SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 450 $38.9K 0.01% -120 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 424 $36.6K <0.01% +307 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 420 $36.3K 0.01% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 400 $34.9K 0.01% -200 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 402 $34.7K 0.01% +252 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 400 $34.6K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 398 $34.4K <0.01% +100 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 393 $34K <0.01% -75 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 369 $31.9K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 358 $30.9K <0.01% +60 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 358 $30.9K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 339 $30.9K <0.01% +95 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 331 $28.6K <0.01% +114 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 310 $26.8K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 300 $25.9K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 288 $24.9K <0.01% +15 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 285 $24.6K <0.01% +266 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 284 $24.5K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 253 $21.9K <0.01% -966 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 218 $18.8K <0.01% +131 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 211 $18.2K <0.01% new 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 209 $18.1K <0.01% 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 207 $17.9K 0.01% +100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 152 $17.1K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 190 $16.4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 188 $16.2K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 179 $15.5K <0.01% -11 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 175 $15.1K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 179 $15K <0.01% -137 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 167 $14.4K <0.01% +60 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 163 $14.1K 0.01% +33 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 160 $13.8K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 153 $13.2K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 150 $13K <0.01% -8,049 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 140 $12.1K <0.01% +124 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 126 $10.9K <0.01% +16 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 125 $10.8K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 115 $9.94K <0.01% +15 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 108 $9.33K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 105 $9.08K <0.01% 0 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 109 $9K <0.01% +5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 104 $8.99K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $8.64K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $8.64K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $8.64K <0.01% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 100 $8.64K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $8.64K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 93 $8.04K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 90 $7.78K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 74 $6.39K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 73 $6.31K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 63 $5.44K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 61 $5.27K <0.01% -1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 50 $4.79K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 55 $4.75K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 54 $4.67K <0.01% +50 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 53 $4.58K <0.01% -1,908 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 52 $4.49K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $4.32K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50 $4.32K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 50 $4.32K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 47 $4.06K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 45 $3.89K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 44 $3.8K <0.01% -1,847 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 41 $3.54K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 40 $3.46K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $3.46K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 40 $3.46K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 39 $3.37K <0.01% +19 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 39 $3.37K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 36 $3.11K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 35 $3.02K <0.01% -1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28 $2.42K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 26 $2.25K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 26 $2.25K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $2.16K <0.01% 0 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 23 $1.99K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 22 $1.9K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21 $1.81K <0.01% +6 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 18 $1.55K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15 $1.3K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $1.21K <0.01% -12 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13 $1.12K <0.01% new 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 6 $1K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10 $865 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $865 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $864 <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 10 $864 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $864 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10 $858 <0.01% -17 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9 $778 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 9 $778 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 8 $692 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7 $605 <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7 $604 <0.01% -552 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $519 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 536 $463 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $346 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3 $265 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $259 <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $173 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $92 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $87 <0.01% -12 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $87 <0.01% -5 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1 $86 <0.01% -800 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $86 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $86 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1 $86 <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 11 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% 0 13F-HR Timeline Value 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.