AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,013 $286K 0.01% -1,019 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,985 $283K 0.01% -188 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,952 $280K 0.06% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,859 $271K 0.01% +237 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,800 $266K 0.05% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,751 $261K 0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,726 $259K <0.01% -4,092 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,736 $258K <0.01% +213 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,708 $257K <0.01% -2,570 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,694 $256K 0.01% +12 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,672 $253K 0.02% +133 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,664 $253K 0.01% +162 13F-HR Timeline MATHER GROUP, LLC. 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COLE ADVISORS, INC. 2,565 $244K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,527 $240K 0.01% +127 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 2,526 $240K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,503 $238K <0.01% -152 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,499 $237K 0.06% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,499 $237K 0.03% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,474 $235K 0.04% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,650 $233K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,436 $231K 0.02% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,435 $231K 0.03% -1,059 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,416 $229K 0.01% +12 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,404 $228K <0.01% -109 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,353 $223K 0.01% -250 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,279 $216K 0.12% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,278 $216K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,213 $210K 0.01% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,231 $210K 0.17% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,202 $209K <0.01% -194 13F-HR Timeline Group WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,180 $207K 0.01% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,178 $207K 0.18% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,411 $206K <0.01% +828 13F-HR Timeline American Trust More: the full row for American Trust 2,171 $206K 0.05% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,170 $206K 0.06% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,165 $206K 0.1% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,162 $205K 0.08% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,142 $202K 0.02% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,121 $201K <0.01% -650 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,047 $194K 0.02% -274 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,949 $182K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,956 $181K <0.01% -766 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,806 $171K 0.04% +1,540 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 1,702 $162K 0.05% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,679 $159K 0.01% -100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,671 $159K <0.01% +169 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,605 $152K 0.04% -1,103 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,582 $150K 0.07% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,548 $147K <0.01% +495 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,428 $136K 0.01% +324 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,419 $135K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,294 $122K 0.03% +3 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,264 $120K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,260 $120K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,258 $118K 0.05% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,378 $117K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,227 $116K 0.07% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,150 $109K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,129 $106K 0.01% -146 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,115 $106K 0.01% -909 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,071 $102K 0.01% +238 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,035 $99K <0.01% +328 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,000 $94.9K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,006 $94.6K 0.01% +541 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 982 $93.2K 0.02% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 969 $92K <0.01% +24 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 923 $87.6K 0.05% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 919 $87.2K 0.01% +59 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 881 $83.7K 0.01% +763 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 881 $83.6K <0.01% +430 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 862 $81.8K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 848 $80.5K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 803 $76K 0.03% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 800 $75.9K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 795 $75K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 771 $73.2K 0.03% -7 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 763 $72.4K 0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 754 $71.6K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $70.9K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 721 $68.4K <0.01% +235 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 696 $66.1K <0.01% +241 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 644 $61.1K <0.01% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. 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More: the full row for OAKWORTH CAPITAL, INC. 436 $41.4K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 427 $40.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 419 $39.8K <0.01% -81 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 414 $39.3K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 410 $36.7K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 370 $35.1K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 11,055 $34.4K 0.02% +10,686 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 356 $33.5K 0.01% -104 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 348 $33K 0.01% 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 342 $32.5K <0.01% -10 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 320 $30.4K 0.01% +75 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 300 $28.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 304 $28K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 275 $26.1K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 273 $25.9K 0.02% +35 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 273 $25.7K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 270 $25.6K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 270 $25.6K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 264 $25.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 263 $25K <0.01% -30 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 264 $24.8K <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 257 $24.4K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 257 $24.4K -91 Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 254 $24.1K <0.01% -9 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $24K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $23.7K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 165 $15.7K 0.01% +82 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 160 $15K <0.01% -7 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 154 $14.6K <0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 151 $14.3K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 144 $13.5K 0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 140 $13.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 134 $12.6K <0.01% -15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 132 $12.5K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 124 $11.8K <0.01% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 121 $11.5K <0.01% -24 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 111 $10.5K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 108 $10.3K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 101 $9.59K <0.01% +65 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 101 $9.59K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $9.49K <0.01% -17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 97 $9.21K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 92 $9K <0.01% -88 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 94 $8.92K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 93 $8.83K <0.01% -15 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 93 $8.83K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 90 $8.54K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 85 $8.07K <0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 85 $8.02K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 80 $8K <0.01% -1,499 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 78 $7.4K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 70 $6.65K <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 69 $6.5K <0.01% +11 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 68 $6.46K <0.01% -7 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 67 $6.36K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 65 $6.12K <0.01% +25 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 67 $6K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 63 $5.98K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $5.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 60 $5.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 59 $5.6K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 58 $5.51K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 58 $5.47K <0.01% -26 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 57 $5.41K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 58 $5.38K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 55 $5.22K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 50 $4.75K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 50 $4.75K <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 49 $4.65K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 46 $4.37K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 45 $4.27K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 43 $4.08K <0.01% -8 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 43 $4.08K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. 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More: the full row for Sunbelt Securities, Inc. 34 $3.23K <0.01% -336 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 33 $3.13K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 33 $3.13K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 42 $3K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 35 $3K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 31 $3K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 31 $2.92K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $2.85K <0.01% 0 13F-HR Timeline