Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,733 $220K 0.02% -654 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,713 $219K 0.17% +266 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,683 $217K 0.27% +230 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,671 $216K 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,656 $216K 0.01% -541 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,643 $215K 0.01% new 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,616 $213K 0.08% -2,157 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,596 $212K <0.01% -91 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,540 $209K 0.05% +34 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 3,530 $208K 0.03% 0 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,515 $207K 0.15% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,507 $207K 0.03% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,495 $206K 0.02% -110,580 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,467 $204K 0.01% 0 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,445 $203K 0.01% 0 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 3,455 $203K 0.23% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,410 $201K 0.08% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,409 $201K <0.01% -1,431 13F-HR/A Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 3,294 $195K 0.02% -779 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,252 $192K 0.06% +380 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,250 $192K 0.02% +3,067 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,197 $188K 0.03% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,102 $182K 0.04% +6 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,059 $180K <0.01% +1,127 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,982 $176K <0.01% -12,493 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,915 $172K 0.05% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,740 $162K 0.07% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $158K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,583 $151K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,565 $151K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,492 $147K <0.01% +526 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,471 $146K 0.1% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,433 $143K 0.01% +1,062 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,362 $139K <0.01% +44 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,985 $117K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,883 $111K 0.03% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,850 $109K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,795 $106K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,789 $105K <0.01% +436 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,771 $104K <0.01% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,758 $104K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,732 $102K 0.01% -64 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,732 $102K 0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,732 $102K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,649 $97.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,632 $96.3K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,572 $92.7K 0.01% -844 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,559 $92K <0.01% -1,495 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Security National Bank More: the full row for Security National Bank 1,500 $88.5K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $88.5K 0.03% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,470 $86.7K 0.06% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,417 $83.6K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,406 $82.9K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,400 $82.6K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,393 $82.2K <0.01% +460 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,359 $80.2K 0.04% -43 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,252 $73.8K 0.03% -3,116 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,239 $73.1K 0.01% +3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,129 $66.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,092 $64.4K 0.01% -2,654 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,000 $59K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,000 $59K <0.01% -15 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 937 $55.3K <0.01% -417 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 933 $55K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 881 $52K 0.01% -136 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 872 $51.4K 0.04% -23 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 844 $49.8K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 843 $49.7K 0.02% new 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 826 $48.5K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 813 $47.9K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 806 $47.5K -86 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 804 $47.4K <0.01% +508 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 770 $45.4K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 767 $45K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 756 $44.6K 0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 712 $42K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 585 $34.5K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 567 $33.4K <0.01% +25 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 549 $32.4K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 545 $32.1K <0.01% -183 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 529 $31.2K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 527 $31.1K <0.01% -656 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $29.5K 0.02% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 486 $28.7K 0.02% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 455 $26.8K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 440 $26K <0.01% -23 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 431 $25.4K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 394 $23.2K <0.01% +217 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 385 $22.7K 0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 376 $22.2K 0.01% -3 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 332 $20K 0.01% -330 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 329 $19.4K <0.01% -61 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 322 $19K 0.02% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 314 $18.5K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 313 $18.5K <0.01% +222 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 311 $18.3K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 292 $17.2K <0.01% new 13F-HR/A Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 276 $16.3K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 273 $16.1K <0.01% +24 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 249 $14.7K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 247 $14.6K <0.01% +88 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 245 $14.4K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 241 $14.1K <0.01% +104 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 238 $14K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 234 $13.8K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 232 $13.7K <0.01% +2 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 230 $13.6K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 215 $12.7K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 212 $12.5K 0.01% +8 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 201 $11.8K 0.1% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 199 $11.7K <0.01% -739 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 194 $11.4K <0.01% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $10.6K <0.01% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 163 $9.61K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 157 $9.26K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 147 $8.67K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 144 $8.49K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 140 $8.26K <0.01% +33 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 139 $8.2K <0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 132 $8K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 129 $7.6K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 127 $7.49K <0.01% -138 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 126 $7.43K <0.01% +26 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 122 $7.2K 0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 111 $6.55K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 110 $6.48K <0.01% +61 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 109 $6.43K <0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 107 $6.31K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 107 $6.31K <0.01% -84 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 102 $6.02K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 105 $6K <0.01% -96 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $5.9K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 99 $5.84K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 82 $4.84K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 80 $4.72K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 77 $4.54K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 72 $4.25K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 66 $3.89K <0.01% +16 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 65 $3.81K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 60 $3.54K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 58 $3.42K <0.01% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 58 $3.42K 0.01% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 56 $3.32K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 46 $2.71K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 44 $2.6K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 44 $2.6K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 38 $2.24K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 37 $2.18K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 34 $2K <0.01% -375 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 33 $1.95K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $1.34K <0.01% 0 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 18 $1.06K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 18 $1.06K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 14 $826 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 14 $826 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 11 $649 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 5 $339 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $295 <0.01% new 13F-HR Timeline Virtus Fixed Income Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Fixed Income Advisers, LLC 4 $236 <0.01% new 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $118 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $59 <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $55 <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1 $34 <0.01% 0 13F-HR Timeline