IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,159 $28.6K <0.01% +36 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,111 $27.9K 0.01% -12,497 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,104 $27.9K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,938 $27K <0.01% -1,490 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,987 $26.2K <0.01% -801 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,964 $26K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,927 $25.5K 0.01% +37 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,797 $23.8K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,753 $23.2K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,623 $21.5K <0.01% +657 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,597 $21.1K <0.01% new 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 1,542 $20K <0.01% -5,092,913 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,437 $19K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,377 $18.2K <0.01% -2,161 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,313 $17.4K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,238 $16.4K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,229 $16.3K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,219 $16.1K <0.01% -672 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,195 $15.8K 0.01% -626 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,157 $15.3K 0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,103 $14.6K <0.01% +274 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,081 $14.3K <0.01% +120 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $13.2K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 945 $12.5K <0.01% -394 13F-HR/A Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 849 $11.2K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 685 $9.07K <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 651 $8.61K <0.01% new 13F-HR Timeline Group HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 619 $8K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 565 $7.71K <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 575 $7.61K <0.01% +510 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 574 $7.6K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 556 $7.36K <0.01% -2,617 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 504 $7K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 518 $6.86K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 500 $6.62K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 425 $5.63K 0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 407 $5.39K <0.01% -248 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 405 $5.37K <0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 401 $5.31K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 397 $5.26K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 367 $5.22K <0.01% new 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 372 $4.92K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 368 $4.91K <0.01% -154 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 371 $4.91K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 352 $4.66K -221 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 350 $4.63K <0.01% +124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 333 $4.41K <0.01% +37 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 324 $4.29K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 297 $3.93K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 275 $3.64K <0.01% -7,607 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 273 $3.62K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 268 $3.55K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 265 $3.51K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 265 $3.51K new Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 260 $3.44K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 238 $3.15K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 227 $3.01K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 259 $3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 196 $2.6K <0.01% +35 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 186 $2.46K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 179 $2.37K <0.01% -96 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 175 $2.32K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 161 $2.13K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 167 $2K <0.01% 0 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,674 $2K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 149 $1.97K <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 148 $1.96K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 145 $1.92K <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. 137 $1.81K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 126 $1.67K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 125 $1.66K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 119 $1.58K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 105 $1.39K <0.01% -8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 100 $1.32K <0.01% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 100 $1.32K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 75 $993 <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 73 $967 <0.01% -72 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $954 <0.01% -36 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 72 $953 <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 70 $927 <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 55 $728 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 51 $682 0.06% -51,768 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 51 $675 <0.01% +50 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 50 $662 <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 45 $596 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 44 $583 <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 40 $518 <0.01% -114 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 36 $477 <0.01% 0 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 36 $477 <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 30 $398 <0.01% -27 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 30 $397 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 25 $331 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 25 $331 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21 $278 <0.01% -88 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20 $265 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13 $172 <0.01% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 3 $40 <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 0 $5 <0.01% 13F-HR/A Timeline Amount filed as zero, left out of ratios. Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 70 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 53 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -1,847 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.