Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,510 $150K <0.01% new 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 5,388 $147K 0.05% new 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 4,962 $135K 0.23% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,861 $133K <0.01% -1,459 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,781 $128K <0.01% +1,615 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,688 $128K <0.01% +191 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,280 $117K <0.01% -128 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,927 $107K <0.01% +98 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,779 $103K <0.01% +629 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,413 $93K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,310 $90.2K 0.05% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,132 $85.4K <0.01% -161 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,051 $83.2K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,424 $66K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,364 $64.4K 0.04% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,343 $63.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,297 $62.6K <0.01% -755 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,237 $61K <0.01% +346 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,171 $59.2K 0.04% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,102 $58K <0.01% -2,341 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,691 $46.1K 0.02% -10 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,685 $45.9K 0.01% 0 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,654 $45.1K <0.01% +275 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,486 $40.5K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,451 $39.6K <0.01% +137 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,246 $34K 0.01% +52 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,240 $33.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,197 $32.6K <0.01% -1,183 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,160 $31.6K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,146 $31.2K <0.01% +922 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 979 $26.7K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 927 $25.3K 0.02% -2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 920 $25.1K <0.01% -526 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 830 $22.6K 0.02% +16 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 680 $18.5K 0.01% +258 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 669 $18.2K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 635 $17.3K <0.01% -26 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 619 $16.9K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 588 $16K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 523 $14.3K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 519 $14.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 519 $14.1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 519 $14.1K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 511 $13.9K <0.01% +17 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 500 $13.6K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 510 $13K 0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 472 $12.9K <0.01% -9 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 463 $12.6K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 462 $12.6K <0.01% -4,292 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 456 $12.4K <0.01% -88 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 455 $12.4K <0.01% +1 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 450 $12.3K <0.01% -319 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 441 $12K <0.01% -495 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 424 $11.6K <0.01% +55 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 331 $9.02K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 328 $8.94K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 316 $8.85K <0.01% +306 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 296 $8.07K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 293 $7.99K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 290 $7.91K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 283 $7.71K <0.01% +238 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 256 $6.98K <0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 236 $6.42K <0.01% -2,426 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 230 $6.27K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 219 $5.97K <0.01% +50 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 207 $5.63K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 205 $5.59K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 185 $5.04K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 166 $4.53K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 149 $4.06K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 132 $3.6K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 125 $3.41K <0.01% -197 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 116 $3.16K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 112 $3.04K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 112 $3.04K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 108 $3K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 103 $3K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 110 $3K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 97 $2.64K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 97 $2.64K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 83 $2.29K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 77 $2.1K <0.01% +24 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 71 $1.94K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 63 $1.72K <0.01% +47 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 59 $1.61K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 58 $1.58K <0.01% -89 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 55 $1.5K <0.01% -34 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 52 $1.42K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $1.42K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 42 $1.15K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $1.12K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 37 $1.04K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 38 $1.04K <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 57 $1K <0.01% -21 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 57 $1K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36 $982 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $955 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $927 <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 29 $791 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18 $491 <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $436 <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 12 $327 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11 $300 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $273 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $273 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $142 <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4 $109 <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $109 <0.01% -553 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $55 <0.01% 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 34 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.