Curat Global, LLC More: the full row for Curat Global, LLC 500 $26K 0.02% 0 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 461 $23.9K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $20.8K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 395 $20.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 383 $19.9K <0.01% -78 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 369 $19.2K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 323 $16.8K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 317 $16.5K 0.01% -18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 316 $16.4K <0.01% +15 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 300 $16K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 306 $15.9K <0.01% -2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 293 $15K <0.01% +26 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 280 $14.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 265 $13.8K <0.01% +147 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 260 $13.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 248 $12.9K 0.01% +29 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 234 $12.2K <0.01% +80 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 230 $12K 0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 208 $10.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 206 $10.7K <0.01% -44 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 205 $10.6K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 204 $10.6K <0.01% new 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 200 $10.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 181 $9.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 180 $9.35K <0.01% -624 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 179 $9.3K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 160 $8.31K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 148 $7.87K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 150 $7.79K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 144 $7.48K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 140 $7.27K <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 134 $6.96K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 123 $6.39K <0.01% -5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 122 $6.34K <0.01% -4 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 120 $6.23K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 119 $6.18K <0.01% -46 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 114 $5.92K <0.01% -31 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 112 $5.82K <0.01% +20 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $5.19K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 92 $4.78K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 86 $4.47K <0.01% +19 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 85 $4.43K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 84 $4.36K <0.01% 0 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 65 $3.38K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 39 $2.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $2K <0.01% +23 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29 $2K <0.01% -10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 37 $1.92K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 35 $1.82K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 30 $1.56K <0.01% -179 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 27 $1.4K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $1.31K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 23 $1.21K <0.01% -25 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $1.04K <0.01% -8 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 22 $1K <0.01% -37 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 18 $935 <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 18 $935 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $787 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $623 <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $618 <0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $571 <0.01% -5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $520 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $472 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $468 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8 $416 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 8 $416 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $415 <0.01% +3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $401 <0.01% 0 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $312 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $312 <0.01% -11 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5 $260 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $260 <0.01% -10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4 $208 <0.01% -3,574 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $156 <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2 $104 <0.01% 0 13F-HR/A Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $52 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $52 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $52 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 0 $3 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. 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% -63 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.