Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,628 $201K 0.09% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,590 $200K 0.02% -21,160 13F-HR Timeline BASSWOOD CAPITAL MANAGEMENT, L.L.C. More: the full row for BASSWOOD CAPITAL MANAGEMENT, L.L.C. 6,374 $193K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,353 $192K <0.01% -55 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,850 $177K <0.01% +5,073 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4,679 $142K 0.04% +55 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,410 $103K <0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,254 $98.6K <0.01% -1,779 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 3,127 $94.7K 0.07% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,839 $86K <0.01% +159 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,291 $69.4K 0.01% +93 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,985 $60.1K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,963 $59.5K <0.01% +14 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,840 $56.1K 0.01% +884 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,829 $55.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,746 $52.9K 0.01% +43 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,576 $47.7K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,546 $45.5K <0.01% -389 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,448 $43.9K <0.01% +291 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,357 $41.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,318 $39.9K <0.01% +164 13F-HR/A Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,223 $37K <0.01% +141 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,142 $34.6K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,113 $33.7K <0.01% -956 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,082 $32.8K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,040 $31.5K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,019 $30.9K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,000 $30.3K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 965 $29.5K <0.01% -24 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 943 $28.6K <0.01% +800 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 889 $26.9K <0.01% +73 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 733 $22K <0.01% -120 13F-HR Timeline Group Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 677 $20.5K 0.02% +4 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 635 $19.2K <0.01% +79 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 607 $18.4K <0.01% -81 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 583 $17.7K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 570 $17.3K <0.01% +70 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 551 $16.7K <0.01% -1,222 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 500 $15.1K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 461 $14K <0.01% -60 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 347 $10.5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 313 $9.48K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 250 $7.57K <0.01% -32 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 238 $7.21K <0.01% +24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 219 $6.63K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 210 $6.36K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 192 $5.82K <0.01% +123 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 166 $5.03K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 149 $4.51K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 135 $4.09K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 124 $3.76K <0.01% -123 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 115 $3.48K <0.01% -9,034 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 99 $3K <0.01% +90 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 98 $2.97K <0.01% +66 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 95 $2.88K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 75 $2.27K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 73 $2.21K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 69 $2.09K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 66 $2K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 53 $1.61K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 52 $1.57K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 50 $1.51K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 50 $1.51K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $1.42K <0.01% +38 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 45 $1.36K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 35 $1.06K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 32 $970 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 31 $930 <0.01% -18 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 49 $849 <0.01% +16 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 28 $849 <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25 $758 <0.01% +11 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17 $515 <0.01% -62 13F-HR/A Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 17 $515 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $273 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $244 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $243 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $242 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $182 <0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 5 $151 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $121 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $121 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $61 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $30 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $30 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.