% +3 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 20 $3.53K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 18 $3K <0.01% +10 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15 $2.68K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $2.47K <0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 13 $2.3K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $2.12K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 12 $2.12K <0.01% -12 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 11 $2K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $1.77K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $1.77K <0.01% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 9 $1.59K <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9 $1.59K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $1.41K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 8 $1.41K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $1.25K <0.01% +2 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7 $1.24K <0.01% 0 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $1.06K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $1.06K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5 $890 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $884 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 5 $883 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $841 0.08% -4,733 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4 $707 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $531 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $530 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $353 <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2 $353 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $353 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1 $177 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $177 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $177 <0.01% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.