TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 10,700 $536K 0.18% -200 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,689 $535K 0.02% +712 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 10,607 $531K 0.04% +229 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,520 $527K 0.15% -313 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,502 $526K 0.09% +1,083 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,498 $526K 0.02% -12,392 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,428 $522K 0.05% +8,604 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,425 $522K 0.12% -497 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,331 $520K <0.01% +79 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,337 $518K <0.01% +451 13F-HR Timeline Group Solitude Financial Services More: the full row for Solitude Financial Services 10,220 $512K 0.22% -660 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,217 $512K 0.02% -2,521 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,096 $506K <0.01% -918 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,963 $499K 0.02% -8,339 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,939 $498K <0.01% +4,093 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,916 $496K <0.01% +2,127 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,679 $485K <0.01% -362 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 9,493 $475K 0.34% -79 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,415 $471K <0.01% -4,486 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,363 $469K 0.01% -11,042 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,330 $467K 0.02% -137 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,182 $460K 0.01% -663 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,945 $448K 0.02% -3,943 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 8,933 $447K 0.02% -2,036 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,651 $433K 0.02% -3,374 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,606 $431K 0.02% new 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,600 $431K 0.05% -4,800 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,592 $430K 0.39% 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 8,574 $429K <0.01% -4,323,062 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,560 $429K 0.34% +361 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,506 $426K 0.01% +1,327 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,326 $417K 0.01% +4,925 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,277 $414K <0.01% +57 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,227 $412K <0.01% +912 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,099 $406K 0.02% -6,323 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,941 $398K 0.02% -9,292 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,935 $397K 0.1% +38 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,824 $392K 0.03% -4,055 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,778 $389K <0.01% -922 13F-HR/A Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,729 $387K 0.15% 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,700 $384K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,592 $380K 0.07% -2,573 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,504 $376K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,333 $367K 0.05% -4,663 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 7,203 $361K <0.01% -18,253 13F-HR/A Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 7,191 $360K 0.01% -1,332 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,911 $346K 0.01% +1,258 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,890 $345K <0.01% -113 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,823 $342K 0.04% -2,149 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,653 $335K 0.05% +1,649 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,696 $335K 0.18% 0 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 6,643 $333K 0.36% 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,444 $323K 0.04% +1,606 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,440 $322K 0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,350 $318K <0.01% +611 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,175 $309K 0.06% +70 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,175 $309K 0.01% -608 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,094 $305K 0.01% +197 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 5,960 $298K 0.09% -1 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,935 $297K 0.12% -40 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,923 $296K 0.03% -632 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,909 $296K <0.01% +1,848 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,890 $295K <0.01% +1,296 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,871 $294K 0.01% -192 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,867 $294K 0.01% -471 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,800 $290K 0.05% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,684 $285K 0.14% +174 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,674 $284K 0.06% -75 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,636 $282K 0.03% -1,550 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 5,620 $281K <0.01% new 13F-HR/A Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,576 $279K 0.1% +1,215 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,500 $275K 0.06% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,465 $274K 0.15% +1,355 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,459 $273K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,450 $273K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,336 $267K 0.01% -2,063 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,329 $267K 0.01% +234 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,278 $264K <0.01% +2,070 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,284 $263K 0.18% -5,090 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,182 $259K 0.02% +696 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,103 $256K 0.04% -3,238 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 5,038 $252K 0.13% -4,123 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 5,000 $250K 0.08% 0 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,046 $247K <0.01% -1,884 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,922 $246K <0.01% -4,156 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,785 $240K <0.01% -52 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,671 $239K 0.01% -1,172 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,726 $237K 0.04% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,685 $235K <0.01% -37 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,684 $235K <0.01% -1,835 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,680 $234K 0.01% -50 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,680 $234K <0.01% +82 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,940 $233K 0.01% -128 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,591 $230K 0.09% -3,215 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,464 $224K 0.01% +907 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,464 $224K <0.01% +101 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,302 $215K <0.01% -13,979 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,300 $215K <0.01% -2,213 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,290 $215K 0.04% -200 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,241 $212K 0.01% -5,253 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,228 $212K 0.01% -196 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,200 $210K 0.04% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,142 $207K <0.01% -3,907 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,094 $205K <0.01% -3,734 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,053 $203K 0.01% +1,786 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,046 $203K <0.01% -34 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,860 $193K 0.01% +615 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,850 $193K 0.09% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,780 $189K <0.01% +1,271 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) 3,556 $178K <0.01% -249 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,519 $176K <0.01% +626 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,436 $172K <0.01% -374 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,350 $168K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,290 $165K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,901 $144K 0.01% +1,739 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,874 $144K <0.01% -1,347 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,573 $129K 0.02% +713 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,567 $129K <0.01% -569 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,425 $121K 0.04% +50 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,325 $116K 0.01% +525 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,257 $113K <0.01% -259 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,070 $104K <0.01% -433 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,065 $103K <0.01% -880 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,050 $103K <0.01% -850 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,047 $102K <0.01% +207 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,996 $99.9K 0.01% +49 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,984 $99.3K <0.01% +1,390 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,966 $98.5K 0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,872 $93.7K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,701 $85.2K <0.01% +578 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,692 $84.7K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,655 $82.9K -3,235 Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,650 $82.6K 0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,642 $82.2K 0.01% -588 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,627 $81.5K 0.04% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,566 $78.7K 0.04% 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,560 $78.1K <0.01% -1,380 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,469 $73.5K <0.01% +183 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,463 $73.3K <0.01% -626 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,460 $73.1K 0.02% -2,198 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 1,394 $69K 0.06% -4,000 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,301 $65.1K 0.02% -201 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,300 $65.1K 0.01% -200 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,298 $65K <0.01% +265 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $62.6K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,247 $62.4K <0.01% +96 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 1,160 $58.1K 0.04% +80 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,150 $56.4K <0.01% -3,557 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,173 $55.8K <0.01% -144 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,081 $54.1K 0.01% -200 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,055 $52.8K 0.05% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,000 $50.1K 0.01% -70 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $50.1K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 997 $49.9K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 979 $49K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,000 $48.9K 0.04% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 912 $45.7K <0.01% -618 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 850 $42.6K 0.01% -1,610 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 42,485 $42.5K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 847 $42.4K <0.01% -221 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 805 $40K <0.01% -130 13F-HR Timeline Group Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 790 $39.6K 0.04% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 772 $38.7K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 712 $35.6K 0.02% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 634 $31.7K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 621 $31.1K 0.01% +599 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 605 $30.3K <0.01% -435 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 600 $30K 0.03% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 584 $29.2K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 569 $28.5K <0.01% -74 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 557 $27.9K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 549 $27.5K 0.01% +28 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 546 $27.3K <0.01% -5 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $25K <0.01% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 438 $21.9K 0.01% -60,708 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 423 $21.2K <0.01% -22 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 413 $20.8K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 413 $20.8K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 410 $20.5K <0.01% -370 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 406 $20.3K <0.01% 0 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $20K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 364 $18.2K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 346 $17.3K 0.02% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 315 $15.8K 0.01% -33 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 311 $15.6K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 309 $15.5K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 305 $15.3K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 303 $15.2K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 302 $15.1K <0.01% -100 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 298 $14.9K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 278 $13.8K 0.01% +5 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 264 $13.2K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 259 $13K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 256 $12.8K <0.01% -70 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 256 $12.8K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 236 $11.8K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 230 $11.5K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 225 $11.3K <0.01% 0 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 224 $11.2K -110,840 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 217 $11K <0.01% -327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.