Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 370 $65.4K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 394 $65.2K 0.02% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 391 $64.7K <0.01% +276 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 389 $64.4K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 380 $62.9K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 373 $62K 0.04% -1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 350 $61.9K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 371 $61.4K <0.01% +321 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 364 $60.3K <0.01% +20 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 350 $58K 0.04% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 346 $57.3K <0.01% -17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 341 $57K <0.01% +150 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 340 $56.3K <0.01% +1 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 339 $56.1K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 339 $56.1K 0.06% -28 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 316 $52.3K <0.01% -21 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 316 $52.3K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 307 $50.8K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 306 $50.7K 0.01% +26 13F-HR Timeline Quarry LP More: the full row for Quarry LP 299 $49.5K 0.01% +248 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 295 $48.9K 0.05% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 284 $47K <0.01% -44 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 282 $46.7K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 275 $45K 0.02% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 260 $43.1K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 250 $41.4K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 246 $40.7K 0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 236 $39.1K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 215 $35.6K 0.02% -51 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 212 $35.1K 0.01% -76 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 202 $33.4K <0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 200 $33.1K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 200 $33.1K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 200 $33.1K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 197 $32.6K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 197 $32.6K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 188 $31.1K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 160 $26.5K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 158 $26.2K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 157 $25.9K <0.01% +13 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 154 $25.5K <0.01% -2,047 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 145 $24K <0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 141 $23.3K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 116 $20.1K <0.01% +58 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 116 $19K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 113 $18.7K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112 $18.5K <0.01% +19 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 107 $17.7K <0.01% +87 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 105 $17.4K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 103 $17.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $16.6K <0.01% -100 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 92 $15.2K <0.01% +38 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 85 $14.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 79 $13.1K <0.01% +20 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 76 $12.6K <0.01% +37 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 69 $11.4K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 68 $11.3K 0.01% -13,061 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 66 $10.9K <0.01% -1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 66 $10.8K <0.01% +8 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 64 $10.6K <0.01% -606 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 59 $9K <0.01% +41 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 52 $8.61K <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 26 $8.61K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $8.28K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 47 $7.7K <0.01% -18 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 46 $7.62K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 45 $7.45K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 43 $7.12K <0.01% -18 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 43 $7.12K 0.04% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 42 $6.96K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 42 $6.96K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 40 $6.62K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 39 $6.46K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 36 $5.96K <0.01% +35 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 34 $5.63K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 33 $5.46K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 31 $5.13K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 31 $5.13K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 30 $5.01K <0.01% -32 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30 $4.97K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 30 $4.97K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30 $4.97K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 29 $4.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 28 $4.69K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $4.64K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26 $4.3K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 25 $4.15K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 22 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $3.98K <0.01% +3 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $3.98K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $3.97K <0.01% -6 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 24 $3.97K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 22 $3.64K <0.01% -32 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $3.48K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $2.65K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16 $2.65K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 16 $2.65K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $2.32K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 13 $2.15K <0.01% +1 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 11 $2K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $1.99K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.99K <0.01% +9 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11 $1.83K <0.01% -4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $1.82K <0.01% -3 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9 $1.76K <0.01% -1,046 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $1.66K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 9 $1.49K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9 $1.49K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.37K <0.01% +6 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $1.32K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $1.32K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $1.16K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7 $1.16K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7 $1K <0.01% +4 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $994 <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $994 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $828 <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4 $663 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $663 <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $662 <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $647 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $497 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $332 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2 $331 <0.01% new 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $166 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $166 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $166 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $166 <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -103 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.