FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,574 $213K <0.01% +18 13F-HR Timeline Group Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,572 $213K 0.06% -2,263 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,560 $213K 0.01% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,455 $208K 0.14% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,419 $206K <0.01% -459 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,326 $202K <0.01% -1,180 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,325 $202K 0.02% -96 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,111 $192K <0.01% +219 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,291 $154K 0.03% 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,988 $149K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,389 $111K 0.05% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,286 $106K <0.01% +2,144 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,272 $106K <0.01% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 2,250 $105K 0.05% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,192 $102K 0.01% -71 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,007 $93.7K <0.01% -996 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,980 $92.4K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,879 $87.7K 0.01% +1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,847 $86K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,555 $72.6K <0.01% -140 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 873 $40.7K 0.04% +7 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 848 $39.6K 0.03% +54 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 825 $38K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 795 $37.1K 0.02% -26 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 764 $34.3K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 662 $30.9K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 557 $26K 0.01% +185 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 534 $24.9K <0.01% -1,170 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 526 $24.5K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 505 $23.6K 0.01% +27 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 312 $14.6K 0.01% -233 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 293 $13.7K <0.01% +108 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 281 $13.1K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 277 $12.9K 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/ 224 $10.4K <0.01% new 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 216 $10.1K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 107 $4.99K <0.01% -20 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 106 $4.96K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53 $2.47K <0.01% -1,033 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 45 $2.1K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 6 $282 <0.01% +3 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -16,778 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.