Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 183 $13.2K <0.01% -619 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 182 $13.1K 0.01% -1,080 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 150 $13.1K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 174 $12.6K <0.01% +16 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 171 $12.3K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 170 $12.3K <0.01% +145 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 166 $12K 0.01% -578 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 150 $10.8K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 148 $10.7K <0.01% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 145 $10.5K <0.01% +10 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 131 $9.45K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 127 $9.18K <0.01% +1 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 105 $9.09K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 127 $9K <0.01% -59 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 124 $9K <0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 112 $8.08K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 107 $7.72K <0.01% -17 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 100 $7.21K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $7.21K <0.01% 0 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 100 $7.21K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $7.21K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 95 $6.85K <0.01% +11 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $6.85K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 90 $6.49K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 80 $5.77K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 80 $5.77K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 77 $5.55K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 75 $5.41K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 72 $5.19K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 71 $5.12K <0.01% -365 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 70 $5.02K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 62 $4.47K <0.01% -52 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $4.33K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 60 $4.33K <0.01% -52 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 59 $4.26K <0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 57 $4.11K <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 56 $4.04K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 55 $3.97K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $3.93K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 54 $3.9K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 50 $3.61K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $3.61K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 50 $3.61K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 48 $3.46K <0.01% -245 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 46 $3.35K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $3.25K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 42 $3K <0.01% -6 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 41 $2.98K <0.01% +39 13F-HR Timeline Group 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 36 $2.6K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 34 $2.45K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $2.31K <0.01% +7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 31 $2.24K <0.01% -849 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 31 $2.24K <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 29 $2.09K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $2K <0.01% +17 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 27 $1.95K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $1.8K <0.01% -15 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 24 $1.73K <0.01% new 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 23 $1.66K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 21 $1.51K <0.01% -54 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $1.51K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 21 $1.51K <0.01% 0 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 20 $1.44K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $1.44K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20 $1.44K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $1.3K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 18 $1.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 16 $1.15K <0.01% -327 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $1.08K <0.01% -1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 14 $1.03K <0.01% -2 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 14 $1.01K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13 $938 <0.01% +3 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 13 $938 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12 $894 <0.01% +12 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12 $866 <0.01% new 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 12 $866 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 11 $815 <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10 $791 <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 10 $722 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $721 <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9 $650 <0.01% -3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9 $649 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $578 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7 $505 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7 $505 <0.01% -14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $505 <0.01% -15 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7 $505 <0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7 $505 <0.01% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6 $433 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $404 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $361 <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $361 <0.01% +3 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $361 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $289 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $289 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $289 <0.01% -3 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 4 $289 <0.01% 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $217 <0.01% -18 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $216 <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $216 <0.01% -30 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $200 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $145 <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1 $92 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $73 <0.01% -2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $72 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $72 <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.