Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,375 $85.8K <0.01% +1,696 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,104 $76K 0.02% +260 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,030 $73K <0.01% -466 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,000 $72.2K <0.01% +1,000 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,929 $69.7K <0.01% +1,321 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,895 $68.4K 0.01% +24 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,815 $65.6K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,515 $54.7K <0.01% -52 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,478 $53K <0.01% -23 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,400 $50.6K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,379 $49.8K <0.01% -100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,440 $47.7K <0.01% -381 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,309 $47.3K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,260 $45.5K <0.01% +822 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,148 $41.5K 0.03% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,049 $37.9K 0.02% +255 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,002 $36.2K <0.01% -181 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $36.1K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,000 $36.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,008 $35.9K <0.01% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 919 $33.2K <0.01% -73 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 900 $32.5K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 881 $32K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 790 $28.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 787 $28.4K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 753 $27.2K <0.01% +506 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 700 $25.3K <0.01% +7 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 634 $23K 0.02% +289 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 626 $22.7K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 602 $21.7K <0.01% +567 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $21.7K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 540 $19.5K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $18K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 495 $17.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 476 $17.2K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 448 $16.2K 0.02% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $14.4K <0.01% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 390 $14.1K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 388 $14K <0.01% +234 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 324 $11.7K <0.01% +180 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 323 $11.7K <0.01% +106 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 317 $11.5K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 300 $10.8K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 299 $10.8K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 281 $10.2K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 259 $9.34K <0.01% -193 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 258 $9.32K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 231 $8.34K <0.01% -126 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 230 $8.31K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 221 $7.98K <0.01% +2 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 207 $7.48K <0.01% +7 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 206 $7.44K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 206 $7.44K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $7.22K <0.01% -1,250 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 200 $7.22K 0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 180 $6.51K <0.01% +153 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 175 $6.34K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 171 $6.19K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 182 $6.16K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 169 $6.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 167 $6.03K 0.01% +128 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 162 $5.85K 0.01% +27 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 154 $5.56K <0.01% -10 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 151 $5.46K <0.01% +40 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 149 $5.38K <0.01% +49 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 147 $5.31K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 138 $4.99K <0.01% +63 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 101 $3.65K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $3.61K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 100 $3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 86 $3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 83 $3K <0.01% +5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 81 $2.93K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 66 $2.38K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 63 $2.28K <0.01% +15 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 58 $2.1K <0.01% +14 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 54 $1.96K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 52 $1.88K <0.01% +15 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 52 $1.88K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 50 $1.81K <0.01% +14 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 48 $1.72K <0.01% +11 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $1.63K <0.01% +13 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42 $1.52K <0.01% -3,867 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 40 $1.44K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 39 $1.39K <0.01% +1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 37 $1.34K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33 $1.19K <0.01% +6 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 32 $1.15K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31 $1.12K <0.01% -1,986 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 31 $1.12K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $1.01K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20 $1.01K <0.01% -8 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 29 $1K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 27 $975 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $867 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $867 <0.01% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16 $578 <0.01% -9 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 16 $576 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $470 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $464 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $433 <0.01% +10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $362 <0.01% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $326 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $225 <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 6 $217 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $73 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $36 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -54 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.