MAI Capital Management More: the full row for MAI Capital Management 732 $83.8K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 680 $77.8K <0.01% -16 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 664 $76K 0.1% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 657 $75.2K <0.01% +431 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 655 $75K <0.01% +6 13F-HR Timeline Security National Bank More: the full row for Security National Bank 645 $73.8K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 600 $69K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 469 $59.2K <0.01% +28 13F-HR Timeline Trust Co More: the full row for Trust Co 505 $57.8K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 495 $56.7K <0.01% +163 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 493 $56.4K <0.01% -892 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 485 $55.2K 0.04% -90 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 476 $54.5K 0.03% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 467 $53.4K <0.01% +51 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 465 $53.2K <0.01% -3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 460 $52.7K 0.01% +390 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 456 $52.2K <0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 444 $50.9K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 444 $50.8K 0.02% +89 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 438 $50.1K 0.03% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 436 $49.9K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 425 $48.7K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 412 $47.2K 0.01% +5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 412 $47.2K <0.01% -582 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 383 $43.8K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 361 $41.4K <0.01% +25 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 355 $40.6K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 320 $36.6K <0.01% +175 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 319 $36.5K <0.01% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 316 $36.2K <0.01% +216 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 300 $34.3K 0.02% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 288 $33K <0.01% +17 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 282 $32.3K <0.01% +150 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 275 $31.5K <0.01% +210 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 274 $31.4K <0.01% +121 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 270 $31K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 265 $30.3K <0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 247 $28.3K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 240 $27.5K 0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 237 $27.1K <0.01% -23 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 234 $26.9K 0.01% +4 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 210 $24K <0.01% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 210 $24K <0.01% +112 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 205 $23.5K 0.01% +25 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $22.9K <0.01% -400 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 191 $21.9K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 171 $19.6K <0.01% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 162 $18.5K <0.01% -330 13F-HR/A Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 159 $18.2K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 155 $17.7K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 155 $17.7K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 150 $17.2K 0.02% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 150 $17K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 143 $16.4K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 135 $15.5K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 132 $15.1K <0.01% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 125 $14.3K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 120 $14K 0.01% +26 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 110 $12.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 110 $12.6K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $11.4K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $11.4K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $10.9K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 91 $10.4K <0.01% +54 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 90 $10.3K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 87 $9.9K <0.01% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 86 $9.85K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 84 $9.63K <0.01% +18 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 91 $9.56K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 83 $9.5K <0.01% +15 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 80 $9.16K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 79 $9.04K <0.01% +23 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $8.59K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 75 $8.59K <0.01% -75 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 75 $8.59K <0.01% -1,994 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 72 $8.27K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 68 $7.79K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 67 $7.63K <0.01% +4 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 62 $7.13K <0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 60 $6.87K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $6.87K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 54 $6.18K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 54 $6K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $5.72K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $5.72K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 56 $5.7K <0.01% -56 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 56 $5.7K <0.01% -56 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 48 $5.47K <0.01% +37 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 45 $5.15K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 45 $5.15K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 44 $5.04K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 44 $5.01K <0.01% +1 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 45 $5K <0.01% -12,826 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 45 $5K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 38 $4.34K <0.01% +8 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 35 $4.01K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34 $3.89K <0.01% -100 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 30 $3.43K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 28 $3.3K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $2.86K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 23 $2.63K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 21 $2.4K <0.01% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $2.4K <0.01% +5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20 $2.29K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20 $2.29K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $2.17K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $2.06K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $1.72K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $1.63K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 14 $1.61K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14 $1.6K <0.01% 0 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 11 $1.26K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $1.15K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 10 $1.15K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9 $1.03K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8 $916 <0.01% +1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8 $916 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $851 <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $802 <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7 $764 <0.01% -19 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 6 $687 <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $666 <0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5 $572 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 5 $572 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5 $572 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5 $572 <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4 $458 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4 $458 <0.01% -1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $229 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $229 <0.01% 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1 $138 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $115 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1 $114 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $114 <0.01% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 0 $0 0% -15 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 22 $3.11M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.