NFSG Corp More: the full row for NFSG Corp 2,000 $16.9K <0.01% +1,000 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,925 $16.2K <0.01% +490 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,645 $13.9K <0.01% -547 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,507 $12.7K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,500 $12.6K <0.01% -310 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,320 $11.1K <0.01% +876 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,136 $10K <0.01% -9,761 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,158 $9.76K <0.01% +35 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,112 $9.37K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,092 $9.21K <0.01% +26 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,111 $9K <0.01% +39 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,052 $8.87K <0.01% -240 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,040 $8.77K <0.01% +871 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 995 $8.39K <0.01% -9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 950 $8.01K <0.01% -1,752 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 941 $7.93K <0.01% +27 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 871 $7.76K <0.01% +546 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 890 $7.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $5.06K <0.01% -375 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 583 $4.92K <0.01% -77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elequin Capital, LP More: the full row for Elequin Capital, LP 406 $3.42K <0.01% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 432 $3K <0.01% +13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 336 $2.83K <0.01% +57 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 321 $2.71K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $2.53K <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 240 $2.14K <0.01% -2,671 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 250 $2.11K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 214 $1.8K <0.01% -1,233 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 210 $1.77K <0.01% +83 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 194 $1.64K <0.01% +46 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 178 $1.5K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 403 $1.37K <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. 152 $1.28K <0.01% new 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 150 $1.26K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 143 $1.21K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 138 $1.16K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 132 $1.11K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 125 $1.05K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52 $961 <0.01% -31 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 109 $921 <0.01% -22 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 101 $851 <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 100 $843 <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 100 $843 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 94 $792 <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 90 $759 <0.01% +10 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $733 <0.01% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 74 $624 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 66 $558 <0.01% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 62 $523 <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 61 $515 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 53 $447 <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 52 $438 <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 50 $422 <0.01% -576 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 50 $422 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49 $415 <0.01% +7 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 45 $379 <0.01% +21 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 44 $371 <0.01% -45 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 39 $329 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37 $312 <0.01% -70 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $312 <0.01% -37 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 36 $303 0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33 $278 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 32 $270 <0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $217 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 25 $211 <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 25 $211 <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 23 $199 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 19 $161 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $152 <0.01% -50 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 15 $126 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $9 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 10 $1 <0.01% new 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 52 $0 0% +2 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 40 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.