CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,049 $27.6K <0.01% +134 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,026 $27K <0.01% +259 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 996 $26.2K <0.01% +230 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 983 $25.9K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 974 $25.6K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 952 $25.1K <0.01% +7 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 951 $25K <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 944 $24.9K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 933 $24.6K <0.01% -2,136 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 896 $23.6K 0.01% +455 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 880 $23.2K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 885 $23K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 863 $22.7K <0.01% +495 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 862 $22.7K <0.01% +11 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 841 $22.1K 0.01% -6,171 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 831 $21.9K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 809 $21.3K <0.01% -807 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 748 $20K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 748 $20K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 757 $19.9K <0.01% -152 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 637 $16.8K 0.02% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 628 $16.7K <0.01% +552 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 630 $16.6K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 625 $16.5K <0.01% -162 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 610 $16.1K <0.01% -2,385 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 572 $15.1K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 568 $15K <0.01% -206 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 516 $13.6K <0.01% +29 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 503 $13.2K <0.01% +150 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $13.2K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 458 $12.1K <0.01% +90 13F-HR Timeline MOTCO More: the full row for MOTCO 430 $11.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 381 $10K <0.01% +296 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 380 $10K <0.01% -791 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 333 $8.77K <0.01% +26 13F-HR Timeline CX Institutional More: the full row for CX Institutional 309 $8K <0.01% -3,971 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 303 $7.98K <0.01% +151 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $7.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 298 $7.81K <0.01% -18 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 295 $7.77K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 274 $7.21K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 250 $6.58K <0.01% -650 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 230 $6.05K <0.01% -42 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 220 $6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 217 $6K <0.01% -263 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 224 $5.9K <0.01% +223 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 218 $5.74K <0.01% -1,594 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 218 $5.74K <0.01% +131 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 212 $5.58K <0.01% -2,688 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 211 $5.55K <0.01% +28 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 204 $5.37K <0.01% -116 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 171 $4.5K <0.01% +34 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 162 $4.26K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 159 $4.16K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 152 $4K <0.01% -148 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 150 $3.95K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 139 $3.66K <0.01% -354 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 138 $3.63K <0.01% -5,368 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 122 $3.21K <0.01% -220 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $3.16K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 101 $2.65K <0.01% -2,500 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $2.61K <0.01% -94 13F-HR Timeline Quarry LP More: the full row for Quarry LP 99 $2.61K <0.01% -567 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 98 $2.58K <0.01% -155 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 93 $2.45K <0.01% -107 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 89 $2.34K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 80 $2.11K <0.01% -378 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 70 $1.84K <0.01% -339 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 69 $1.82K <0.01% -69 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 56 $1.47K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 55 $1.45K <0.01% -144 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 52 $1.37K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 54 $1.36K <0.01% -128 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 51 $1.33K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $1.16K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 43 $1.13K <0.01% -111 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 42 $1.11K <0.01% -554 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 40 $1.05K <0.01% -21 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 40 $1.05K <0.01% -126 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40 $1.05K <0.01% -150 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $1.03K <0.01% +11 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 38 $1K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 37 $974 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 36 $935 <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $910 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 34 $896 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $843 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 30 $790 <0.01% +24 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 30 $790 <0.01% -1,625 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $685 <0.01% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 25 $658 <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 23 $606 <0.01% +11 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 22 $579 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $527 <0.01% +4 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $527 <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $500 <0.01% -4 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16 $421 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 15 $395 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 15 $395 <0.01% -264 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14 $369 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $316 <0.01% -6 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $316 <0.01% -40 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $290 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10 $263 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $185 <0.01% -13 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $158 <0.01% -22 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6 $157 <0.01% -192 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $157 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4 $105 <0.01% -12 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $105 <0.01% +3 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $53 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $53 <0.01% -11 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $53 <0.01% +1 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.