BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 686 $38K <0.01% +122 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 601 $36.8K <0.01% -20 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 668 $36.3K 0.03% +2 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 667 $36.3K <0.01% -3 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 659 $35.8K <0.01% +42 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 636 $34.6K <0.01% -72 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 589 $32K <0.01% +324 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 531 $28.9K 0.02% -2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 525 $28.5K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 515 $28K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $27.2K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 430 $23.4K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 385 $20.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 364 $19.8K <0.01% +262 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 336 $18.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 317 $17.2K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 267 $14.5K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 261 $14.2K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 234 $12.7K <0.01% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 231 $12.6K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 230 $12.5K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 205 $11.1K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 198 $10.8K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 194 $10.5K <0.01% +85 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 174 $9.46K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 156 $8.48K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 147 $8.46K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 155 $8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 133 $7.23K <0.01% +100 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 130 $7.07K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 128 $6.96K <0.01% +100 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 125 $6.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 122 $6.63K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 112 $6.09K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 111 $6.04K <0.01% +43 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 700 $6K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 107 $5.82K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 98 $5.71K <0.01% -51 13F-HR Timeline CNB Bank More: the full row for CNB Bank 103 $5.6K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 102 $5.55K <0.01% -47 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 102 $5.55K <0.01% -845 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $5.44K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $5.44K 0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 96 $5.22K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 95 $5.17K <0.01% +43 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 95 $5.17K <0.01% +92 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 91 $4.95K <0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 90 $4.89K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 84 $4.57K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 81 $4.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 77 $4.19K <0.01% +44 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 76 $4.13K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $4.02K <0.01% +18 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 90 $4K <0.01% +30 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 72 $3.92K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 69 $3.75K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 68 $3.7K <0.01% -33 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59 $3.21K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 58 $3.15K <0.01% +1 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 54 $2.94K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 54 $2.93K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 52 $2.83K <0.01% new 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 52 $2.83K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 50 $2.72K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 46 $2.51K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 46 $2.5K <0.01% -11 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 42 $2.28K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 37 $2.01K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 36 $1.96K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 35 $1.9K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $1.41K <0.01% -141 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 24 $1.3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 24 $1.3K <0.01% -39 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23 $1.25K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 23 $1.25K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 22 $1.2K <0.01% -46 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $1.14K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 21 $1.14K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 20 $1.09K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $1.09K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 20 $1.09K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 19 $1.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $1K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $707 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $599 <0.01% -3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $490 <0.01% -235 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $435 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $327 <0.01% new 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5 $272 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $272 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $272 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $218 <0.01% -2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $217 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $217 <0.01% +3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4 $217 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $217 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 3 $164 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3 $164 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $164 <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3 $163 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $163 <0.01% +1 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $109 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $55 <0.01% -39 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -13 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.