ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,113 $73.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,037 $68.5K <0.01% -323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 1,002 $66.1K 0.01% -137 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $66K <0.01% +200 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 989 $65.3K <0.01% +26 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 977 $64.5K <0.01% -329 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 959 $63.3K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 949 $62.6K 0.01% +100 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 944 $62.3K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 905 $59.7K 0.03% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 900 $59.4K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 865 $57K <0.01% -60 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 854 $56.4K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 839 $55.4K 0.03% +196 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 800 $53K 0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 775 $51.2K <0.01% +600 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 754 $49.8K 0.02% +17 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 753 $49.7K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 750 $49.7K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 709 $46.8K 0.01% +5 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 687 $45.3K <0.01% +43 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 680 $44.9K <0.01% -386 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 667 $44K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 629 $42K 0.01% +9 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 630 $41.6K 0.01% +392 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 615 $40.6K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 600 $39.6K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 567 $37.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 540 $35.6K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 500 $33K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $33K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 472 $31.2K <0.01% +181 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 462 $31K <0.01% -122 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 453 $29.9K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 453 $29.9K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 443 $29.3K 0.01% +4 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 440 $29K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 416 $27.5K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 368 $26.5K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 400 $26.4K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 400 $26K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 381 $25.1K 0.01% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 380 $25.1K <0.01% +76 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 339 $23.8K 0.01% +314 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 358 $23.6K <0.01% -158 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 350 $23.2K <0.01% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 347 $22.9K <0.01% +147 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 342 $22.5K <0.01% -36 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 334 $22K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 332 $21.9K <0.01% +32 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 320 $21.1K <0.01% -1,300 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 318 $20.9K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 315 $20.8K <0.01% -955 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 313 $20.7K <0.01% -73 13F-HR/A Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 305 $20.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 296 $19.6K <0.01% -17 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 286 $18.9K 0.01% +44 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 284 $18.7K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 275 $18.2K <0.01% -145 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 285 $18K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 267 $17.6K 0.01% -57 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 255 $16.8K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 250 $16.5K <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 238 $15.7K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 227 $15K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 225 $14.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 205 $13.5K <0.01% +5 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 200 $13.2K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $13.2K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 200 $13.2K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 199 $13.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 200 $13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 196 $12.9K <0.01% +117 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 174 $11.5K <0.01% +127 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 174 $11.5K <0.01% -42,307 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 169 $11.2K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 160 $10.6K <0.01% 0 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 160 $10.6K 0.01% +78 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 154 $10.2K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 152 $10K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 149 $9.84K <0.01% +32 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 148 $9.77K <0.01% -53 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 144 $9.51K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 140 $9.24K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 139 $9.18K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 137 $9.04K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 137 $9K <0.01% -11 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 132 $8.71K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 123 $8.12K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 121 $7.97K <0.01% -2,950 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 118 $7.79K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 100 $7.56K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 113 $7.48K <0.01% +2 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 110 $7.26K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 109 $7.18K <0.01% +3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 103 $7K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 102 $6.7K <0.01% +3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $6.6K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $6.6K <0.01% -67 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 98 $6.47K <0.01% +38 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 95 $6.27K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 93 $6.14K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 90 $5.94K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YANKCOM Partnership More: the full row for YANKCOM Partnership 78 $5.15K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 77 $5.08K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 75 $4.95K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 72 $4.75K <0.01% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 68 $4.49K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 68 $4.49K <0.01% +42 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $4.41K <0.01% -96 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 64 $4.23K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $4.22K <0.01% -17 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 64 $4.22K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 63 $4.16K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 57 $4.02K <0.01% -462 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 59 $3.9K <0.01% +40 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $3.3K <0.01% +41 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 47 $3.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 59 $3K <0.01% +15 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 42 $2.77K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $2.64K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $2.64K <0.01% -37 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 40 $2.64K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 39 $2.58K <0.01% -16 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 39 $2.57K <0.01% +22 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 33 $2.18K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 25 $2K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 30 $1.98K <0.01% -37 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 29 $1.88K <0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 24 $1.58K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $1.45K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 21 $1.39K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 21 $1.39K <0.01% +14 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $1.25K <0.01% -124 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 18 $1.19K <0.01% -32 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $1.13K <0.01% +12 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $1.06K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 50 $1.05K <0.01% -81 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 25 $1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 20 $1K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $929 <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12 $792 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $529 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $528 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $331 <0.01% -500 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 5 $331 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5 $331 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $330 <0.01% -96 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $264 <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. 3 $198 <0.01% 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $137 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $133 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2 $114 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.