Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,100 $217K 0.12% 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,066 $214K 0.08% +5 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,051 $212K <0.01% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 2,045 $212K 0.22% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,043 $212K 0.12% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,039 $211K 0.08% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,029 $210K 0.05% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 2,028 $210K 0.17% +8 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,005 $208K 0.07% -114 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,991 $206K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,982 $205K <0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,933 $200K <0.01% new 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,932 $200K 0.05% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,851 $196K 0.02% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,862 $193K 0.02% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,809 $187K 0.04% +1,804 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,765 $183K 0.1% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,681 $174K 0.04% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,627 $168K 0.03% -102 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,582 $164K 0.09% -1,582 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,545 $160K 0.01% -6 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,500 $155K 0.09% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,448 $150K 0.11% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,407 $146K 0.04% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,400 $145K 0.03% -1,400 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1,357 $141K 0.11% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,234 $128K 0.01% +192 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,200 $124K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,195 $124K 0.02% +152 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,137 $118K 0.1% 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,094 $113K 0.02% -120 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,093 $113K 0.07% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,086 $112K 0.01% -96 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,065 $110K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,004 $104K <0.01% +3 13F-HR/A Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 905 $93.7K <0.01% 0 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 854 $88.5K 0.02% +4 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 836 $86.6K 0.01% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 815 $84.4K <0.01% -114 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 779 $80.7K <0.01% 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 742 $76.8K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 714 $73.9K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 700 $72.5K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 692 $71.6K 0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 669 $69.3K 0.02% +180 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 660 $68K <0.01% 0 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 654 $67.7K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 650 $67.3K <0.01% +50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 579 $61.9K <0.01% +157 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 560 $58K 0.06% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 513 $53.1K 0.01% +55 13F-HR Timeline Collier Financial More: the full row for Collier Financial 506 $52.5K 0.04% +6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 494 $51.2K <0.01% +6 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 472 $48.9K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 458 $47.4K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 450 $47K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 450 $46.6K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 447 $46.3K <0.01% 0 13F-HR/A Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 441 $45.7K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 410 $42.4K 0.04% -19 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 405 $41.9K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 398 $41.7K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 380 $39.4K <0.01% +192 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 368 $38.1K 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 360 $37.3K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 315 $32.6K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 313 $32.4K 0.02% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 304 $31.5K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 302 $31.3K <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. 296 $30.7K <0.01% +112 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 284 $29.4K <0.01% +3 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 283 $29.3K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 282 $29.2K 0.02% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 277 $28.7K <0.01% 0 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 270 $28K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $25.9K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 234 $24.2K <0.01% -466 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 230 $23.8K <0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 223 $23.1K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 214 $22.1K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 213 $22.1K <0.01% +9 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 209 $21.6K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 204 $21.1K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 201 $20.9K <0.01% +1 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 200 $20.7K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 196 $20.3K <0.01% +2 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 195 $20K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 169 $17K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $16.8K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 153 $16K <0.01% 0 13F-HR Timeline Group Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 150 $15.5K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 145 $15K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 138 $14.3K <0.01% +132 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 138 $14.3K <0.01% -60 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 103 $10.7K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 93 $9.63K 0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 85 $8.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 83 $8.6K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 77 $8K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 75 $8K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 77 $7.97K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 75 $7.77K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 68 $7.04K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 75 $7K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 67 $6.94K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 54 $5.59K <0.01% -8 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 50 $5.18K <0.01% -21 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 33 $3.42K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 24 $2.49K <0.01% -56 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 243 $2.34K 0.04% -2,099 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 20 $2K <0.01% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 18 $1.89K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 16 $1.66K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 14 $1.45K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 13 $1.35K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 10 $1.04K <0.01% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $518 <0.01% 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) 5 $518 <0.01% -13,021 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5 $517 <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $106 <0.01% -1 13F-HR Timeline Group