GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,458 $52.9K <0.01% +539 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,436 $52.1K <0.01% +1,048 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,400 $50.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,387 $50.3K <0.01% -128 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,379 $50K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,376 $49.9K <0.01% -999 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,362 $49K <0.01% -116 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,324 $48K 0.02% +15 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,268 $46K <0.01% -172 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,163 $42.2K 0.01% +882 13F-HR/A Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,148 $41.7K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,049 $38.1K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,002 $36.4K 0.01% +2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,002 $36.4K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $36.3K <0.01% -1,000 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 900 $32.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 891 $32K 0.02% +257 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 881 $32K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 862 $31.3K <0.01% -398 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 800 $29K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 790 $28.7K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 787 $28.6K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 765 $27.7K <0.01% -243 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $27.5K <0.01% -16 13F-HR Timeline Amount filed as zero, left out of ratios. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 708 $25.7K <0.01% +677 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 708 $25.7K <0.01% +8 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 641 $23.3K <0.01% +434 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 637 $23.1K <0.01% +35 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 626 $22.9K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $21.8K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 542 $19.7K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 539 $19.6K <0.01% -1,565 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $18K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 476 $17.3K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 458 $15.9K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 407 $14.8K <0.01% -346 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $14.5K <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 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 $10.9K <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 Rise Advisors, LLC More: the full row for Rise Advisors, LLC 261 $9.48K <0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 258 $9.36K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 255 $9.25K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 247 $8.96K 0.01% +80 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 230 $8.35K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 223 $8.1K <0.01% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 223 $8.09K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 222 $8.05K <0.01% +185 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 206 $7.47K <0.01% +125 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 206 $7.47K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 204 $7.4K <0.01% -27 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 202 $7.33K <0.01% +53 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $7.26K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 200 $7.26K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 182 $6.6K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 175 $6.37K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 173 $6.26K <0.01% +22 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 172 $6.23K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 169 $6.13K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 164 $5.94K <0.01% +2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 153 $5.55K <0.01% +15 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 132 $4.79K <0.01% +31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 132 $4.79K <0.01% +32 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 125 $4.54K <0.01% -29 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 120 $4.35K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 100 $3K <0.01% 0 13F-HR/A 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 78 $3K <0.01% -5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 74 $2.68K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 64 $2.51K 0.03% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 68 $2.47K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 63 $2.29K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 63 $2.28K <0.01% +11 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 58 $2.12K <0.01% new 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 58 $2.1K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 56 $2.03K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 52 $1.89K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 50 $1.81K <0.01% +2 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 50 $1.81K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 47 $1.71K <0.01% 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 46 $1.67K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $1.64K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42 $1.52K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $1.45K <0.01% +30 13F-HR Timeline Group 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 $1.41K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $1.2K <0.01% +20 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 32 $1.16K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28 $1.02K <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 CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27 $991 <0.01% -153 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 27 $980 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 25 $910 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $871 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $871 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $798 <0.01% +15 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 16 $585 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $581 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $555 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $400 <0.01% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $399 <0.01% -1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $327 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $327 <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 6 $218 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $146 <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $109 <0.01% -30 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $109 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.