CVA Family Office, LLC More: the full row for CVA Family Office, LLC 105 $4.34K <0.01% +86 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $4.22K <0.01% +43 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 100 $4.14K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 100 $4.14K <0.01% -383 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $4.14K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 104 $4K <0.01% -9 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 95 $3.93K <0.01% +58 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 92 $3.81K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 83 $3.44K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 82 $3.39K <0.01% -10,605 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 77 $3.19K <0.01% -116 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 75 $3.1K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 71 $2.94K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 69 $2.85K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 68 $2.81K <0.01% -112 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 66 $2.73K <0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 66 $2.73K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 62 $2.57K <0.01% -79 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 58 $2.4K <0.01% +37 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 52 $2.15K <0.01% +43 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 51 $2.11K <0.01% +49 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 50 $2.07K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 47 $2K <0.01% -167 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 47 $1.95K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 44 $1.82K <0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $1.78K <0.01% +37 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 41 $1.7K <0.01% -42 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 40 $1.66K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 38 $1.57K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 35 $1.45K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34 $1.41K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 32 $1.32K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $1.24K <0.01% new 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $1.22K <0.01% -17 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 25 $1.03K <0.01% +12 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 27 $1K <0.01% -33 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 24 $993 <0.01% -6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 24 $972 <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $952 <0.01% -6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 23 $952 <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $910 <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $869 <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $869 <0.01% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 20 $828 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $828 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $787 <0.01% -9 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19 $786 <0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $745 <0.01% +17 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17 $703 <0.01% -45 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $663 <0.01% +13 13F-HR Timeline City State Bank More: the full row for City State Bank 15 $621 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 15 $621 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 13 $538 <0.01% 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 13 $538 <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 12 $497 <0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $455 <0.01% +3 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 10 $414 <0.01% -13 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $379 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8 $332 <0.01% -28 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $331 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $290 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 7 $290 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $290 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5 $207 <0.01% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $206 <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $166 <0.01% -10 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $125 <0.01% +2 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $125 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $124 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $83 <0.01% -15 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $83 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $82 <0.01% -16 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $42 <0.01% -14 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $41 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1 $41 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $0 0% +9 13F-HR Timeline Value filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8 $0 0% 0 13F-HR Timeline Value 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% -310,000 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.