FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,340 $229K 0.02% -151 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,331 $228K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,328 $227K <0.01% -94 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,325 $227K 0.01% 0 13F-HR Timeline Group truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,325 $227K 0.23% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,302 $223K <0.01% +88 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,297 $222K 0.01% +193 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,256 $215K <0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,154 $215K 0.01% -930 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,250 $214K <0.01% -500 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,222 $209K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,206 $206K 0.02% +825 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,191 $204K <0.01% -4,674 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,159 $198K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,151 $197K <0.01% -16 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,099 $188K 0.01% +102 13F-HR/A Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,012 $173K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 977 $167K <0.01% +246 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 910 $156K 0.01% +578 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 897 $153K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 890 $152K <0.01% -449 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 851 $147K <0.01% -95 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 723 $117K <0.01% +73 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 670 $115K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 664 $114K 0.04% -234 13F-HR Timeline Quarry LP More: the full row for Quarry LP 641 $110K 0.02% +184 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 632 $108K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 617 $106K 0.07% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 599 $102K 0.02% -15 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 567 $97K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 558 $95.4K <0.01% +419 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 538 $92K <0.01% +73 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 568 $91.4K <0.01% +107 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 517 $88K <0.01% -3,757 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 511 $87.4K 0.1% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $85.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 484 $82.8K 0.01% -34 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 462 $79K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 460 $78.6K 0.01% +1 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 416 $71.2K 0.04% -52 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 388 $66.3K <0.01% -31 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 368 $62.9K 0.02% +221 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 365 $62.4K <0.01% +222 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 360 $61.6K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 335 $57.3K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 323 $55.2K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 317 $54.2K 0.01% +74 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $51.3K <0.01% new 13F-HR/A Timeline First PREMIER Bank More: the full row for First PREMIER Bank 301 $51K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 299 $51K 0.04% -327 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 243 $41.6K <0.01% +2 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 239 $40.9K 0.02% -169 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 230 $39.3K <0.01% -80 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 228 $38.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 202 $34.5K <0.01% +1 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 181 $34.4K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $34.2K <0.01% -85 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $34.2K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 198 $33.9K 0.03% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 197 $33.7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 188 $32.9K <0.01% +16 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 187 $32K 0.01% -40 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 146 $25K <0.01% +7 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 138 $23.6K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 136 $23.3K 0.01% +6 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 125 $21.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 124 $21.2K <0.01% -108 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 124 $21.2K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 101 $17.3K <0.01% -46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 101 $17.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 96 $16.4K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 95 $16.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 94 $16.1K <0.01% +28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 92 $15.7K <0.01% -38 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 90 $15.4K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 90 $15.4K <0.01% +5 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 89 $15.2K 0.01% -350 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 87 $14.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 80 $13.7K <0.01% -11 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 79 $13.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 76 $13K <0.01% -14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 72 $12.3K 0.01% -13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 66 $11.3K <0.01% -6 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 65 $11.1K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 61 $10.5K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 60 $10.3K <0.01% +8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 55 $9.4K <0.01% +52 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 52 $8.89K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 50 $8.64K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 47 $8.04K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 43 $7.35K <0.01% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 42 $7.18K <0.01% -1,864 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $6.84K 0.12% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $6.33K <0.01% -5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 37 $6.22K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 36 $6.16K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 35 $5.99K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 30 $5.13K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $4.96K <0.01% +17 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 28 $4.79K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $4.28K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 25 $4.28K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 23 $3.93K <0.01% +3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 21 $3.59K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 21 $3.59K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $3.42K <0.01% new 13F-HR/A Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 18 $3.08K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 18 $3.08K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 16 $3K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 17 $2.91K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 16 $2.74K <0.01% +9 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15 $2.59K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 14 $2.39K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12 $2.05K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $2K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $1.88K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11 $1.88K <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.71K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10 $1.71K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 10 $1.71K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $1.54K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.54K <0.01% +1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $1.37K <0.01% +3 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $1.2K <0.01% -7 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6 $1.03K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $1.03K <0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6 $1.03K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $855 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $684 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $684 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $513 <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $513 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $366 <0.01% -4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $342 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $342 <0.01% -12 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1 $179 <0.01% -3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $173 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $172 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $171 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $171 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $171 <0.01% new 13F-HR Timeline