SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,410 $272K <0.01% -100 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,178 $257K <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 4,163 $257K 0.12% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 4,140 $255K 0.01% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,120 $254K 0.07% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,013 $247K <0.01% +336 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,000 $246K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,980 $245K <0.01% +3 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,979 $245K <0.01% -3,002 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,946 $243K <0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,919 $241K <0.01% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,916 $241K 0.01% -1,270 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,835 $236K 0.06% +5 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,800 $234K 0.02% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,800 $234K 0.06% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,794 $234K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,772 $232K 0.08% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,754 $231K 0.01% +2,278 13F-HR Timeline Group DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,720 $229K 0.07% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,690 $227K 0.03% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,627 $223K 0.12% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,500 $215K <0.01% -500 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 3,485 $215K 0.06% -5,912 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,442 $212K 0.03% +127 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,401 $210K <0.01% -700 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,400 $210K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,400 $210K 0.02% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,350 $206K 0.07% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,276 $202K 0.08% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,816 $174K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,775 $171K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,768 $171K <0.01% +2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,655 $164K <0.01% +74 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,584 $159K <0.01% +169 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,575 $159K <0.01% -1,840 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,501 $154K 0.1% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,500 $154K <0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,468 $152K 0.02% -405 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,423 $149K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,163 $133K 0.01% +27 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,062 $127K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,945 $120K 0.04% +979 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,885 $116K 0.01% +13 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,805 $111K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,738 $107K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,636 $101K 0.02% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,500 $92.4K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,400 $86.3K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,350 $83.2K 0.01% +2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,335 $82.3K 0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,287 $79.3K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,274 $77K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,186 $73.1K <0.01% -472 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,150 $70.9K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,076 $66.3K 0.01% +7 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,048 $64.5K <0.01% -538 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $61.6K 0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,000 $61.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 992 $61.1K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 980 $60.4K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 841 $51.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 800 $49.2K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 793 $49K <0.01% -17 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 765 $46.8K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 760 $46K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 714 $44K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 705 $43.4K <0.01% +325 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 623 $38.4K <0.01% -4,476 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 602 $37.1K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 594 $36.6K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 571 $35.2K <0.01% -1,942 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 570 $35.1K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 558 $34.4K <0.01% -24 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 529 $32.6K 0.01% +3 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 520 $32K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 500 $30.8K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 466 $28.7K 0.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 450 $27.7K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 433 $27K <0.01% -285 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 427 $26.3K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 427 $26.3K 0.02% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 415 $25.6K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 407 $25.1K 0.01% +3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 405 $25K <0.01% 0 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 387 $23.8K 0.02% +2 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 359 $22.1K <0.01% -592 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 352 $21.7K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 353 $21.7K 0.01% +2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 338 $20.8K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 322 $19.8K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 300 $18.5K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 297 $18.3K <0.01% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 295 $18.2K <0.01% +203 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 290 $17.9K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 270 $16.6K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 246 $15.2K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 245 $15.1K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 232 $14.3K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 228 $14K <0.01% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 220 $13.6K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $12.3K 0.01% +1 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 192 $11.8K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 190 $11.6K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 185 $11.4K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 182 $11.2K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 180 $11.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 160 $9.86K <0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 150 $9.24K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 142 $8.75K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 130 $8.01K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 130 $8.01K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 128 $8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 126 $7.76K <0.01% -1,268 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 114 $7.03K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 103 $6.39K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 102 $6.29K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $6.16K <0.01% -585 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 96 $5.9K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 80 $4.93K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 78 $4.81K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 77 $4.76K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 73 $4.5K <0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 72 $4.44K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 59 $3.64K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 59 $3.64K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 52 $3.2K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 52 $3.2K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 50 $3.08K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 40 $2.46K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 20 $1.23K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 20 $1.23K <0.01% -1,203 13F-HR/A Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 16 $986 <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $616 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $423 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $132 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $123 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $47 <0.01% 0 13F-HR Timeline