TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,521 $226K <0.01% -62 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,332 $214K <0.01% -85 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,500 $160K <0.01% -42 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,213 $142K 0.01% +1,737 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,911 $123K <0.01% +490 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,822 $117K <0.01% -3,521 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,503 $96.5K <0.01% -16 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,338 $85.9K <0.01% +1,191 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,170 $75.1K 0.01% -20 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,091 $70K <0.01% -3,584 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,056 $67.7K 0.01% +542 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,034 $66.4K <0.01% +134 13F-HR/A Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 966 $62K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 845 $54.7K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 741 $47.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 741 $47.6K <0.01% -779 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 631 $40.5K 0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 597 $38.3K 0.02% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 558 $35.8K <0.01% +11 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 538 $34.5K <0.01% 0 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 490 $31.5K <0.01% 0 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 424 $27K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 401 $26K <0.01% -939 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 400 $25.7K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 378 $24.3K <0.01% +24 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 367 $23.6K <0.01% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 359 $23K <0.01% -250 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 348 $22.3K <0.01% -39 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 342 $22K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 328 $21.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 312 $20.1K 0.01% +3 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 302 $19.4K 0.02% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 226 $14.5K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $12.8K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 184 $12K <0.01% -3 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 179 $11.5K 0.01% +2 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 167 $10.7K <0.01% +95 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 165 $10.6K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 163 $10.5K <0.01% -10 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 156 $10K <0.01% +149 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 163 $10K 0.01% -11 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 144 $9.24K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 143 $9.18K 0.01% +45 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 125 $8.02K <0.01% +36 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 121 $7.79K <0.01% +1 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 116 $7.45K <0.01% -3,849 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 114 $7.32K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 104 $6.68K <0.01% new 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 100 $6.42K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 108 $6K <0.01% +11 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 85 $6K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 91 $5.84K <0.01% -29 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 88 $5.65K <0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 71 $4.6K <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 71 $4.56K <0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 70 $4.49K <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 58 $3.9K <0.01% -15 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 53 $3.4K <0.01% -53 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 50 $3.21K <0.01% +10 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 48 $3.08K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 44 $2.82K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 37 $2.38K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 30 $1.93K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $1.86K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $1.22K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17 $1.09K <0.01% -1 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12 $770 <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12 $770 <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10 $642 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7 $450 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $450 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7 $449 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $386 <0.01% -2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5 $321 <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4 $257 <0.01% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $257 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $193 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $129 <0.01% -120 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $128 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $64 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $64 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.