BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,000 $217K <0.01% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,984 $216K 0.04% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 4,895 $213K 0.01% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,888 $212K 0.12% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,834 $210K 0.01% -298 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,830 $210K 0.02% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,811 $209K 0.09% -370 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,800 $208K 0.04% new 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 4,800 $208K 0.08% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,796 $208K <0.01% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,750 $206K 0.01% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 4,724 $205K 0.08% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 4,710 $205K 0.09% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 4,648 $202K 0.11% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,616 $200K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,559 $198K <0.01% +867 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,165 $181K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,106 $178K 0.03% +477 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,034 $175K 0.01% +183 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,033 $175K 0.06% +123 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,514 $153K 0.1% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,109 $135K 0.06% -183 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,084 $134K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,955 $128K <0.01% 0 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 2,515 $109K 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,492 $109K 0.04% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,420 $105K 0.05% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,330 $101K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,217 $96.3K <0.01% -13 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,184 $94.8K 0.01% -48 13F-HR Timeline MOTCO More: the full row for MOTCO 2,126 $92.3K 0.01% +76 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,964 $85.3K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,907 $82.8K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,818 $79.6K <0.01% -78 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,791 $77.8K <0.01% -9,843 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,780 $77.3K <0.01% +455 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,779 $77.2K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,777 $76.8K <0.01% +470 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,764 $76.6K 0.04% -91 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,721 $74.7K <0.01% -228 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,672 $73K 0.04% -68 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,562 $67.8K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,446 $62.8K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,419 $61.6K 0.02% -7 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,409 $61.2K -693 Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,326 $57.6K 0.03% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,281 $55.6K 0.01% -12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,268 $55.1K <0.01% -1,538 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,249 $54.2K 0.03% -633 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,194 $51.8K 0.02% -75 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $47.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,076 $46.7K <0.01% -275 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,059 $46K 0.03% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,047 $45.5K 0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,046 $45.4K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,035 $44.9K <0.01% +67 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 991 $43K <0.01% -13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 968 $42.1K <0.01% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 942 $40.9K 0.02% -302 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 824 $36K 0.01% +200 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 779 $33.8K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 43 $33.5K <0.01% -903 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 764 $33.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 753 $33.2K <0.01% -139 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 745 $32.3K <0.01% -11 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 762 $32K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 733 $31.8K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 725 $31.5K <0.01% -152 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 709 $30.8K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 658 $28.6K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 645 $28K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 638 $27.7K 0.02% -5 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 632 $27.4K <0.01% +13 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 590 $25.6K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 590 $25.6K <0.01% new 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 577 $25.1K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 572 $24.8K <0.01% -3 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 446 $19.4K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 395 $17.2K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 373 $16.2K <0.01% -35 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 343 $14.9K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 323 $14K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 279 $12K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 267 $11.6K 0.01% 0 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 262 $11.4K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 259 $11.2K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 253 $11K 0.01% +39 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 240 $10.4K <0.01% -1,538 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 235 $10.2K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 227 $9.86K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 223 $9.68K <0.01% -71,395 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 212 $9.28K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 199 $8.64K <0.01% -225 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 196 $8.51K <0.01% -89 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 188 $8.16K 0.01% +58 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 173 $7.51K <0.01% +83 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 165 $7.16K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 163 $7.09K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 160 $6.95K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 158 $6.86K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 145 $6.3K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 138 $6K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 133 $6K <0.01% +18 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 120 $5.21K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 108 $4.71K <0.01% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 88 $3.82K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 82 $3.56K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 81 $3.52K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 78 $3.46K <0.01% -1 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 67 $2.91K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 60 $2.6K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 56 $2.43K <0.01% 0 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 50 $2.17K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 48 $2.09K <0.01% +23 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 43 $1.87K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 40 $1.74K <0.01% -92 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 28 $1.22K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 27 $1.16K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 26 $1.14K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 23 $999 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $782 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 17 $744 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 13 $565 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $564 <0.01% -512 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $521 <0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11 $478 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $339 <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1 $43 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.