Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,347 $178K <0.01% +88 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,234 $174K 0.05% +19 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,176 $139K <0.01% +150 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,055 $135K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,894 $130K <0.01% -21,578 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,714 $124K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,529 $86.7K <0.01% -198 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,582 $86.1K 0.02% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,547 $84.9K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,499 $83.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,414 $80.5K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,216 $73.9K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,143 $71.4K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,055 $68.6K <0.01% 0 13F-HR/A Timeline CNB Bank More: the full row for CNB Bank 1,623 $54.1K 0.03% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 1,491 $49.7K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,417 $47.2K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,409 $47K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,356 $45.2K <0.01% -47 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,206 $40.2K 0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 958 $31.9K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 949 $31.6K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 948 $31.6K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 917 $30.8K <0.01% new 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 897 $30.7K <0.01% +22 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 902 $30.1K 0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 883 $29.4K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 784 $26.1K 0.03% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 772 $25.7K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 744 $24.8K <0.01% -54 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 723 $24.1K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 634 $21.1K 0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 629 $21K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 547 $18.3K <0.01% +3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 475 $15.8K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 442 $14.8K <0.01% +54 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 438 $14.6K <0.01% +2 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 436 $14.5K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 381 $12K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 337 $11.2K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 306 $10K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 298 $9.94K <0.01% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 285 $9.5K <0.01% new 13F-HR/A Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 278 $9.27K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 264 $8.81K <0.01% -23 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 226 $7.54K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 207 $7K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 202 $6.74K <0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 197 $6.57K <0.01% new 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 181 $6.04K <0.01% -608 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 159 $5.3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 128 $4.26K <0.01% +1 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 123 $4.1K <0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 116 $3.87K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 74 $2.47K <0.01% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 61 $2.12K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 56 $1.94K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 54 $1.8K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $1.3K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26 $1K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 29 $967 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 28 $935 <0.01% -31 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 23 $767 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6 $229 0.02% -6,933 13F-HR Timeline