PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,273 $222K 0.02% -82 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,258 $221K 0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,245 $220K 0.15% +2 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,241 $220K 0.03% 0 13F-HR/A Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,200 $217K 0.09% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,195 $216K 0.21% -9 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,159 $214K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,133 $212K <0.01% +520 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,121 $211K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,120 $211K 0.01% new 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,118 $211K 0.01% new 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,096 $210K 0.01% new 13F-HR Timeline Group CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,096 $210K 0.08% -1,121 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,088 $209K 0.02% -1,585 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,082 $209K 0.01% new 13F-HR/A Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,200 $208K 0.02% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,081 $208K 0.06% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,062 $207K 0.05% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,044 $206K <0.01% -522 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,031 $206K 0.01% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,019 $205K 0.06% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,000 $203K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,992 $203K 0.02% +2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,991 $203K <0.01% +135 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,989 $202K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,958 $200K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,847 $193K 0.02% -69 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,816 $191K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,813 $191K 0.03% +380 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,800 $190K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,000 $188K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,159 $188K <0.01% -1,171 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,656 $180K 0.07% +80 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,553 $173K 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,515 $171K 0.02% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,518 $171K 0.12% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,453 $166K 0.04% +708 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,392 $162K <0.01% +775 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,337 $158K 0.01% +370 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,305 $156K 0.01% -4 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,237 $149K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,200 $149K <0.01% +30 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,199 $149K 0.02% +454 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,142 $145K 0.08% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,085 $141K 0.01% +4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,052 $139K <0.01% +492 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,049 $138K 0.01% -72 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,000 $135K <0.01% -45 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,965 $133K 0.01% +2 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,950 $132K 0.15% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,893 $128K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,824 $124K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,771 $120K 0.09% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,762 $119K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,717 $116K 0.01% +209 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,708 $116K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,688 $114K 0.07% +26 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,677 $114K 0.05% +58 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,652 $112K 0.01% -39,901 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,618 $109K 0.02% +265 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,596 $108K 0.05% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,529 $104K 0.01% +249 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,500 $102K 0.08% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,498 $100K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,409 $95.4K <0.01% -111 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $95K <0.01% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,391 $94.2K 0.02% +2 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,534 $94K 0.06% -458 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,346 $91.3K 0.03% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,300 $88K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,232 $83.5K 0.01% +396 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,164 $78.8K 0.01% -22 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,118 $75.7K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,060 $71.8K <0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,053 $71.3K <0.01% -29,388 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,050 $71.1K <0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,050 $71K 0.03% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,034 $70K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,016 $68.8K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 981 $66.4K 0.03% 0 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 979 $66.3K <0.01% -2 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 958 $64.9K 0.03% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 952 $64.5K 0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 946 $64.1K 0.01% -18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 937 $63.4K 0.01% +91 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 905 $61.3K 0.06% -13 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 901 $61K 0.01% +151 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 865 $58.6K <0.01% -53 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 846 $57.3K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 828 $56K 0.04% -567 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 803 $54.4K 0.05% -220 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 776 $52.6K 0.03% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 770 $52.2K <0.01% -69 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 750 $50.8K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 747 $50.6K 0.03% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 725 $49.1K 0.02% +320 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 700 $47.4K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 694 $47K <0.01% 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 693 $46.9K 0.07% +3 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 666 $45.1K 0.01% +407 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 653 $44K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 602 $41K 0.01% +223 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 600 $40.6K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 600 $40.6K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 598 $40.5K 0.01% +160 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 590 $40K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 589 $39.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 575 $39K 0.01% +125 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 564 $38.2K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 564 $38.2K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 561 $38K 0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 561 $38K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 558 $37.8K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 556 $37.7K 0.04% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 548 $37.1K 0.01% -5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 538 $36.5K 0.03% +247 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 524 $35.3K 0.02% -44 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 517 $35K <0.01% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 500 $33.9K <0.01% 0 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 500 $33.9K 0.03% 0 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 493 $33.4K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 482 $33K <0.01% -53 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 67 $33K 0.02% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 475 $32K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 467 $31.6K <0.01% -208 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 465 $31.5K <0.01% -107 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 457 $31K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 445 $30.1K 0.02% +2 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 445 $30.1K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 450 $30K <0.01% -118 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 442 $29.9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 433 $29K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 424 $28.7K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 422 $28.6K <0.01% -12 13F-HR/A Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 421 $28.5K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 408 $27.6K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 405 $27K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 394 $26.7K <0.01% +191 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 385 $26.1K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 381 $25.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 380 $25.7K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 380 $25.7K 0.02% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 378 $25.6K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 368 $24.9K 0.01% -2 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 358 $24.2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 358 $24K <0.01% +16 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 356 $24K 0.02% 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 345 $23.4K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 342 $23.2K 0.01% +25 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 317 $21.5K 0.01% -38 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 313 $21.2K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 307 $20.8K 0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 300 $20.3K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 300 $20.3K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 300 $20.3K 0.02% 0 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 300 $20.3K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $20.3K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 297 $20.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 265 $17.9K <0.01% -29,628 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 256 $17.3K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 250 $16.9K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 247 $16.7K <0.01% -1,048 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 242 $16.4K <0.01% +17 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 240 $16.3K <0.01% 0 13F-HR/A Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 239 $16.2K 0.01% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 231 $16K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 234 $15.8K <0.01% 0 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 232 $15.7K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 228 $15.4K 0.01% new 13F-HR/A Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 225 $15.2K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 223 $15.1K <0.01% +203 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 222 $15.1K 0.01% +1 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 207 $14K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 200 $13.5K <0.01% -6 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $13.5K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $13.5K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 195 $13.2K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 193 $13.1K <0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 188 $12.7K 0.07% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 188 $12.7K 0.01% 0 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 179 $12.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 178 $12K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 176 $11.9K <0.01% +18 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 173 $11.7K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 172 $11.7K <0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 172 $11.7K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 170 $11.5K 0.01% +12 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 169 $11.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 167 $11.3K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 167 $11.3K <0.01% +1 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 165 $11.2K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $11.2K 0.08% -179 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 164 $11.1K <0.01% +161 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 160 $10.7K <0.01% +13 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 157 $10.6K <0.01% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 152 $10.3K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 151 $10.2K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 139 $9.41K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 136 $9.21K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 135 $9.16K <0.01% -11 13F-HR Timeline