FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 727 $104K 0.03% +591 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 706 $102K 0.01% +43 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 705 $101K <0.01% -40 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 665 $95.7K 0.02% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 642 $92.4K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 615 $89.1K <0.01% +358 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 616 $88.6K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 601 $86.5K <0.01% +171 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 593 $85.3K 0.02% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 570 $82K 0.07% -514 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 553 $79.6K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 530 $76.3K <0.01% -22 13F-HR/A Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 514 $74K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 500 $71.9K 0.03% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 500 $71.9K 0.04% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 465 $66.9K <0.01% +430 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PALLADIEM, LLC More: the full row for PALLADIEM, LLC 450 $65.2K 0.06% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 443 $63.7K <0.01% +267 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 420 $60.4K 0.03% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 395 $56.8K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 388 $55.8K <0.01% +131 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 373 $53.7K <0.01% +5 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 373 $53.7K <0.01% +282 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 367 $52.8K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $48.9K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 317 $45.6K <0.01% +231 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 315 $45.3K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 315 $45.3K 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 312 $44.9K <0.01% +43 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 312 $44.9K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 304 $43.7K <0.01% -1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 274 $39.4K <0.01% +12 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 268 $38.6K 0.01% -15 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 257 $37K <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 250 $36K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 238 $34.2K <0.01% -4 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 225 $32.4K <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 223 $32.1K <0.01% +48 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 220 $31.7K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 207 $29.8K <0.01% -1,372 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 200 $28.8K 0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 194 $27.9K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 178 $26K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 175 $25.2K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 175 $25.2K <0.01% -122 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 173 $24.9K 0.02% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 171 $24.6K <0.01% +106 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 169 $24.3K <0.01% -10 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 163 $23.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 155 $22.3K <0.01% +19 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 154 $22.2K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 153 $22K 0.13% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 150 $21.6K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 150 $21.6K 0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 138 $19.9K <0.01% -24 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 131 $18.9K 0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 129 $18.6K <0.01% -3,682 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 121 $17.4K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 110 $15.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 120 $15.6K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 105 $15.1K 0.01% -28 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 102 $14.7K <0.01% +97 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $14.4K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $14.4K 0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 98 $14.1K 0.01% 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 97 $14K <0.01% -7 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 92 $13.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 81 $11.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 75 $10.5K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 67 $9.64K 0.01% -8 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 60 $8.63K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 56 $8.06K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 55 $7.91K <0.01% -4 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 52 $7.48K <0.01% -11 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 45 $6.47K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 44 $6.34K <0.01% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 44 $6.33K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $6.19K <0.01% +10 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 42 $6.04K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 37 $5.32K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 36 $5.18K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 36 $5.18K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 34 $4.89K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $4.46K <0.01% +21 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 30 $4.32K <0.01% new 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 30 $4.32K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 29 $4.17K <0.01% +6 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $4.03K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $4.03K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $3.74K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 25 $3.67K <0.01% -1 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 25 $3.6K <0.01% -67 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 22 $3.17K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 21 $3.02K <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $3.02K <0.01% 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $3.02K <0.01% -100 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 21 $3K <0.01% +6 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 20 $2.88K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 18 $2.59K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 18 $2.59K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 17 $2.45K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 15 $2.16K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $2.02K <0.01% +8 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 14 $2.01K <0.01% +4 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 14 $2.01K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 13 $1.87K <0.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12 $1.73K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.44K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10 $1.44K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.44K <0.01% +8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.15K <0.01% +6 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $1.01K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.01K <0.01% +5 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7 $1.01K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $864 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $863 <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5 $719 <0.01% -116 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $719 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4 $576 <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4 $576 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $576 <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $432 <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $432 <0.01% -68 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3 $432 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3 $432 <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3 $432 <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $432 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3 $432 <0.01% 0 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $288 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $288 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $288 <0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2 $288 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $268 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $144 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $144 <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $144 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.