Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,335 $107K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,114 $88.9K <0.01% -127 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $79.8K 0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 994 $79.3K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 949 $75.8K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 938 $74.8K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 928 $74.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 921 $73.5K <0.01% -5 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 820 $65.5K 0.02% -927 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 812 $64.8K 0.03% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 794 $63.4K <0.01% -116 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 756 $60.3K 0.03% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 741 $59.1K <0.01% -2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 661 $52.8K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 654 $52K 0.02% -473 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 645 $51.5K 0.06% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 642 $51.2K 0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 639 $51K 0.01% -311 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 626 $50K <0.01% -15 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 586 $46.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 576 $46K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 583 $44.9K <0.01% +163 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 548 $43.7K <0.01% +30 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 527 $42.1K 0.09% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 507 $40.5K <0.01% +68 13F-HR Timeline Group Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 500 $39.9K 0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 469 $37.4K 0.01% +367 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 374 $33.5K <0.01% +18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 418 $33.3K 0.02% +2 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 400 $32K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 389 $31.1K <0.01% -218 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 385 $30.7K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 359 $28.7K <0.01% -2 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 322 $25.7K <0.01% +13 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 317 $25.2K 0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 307 $24.5K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $23.9K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 287 $22.9K <0.01% +187 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 265 $21.2K <0.01% +45 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 256 $20.4K 0.01% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 244 $19.5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 244 $19.5K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 241 $19.2K <0.01% +23 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 226 $18K <0.01% +34 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 203 $16.2K 0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $16K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 194 $15.5K <0.01% -969 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 191 $15.2K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 182 $15K 0.01% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 149 $11.9K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 130 $10.4K <0.01% +94 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 130 $10K <0.01% +40 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 122 $9.74K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 122 $9.74K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 121 $9.68K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 120 $9.58K <0.01% +21 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 120 $9.58K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 108 $8.62K <0.01% +14 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 107 $8.54K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 103 $8.22K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $7.98K <0.01% -1,400 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100 $7.98K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 100 $7.98K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 99 $7.9K <0.01% +15 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 94 $7.5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 94 $7.5K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 83 $6.62K <0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 82 $6.51K <0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 81 $6.46K <0.01% -3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 74 $5.91K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $5.27K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 66 $5.27K <0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 65 $5.19K <0.01% -120 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 64 $5.11K <0.01% 0 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 61 $4.97K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 61 $4.87K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 54 $4.33K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54 $4.33K <0.01% -871 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 53 $4.23K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 53 $4.23K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 51 $4.07K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 51 $4.07K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 50 $3.99K <0.01% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 48 $3.83K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 47 $3.75K <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 47 $3.75K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 46 $3.66K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 43 $3.46K <0.01% -2 13F-HR Timeline MOTCO More: the full row for MOTCO 40 $3.19K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 40 $3.19K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 38 $3.03K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $2.23K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $2.23K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $2.08K <0.01% -1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 26 $2.08K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 23 $2K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24 $1.92K <0.01% +4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $1.92K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 20 $1.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.52K <0.01% +19 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 18 $1.44K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 18 $1.44K <0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 16 $1.28K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 15 $1.2K <0.01% -15 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 12 $958 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11 $879 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11 $878 <0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $799 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9 $718 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $639 <0.01% -7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $639 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6 $479 <0.01% +1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6 $479 <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6 $479 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $479 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $399 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $319 <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4 $319 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 3 $239 <0.01% -8 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $160 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $160 <0.01% 13F-HR Timeline