TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,883 $227K 0.01% -30 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,873 $226K <0.01% +151 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,848 $223K 0.05% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,821 $219K 0.02% 0 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,809 $218K 0.03% +15 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,808 $218K 0.01% -1,016 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,796 $216K 0.15% +5 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,785 $215K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,775 $215K <0.01% -8 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,778 $214K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,776 $214K <0.01% new 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,763 $212K 0.08% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,743 $210K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,740 $210K <0.01% -7,091 13F-HR/A Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,737 $209K 0.01% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,730 $208K 0.21% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,721 $207K 0.07% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,717 $207K 0.01% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,710 $206K 0.02% +9 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,705 $206K 0.01% +1,331 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,707 $206K 0.06% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,679 $202K 0.05% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,675 $202K 0.02% +2 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,673 $202K <0.01% -134 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,670 $201K 0.02% -65 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,670 $201K 0.02% new 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,669 $201K 0.18% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,628 $196K 0.01% +157 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,623 $196K <0.01% +283 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,599 $193K 0.04% +28 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,475 $178K 0.03% 0 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,416 $171K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,378 $166K 0.02% -104 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,350 $163K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,321 $159K <0.01% +192 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,206 $145K 0.01% +1,000 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,164 $140K 0.08% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 789 $137K 0.04% -1,757 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,107 $133K 0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,080 $130K <0.01% 0 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,042 $126K 0.03% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $121K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 966 $116K <0.01% +11 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 963 $116K 0.03% +18 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 952 $115K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 942 $113K <0.01% +36 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 892 $107K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 882 $106K 0.03% -94 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 843 $102K <0.01% +662 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 812 $97.9K 0.08% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 780 $94K <0.01% +200 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 775 $93.5K 0.03% +65 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 727 $87.6K 0.07% -24 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 663 $79.9K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 650 $78.3K <0.01% -2,966 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 649 $78.2K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 645 $77.7K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 619 $74.6K 0.02% +599 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 615 $74.1K 0.04% -85 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 615 $74.1K <0.01% +14 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $72.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 590 $71.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 580 $69.9K 0.02% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 569 $68.6K 0.09% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 508 $61.2K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 500 $60.3K <0.01% 0 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 500 $60.3K 0.05% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 486 $58.6K <0.01% +81 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 483 $58.2K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 476 $57.4K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 460 $55.4K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 459 $55.3K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 426 $51.3K 0.01% +90 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 425 $51K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 413 $49.8K 0.05% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 412 $49.6K 0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 404 $49K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 390 $47K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 375 $45.2K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 368 $44.3K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 360 $43.5K 3.98% -360,446 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 345 $41.6K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 344 $41.5K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 340 $41K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 325 $39.2K <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. 306 $36.9K 0.03% +96 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 305 $36.8K 0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 302 $36.4K 0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $36.2K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 300 $36.2K <0.01% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 300 $36.2K 0.02% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 297 $35.8K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 293 $35.3K <0.01% -181 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 292 $35.2K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 289 $34.8K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 262 $32K <0.01% +2 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 265 $31.9K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 250 $30.1K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 250 $30.1K 0.01% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 234 $29.5K 0.03% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 235 $28.3K 0.02% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 234 $28.2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 225 $27.1K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 210 $25.3K 0.02% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 206 $24.8K <0.01% -412 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $24.1K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 197 $24K <0.01% -302 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 194 $23.4K <0.01% +59 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 190 $22.9K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 183 $22.1K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 179 $21.6K 0.04% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 160 $19.3K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 148 $17.8K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 145 $17.5K 0.02% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 135 $16.3K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 133 $16K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 133 $16K <0.01% -72 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 130 $15.7K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 125 $15.1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 129 $15K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 121 $14.8K <0.01% +4 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 114 $13K <0.01% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $12.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $12.1K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 100 $12.1K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $12.1K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 96 $11.6K <0.01% +8 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 93 $11.2K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 93 $11K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $10.8K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 87 $10.5K <0.01% new 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 86 $10.4K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 75 $9.04K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 72 $8.68K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 67 $8.07K <0.01% +64 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 67 $8.07K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 64 $7.71K <0.01% -32 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $7.35K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $7.23K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 60 $7.23K <0.01% -7 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 51 $6.15K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 50 $6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 47 $5.66K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 43 $5.18K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 41 $4.94K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 37 $4.46K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 33 $3.98K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 27 $3.25K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 25 $3.05K <0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 25 $3.01K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,248 $2.71K 0.1% 0 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $2.63K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 19 $2.29K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 17 $2.05K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $1.73K <0.01% -60 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 12 $1.45K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11 $1.33K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 10 $1.21K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10 $1.21K <0.01% -218 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 8 $965 <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6 $723 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $603 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3 $362 <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2 $241 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.