CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,192 $374K 0.02% +15 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,190 $373K 0.01% +60 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,190 $373K <0.01% -1,069 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,184 $372K <0.01% 0 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,179 $371K 0.07% +9 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,158 $368K 0.03% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,134 $364K 0.08% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,133 $364K <0.01% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,121 $362K 0.14% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,101 $358K 0.01% -106 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 2,100 $358K 0.29% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,099 $358K <0.01% -648 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 2,094 $357K 0.03% -104 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,091 $356K 0.14% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,086 $356K <0.01% -39 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,059 $351K <0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,055 $350K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,044 $349K 0.02% -264 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,014 $343K 0.09% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,007 $342K 0.02% +163 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $341K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,000 $341K 0.06% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,000 $341K 0.05% -14 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,996 $340K 0.01% +266 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,985 $338K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,982 $338K 0.01% +20 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,938 $330K 0.2% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,905 $325K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,883 $321K 0.03% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,879 $320K 0.01% +1,458 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,879 $320K 0.05% +61 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,868 $319K 0.06% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,836 $313K 0.08% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,835 $313K 0.03% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,821 $310K 0.3% +89 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,821 $310K 0.02% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,816 $310K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,798 $307K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,783 $304K 0.01% -400 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,780 $303K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,778 $303K 0.01% +10 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,777 $303K 0.01% +393 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,767 $301K 0.02% -96 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,760 $300K 0.01% +100 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,747 $300K <0.01% -547 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,752 $299K 0.01% -2 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,748 $298K 0.05% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,746 $298K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,728 $295K 0.01% +195 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,725 $294K 0.03% -37 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,721 $293K 0.08% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,714 $292K 0.01% +114 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,689 $288K 0.1% +316 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,686 $287K 0.02% +65 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,679 $286K 0.07% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,656 $282K 0.06% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,637 $279K <0.01% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,624 $277K 0.18% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,622 $277K 0.01% +97 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,620 $276K 0.07% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1,614 $276K 0.23% 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,604 $273K <0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,603 $273K 0.15% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,599 $273K <0.01% +114 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,599 $273K 0.01% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,591 $271K 0.15% 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,589 $271K 0.01% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,580 $269K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,579 $269K 0.09% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,576 $269K <0.01% +204 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,573 $268K 0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,570 $268K <0.01% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 1,570 $268K 0.14% -500 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,565 $267K 0.03% +1 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,559 $266K 0.12% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,555 $265K 0.05% +98 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,553 $265K 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,550 $264K 0.02% +277 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,547 $264K 0.01% -9 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,545 $263K 0.14% +51 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,542 $263K 0.02% +42 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,526 $260K 0.06% new 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,521 $259K 0.16% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,516 $258K <0.01% new 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,505 $257K <0.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,684 $256K <0.01% -110 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,500 $256K 0.01% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,500 $256K 0.09% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,500 $256K 0.01% 0 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 1,495 $255K <0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,494 $255K 0.08% -70 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,500 $251K 0.06% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,472 $251K 0.02% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,459 $249K 0.02% +9 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,458 $249K 0.01% +50 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,458 $249K 0.07% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,450 $247K 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,448 $247K 0.02% -2,363 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,438 $245K 0.04% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,436 $245K 0.01% +28 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,435 $245K 0.01% +4 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,435 $245K 0.02% +8 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,433 $244K 0.04% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,431 $244K 0.04% -10 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,427 $243K 0.07% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,428 $241K 0.16% 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,400 $239K 0.19% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,389 $237K <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 1,403 $236K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,384 $236K 0.01% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,379 $235K 0.06% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,378 $235K 0.15% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,367 $233K 0.01% -772 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,357 $231K 0.01% -79 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,355 $231K <0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,353 $231K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,353 $231K 0.08% 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,352 $230K 0.04% -119 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 1,345 $229K 0.02% new 13F-HR/A Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,337 $228K 0.07% -492 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,336 $226K 0.01% -724 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,326 $226K <0.01% +1,182 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,323 $226K 0.12% -373 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,313 $224K 0.05% -98 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,297 $221K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,297 $221K <0.01% -559 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,297 $221K 0.04% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,295 $221K 0.17% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,287 $219K 0.06% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,279 $218K 0.16% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,253 $214K 0.08% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,250 $213K 0.01% -100 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,250 $213K 0.15% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,237 $211K 0.09% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,236 $211K 0.01% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,235 $211K 0.05% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,233 $210K 0.02% -2,328 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,228 $209K 0.13% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,217 $207K 0.01% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,200 $205K 0.03% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,202 $205K 0.01% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,201 $205K <0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,198 $204K 0.01% -813 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,198 $204K 0.12% -174 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,193 $203K 0.1% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,191 $203K 0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,185 $202K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,168 $199K 0.04% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,142 $195K 0.02% +26 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,083 $185K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,042 $178K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,034 $177K 0.04% +7 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 730 $171K 0.05% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 972 $166K <0.01% +66 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 966 $165K 0.01% +11 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 942 $161K 0.01% +204 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 936 $160K <0.01% +300 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 861 $147K 0.08% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 846 $144K 0.03% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 807 $138K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 800 $136K 0.12% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 760 $130K 0.09% -3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 756 $129K 0.01% +191 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 750 $128K 0.03% -189 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 724 $123K <0.01% +453 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 671 $114K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 660 $113K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 634 $108K <0.01% -26 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 629 $107K 0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 620 $106K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 615 $105K 0.05% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 603 $103K <0.01% +100 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 600 $102K 0.01% +100 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $102K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 596 $102K 0.02% +3 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 590 $101K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 582 $99.2K 0.1% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 557 $95K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 550 $93.8K <0.01% -12 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 543 $92.6K 0.02% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 537 $91.6K <0.01% +137 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 536 $91.4K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 518 $88.3K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $85.2K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 460 $78.4K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 446 $76K 0.02% +49 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 442 $75.4K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 437 $74.5K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 433 $73.8K 0.07% +86 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 419 $72.2K 0.05% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 425 $72K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 413 $70.4K 0.05% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 404 $69K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $68.2K 0.02% -200 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 376 $64.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 375 $63.9K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 345 $58.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 344 $58.6K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 342 $58.4K <0.01% 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 312 $53.2K <0.01% -1 13F-HR Timeline