Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 625 $10.9K <0.01% +262 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 557 $9.69K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 556 $9.67K <0.01% +150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 540 $9.4K <0.01% -2 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $8.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 451 $7.85K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 446 $7.76K <0.01% -172 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 425 $7.39K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 425 $6.99K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 347 $6.03K <0.01% +4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 325 $5.66K <0.01% +90 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 314 $5.46K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 290 $5.05K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 288 $5.01K <0.01% +8 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 235 $4.09K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 210 $3.65K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 209 $3.64K <0.01% +49 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 203 $3.53K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 200 $3.48K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 200 $3.48K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 200 $3.48K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 200 $3.48K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 185 $3.23K <0.01% +150 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 180 $3.13K <0.01% -34 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 175 $3.04K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 174 $3.03K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 172 $2.99K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 167 $2.91K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 159 $2.77K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 150 $2.61K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 128 $2.23K <0.01% +33 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 120 $2.09K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 120 $2.09K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 106 $2K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 111 $1.93K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 100 $1.74K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 87 $1.51K <0.01% +35 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 80 $1.39K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 66 $1.15K <0.01% -6,011 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 65 $1.13K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 60 $1.04K <0.01% -8 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 34 $592 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 174 $535 <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 27 $470 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $470 <0.01% -14 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 25 $435 <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20 $348 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $226 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 13 $226 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $192 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $192 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $81 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $73 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $53 <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $17 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $17 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.