Arax Advisory Partners More: the full row for Arax Advisory Partners 717 $14.5K <0.01% +288 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 652 $13.2K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 635 $12.8K <0.01% +57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Matrix Trust Co More: the full row for Matrix Trust Co 600 $12K <0.01% -146 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 589 $11.9K <0.01% +136 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 597 $11.5K <0.01% -89 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 565 $11.4K <0.01% -23 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 552 $11.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 548 $11.1K <0.01% +154 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 532 $11K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 503 $10.5K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 456 $9.22K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 392 $7.92K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 328 $6.63K <0.01% +61 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 313 $6.33K <0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 297 $6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 292 $5.9K <0.01% +55 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 245 $4.95K <0.01% -308 13F-HR Timeline Quarry LP More: the full row for Quarry LP 229 $4.63K <0.01% -385 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 197 $3.98K <0.01% +84 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 181 $3.66K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 173 $3.5K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 172 $3.48K <0.01% -27 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 169 $3.42K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 165 $3.33K <0.01% +66 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 100 $2.02K <0.01% -28 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 90 $1.82K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 80 $1.62K <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 79 $1.6K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 72 $1.46K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 65 $1.31K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 63 $1.27K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 59 $1.19K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 50 $1.01K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 50 $1.01K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 50 $1.01K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 45 $910 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 41 $829 <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 40 $809 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $808 <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 36 $727 <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 29 $586 <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28 $566 <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 27 $546 <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 26 $542 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 26 $525 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 26 $525 <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23 $478 <0.01% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 23 $465 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 23 $465 <0.01% +19 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $445 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 20 $404 <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19 $384 <0.01% 0 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 16 $323 <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 15 $303 <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $283 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $283 <0.01% -64 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 13 $263 <0.01% +10 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11 $222 <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10 $202 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 10 $202 <0.01% -30 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 10 $202 <0.01% +1 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 9 $182 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8 $162 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $162 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8 $162 <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 8 $153 <0.01% -3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $141 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5 $102 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $83 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $81 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $81 <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4 $80 <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3 $61 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $61 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2 $45 <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 2 $40 <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2 $40 <0.01% -24,868 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $20 <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1 $20 <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $20 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1 $20 <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.