GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,708 $60.3K <0.01% +250 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,612 $56.9K <0.01% +225 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,596 $56.3K <0.01% +160 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,379 $50.2K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,400 $49.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 1,388 $49K <0.01% +120 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,365 $48.2K <0.01% -11 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,337 $47.2K 0.01% +13 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,241 $44K <0.01% -121 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,206 $42.5K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,188 $41.9K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,049 $37K 0.02% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,007 $35.5K <0.01% +5 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,000 $35.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $35.3K <0.01% -1,686 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,000 $35.3K 0.01% -700 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 881 $31K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 865 $30.2K <0.01% +100 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 790 $27.9K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 787 $27.8K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 759 $26.8K 0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 737 $26K <0.01% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 715 $25.2K <0.01% +7 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 708 $25K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 667 $23.5K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 610 $21.5K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $21.2K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 549 $19.4K <0.01% +7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 542 $19.1K <0.01% -320 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $17K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 449 $15.8K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 407 $14.4K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $14.1K <0.01% 0 13F-HR/A Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 390 $13.8K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 369 $13.2K <0.01% -257 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 323 $11.4K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 317 $11.2K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 300 $10.6K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $10.6K 0.01% -500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 285 $10.1K <0.01% +282 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 273 $9.63K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 264 $9.32K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 258 $9.11K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 253 $8.93K <0.01% +253 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 249 $8.79K <0.01% -5,697 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 247 $8.72K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 229 $8.08K <0.01% -1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 226 $7.96K <0.01% +3 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 222 $7.83K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 206 $7.27K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 206 $7.27K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 204 $7.2K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $7.06K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $7.06K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 200 $7.06K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 195 $6.88K <0.01% +63 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 182 $6.42K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 177 $6.25K <0.01% -1,300 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 175 $6.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 172 $6.07K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 169 $6.04K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 160 $5.65K <0.01% +7 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 159 $5.63K <0.01% -14 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 145 $5.12K <0.01% -4,158 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 141 $4.98K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 136 $4.8K <0.01% +89 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 121 $4.28K <0.01% +1 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 117 $4.13K <0.01% +61 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 110 $3.88K <0.01% +110 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 101 $3.56K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 100 $3.53K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 89 $3.14K <0.01% new 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 78 $3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80 $2.82K <0.01% -922 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 72 $2.54K <0.01% +22 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 68 $2.4K <0.01% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 63 $2.24K <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. 59 $2.08K <0.01% +1 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 58 $2.05K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 55 $1.94K <0.01% +22 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 50 $1.76K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 44 $1.55K <0.01% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 43 $1.52K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42 $1.48K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 40 $1.41K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 39 $1.39K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 30 $1.09K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29 $1.04K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 27 $964 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 27 $953 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 25 $886 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $847 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $847 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $776 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $623 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 16 $575 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $565 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 11 $393 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $388 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $353 <0.01% -30 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10 $337 <0.01% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $318 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $318 <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 6 $212 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5 $177 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $142 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $106 <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1 $35 <0.01% new 13F-HR Timeline