Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,717 $67.8K 0.04% +158 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,460 $62.2K <0.01% +60 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,405 $61.2K <0.01% +184 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,287 $57.1K 0.02% +37 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,113 $52.8K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,083 $52K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $49.9K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,858 $46.4K <0.01% +208 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,861 $46K <0.01% +243 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,779 $44.4K 0.02% +1,180 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,669 $41.7K <0.01% -3,970 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,611 $40.2K <0.01% +402 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,600 $40K <0.01% -500 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,500 $37.5K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,439 $35.9K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,383 $34.5K <0.01% +235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,329 $33.2K <0.01% +921 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,299 $32.4K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,225 $30.6K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,183 $29.5K <0.01% +531 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,159 $28.9K <0.01% +252 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,100 $27.5K <0.01% -985 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,081 $27K <0.01% +13 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,080 $27K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,018 $25.4K 0.01% +18 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 932 $23.3K 0.01% +508 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 860 $21.5K <0.01% +373 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 814 $20.3K <0.01% +81 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 807 $20.2K <0.01% -163 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 800 $20K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 777 $19.4K <0.01% +466 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 775 $19.4K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 644 $16.1K 0.02% 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 599 $15K <0.01% +360 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 590 $14.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 571 $14.3K <0.01% -114 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 559 $14K <0.01% -283 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 554 $13.8K <0.01% -112 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 525 $13.1K <0.01% -296 13F-HR/A Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 525 $13.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 510 $12.7K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 500 $12.6K <0.01% 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 500 $12.5K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 500 $12.5K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 492 $12.3K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 446 $11.1K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 403 $10.1K 0.01% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 345 $9K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 340 $8.49K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 326 $8.14K <0.01% +107 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 318 $7.94K <0.01% -145 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 317 $7.92K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 311 $7.77K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 300 $7.49K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $7K <0.01% -47 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 242 $6.04K <0.01% -992 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 238 $5.94K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 233 $5.79K <0.01% -16,651 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 219 $5.47K <0.01% -21 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 215 $5.37K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 200 $5K <0.01% -188 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $4.99K <0.01% -200 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $4.99K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 195 $4.87K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 190 $4.74K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 184 $4.59K <0.01% -16 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 182 $4.54K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 179 $4.48K -6,835 Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 171 $4.27K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 163 $4.07K <0.01% +29 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 150 $4K <0.01% -95 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 153 $3.82K <0.01% -24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 153 $3.82K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 127 $3.17K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 126 $3.15K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 105 $2.62K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 102 $2.55K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Branch Capital LLC More: the full row for West Branch Capital LLC 100 $2.5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 96 $2.4K <0.01% -1,460 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 95 $2.37K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 95 $2.37K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $2.25K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 84 $2.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 92 $2K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 66 $2K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80 $2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 80 $2K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 72 $1.8K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 68 $1.7K <0.01% 0 13F-HR Timeline Group Denver PWM, LLC More: the full row for Denver PWM, LLC 67 $1.67K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 65 $1.63K <0.01% 0 13F-HR/A Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 62 $1.56K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 62 $1.55K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 61 $1.52K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53 $1.31K <0.01% -17 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 42 $1.05K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 50 $1K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 37 $1K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $999 <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 38 $949 <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 34 $849 <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 32 $799 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 34 $764 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 34 $764 <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 28 $705 <0.01% -43 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 28 $699 <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 26 $649 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $550 <0.01% -7 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 21 $514 <0.01% +1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 20 $499 <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 18 $450 <0.01% +7 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 15 $375 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14 $350 <0.01% -24 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 13 $341 0.03% -753 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10 $250 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 10 $249 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $25 <0.01% -735 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 0 $0 0% -177 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.