NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,986 $653K <0.01% -409 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,815 $641K 0.15% -816 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,756 $636K 0.01% +451 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,579 $623K 0.11% +678 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,479 $616K 0.01% -490 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,346 $607K 0.01% +1 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,266 $601K 0.02% -2,028 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 8,239 $599K 0.21% +1,645 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 8,115 $590K 0.17% +274 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 8,200 $589K <0.01% 0 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 8,068 $586K 0.22% new 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 8,123 $583K <0.01% -973,002 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,020 $583K 0.02% +3,510 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,102 $582K 0.04% +2,288 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 7,999 $581K <0.01% new 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,892 $574K 0.01% +910 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,878 $572K 0.01% +901 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,835 $569K 0.02% +1,545 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,742 $563K 0.01% +1,667 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,722 $561K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,467 $560K 0.01% +69 13F-HR/A Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,575 $550K 0.12% -83 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,426 $540K 0.11% +95 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,284 $529K 0.21% +1,201 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,107 $516K <0.01% -252 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,099 $516K 0.03% +1,249 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,059 $513K 0.01% +411 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,050 $512K 0.01% -813 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,007 $509K 0.01% +1,849 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,000 $509K 0.03% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,993 $508K <0.01% -1,757 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,978 $507K 0.01% +28 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,947 $505K 0.06% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,928 $503K <0.01% +188 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,794 $494K 0.01% -635 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,760 $491K 0.07% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,753 $491K 0.01% +204 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,747 $490K 0.03% -183 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,720 $488K <0.01% -2,359 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,696 $487K 0.16% -100 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,694 $486K <0.01% +125 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,627 $482K 0.07% +397 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,387 $464K 0.06% +15 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,365 $463K 0.08% -202 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,201 $451K 0.02% +461 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,167 $448K <0.01% +3,123 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,141 $446K 0.02% +13 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,177 $442K <0.01% -99 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,074 $441K 0.02% +646 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,038 $439K 0.02% +346 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,980 $435K 0.05% +688 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,978 $434K 0.02% -5,066 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,886 $428K 0.02% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,879 $427K 0.03% +804 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,824 $423K 0.15% +219 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 5,812 $422K 0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,795 $421K 0.03% +2,669 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,693 $414K 0.03% +3,509 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,634 $409K 0.11% +141 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,605 $407K 0.01% +4,045 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,400 $402K 0.06% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,433 $395K 0.16% +19 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,296 $385K 0.01% +780 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,293 $385K <0.01% +885 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 5,275 $383K -17,355 Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,258 $382K 0.14% -82 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,239 $381K <0.01% -407 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 5,172 $376K 0.19% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,031 $366K 0.28% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,830 $363K 0.21% +1,100 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,987 $362K 0.01% +94 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,951 $360K 0.09% +15 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,814 $350K 0.07% +160 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,779 $347K <0.01% -1,275 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,774 $347K 0.02% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,770 $347K <0.01% -7 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,749 $345K <0.01% -151 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,718 $343K 0.01% -600 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,626 $336K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,599 $334K 0.02% -90 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,599 $334K 0.18% +75 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,526 $329K <0.01% +1,027 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 4,522 $329K 0.08% +1,014 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,494 $327K 0.01% new 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,489 $326K 0.04% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,424 $321K <0.01% +1,733 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,401 $320K 0.02% -2,742 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,369 $317K <0.01% -451 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 4,227 $307K 0.06% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,081 $307K 0.09% +72 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,202 $305K <0.01% +645 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,191 $305K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,154 $302K <0.01% -996 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,070 $296K <0.01% new 13F-HR/A Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,041 $294K 0.04% +159 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,034 $293K 0.12% -761 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 4,005 $291K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,908 $284K 0.02% +235 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,876 $282K 0.04% +66 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,800 $281K 0.23% -108 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,857 $280K 0.01% -742 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,840 $279K 0.16% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,826 $278K 0.01% +692 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,807 $277K 0.04% -3,251 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,799 $276K <0.01% -872 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,782 $275K <0.01% +741 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,774 $274K 0.02% +291 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,762 $273K 0.05% -250 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,740 $272K 0.08% +454 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,689 $268K <0.01% -14,223 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,687 $268K 0.01% +124 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,682 $268K <0.01% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,677 $267K 0.02% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 3,606 $263K 0.23% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,596 $261K <0.01% +97 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,593 $261K 0.07% -979 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,509 $255K 0.05% -200 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,486 $253K 0.1% -153 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,399 $247K 0.17% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,378 $245K 0.07% -115 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,371 $245K 0.04% -3,227 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,367 $245K <0.01% +1 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,340 $243K <0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,320 $241K 0.02% +140 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,317 $241K 0.01% -719 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,288 $239K 0.02% -620 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,265 $237K 0.01% +622 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,209 $233K 0.06% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,176 $231K 0.01% -338 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,149 $229K <0.01% -527 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,109 $226K 0.02% +771 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,062 $223K 0.07% -934 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,041 $221K 0.1% -175 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,019 $219K 0.01% +92 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,004 $218K 0.05% -546 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 2,988 $217K <0.01% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,845 $214K 0.08% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,781 $202K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,737 $199K 0.02% -320 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,713 $197K <0.01% -2,828 13F-HR/A Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,433 $177K 0.05% +12 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,428 $176K 0.02% -94 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,346 $171K <0.01% +798 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,252 $164K 0.04% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,219 $161K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,159 $157K 0.11% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,144 $156K <0.01% +224 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,132 $155K 0.02% +61 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,025 $147K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $145K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,937 $141K 0.08% +247 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,914 $139K 0.03% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,876 $136K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,721 $125K <0.01% -254 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,453 $106K 0.01% +8 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,453 $106K <0.01% -1,032 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,447 $105K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,392 $101K <0.01% +18 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,223 $88.9K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,138 $82.7K 0.06% +3 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,109 $80.6K <0.01% +137 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,104 $80.2K 0.01% +15 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,073 $78K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,029 $74.8K <0.01% +40 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 984 $71.5K <0.01% +332 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 964 $70.1K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 928 $67.4K 0.02% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 920 $66.9K <0.01% +5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 888 $65.1K <0.01% +58 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 892 $64.8K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 859 $62.4K 0.02% -931 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 845 $61.4K <0.01% +6 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 816 $59.3K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 798 $58K 0.04% +312 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 739 $53.7K <0.01% +53 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 729 $53K 0.04% +501 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 704 $51.2K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 694 $50.4K <0.01% -81 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 692 $50.3K <0.01% +152 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 660 $48K <0.01% -15 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 656 $47.7K <0.01% +155 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 627 $45.6K <0.01% +90 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 631 $44K 0.02% +19 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 588 $43K <0.01% +329 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 577 $41K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 543 $39.4K <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 550 $39K <0.01% -550 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $36.3K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 489 $35.5K <0.01% -37 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 480 $34.9K 0.01% +200 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 475 $34.9K <0.01% +464 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 464 $33.7K <0.01% +2 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 456 $33.1K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 454 $33.1K 0.01% +227 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 430 $31.2K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 413 $30K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 404 $29.4K <0.01% -247 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 398 $29K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 399 $29K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 392 $28.5K 0.01% new 13F-HR Timeline