Wedmont Private Capital More: the full row for Wedmont Private Capital 6,294 $299K 0.01% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,200 $296K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,190 $295K 0.06% -336 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,100 $292K <0.01% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,094 $291K 0.05% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,084 $290K 0.01% -355 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 5,963 $285K 0.28% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 5,953 $284K 0.07% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,855 $280K 0.03% +1,512 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,799 $277K <0.01% +2,406 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,778 $276K 0.01% -27 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,695 $272K 0.07% -28,765 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,610 $268K 0.01% -148 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,563 $266K 0.01% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,436 $260K 0.02% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,310 $253K 0.02% +237 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 5,207 $249K 0.16% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,091 $243K <0.01% -6,364 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,949 $236K <0.01% -178,162 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,817 $230K 0.07% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,739 $226K <0.01% +85 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,708 $225K 0.08% +1,704 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,670 $223K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,647 $222K 0.01% -9,624 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,516 $216K 0.04% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,493 $215K <0.01% new 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,408 $210K <0.01% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,385 $209K 0.01% -148 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,357 $208K <0.01% -10,183 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,336 $207K <0.01% +3,084 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,269 $205K <0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,288 $205K 0.02% -1,085 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,257 $203K 0.1% -450 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,220 $201K <0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,201 $201K <0.01% new 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 4,197 $200K 0.05% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,098 $196K <0.01% -945 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,082 $195K <0.01% +730 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,878 $185K <0.01% +3,798 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,802 $182K 0.05% +590 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,422 $162K <0.01% +599 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,286 $157K 0.01% -137 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,011 $144K 0.01% -1,958 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,875 $137K <0.01% -3 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,407 $115K 0.01% +323 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,245 $107K <0.01% -2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,159 $103K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,954 $93.3K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,908 $91K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,842 $87.9K <0.01% +1,743 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,831 $87.4K 0.03% 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 1,659 $79.2K <0.01% +576 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,629 $77.8K <0.01% -19 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,627 $77.7K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,552 $74.1K <0.01% -96 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,184 $56.5K <0.01% -308 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,124 $53.7K 0.02% -1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,074 $51.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairman Group, LLC More: the full row for Fairman Group, LLC 1,040 $49.7K 0.04% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,000 $47.7K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 962 $45.9K 0.02% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 960 $45.8K 0.03% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 930 $44.4K <0.01% +215 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 898 $42.9K <0.01% -25 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 791 $37.8K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 786 $37.5K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 776 $37K <0.01% +11 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 620 $29.6K <0.01% +383 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 620 $29.6K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 598 $28.5K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 544 $26K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 505 $24.1K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 480 $22.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 462 $22K <0.01% +230 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 403 $19.2K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 399 $19K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 375 $17.9K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 361 $17.2K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 340 $17K <0.01% -5 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 356 $17K <0.01% -888 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 347 $16.6K <0.01% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 335 $16K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 316 $15.1K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 313 $14.9K <0.01% -60 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 290 $13.8K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 286 $13.7K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 273 $13K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 270 $12.9K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 264 $12.6K <0.01% +134 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 263 $12.6K <0.01% +110 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 240 $11.5K <0.01% +18 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 227 $10.8K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 209 $9.98K <0.01% -1,071 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 206 $9.83K <0.01% -2 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 202 $9.64K -4,455 Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 200 $9.55K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 174 $8.31K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 173 $8K <0.01% +99 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 150 $7.16K <0.01% -5,145 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 145 $6.92K <0.01% -197 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 145 $6.92K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 142 $6.78K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 140 $6.68K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 127 $6.07K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 125 $5.98K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 115 $5.51K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 109 $5.2K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 103 $4.92K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100 $4.77K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $4.77K <0.01% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 96 $4.58K <0.01% new 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 92 $4.39K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $4.3K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 83 $3.96K <0.01% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 78 $3.72K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 75 $3.58K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 73 $3.49K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 62 $3K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 54 $2.58K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $2.58K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 54 $2.58K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $2.39K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 48 $2.29K <0.01% -67 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47 $2.24K <0.01% -3,042 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 45 $2.15K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 43 $2.03K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 46 $2K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 39 $1.85K <0.01% +29 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 38 $1.81K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 33 $1.57K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $1.21K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 25 $1.19K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 25 $1.19K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 21 $1K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 20 $955 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19 $907 <0.01% -30 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15 $717 <0.01% 0 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 14 $668 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13 $611 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 10 $477 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $477 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 9 $430 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8 $391 <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 8 $382 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $334 <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6 $286 <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5 $239 <0.01% -23 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $239 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $185 <0.01% -5 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3 $143 <0.01% -76 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3 $143 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $104 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $100 <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2 $96 <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2 $95 <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1 $48 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.