HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 148 $18K <0.01% -66 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 146 $17.8K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $17.4K <0.01% -100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 148 $17K <0.01% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 131 $15.9K <0.01% +2 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 127 $15.4K 0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 123 $14.9K <0.01% -92 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 120 $14.6K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 114 $13.8K <0.01% -31 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 114 $13.8K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 110 $13.3K <0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 103 $12.5K <0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 101 $12.3K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 87 $11K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 84 $10.2K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 83 $10K <0.01% -199 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 80 $9.71K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 78 $9.47K <0.01% -47 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 76 $9.22K <0.01% -1,744 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 72 $8.74K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 69 $8.37K <0.01% +69 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 64 $7.77K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $7.52K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 56 $7.29K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $7.28K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 58 $7.04K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 62 $6.05K 0.05% -2,451 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 51 $6K <0.01% -15 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 48 $5.82K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 46 $5.56K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $5.46K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 42 $5.1K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 42 $5.1K <0.01% -5,779 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 42 $5.1K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 36 $4.37K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $4.13K <0.01% +15 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $4K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 32 $3.88K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32 $3.87K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 31 $3.76K <0.01% +1 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 32 $3.3K <0.01% new 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 21 $2.56K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 20 $2.43K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $2.43K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $2.43K <0.01% -18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 19 $2.33K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 19 $2.31K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 18 $2.18K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 20 $2K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 18 $2K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $1.58K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13 $1.58K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 12 $1.51K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 12 $1.46K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12 $1.46K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 11 $1.33K <0.01% +10 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6 $1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $850 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $769 <0.01% +2 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6 $769 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $728 <0.01% +3 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $728 <0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $728 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6 $728 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $486 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $364 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $243 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $243 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $243 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1 $123 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $122 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $122 <0.01% 0 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 0 $12 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.