Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $5.39K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 100 $5.38K <0.01% +59 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $5.12K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $5K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 90 $4.85K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 82 $4.42K <0.01% +62 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 80 $4.31K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 80 $4.31K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 78 $4.21K <0.01% -284 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 75 $4.16K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 77 $4.15K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 72 $4K <0.01% -55 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 72 $3.88K <0.01% -328 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 71 $3.83K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 70 $3.75K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 68 $3.67K <0.01% +9 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 61 $3.29K <0.01% +13 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $3.24K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 57 $3.07K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 56 $3.02K <0.01% +53 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 55 $2.97K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 55 $2.95K <0.01% -3,480 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 54 $2.91K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 51 $2.74K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $2.7K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $2.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 48 $2.59K <0.01% -14 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 46 $2.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $2.43K <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 45 $2.43K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 42 $2.27K <0.01% -750 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42 $2.27K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 37 $2.04K <0.01% +23 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 37 $2K <0.01% +30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $1.73K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 31 $1.67K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 29 $1.56K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 27 $1.46K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25 $1.41K <0.01% +15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $1.13K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $1.13K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $1.08K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 20 $1.08K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 19 $1.02K <0.01% -2 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 18 $955 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 16 $863 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15 $809 <0.01% -168 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $809 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $809 <0.01% -3 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14 $755 <0.01% 0 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 10 $540 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $539 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9 $486 <0.01% -4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9 $485 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $485 <0.01% -6 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9 $485 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $432 <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7 $377 <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6 $324 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $324 <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6 $324 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $270 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5 $270 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4 $216 <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $216 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $216 <0.01% -3 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $162 <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3 $162 <0.01% -28 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $162 <0.01% -2 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $162 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $106 <0.01% -2 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1 $70 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $54 <0.01% -24 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $54 <0.01% -17 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $54 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $54 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $53 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $53 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3 $0 0% -39 13F-HR/A Timeline Value filed as zero, left out of ratios. Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 0 $0 0% -9 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.