MOTCO More: the full row for MOTCO 166 $15K <0.01% -469 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 171 $14.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 162 $14.1K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 160 $13.9K <0.01% +100 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 159 $13.9K <0.01% -14 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 150 $13.5K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 155 $13.5K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 145 $12.6K <0.01% +16 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 143 $12.5K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 139 $12.2K 0.01% -10 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 138 $12K <0.01% -15 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 132 $11.6K <0.01% -123 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 130 $11.5K 0.01% +19 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 131 $11.4K 0.01% new 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 127 $11.1K 0.03% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 125 $11K <0.01% -300 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 125 $10.9K <0.01% +96 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 121 $10.5K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 120 $10.5K 0.01% 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 115 $10K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $9.85K <0.01% -226 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 109 $9.5K <0.01% -93 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 106 $9.24K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 105 $9.15K <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 108 $9K <0.01% -8,778 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 103 $8.98K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 102 $8.87K <0.01% +1 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $8.72K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $8.72K 0.01% -5 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 100 $8.72K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $8.72K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $8.72K <0.01% -182 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $8.72K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 100 $8.72K 0.01% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 94 $8.26K <0.01% -189 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 88 $7.67K <0.01% 0 13F-HR/A Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 86 $7.5K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 82 $7.15K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 82 $7.15K <0.01% +17 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 80 $7K <0.01% -66 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 73 $6.36K <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 71 $6.19K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 74 $6K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 68 $5.93K <0.01% -304 13F-HR/A Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 66 $5.87K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 67 $5.84K <0.01% -5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 64 $5.62K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 64 $5.58K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 60 $5.23K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 60 $5.23K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 60 $5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 54 $5K <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 56 $4.88K <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 56 $4.88K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 55 $4.79K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 50 $4.36K <0.01% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 50 $4.36K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 47 $4.1K <0.01% -65 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 46 $4.01K <0.01% +45 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 45 $3.96K <0.01% +11 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 50 $3.94K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 40 $3.49K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 40 $3.49K <0.01% -85 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 40 $3.46K <0.01% +1 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 39 $3.4K <0.01% +28 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 37 $3.23K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 37 $3.23K <0.01% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 35 $3.05K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $2.99K <0.01% +11 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 33 $2.88K <0.01% +17 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 33 $2.88K <0.01% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 33 $2.88K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 32 $2.79K 0.14% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 31 $2.7K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 30 $2.69K <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 30 $2.62K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 30 $2.62K <0.01% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 28 $2.6K <0.01% -189 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28 $2.44K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 27 $2.33K <0.01% +8 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 25 $2.18K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 24 $2.09K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 24 $2.09K <0.01% +8 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $2K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 23 $2K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 22 $1.81K 0.02% -24 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 20 $1.76K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 19 $1.66K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 17 $1.48K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16 $1.42K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 15 $1.31K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.31K <0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $1.05K <0.01% +4 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 12 $1K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 11 $967 <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 10 $872 <0.01% 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 9 $785 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4 $320 <0.01% -108 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3 $262 <0.01% -33,806 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2 $193 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1 $87 <0.01% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1 $87 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.