Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,367 $321K 0.01% +430 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,364 $320K 0.17% +575 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,354 $319K 0.04% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,350 $319K 0.01% +349 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 3,332 $317K 0.14% +28 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 3,260 $314K 0.19% +48 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 3,296 $314K 0.19% +332 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,294 $314K 0.03% +96 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,285 $313K 0.13% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,280 $312K 0.02% +152 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,257 $310K 0.28% -42 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 3,240 $308K 0.14% +140 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,239 $308K 0.18% +238 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,201 $305K 0.1% +103 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,193 $304K <0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,192 $304K 0.13% +91 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,191 $304K 0.02% -146 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,185 $303K 0.12% +230 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,184 $303K 0.06% +21 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,142 $299K 0.07% +45 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,138 $299K 0.04% -30,429 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,122 $297K 0.1% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 3,121 $297K 0.13% -45 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,111 $296K 0.01% -78 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,087 $294K 0.08% -152 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,083 $293K 0.1% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,055 $291K 0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,033 $289K 0.02% +759 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,027 $288K 0.11% +790 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,978 $283K 0.01% -119 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,969 $283K 0.12% -760 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,955 $281K 0.1% +50 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,943 $280K 0.05% +163 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,937 $280K 0.03% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,924 $279K 0.03% -6 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,930 $279K 0.09% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,879 $274K 0.21% 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,953 $274K 0.03% +380 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,861 $272K 0.02% -482 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,838 $270K 0.04% +5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,834 $270K 0.09% +652 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,806 $267K 0.1% +405 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,806 $267K 0.01% -179 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,795 $266K 0.01% -126 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,717 $259K 0.01% -3,472 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,715 $258K 0.04% -6,322 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,706 $258K 0.15% +309 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,694 $256K 0.07% -360 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,663 $253K 0.17% -13,789 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,621 $249K 0.18% -15 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,620 $249K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,685 $248K 0.02% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,597 $247K 0.12% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,584 $246K 0.02% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,580 $246K 0.16% -628 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,571 $245K 0.04% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,534 $241K 0.01% +37 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,500 $238K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,490 $237K 0.01% -10 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,423 $232K 0.05% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,432 $231K 0.06% +5 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,411 $230K 0.06% +68 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,394 $228K <0.01% -66 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,394 $228K 0.07% +5 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 2,373 $226K 0.14% +19 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,367 $225K 0.02% -181 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,348 $224K 0.06% 0 13F-HR Timeline Group Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,333 $222K 0.33% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,332 $222K 0.05% +1 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,330 $222K 0.07% -3 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,324 $221K <0.01% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,322 $221K 0.01% -219 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,320 $221K <0.01% -55 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,280 $217K 0.07% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,271 $216K 0.14% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,241 $213K 0.04% new 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,238 $213K 0.04% +9 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,238 $213K <0.01% -38,835 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,214 $211K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,207 $210K 0.01% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,205 $210K 0.08% +19 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,200 $209K 0.05% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,196 $209K <0.01% -496 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,187 $208K 0.17% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,161 $206K 0.08% -547 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,118 $202K 0.11% -58 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,110 $201K 0.06% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,025 $193K <0.01% -463 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,920 $183K 0.01% +1,609 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,874 $178K 0.12% +171 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,721 $164K <0.01% -14 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,612 $153K <0.01% -32,408 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,611 $153K 0.01% -9,620 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,599 $153K 0.01% +489 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,576 $150K 0.07% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,536 $146K 0.06% +20 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,455 $139K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,420 $135K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,400 $133K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,374 $131K <0.01% -67 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,324 $126K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,319 $126K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Operose Advisors LLC More: the full row for Operose Advisors LLC 1,300 $124K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,291 $123K 0.01% -25 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,241 $118K 0.25% -391 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,087 $109K <0.01% -23,273 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,111 $106K 0.04% +14 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,057 $101K <0.01% +104 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,027 $97.8K <0.01% +877 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 999 $95.1K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 997 $95K 0.09% -375 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 973 $92.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 892 $84.9K 0.02% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 881 $83.9K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 868 $82.6K 0.01% -2,890 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 848 $80.7K 0.09% +63 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 838 $79.7K 0.03% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 805 $76.6K 0.05% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 762 $72.6K 0.1% -667 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 757 $72K 0.02% +236 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 752 $71.6K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 742 $70.7K 0.02% +56 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 3,024 $70K 0.04% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 727 $69.2K 0.08% +577 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 681 $64.8K 0.06% +402 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 664 $63.2K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 643 $61.2K 0.02% +31 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 625 $59.4K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 590 $56.2K 0.01% +453 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 550 $52.4K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 524 $49.9K <0.01% +185 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 506 $48.2K 0.03% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 500 $48K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 490 $46.6K 0.03% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 489 $46.5K <0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 486 $46.3K 0.01% -52 13F-HR Timeline CX Institutional More: the full row for CX Institutional 472 $45K <0.01% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $44.7K 0.04% 0 13F-HR Timeline Amount filed as zero, left out of ratios. ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 434 $41.3K <0.01% +428 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 428 $40.7K 0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 428 $40.7K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 423 $40.2K 0.01% +6 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 415 $39.5K 0.01% +134 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 404 $38.5K <0.01% -40 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 384 $36.6K <0.01% -165 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 377 $35.9K 0.03% -49 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 362 $34K <0.01% -330 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 335 $31.9K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 320 $30.5K <0.01% -8 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 319 $30.4K 0.01% +67 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 316 $30.1K <0.01% -750 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 313 $29.8K 0.01% +56 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 307 $29.2K -122 Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 305 $29K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 272 $25.9K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 266 $25.3K 0.01% -380 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 255 $24.3K 0.01% 0 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 252 $24K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 250 $23.8K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 244 $23.2K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 243 $23.1K 0.01% +9 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 236 $22.5K 0.1% +156 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 225 $21.4K <0.01% +3 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 215 $20.5K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 203 $19.3K <0.01% -330 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 201 $19.1K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 192 $18.3K <0.01% +3 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 189 $17.9K <0.01% -3 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 187 $17.8K 0.01% -46,403 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 184 $17.5K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 181 $17.2K <0.01% -50 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 179 $17K <0.01% +53 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 178 $16.9K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 176 $16.8K <0.01% +2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 175 $16.7K <0.01% +174 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 170 $16.2K <0.01% +133 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 158 $15.1K 0 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 158 $15K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 157 $14.9K <0.01% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 142 $14K <0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 145 $13.8K <0.01% 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 142 $13.5K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 136 $12.9K 0.01% -54 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 136 $12.9K <0.01% +2 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 134 $12.8K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 133 $12.7K 0.01% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 131 $12.5K <0.01% -21 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 123 $12K <0.01% -275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 95 $12K <0.01% -31 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 123 $11.7K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 119 $11.3K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 116 $11.1K <0.01% +1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 116 $11K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 110 $10.5K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 110 $10.5K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 109 $10.4K <0.01% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 108 $10.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $10K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $9.52K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $9.52K 0.01% 0 13F-HR Timeline