Sandy Spring Bank More: the full row for Sandy Spring Bank 1,300 $94.5K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,192 $86.7K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,065 $77.4K <0.01% +876 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,048 $76.2K <0.01% +818 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 954 $69.4K 0.01% +345 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 629 $45.7K <0.01% +75 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 552 $40.1K <0.01% -520 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 502 $36.5K <0.01% -2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 502 $36.5K <0.01% -4,368 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 476 $34.6K 0.03% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 358 $27.9K <0.01% -35 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 381 $27.7K 0.01% -61 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 347 $25.2K <0.01% +22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 306 $22.3K <0.01% +73 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 240 $17.5K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 223 $16.2K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 220 $16K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 195 $14.2K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 189 $13.7K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 190 $13K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 168 $12.2K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 168 $12.2K <0.01% +60 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 160 $11.6K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 155 $11.3K <0.01% +10 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 153 $11.1K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 140 $10.2K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 128 $9.31K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 101 $7.34K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $7.27K <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 92 $6.69K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 90 $6.54K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 90 $6.54K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 79 $5.75K <0.01% +23 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 75 $5.45K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 71 $5.17K <0.01% +44 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 71 $5.16K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 63 $5K <0.01% +18 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 66 $4.88K <0.01% -39 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 67 $4.87K <0.01% -2,527 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 67 $4.87K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 66 $4.8K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 59 $4.29K <0.01% +9 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 43 $3.13K <0.01% +27 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 40 $2.91K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 39 $2.84K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $2.55K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 30 $2.18K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 28 $2.04K <0.01% +7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 27 $1.96K <0.01% -4 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 25 $1.82K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 23 $1.67K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 23 $1.66K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 22 $1.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16 $1.16K <0.01% -3 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15 $1.09K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14 $1.02K <0.01% -69 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 14 $1.02K <0.01% -80 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11 $799 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $727 <0.01% -12 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 8 $582 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6 $437 <0.01% 0 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 6 $436 <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5 $364 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $291 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $291 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4 $291 <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $291 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $219 <0.01% 0 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/ 2 $145 <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $145 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $73 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $73 <0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 11 $0 0% +2 13F-HR Timeline Value filed as zero, left out of ratios. 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.