NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,195 $319K <0.01% -536 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,980 $319K <0.01% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,927 $313K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,920 $312K 0.01% +1,302 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,884 $306K 0.05% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,883 $306K 0.05% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,877 $305K 0.02% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,876 $304K 0.02% -45 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,870 $303K 0.03% -128 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,863 $302K 0.04% -525 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,852 $301K 0.18% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,847 $299K 0.05% -91 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,842 $299K 0.04% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,991 $297K 0.05% -200 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,790 $291K 0.15% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,790 $290K <0.01% -127 13F-HR/A Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,780 $289K 0.05% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,776 $288K <0.01% -207 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,023 $287K 0.02% new 13F-HR Timeline Group J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,766 $287K 0.23% +489 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,756 $285K <0.01% +167 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,746 $283K 0.01% -199 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,736 $282K 0.13% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,717 $279K 0.01% +411 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,713 $278K 0.01% +159 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,702 $276K 0.26% -1,052 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,695 $275K 0.02% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,676 $272K 0.26% -9 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,674 $272K 0.06% +71 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,670 $271K 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,664 $270K 0.01% +278 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,663 $270K <0.01% -1,849 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,798 $270K 0.02% -88 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,658 $269K 0.01% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,655 $269K 0.02% +81 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,645 $267K 0.06% -1,015 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,626 $264K 0.01% -355 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,623 $263K 0.03% +43 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,619 $263K 0.03% +111 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,614 $262K 0.02% -717 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,605 $260K 0.02% +284 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,592 $258K 0.03% -362 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,584 $257K 0.01% -1,096 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,575 $256K <0.01% -198 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,566 $254K 0.15% +8 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,546 $251K <0.01% -461 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,526 $248K 0.01% -2 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,524 $247K 0.09% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,507 $245K <0.01% -74 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,505 $244K 0.01% -20 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,501 $244K 0.05% new 13F-HR Timeline UNIVERSITY OF CHICAGO More: the full row for UNIVERSITY OF CHICAGO 1,500 $243K 0.21% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,481 $240K 0.01% +14 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,478 $240K 0.03% -89 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,467 $238K <0.01% -21 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,452 $236K 0.19% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,451 $236K 0.01% +88 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,450 $235K 0.02% -152 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,450 $235K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,422 $231K 0.03% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,347 $230K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,417 $230K <0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,414 $230K 0.01% +45 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,413 $229K 0.11% +36 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,410 $229K 0.06% +10 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,410 $229K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,405 $228K 0.01% +13 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,400 $227K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,399 $227K <0.01% +453 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,377 $223K <0.01% -179 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,368 $222K 0.08% -201 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,366 $222K 0.01% +24 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,357 $220K 0.07% +89 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,355 $220K 0.01% -207 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,341 $218K <0.01% new 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,339 $217K 0.01% -26 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,329 $216K 0.15% +7 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,327 $215K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,323 $215K <0.01% -1,513 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,321 $214K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,267 $212K 0.01% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,282 $208K 0.1% +3 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,278 $207K 0.17% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,276 $207K 0.01% +59 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,275 $207K 0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,264 $205K <0.01% -138 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,263 $205K <0.01% -155 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 1,250 $203K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,239 $201K 0.1% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,233 $200K 0.06% -31 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,220 $198K <0.01% -340 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Security National Bank More: the full row for Security National Bank 1,180 $192K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,160 $188K 0.02% -11 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,146 $186K 0.01% +201 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,129 $183K <0.01% +241 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,082 $176K 0.01% -5,232 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,059 $172K 0.13% -61 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,049 $172K 0.02% -348 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,051 $171K 0.01% -275 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,030 $167K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $162K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 987 $160K 0.01% -128 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 945 $153K 0.05% -36 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 862 $140K 0.02% +54 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 820 $133K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 818 $133K 0.06% +68 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $130K 0.01% 0 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 797 $129K 0.08% -3 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 747 $121K 0.01% +172 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 836 $121K 0.03% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 728 $118K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 668 $108K 0.01% +16 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 623 $101K 0.01% -40 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 554 $89.9K <0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 549 $89.1K <0.01% +247 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 550 $89K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 540 $87.6K 0.05% +23 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 517 $87K 0.05% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 523 $84.8K 0.01% -99 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 521 $84.6K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 501 $81.3K 0.01% +266 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 495 $80.3K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 465 $75K 0.05% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 447 $72.6K <0.01% -43 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 439 $71.2K 0.01% +25 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 434 $70.4K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 412 $66.9K <0.01% +163 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 402 $65.2K 0.01% +6 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 362 $58K 0.01% -12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 330 $53.6K <0.01% +26 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 326 $52.9K <0.01% -83 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 310 $52.7K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 290 $47.1K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 280 $45.4K <0.01% 0 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 275 $44.6K <0.01% +102 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 290 $43.3K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 264 $42.8K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $40.6K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 246 $39.9K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 242 $39.3K 0.03% -69 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 232 $37.7K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 207 $33.6K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 206 $33.4K <0.01% -2 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 196 $31.8K <0.01% +126 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 195 $31.7K <0.01% +41 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 187 $30.4K <0.01% -52 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 180 $29.2K <0.01% -27 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 176 $28.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $27.6K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 169 $27.4K 0.02% +77 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 168 $27.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 169 $27K <0.01% +79 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 165 $26.8K <0.01% -17 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 160 $26K 0.01% 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 155 $25.2K <0.01% -199 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 154 $25K <0.01% +8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 144 $23.4K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 143 $23.2K <0.01% -18 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 131 $21.3K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 130 $21.1K <0.01% -33 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 126 $20.4K <0.01% -13 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 123 $20K <0.01% -392 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 123 $20K 0.01% +5 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 118 $19.2K <0.01% +9 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 117 $19K <0.01% -119 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 110 $17.9K <0.01% -4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 108 $17.5K <0.01% +25 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 108 $17.5K <0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 107 $17.4K 0.01% +65 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 106 $17.2K <0.01% -30 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 102 $17.2K <0.01% +43 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 105 $17.1K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 105 $17K <0.01% -18,445 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 100 $16.8K <0.01% +32 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 98 $16.5K <0.01% +84 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 101 $16.4K 0.01% +36 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 100 $16.3K 0.01% +37 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $16.2K <0.01% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 96 $15.6K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 12,984 $13K 0.02% +12,904 13F-HR/A Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 76 $12.3K 0.19% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 81 $12.1K <0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 72 $11.7K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 70 $11.4K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 70 $11.4K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 67 $10.9K <0.01% +33 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 60 $9.74K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 59 $9.48K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 57 $9.25K <0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 56 $9.09K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 54 $8.76K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 50 $8.12K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $7.95K <0.01% -6 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 48 $7.79K 0.01% +13 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47 $7.63K <0.01% -18 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $6.53K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 40 $6.49K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 40 $6.49K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 39 $6.33K <0.01% -7 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 39 $6.33K <0.01% +13 13F-HR Timeline