Caldwell Trust Co More: the full row for Caldwell Trust Co 3,000 $77.8K 0.01% -200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,978 $77.2K <0.01% -20 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,903 $75.3K <0.01% -1,789 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,834 $74K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,810 $72.9K <0.01% -120 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,800 $72.6K 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 2,680 $69.5K <0.01% +2,085 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,250 $58.4K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,205 $57K 0.03% +122 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,090 $54.2K <0.01% -32,516 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,000 $51.9K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,696 $44K <0.01% -5 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,571 $40.8K <0.01% -1,184 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,565 $40.6K <0.01% -1,070 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,519 $39.4K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,500 $38.9K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,257 $32.6K <0.01% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,221 $31.7K <0.01% -94 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,124 $29.2K <0.01% -967 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,006 $26.1K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,000 $25.9K <0.01% +974 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,000 $25.9K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 900 $23.3K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 856 $22.2K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 769 $20K <0.01% -398 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 759 $19.7K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 756 $19.6K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 688 $17.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 677 $17.6K <0.01% +178 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 652 $16.9K 0.01% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 605 $15.7K <0.01% +120 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 593 $15.4K <0.01% +95 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 585 $15.2K 0.01% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 571 $14.8K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 567 $14.7K 0.01% -387 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 550 $14.3K <0.01% 0 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/ 549 $14.2K <0.01% +121 13F-HR Timeline Group City State Bank More: the full row for City State Bank 510 $13.2K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 12,970 $13K 0.01% 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 500 $13K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 500 $13K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 478 $12.4K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 455 $11.8K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 421 $10.9K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 420 $10.9K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 412 $10.7K 0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 383 $9.94K <0.01% new 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 365 $9.47K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 345 $8.95K <0.01% +317 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 345 $8.95K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 315 $8.17K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 300 $7.78K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 296 $7.68K <0.01% +77 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 285 $7.39K <0.01% +16 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 250 $6.99K <0.01% +179 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 200 $6.07K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 233 $6K <0.01% +34 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 215 $5.58K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 209 $5.42K <0.01% -174 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $5.19K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 200 $5.19K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 195 $5.06K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 190 $4.93K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 163 $4.47K <0.01% -108 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 153 $3.97K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 144 $3.74K <0.01% -262 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 138 $3.58K <0.01% -33 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 137 $3.55K <0.01% -32 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 127 $3.29K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 123 $3.19K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 123 $3K <0.01% -128 13F-HR/A Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 100 $3K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 100 $2.59K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 100 $2.59K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $2.59K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 100 $2.59K <0.01% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $2.59K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 100 $2.59K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 98 $2.54K <0.01% -550 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 96 $2.49K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 95 $2.46K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94 $2.44K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 84 $2.18K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 80 $2.08K <0.01% -56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 79 $2.05K <0.01% -56 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 92 $2K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 70 $1.82K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $1.56K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 53 $1.38K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 52 $1.35K <0.01% -87 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 40 $1.04K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39 $1.01K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 37 $1K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 37 $960 <0.01% -1,142 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 36 $932 <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 34 $882 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 34 $882 <0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 33 $856 <0.01% +5 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 30 $837 <0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30 $778 <0.01% -18,825 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $726 <0.01% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 27 $700 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 25 $649 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $648 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $637 <0.01% -460 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 24 $623 <0.01% +2 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 20 $519 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18 $467 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16 $415 <0.01% -39 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 16 $415 <0.01% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 15 $389 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 13 $338 <0.01% -8 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $286 <0.01% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $233 <0.01% new 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7 $182 <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5 $130 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $104 <0.01% -46 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $78 <0.01% -7 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $26 <0.01% 0 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.