REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 170 $29.1K 0.04% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 170 $29.1K 0.01% -14 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 170 $29.1K 0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 170 $29.1K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 163 $27.9K <0.01% -170 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 160 $27.4K 0.02% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 155 $26.5K <0.01% +23 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 152 $26K 0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 151 $25.9K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $25.7K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 150 $25.7K 0.02% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 144 $24.6K <0.01% +27 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 144 $24.6K 0.04% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 143 $24.5K 0.01% +93 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 140 $24K <0.01% +75 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 137 $23.5K 0.02% -284 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 130 $22.3K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 128 $21.9K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 127 $21.7K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 122 $20.9K 0.01% +12 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 120 $20.5K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $20.5K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $19.9K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 115 $19.7K <0.01% -69 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 112 $19.2K 0.02% 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 110 $18.8K <0.01% +88 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 110 $18.8K <0.01% -300 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 80 $18.7K 0.02% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 101 $17.3K 0.01% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $17.1K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $17.1K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $17.1K 0.02% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $17.1K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 100 $17.1K 0.01% +20 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 97 $16.6K 0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 95 $16.3K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 94 $16.1K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 93 $15.9K <0.01% -6,056 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 92 $15.7K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 90 $15.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 90 $15.4K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $15.4K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $15.4K 0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 89 $15.3K 0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 85 $14.6K <0.01% -1,285 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 87 $14K <0.01% -9,860 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 80 $13.7K 0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 80 $13.7K <0.01% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 75 $12.8K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $12K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 69 $11.9K 0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 64 $11K <0.01% +12 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 61 $10.4K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $10.3K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $10.3K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 60 $10.3K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $10.3K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 60 $10.3K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 60 $10.3K 0.01% +40 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 60 $10.3K 0.01% 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 60 $10.3K 0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 57 $9.69K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 54 $9.24K 0.04% -44 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 53 $9.07K <0.01% +4 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 51 $8.73K 0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $8.56K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $8.56K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 50 $8.56K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $8.03K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 48 $8K 0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 46 $7.88K <0.01% +8 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 43 $7.37K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 43 $7.36K <0.01% +40 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 42 $7.22K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 40 $6.85K <0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 40 $6.85K <0.01% 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 40 $6.84K <0.01% new 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 37 $6.33K <0.01% -18 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 36 $6.16K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 34 $6K <0.01% 0 13F-HR/A Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 35 $5.99K <0.01% -4 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 31 $5.31K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 29 $4.96K <0.01% +4 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 28 $4.8K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 28 $4.79K <0.01% +4 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 28 $4.79K 0.14% +5 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $4.33K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 21 $3.6K <0.01% -3 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 20 $3.42K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 20 $3.42K <0.01% -1,313 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 19 $3.25K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 17 $2.99K <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 17 $2.91K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 17 $2.85K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $2.23K <0.01% +8 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11 $1.88K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 10 $1.71K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $1.71K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $1.71K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $1.54K <0.01% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 7 $1.2K <0.01% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 5 $1.16K <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6 $1.03K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $897 <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5 $857 <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 5 $856 <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $856 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $856 <0.01% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4 $685 <0.01% -207,774 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $685 <0.01% 0 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $342 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 0 $30 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.