MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 299 $145K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 285 $138K 0.04% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 268 $130K <0.01% +24 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 218 $106K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 215 $104K 0.01% -10 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 215 $104K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 201 $97.3K <0.01% +1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 196 $95K 0.05% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 191 $92.7K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 154 $74.7K 0.01% +6 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 154 $74.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 141 $68.5K <0.01% -189 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 140 $67.9K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 136 $66K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 128 $62.1K 0.01% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 124 $59.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 121 $58.7K <0.01% -2 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 120 $58.2K 0.05% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 119 $57.7K <0.01% +47 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 137 $54.3K 0.01% +39 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 108 $52.4K 0.04% +73 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 104 $50.5K <0.01% +26 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $49K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $48.5K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 100 $48.5K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $48.5K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 100 $48.5K 0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $48.5K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $48.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 93 $45.1K <0.01% -342 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 90 $43.7K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 90 $43.7K <0.01% -182 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 90 $43.7K <0.01% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 89 $43K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 86 $42K <0.01% +14 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 82 $39.8K <0.01% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 82 $39.7K <0.01% -168 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 76 $36.9K <0.01% -36 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 76 $36.9K 0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 75 $36.3K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 72 $35K <0.01% +50 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 69 $33.5K 0.01% 0 13F-HR/A Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 68 $33K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 66 $31.8K 0.01% -10 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 65 $31.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 60 $29.5K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $28.6K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 58 $28.3K <0.01% -2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 57 $27.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 57 $27.7K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 56 $27.5K <0.01% +28 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 56 $27.2K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 56 $27.2K <0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 56 $27K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 55 $26.7K 0.02% -3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $24.3K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 50 $24.3K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $24.3K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50 $24.3K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 49 $23.7K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 47 $22.8K <0.01% +4 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 45 $21.8K <0.01% +29 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 45 $21.7K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 43 $21K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $20.9K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 42 $20.4K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $20.1K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 40 $20K <0.01% +39 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 40 $19.4K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $19.4K 0.02% -40 13F-HR Timeline Amount filed as zero, left out of ratios. REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 37 $18K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 36 $17.5K <0.01% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 36 $17.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 35 $17K <0.01% -8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 35 $17K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 33 $16K <0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 32 $15.5K <0.01% +4 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 37 $14.9K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 28 $13.6K <0.01% -4 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 27 $13.1K <0.01% -451 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 27 $13.1K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $12.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $12.6K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $12.1K <0.01% +19 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 24 $11.6K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 23 $11.3K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $11.2K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 22 $10.7K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $10.7K <0.01% +3 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 21 $10.2K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21 $10K <0.01% +14 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 21 $10K <0.01% +5 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20 $9.7K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20 $9.7K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 19 $9.24K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 19 $9.22K <0.01% -51 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 19 $9.22K 0.01% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 19 $9.22K <0.01% +8 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 17 $8.25K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17 $8.25K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 17 $8.25K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $8.25K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 16 $7.76K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 16 $7.76K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15 $7.28K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 14 $6.79K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $6.79K <0.01% +7 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14 $6.79K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $6.79K <0.01% +9 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14 $6.77K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 13 $6.31K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 13 $6K <0.01% +6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 12 $5.82K <0.01% 0 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 12 $5.8K <0.01% -21,923 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 11 $5.34K <0.01% new 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 11 $5.34K <0.01% new 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $5K <0.01% -3 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 12 $5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 9 $4.37K <0.01% -362 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 9 $4.37K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 9 $4K <0.01% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 8 $3.86K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $3.4K <0.01% +6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $3.4K <0.01% +5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 6 $2.91K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $2.43K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $2.43K <0.01% -2 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5 $2.43K <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 5 $2.43K <0.01% -5 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5 $2.43K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4 $1.94K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4 $1.94K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4 $1.94K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4 $1.94K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $1.94K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4 $1.94K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4 $1.94K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4 $1.94K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 4 $1.72K 0.06% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4 $1.58K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2 $971 <0.01% -2 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2 $971 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $971 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $971 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2 $970 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $970 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $823 <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1 $486 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $486 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1 $486 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $486 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $485 <0.01% 13F-HR Timeline Group Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1 $485 <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1 $400 <0.01% new 13F-HR Timeline FORSTA AP-FONDEN More: the full row for FORSTA AP-FONDEN 27,316 $0 0% +5,891 13F-HR Timeline Value filed as zero, left out of ratios. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,697 $9.7K 0 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.