EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,032 $141K 0.01% +933 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,027 $141K <0.01% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,981 $137K <0.01% -8,476 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,961 $136K 0.01% +1,643 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,949 $135K 0.08% -4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,876 $131K <0.01% -1,030 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,654 $115K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,490 $103K 0.06% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,354 $93.9K 0.02% new 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,314 $91K <0.01% new 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,210 $83.9K 0.01% -59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,055 $73.2K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,033 $71.6K <0.01% -248 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,000 $69.3K 0.02% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 974 $68K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 898 $62.3K 0.01% -427 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 842 $58.6K 0.01% +40 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 822 $57K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 799 $55.4K 0.01% +3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 784 $54K <0.01% 0 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 774 $53.7K 0.01% -314 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 732 $50.8K 0.01% +131 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 730 $50.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 689 $47.8K <0.01% -319 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 708 $47.7K <0.01% -3 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 662 $45.9K 0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 660 $45.8K 0.04% +480 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 650 $45.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 561 $38.9K 0.02% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 539 $38.1K 0.02% +2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 514 $35.6K <0.01% +20 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 495 $34.3K <0.01% 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/ 495 $34.3K <0.01% -668 13F-HR/A Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $33.1K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 442 $30.7K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 417 $29K <0.01% +409 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 401 $27.8K <0.01% -39 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 377 $26.1K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 360 $25K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 311 $21.6K <0.01% +192 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 294 $20.4K <0.01% +50 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 291 $20.2K <0.01% +30 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 265 $18.4K <0.01% -14 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 212 $14.7K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 192 $13.3K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 191 $13.3K <0.01% +80 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 179 $12.4K <0.01% +89 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 166 $11.5K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 166 $11.5K <0.01% -155 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 145 $10.1K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 153 $10K <0.01% +17 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 140 $9.71K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 134 $9.29K <0.01% -16 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 140 $9K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 112 $8.26K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 117 $8.11K <0.01% +103 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 112 $7.77K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 110 $7.63K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 107 $7.42K <0.01% +35 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 101 $7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 95 $6.59K <0.01% +10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 95 $6.59K <0.01% +11 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 91 $6.31K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 89 $6.29K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 90 $6.24K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 85 $5.89K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 78 $5.62K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 80 $5.55K 0.11% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73 $5.06K <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 72 $4.99K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 68 $4.72K <0.01% +55 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 66 $4.58K <0.01% -30 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 64 $4.45K <0.01% +22 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 59 $4.09K <0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 56 $4K <0.01% +8 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 52 $3.61K <0.01% +9 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39 $3K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 41 $2.84K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 37 $2.57K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $2.5K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34 $2.36K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34 $2.36K <0.01% -27 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 33 $2.29K <0.01% +4 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $2.22K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $2.08K <0.01% +21 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $1.96K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.73K <0.01% -3 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 22 $1.54K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 22 $1.53K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.46K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $1.46K <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $1.39K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $1.39K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.32K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.32K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18 $1.25K <0.01% -177 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $1.25K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 16 $1.16K <0.01% -11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16 $1.11K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $1.04K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $1K <0.01% +8 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $833 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 12 $832 <0.01% -4 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $832 <0.01% +8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $694 <0.01% -9 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $694 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $555 <0.01% -8 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $555 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $555 <0.01% +4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $505 <0.01% -14 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $417 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $416 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $346 <0.01% +3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $277 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $208 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3 $208 <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.