Sachetta, LLC More: the full row for Sachetta, LLC 58 $2.41K <0.01% +49 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 55 $2.29K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 54 $2.25K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 53 $2.2K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 50 $2.08K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 50 $2.08K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 51 $2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 50 $2K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 46 $1.91K <0.01% -89 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 45 $1.87K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44 $1.83K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 43 $1.79K <0.01% -3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 41 $1.71K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $1.62K <0.01% -1,013 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39 $1.62K <0.01% -62 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 38 $1.58K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 36 $1.5K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 35 $1.46K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35 $1.46K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34 $1.42K <0.01% +7 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 34 $1.41K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 33 $1.37K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 32 $1.33K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 29 $1.21K <0.01% +21 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 29 $1.21K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 27 $1.12K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 26 $1.08K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 26 $1.08K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $998 <0.01% -27 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 23 $957 <0.01% +3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 23 $957 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $915 <0.01% -236 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 22 $915 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $915 <0.01% +21 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 20 $835 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19 $790 <0.01% -356,588 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 18 $749 <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 18 $749 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18 $749 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 17 $710 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 16 $667 <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $666 <0.01% -3 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 16 $665 <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 15 $624 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $582 <0.01% -3 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 14 $582 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 13 $541 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 13 $541 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 10 $468 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 11 $458 <0.01% -3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $374 <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8 $333 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 8 $333 <0.01% -6 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 8 $333 <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7 $298 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7 $292 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7 $291 <0.01% -247 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6 $250 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6 $250 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 4 $170 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $167 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $167 <0.01% -4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $166 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $125 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3 $125 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $125 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3 $124 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2 $100 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $84 <0.01% -3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $84 <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $84 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1 $43 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $42 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $42 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $42 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $42 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $42 <0.01% -13 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $42 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $42 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1 $42 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $41 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.