Mechanics Financial Corp More: the full row for Mechanics Financial Corp 115 $10.9K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 110 $10.5K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 110 $10.4K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 106 $10.1K <0.01% -4,791 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $9.51K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 100 $9.51K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 77 $7.32K <0.01% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $6.94K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 70 $6.66K <0.01% new 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 60 $5.66K <0.01% +10 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 57 $5.42K <0.01% +4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 53 $5.05K <0.01% -131 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 53 $5.04K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 53 $5.04K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 53 $5K <0.01% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 52 $4.94K <0.01% -508 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 52 $4.94K <0.01% +14 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 46 $4.45K <0.01% -20 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 43 $4.09K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $3.8K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 38 $3.61K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 37 $3.52K <0.01% -28 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 36 $3.4K <0.01% +17 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 33 $3.14K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32 $3.07K <0.01% -21 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 28 $2.66K <0.01% -42 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28 $2.66K <0.01% +19 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 27 $2.57K <0.01% +2 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 26 $2.47K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26 $2.47K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $2.38K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 25 $2.38K <0.01% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 23 $2.19K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 23 $2.19K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23 $2.19K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 23 $2.19K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 22 $2.09K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 21 $2K <0.01% -87 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $1.81K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18 $1.71K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 18 $1.71K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 16 $1.52K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $1.52K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 16 $1.52K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.43K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15 $1.43K <0.01% +8 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 14 $1.33K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 14 $1.33K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.24K <0.01% -1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13 $1.24K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 12 $1K <0.01% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7 $666 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 7 $665 <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6 $570 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $521 0.05% -4,768 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $476 <0.01% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $475 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $390 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $380 <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4 $348 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $286 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $215 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $190 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $96 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $96 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $95 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% -40 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.