HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 458 $26.2K <0.01% -47 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 451 $25.8K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 443 $25.4K <0.01% +32 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 420 $24K <0.01% -4,802 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 416 $23.8K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 393 $22.5K 0.01% -6,532 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 359 $20.6K 0.01% +10 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 357 $20K <0.01% -10 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 336 $19.2K 0.01% +58 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 362 $19K 0.01% -94 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 325 $18K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 323 $18K <0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 300 $17.2K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 298 $17.1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 292 $16.7K <0.01% -8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 267 $15.3K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 273 $15.2K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 256 $14.7K <0.01% -13 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 239 $13.7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 233 $13.3K <0.01% +64 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 209 $12K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 226 $11.9K <0.01% +119 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 201 $11.8K 0.02% 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 205 $11.8K <0.01% -529 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 198 $11.3K <0.01% 0 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 181 $10.3K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 179 $10.3K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 174 $10K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 174 $9.97K <0.01% +143 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 161 $9.22K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 151 $8.65K <0.01% +77 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 142 $8.13K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 136 $7.79K <0.01% +12 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 133 $7.44K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 129 $7.39K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 128 $7K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $6.65K <0.01% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 110 $6.3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 102 $5.84K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 102 $5.79K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 94 $5.38K <0.01% -586 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 93 $5.33K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 89 $5.11K <0.01% -41 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 89 $5.1K <0.01% new 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 80 $4.58K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 75 $4.3K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 75 $4.29K <0.01% +71 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 72 $4.12K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 62 $3.55K <0.01% -41 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 60 $3.44K <0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 60 $3.44K <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. 52 $2.98K <0.01% -50 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 52 $2.98K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $2.87K <0.01% -1,550 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 47 $2.69K <0.01% -25,735 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 38 $2.18K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 46 $2K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 38 $2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $1.95K <0.01% -1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 32 $1.83K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $1.78K <0.01% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 28 $1.6K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 28 $1.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 27 $1.56K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 25 $1.43K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $1.38K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 22 $1.26K <0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 22 $1.26K <0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 21 $1.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $1.2K <0.01% +3 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 20 $1.15K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.09K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 19 $1.09K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $1.03K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 18 $1.03K <0.01% +10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17 $978 <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 17 $974 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $745 <0.01% +4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $745 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $744 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $706 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $573 <0.01% +3 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $518 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8 $458 <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 7 $402 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $402 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6 $344 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $309 <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5 $287 <0.01% new 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $287 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $230 <0.01% -2 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $229 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3 $172 <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2 $114 <0.01% -115 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1 $78 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $63 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $57 <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15 $0 0% 0 13F-HR Timeline Group Value 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% -1 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.