Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 572 $99.3K 0.02% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 543 $94K <0.01% -134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 506 $87.8K 0.01% -169 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 460 $79.8K <0.01% -52 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 441 $76.5K 0.01% +349 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 440 $76.4K 0.03% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 439 $76.2K 0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 431 $75K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 423 $73.4K <0.01% +405 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 410 $71.2K <0.01% +176 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 407 $70.6K <0.01% +204 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 406 $70.5K <0.01% -2,204 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 343 $59K <0.01% -153 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 325 $56.4K <0.01% -35 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 322 $56K <0.01% +62 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 301 $52.2K <0.01% +53 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 298 $51.7K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 294 $50K <0.01% -9 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 278 $48.2K <0.01% -146 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 249 $43.2K <0.01% +122 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 237 $41.1K <0.01% -195 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 232 $40.3K 0.01% +91 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 220 $38.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 195 $33.8K <0.01% -42,630 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 189 $32.8K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 185 $32.1K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 184 $31.9K 0.02% +125 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 179 $31.1K 0.01% +52 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 165 $28.6K 0.02% +5 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 156 $27.1K 0.02% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 149 $26K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 149 $25.9K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 141 $24.5K <0.01% +120 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 138 $23.6K <0.01% -770 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 119 $20.7K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 118 $20.5K <0.01% -146 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 103 $19.7K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 109 $18.9K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 108 $18.7K <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 107 $18.6K <0.01% +89 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 106 $18.4K 0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 105 $18.2K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $17.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 94 $16.4K <0.01% -2,552 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 91 $15.8K <0.01% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 83 $15.2K <0.01% +60 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 76 $13.2K <0.01% -857 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 75 $13K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 75 $13K <0.01% +34 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 71 $12.3K <0.01% +53 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 66 $12.2K <0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 70 $12.1K <0.01% +31 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 68 $11.8K <0.01% +63 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 66 $11.5K <0.01% new 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 57 $10K <0.01% -73 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $9.89K <0.01% +29 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 57 $9.89K <0.01% +54 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 56 $9.72K <0.01% +13 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 55 $9.54K <0.01% -34 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 53 $9.2K <0.01% +46 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 50 $8.68K <0.01% -76 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 48 $8.33K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 50 $8K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 45 $7.81K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 42 $7.29K <0.01% +31 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 41 $7.12K <0.01% -212 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 40 $7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 36 $6.25K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 33 $5.73K <0.01% +13 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 32 $5.55K <0.01% +21 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $5.55K <0.01% -95 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 31 $5.38K <0.01% -16 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $5.21K <0.01% -7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 30 $5.21K <0.01% -2,096 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 30 $5K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 28 $4.75K <0.01% +11 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26 $4.51K <0.01% -2,250 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $4.17K <0.01% +5 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 24 $4.17K <0.01% -6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 24 $4.17K <0.01% -6,253 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 24 $4K <0.01% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 22 $3.82K <0.01% -15 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $3.82K <0.01% -726 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 19 $3.3K <0.01% -1 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $3.12K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 19 $3K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 17 $2.95K <0.01% -28 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 17 $2.95K <0.01% -16,893 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $2.78K <0.01% -50 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $2.78K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 16 $2.78K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 14 $2.43K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 13 $2.26K <0.01% +5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13 $2.26K <0.01% -42 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 13 $2.26K <0.01% -22 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 13 $2.26K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12 $2.08K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 11 $1.91K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $1.91K <0.01% -24 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10 $1.74K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.74K <0.01% +2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10 $1.74K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $1.56K <0.01% +8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7 $1.22K <0.01% -5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $1.22K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 7 $1.22K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7 $1.22K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7 $1.22K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $1.22K <0.01% +4 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 7 $1.08K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6 $1.04K <0.01% +2 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6 $1K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5 $924 <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5 $868 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5 $868 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 5 $868 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $867 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4 $694 <0.01% -2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $542 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $521 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $521 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3 $521 <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3 $521 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $521 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $521 <0.01% -3 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3 $521 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 3 $521 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $520 <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $408 <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2 $374 <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $348 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $347 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $174 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $174 <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $174 <0.01% -1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1 $174 <0.01% -374 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $174 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $174 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% -21 13F-HR Timeline Value filed as zero, left out of ratios. Hurley Capital, LLC More: the full row for Hurley Capital, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NVWM, LLC More: the full row for NVWM, LLC 0 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.