HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,055 $144K <0.01% -5,031 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 8,516 $135K 0.03% +7,481 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,202 $130K 0.01% -77 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,922 $126K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,316 $116K 0.01% -218 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,908 $110K 0.01% +616 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,731 $107K <0.01% +731 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,624 $105K <0.01% +4,020 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,316 $100K <0.01% +360 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,500 $87.2K 0.02% -88 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,191 $82.3K <0.01% +1,616 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,894 $75K 0.05% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,224 $68.9K 0.01% +380 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,899 $62.3K 0.01% -17,625 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,903 $61.9K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,348 $53.1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,301 $52.4K 0.01% +1,649 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,239 $52K <0.01% +985 13F-HR/A Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,202 $50.8K 0.01% +102 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,972 $47.1K <0.01% +175 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,482 $46.9K <0.01% +2,178 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,801 $44.4K <0.01% +148 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,562 $40.6K <0.01% +1,256 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,507 $39.8K <0.01% +119 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,238 $35.5K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,173 $34.5K 0.05% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,079 $33K 0.01% +722 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,873 $29.7K 0.01% +107 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,846 $29.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,836 $29.1K <0.01% -13,866 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,832 $29.1K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,615 $29K <0.01% +341 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,666 $26.4K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,637 $26K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,629 $25.8K <0.01% +151 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,500 $23.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,397 $22.2K <0.01% +794 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,365 $21.6K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,350 $21.4K <0.01% +1,079 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,258 $20K <0.01% -2,874 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,205 $19.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,180 $18.7K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,173 $18.6K <0.01% +776 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,158 $18.4K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 738 $17.9K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,096 $17.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,093 $17.3K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,066 $16.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,004 $15.9K <0.01% -730 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 981 $15.6K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 891 $14.1K <0.01% -63 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 885 $14K <0.01% +83 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 869 $13.8K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 867 $13.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 794 $12.6K <0.01% +342 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 775 $12.3K 0.01% +181 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 756 $12K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 747 $11.9K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 746 $11.8K <0.01% +1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 726 $11.5K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 672 $10.7K 0.01% 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 661 $10.5K <0.01% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 661 $10.5K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 650 $10.3K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 639 $10.1K <0.01% -141 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 620 $9.83K 0.01% -7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 611 $9.69K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 599 $9.5K <0.01% +220 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 578 $9.17K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 554 $8.79K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 535 $8.48K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 503 $7.98K <0.01% +28 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 483 $7.66K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 480 $7.61K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 475 $7.53K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 474 $7.52K <0.01% +74 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 459 $7.28K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 458 $7.27K <0.01% +69 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 440 $6.98K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 429 $6.8K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 420 $6.66K <0.01% -653 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 395 $6.26K <0.01% +347 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 371 $5.88K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 368 $5.84K <0.01% +4 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 364 $5.77K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 339 $5.38K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 330 $5.23K <0.01% +136 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 327 $5.19K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 313 $4.96K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 303 $4.81K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 302 $4.79K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 287 $4.55K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 261 $4K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 215 $3.41K <0.01% -215 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 188 $2.98K <0.01% +55 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 186 $2.95K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 178 $2.82K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 177 $2.81K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 171 $2.71K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 158 $2.51K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 156 $2.48K <0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 147 $2.33K <0.01% -79 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 146 $2.32K <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 145 $2.3K <0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 144 $2.28K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 127 $2.02K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 169 $2K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 122 $1.94K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 120 $1.9K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 120 $1.9K <0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 120 $1.9K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 112 $1.78K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 82 $1.3K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 64 $1.01K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 62 $983 <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. 62 $983 <0.01% -183 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 39 $620 <0.01% 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 34 $539 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 30 $476 <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 17 $270 <0.01% -273 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 12 $191 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $32 <0.01% -45 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.