Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,000 $58.7K 0.01% -15 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,972 $57.9K 0.01% -338 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,903 $53.6K <0.01% +77 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,812 $53.2K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,804 $53K <0.01% -406 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,756 $51.6K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,655 $48.6K <0.01% +1,477 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,616 $47.5K <0.01% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,504 $44.1K <0.01% +423 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,493 $43.8K <0.01% +269 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,448 $42.5K <0.01% +695 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,388 $40.8K <0.01% +470 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,368 $40K <0.01% -22,505 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,339 $39.3K <0.01% +850 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,254 $36.8K <0.01% +72 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,217 $35.7K <0.01% +715 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,210 $35.5K 0.03% +62 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,198 $35.2K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,171 $34.4K 0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,129 $33.2K <0.01% +303 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,126 $33.1K <0.01% +469 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,092 $32.1K <0.01% +147 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,068 $31.4K 0.02% -38 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,033 $30.3K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 974 $28.6K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 945 $27.8K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 944 $27.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 915 $26.9K <0.01% -457 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 909 $26.7K <0.01% -94 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 900 $26.4K <0.01% +650 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 885 $25.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 851 $24.9K 0.01% -112 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 831 $24.4K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 787 $23.1K <0.01% +655 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 774 $22.7K <0.01% +1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 767 $22.5K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 766 $22.5K <0.01% -340 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 748 $22K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 748 $22K <0.01% +163 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 666 $19.6K <0.01% -42 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 630 $18.5K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 596 $17.5K 0.01% +49 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 566 $16.6K <0.01% +6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 550 $16.2K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 505 $14.8K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $14.7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 493 $14.5K <0.01% +74 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 487 $14.3K <0.01% -21 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 480 $14K 0.01% +266 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 458 $13.5K <0.01% -62 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 441 $13K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 430 $12.6K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 409 $12K <0.01% +182 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 368 $10.8K <0.01% +355 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 368 $10.8K <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. 353 $10.4K <0.01% -1,009 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 342 $10K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 321 $9.43K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 320 $9.4K <0.01% +229 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 316 $9.16K <0.01% -66 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 307 $9.02K <0.01% -250 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $8.81K <0.01% -1,700 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 284 $8.34K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 281 $8.25K <0.01% -1,674 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 279 $8.19K <0.01% +249 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 274 $8.05K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 300 $8K <0.01% +105 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 272 $7.99K <0.01% +154 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 253 $7.43K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 234 $6.87K <0.01% +159 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 220 $6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 200 $5.87K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 200 $5.87K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $5.87K <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 199 $5.84K <0.01% -14,291 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 198 $5.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 194 $5.7K <0.01% +66 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 193 $5.67K <0.01% +112 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 190 $5.57K <0.01% +156 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 187 $5.49K <0.01% +163 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 183 $5.37K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 182 $5.13K <0.01% +44 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 166 $4.88K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 154 $4.52K <0.01% +111 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 152 $4.46K <0.01% -159 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 150 $4.41K <0.01% +14 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 144 $4.23K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 138 $4.05K <0.01% -3,988 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 137 $4.02K <0.01% -35 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $3.52K <0.01% +90 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $2.94K <0.01% -31 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 87 $2.56K <0.01% +69 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 85 $2.5K <0.01% +54 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 76 $2.23K <0.01% new 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 68 $2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 61 $1.79K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 52 $1.53K <0.01% +12 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 44 $1.29K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $1.21K <0.01% +15 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 37 $1.09K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 35 $1.04K <0.01% -1,026 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $1.01K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 33 $969 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32 $940 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 30 $882 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $881 <0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29 $852 <0.01% +25 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 28 $823 <0.01% +7 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $822 <0.01% +6 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $676 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $647 <0.01% -118 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 20 $588 <0.01% -185 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $529 <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 16 $470 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 16 $470 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $470 <0.01% -6 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 15 $441 <0.01% new 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $441 <0.01% -10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $396 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $353 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $352 <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11 $323 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10 $294 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $294 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 9 $264 <0.01% 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 8 $244 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $176 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $147 <0.01% -15 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5 $147 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $147 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $89 <0.01% -1 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 3 $88 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $29 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $29 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $29 <0.01% -1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 0 $2 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.