HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,856 $407K 0.01% +383 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,826 $406K 0.08% -2,410 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 6,594 $392K <0.01% -18 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,547 $389K 0.01% +1,054 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,402 $388K 0.01% -135 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,488 $386K 0.1% -274 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,471 $385K 0.01% +386 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,328 $384K 0.01% -2,110 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,372 $379K 0.05% -10,975 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,314 $375K <0.01% -813 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 5,935 $353K 0.46% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,913 $351K 0.02% +313 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,905 $351K 0.06% -1,647 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,886 $350K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,842 $347K 0.04% +481 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,796 $344K 0.12% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,669 $337K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,643 $335K 0.02% +78 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,628 $334K 0.14% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 5,556 $330K <0.01% 0 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,542 $329K 0.16% -525 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,507 $327K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,467 $325K 0.09% -2,429 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,431 $323K <0.01% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,415 $322K 0.1% -1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,318 $316K 0.02% -318 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,307 $315K 0.01% -85 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,285 $313K <0.01% +283 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,257 $312K <0.01% -50 13F-HR Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 5,222 $310K 0.13% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,135 $305K 0.08% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,040 $299K 0.09% +500 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,915 $297K 0.15% +104 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,884 $290K 0.01% +98 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,881 $290K <0.01% +2,247 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,836 $287K 0.14% +87 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,825 $287K 0.02% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,806 $286K <0.01% +346 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,748 $282K 0.01% -221 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,730 $281K 0.09% -211 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,726 $281K 0.01% +588 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,722 $281K 0.04% -103 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,578 $272K <0.01% +152 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,542 $270K <0.01% -91 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,524 $269K 0.15% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,522 $269K 0.02% -561 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,500 $267K 0.06% -997 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,489 $267K 0.04% -179 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,458 $265K 0.02% +122 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,402 $262K 0.09% +1,506 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,368 $260K 0.06% +821 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,336 $258K 0.05% +651 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,292 $255K 0.01% +1,016 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,177 $253K 0.01% -882 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,262 $253K 0.02% -747 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,257 $253K 0.01% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,228 $251K 0.01% -617 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,121 $245K 0.03% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,044 $240K 0.02% -123 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,027 $239K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,016 $239K 0.05% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,981 $237K 0.01% +3,116 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) 3,981 $237K <0.01% -247 13F-HR Timeline Group ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,956 $235K 0.28% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,880 $231K 0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,874 $230K 0.01% +285 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,835 $228K <0.01% -81 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,558 $228K <0.01% 0 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,836 $228K 0.13% 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,804 $226K 0.2% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,681 $226K 0.19% 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 3,794 $225K 0.04% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,707 $224K <0.01% -20,341 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,759 $223K 0.09% +557 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,712 $221K 0.07% -175 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,680 $219K <0.01% -804 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,678 $219K <0.01% +230 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,677 $218K 0.01% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,647 $217K 0.06% -312 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,646 $217K <0.01% -664 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,634 $216K <0.01% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,536 $210K 0.05% -1,676 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,528 $210K 0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,509 $209K 0.03% -13 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,473 $206K <0.01% +466 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,399 $202K 0.15% 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,288 $201K 0.08% +237 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,220 $191K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,118 $185K <0.01% +565 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,796 $166K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,758 $164K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,689 $159K 0.02% +1,978 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,673 $159K <0.01% -413 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,615 $157K <0.01% -111 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,564 $152K <0.01% -2,503 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,573 $151K <0.01% -2,893 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,344 $139K <0.01% -1,322 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,053 $122K 0.02% 0 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $119K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,953 $116K 0.06% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,914 $114K 0.03% -25 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,870 $112K 0.01% -154 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,788 $106K 0.01% +153 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,688 $100K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,587 $94.3K <0.01% +1,054 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,575 $93.6K 0.01% +396 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,516 $90.7K 0.05% +872 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,441 $85.6K 0.01% +162 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,435 $85.3K 0.01% +21 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,374 $83K <0.01% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,375 $81.7K 0.05% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,323 $78.6K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,229 $73K <0.01% +26 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,229 $73K 0.01% +224 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,223 $72.7K 0.03% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,100 $65K <0.01% 0 13F-HR/A Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,077 $64K <0.01% -211 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,073 $63.8K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,070 $63.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,065 $63.3K 0.05% -15 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,043 $62K <0.01% +174 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,002 $59.5K <0.01% +20 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 981 $58.3K <0.01% -62 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 981 $58.3K <0.01% -9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 969 $57.6K <0.01% -23 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 945 $56.1K <0.01% -243 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 927 $55.1K <0.01% +320 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 893 $53.1K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 836 $49.7K <0.01% +150 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 816 $48.5K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 750 $44.6K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 723 $43K <0.01% +192 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 723 $43K <0.01% +40 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 704 $41.8K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 700 $41.6K <0.01% +415 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 651 $38.7K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 631 $37.5K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 577 $34K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 563 $33.5K <0.01% +153 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 559 $33.2K <0.01% +62 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 558 $33.2K 0.01% -428 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 513 $30.9K <0.01% -3 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 492 $29.2K <0.01% -49 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 491 $29.2K <0.01% +198 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 486 $28.9K <0.01% +11 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 479 $28K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 461 $27.4K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 456 $27.1K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 429 $25.5K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 420 $25K 0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 404 $24K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 403 $23.9K 0.02% -13 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 383 $22.8K 0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 383 $22.8K 0.01% -151 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 369 $21.9K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 360 $21.4K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 351 $20.9K 0.01% +2 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 324 $19.2K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 300 $18.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 303 $18K <0.01% +76 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 295 $17.5K <0.01% +89 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 286 $17K 0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 282 $16.8K 0.03% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 280 $16.6K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 278 $16.5K <0.01% -3 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 275 $16.3K 0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 228 $16K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 255 $15.2K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 255 $15.2K <0.01% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $14.9K 0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 241 $14.4K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 240 $14.3K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 235 $14K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 232 $13.8K <0.01% +85 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 219 $13K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 204 $12.1K <0.01% +19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 193 $11.5K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 183 $11K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 183 $10.9K <0.01% -800 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 183 $10.9K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 182 $10.8K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 182 $10.8K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 175 $10.4K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 175 $10.4K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 170 $10.1K <0.01% -552 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 156 $9.27K <0.01% -2 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 148 $8.79K <0.01% -193 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 140 $8.33K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 138 $8.21K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 136 $8.08K <0.01% -493 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 133 $8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 132 $7.84K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 131 $7.78K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 124 $7.38K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 122 $7.25K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 111 $6.6K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 110 $6.54K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 104 $6.18K <0.01% -18 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $5.94K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 100 $5.94K <0.01% 0 13F-HR Timeline Group