BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 344 $6.13K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 339 $6.04K <0.01% +320 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 330 $5.88K <0.01% 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $5.63K <0.01% -14,000 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 294 $5.24K <0.01% +260 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 274 $4.88K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 270 $4.81K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 253 $4.51K <0.01% +194 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 250 $4.46K <0.01% -6,682 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 220 $3.92K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 211 $3.76K <0.01% -1,300 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 200 $3.56K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 200 $3.56K <0.01% 0 13F-HR/A Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 154 $2.74K <0.01% +47 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 148 $2.64K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 138 $2.46K <0.01% +108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 128 $2.28K <0.01% -4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 101 $1.8K <0.01% +28 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 96 $1.71K <0.01% +5 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/ 96 $1.71K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 79 $1.41K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 74 $1.32K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 71 $1.26K <0.01% +38 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 78 $1.2K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 60 $1.07K <0.01% +59 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 46 $819 <0.01% +43 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 41 $731 <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 40 $713 <0.01% -476 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 36 $642 <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34 $606 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 30 $535 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 29 $517 <0.01% -393 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 25 $446 <0.01% -4 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 19 $339 <0.01% -33,313 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $286 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8 $143 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5 $89 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3 $53 <0.01% -3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $36 <0.01% new 13F-HR/A Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 146,100 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.