HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 444 $40.1K <0.01% -23 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 436 $39.3K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 425 $38.3K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 408 $36.8K <0.01% -4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 384 $34.6K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 383 $34.5K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 375 $33.8K <0.01% -81 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 369 $33.3K <0.01% +104 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 355 $32K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 400 $30.8K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 333 $30K <0.01% -28 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 301 $27.1K <0.01% -164 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 283 $25.5K <0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 274 $24.7K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 270 $24K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 256 $23.1K 0.01% +16 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 238 $19.1K <0.01% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 208 $19K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Community Bank in group United Community Bank More: the full row for United Community Bank 205 $18.5K 0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $18K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 200 $18K 0.01% -6,100 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 195 $17.6K <0.01% +40 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 176 $15.9K <0.01% -61 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 175 $15.8K <0.01% +4 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 166 $15K <0.01% -122 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 161 $14.5K <0.01% -49 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 159 $14.3K <0.01% -3 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 150 $14K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 150 $13.5K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $13.5K <0.01% +75 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 150 $13.5K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 143 $12.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 143 $12.9K <0.01% -48 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 137 $12.5K <0.01% -183 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 135 $12.2K <0.01% +52 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 135 $12.2K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 129 $11.6K <0.01% -3 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 120 $10.8K <0.01% new 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 118 $10.6K 0.01% +38 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $9.01K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $9.01K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $9.01K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 101 $9K 0.01% -19 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $8.56K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 95 $8.56K 0.01% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 90 $8.11K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 86 $7.75K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 86 $7.75K <0.01% +11 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 80 $7.21K <0.01% -75 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 80 $7.21K <0.01% -11 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 76 $6.85K <0.01% -920 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $6.76K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 70 $6.27K <0.01% -14 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 68 $6.13K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $5.41K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 57 $5.14K <0.01% -34 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 $5.05K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 63 $5K <0.01% +9 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 54 $4.87K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $4.51K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $4.51K 0.01% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 45 $4.06K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 45 $4.02K <0.01% +1 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 46 $4K <0.01% +1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 44 $3.97K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $3.33K <0.01% +17 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 35 $3.15K <0.01% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $3.15K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 33 $2.98K <0.01% -1 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 33 $2.97K <0.01% +18 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32 $2.86K <0.01% -55 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 31 $2.79K <0.01% +29 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 31 $2.79K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 30 $2.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $2.25K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 23 $2.07K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $1.89K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20 $1.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 19 $1.71K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $1.71K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 18 $1.62K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $1.28K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 14 $1.28K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14 $1.26K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $1.26K <0.01% -430 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14 $1.26K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14 $1.23K <0.01% +10 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 12 $1.12K <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 15 $1K <0.01% -30 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14 $1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11 $991 <0.01% -27 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 10 $919 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10 $902 <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 10 $902 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $901 <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9 $811 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $722 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $722 <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8 $721 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $631 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $541 <0.01% -42 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $487 <0.01% -74 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5 $451 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $451 <0.01% -13 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5 $451 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $407 <0.01% -2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $389 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $361 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $361 <0.01% -17 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $361 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4 $361 <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $270 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $270 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $181 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $181 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $180 <0.01% new 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2 $180 <0.01% 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1 $111 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $91 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1 $90 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $90 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,172 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 0 $0 0% -170,500 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 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. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $28.9K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.