Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 774 $63K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 719 $58.6K <0.01% +65 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 705 $57.4K <0.01% -59 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 679 $55.3K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 644 $52.4K 0.04% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 620 $50.5K 0.03% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 604 $49K 0.02% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $48.9K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 573 $46.7K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 580 $45.5K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 555 $45.2K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 521 $42.4K <0.01% -50 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $40.7K 0.03% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 500 $40.7K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 467 $38K 0.01% +88 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 427 $34.8K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 424 $34.5K <0.01% -20 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 424 $34.5K <0.01% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 423 $34.5K <0.01% +1 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 406 $33.1K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 400 $32.6K <0.01% -147 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 396 $32.3K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 396 $32.3K 0.02% -97 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 387 $31.5K <0.01% -18 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 383 $31.2K 0.01% +85 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 373 $30.4K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 370 $30.1K 0.02% 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 370 $30.1K 0.02% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 337 $27.6K 0.02% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 333 $27.1K <0.01% new 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 325 $26.5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 324 $26.4K <0.01% +7 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 322 $26.3K 0.01% -77 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 316 $25.7K <0.01% +6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 50 $24.8K 0.02% -255 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 304 $24.8K 0.01% -17 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 290 $23.6K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 277 $23K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 237 $19.3K <0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 224 $18K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 215 $17.5K <0.01% -15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 214 $17.4K <0.01% +5 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $16.3K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 196 $16K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 194 $15.8K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 188 $15.3K <0.01% -120 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 179 $14.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 170 $13.8K <0.01% -33 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $12.2K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 167 $12.2K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 138 $11.2K 0.01% -202 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 135 $11K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 134 $10.9K <0.01% +98 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 131 $10.7K <0.01% +27 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 139 $10.7K <0.01% +1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 127 $10.3K <0.01% +14 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 124 $10.1K <0.01% +54 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 124 $10.1K 0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 118 $9.61K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 116 $9.45K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 111 $9.06K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 107 $8.72K <0.01% -873 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 100 $8.15K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 101 $8K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $6.43K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 78 $6.35K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 75 $6.11K <0.01% +22 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 75 $6.11K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 77 $6K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 67 $5.46K <0.01% +17 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 64 $5.21K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 62 $5.05K <0.01% +22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 61 $4.97K <0.01% -2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 60 $4.89K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 58 $4.72K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 57 $4.64K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 53 $4.32K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 50 $4.09K <0.01% -12 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 47 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 47 $3.83K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 44 $3.58K <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 44 $3.58K <0.01% +32 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 42 $3.42K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42 $3.42K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 38 $3.1K <0.01% -2 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 35 $2.88K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $2.36K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 27 $2.2K <0.01% +21 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 26 $2.12K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 21 $1.71K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18 $1.48K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18 $1.47K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15 $1.22K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.22K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $1K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $978 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 11 $905 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $896 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $846 <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $815 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $738 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $733 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $652 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $571 <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $489 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $488 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $472 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 5 $407 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $245 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $245 <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2 $163 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $82 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $81 <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 0 $9 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -9,195 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.