CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,511 $701K 0.1% +5,250 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,447 $697K 0.03% +2,166 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,322 $687K <0.01% -2,737 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,259 $683K 0.01% -681 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,204 $679K 0.17% +7 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 9,185 $677K 0.4% new 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 9,170 $676K 0.73% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,110 $672K 0.07% -77,603 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 9,100 $671K 0.07% +710 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,686 $641K <0.01% -4,717 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,596 $633K <0.01% +1,253 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,209 $605K 0.01% +1,774 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 8,200 $605K 0.09% -300 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 7,907 $595K <0.01% -381 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,985 $589K <0.01% 0 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 7,610 $561K 0.02% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 7,593 $560K 0.18% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 7,580 $559K 0.01% -325 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,520 $555K <0.01% -521 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,512 $554K <0.01% +49 13F-HR/A Timeline Group VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 7,200 $531K <0.01% -2,300 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 7,179 $529K <0.01% new 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 7,146 $527K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peterson Wealth Services More: the full row for Peterson Wealth Services 6,777 $500K 0.14% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,690 $493K 0.01% +818 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,603 $487K <0.01% -3,195 13F-HR/A Timeline Group Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 6,500 $479K 0.85% +1,500 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,303 $465K <0.01% -427 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,987 $442K 0.05% +2,496 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,969 $439K <0.01% +627 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,949 $439K 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,932 $437K 0.01% +1,382 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,919 $437K <0.01% -6,232 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,919 $437K <0.01% -479 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,899 $435K 0.01% 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 5,896 $435K 0.01% +421 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,840 $431K <0.01% +1,921 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 5,837 $430K 0.05% -1,048 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,798 $428K 0.02% +8 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,782 $426K 0.05% -147 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 5,674 $418K 0.06% +227 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,542 $409K 0.41% +110 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 5,447 $402K <0.01% -143 13F-HR/A Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,441 $401K 0.13% -1,763 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,434 $401K <0.01% +1,150 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,309 $392K 0.02% +1,261 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,215 $385K 0.32% 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 5,100 $376K 0.01% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,613 $374K 0.22% +24 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,900 $361K <0.01% 0 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,857 $358K 0.11% +623 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,858 $358K <0.01% +1,719 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,760 $351K 0.05% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,758 $351K 0.01% +80 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,659 $344K 0.01% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,500 $332K 0.32% -1,700 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,462 $329K <0.01% -5,929 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,194 $309K 0.07% -201 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 4,103 $303K 0.87% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,090 $302K 0.01% -6 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 4,069 $300K 0.01% new 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,038 $298K <0.01% -136 13F-HR Timeline Group Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 4,016 $296K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,000 $295K 0.01% +350 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,848 $284K <0.01% -203 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,285 $274K <0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,713 $274K <0.01% -14,494 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,678 $271K 0.01% new 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,677 $271K 0.02% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 3,647 $269K <0.01% +1,752 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 3,600 $266K <0.01% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,590 $265K 0.02% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,514 $259K 0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,458 $255K 0.01% -1,003 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,367 $248K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,357 $248K <0.01% -61 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,309 $244K 0.02% +5 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,300 $243K 0.04% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 3,300 $243K 0.01% -4,684 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,255 $240K <0.01% new 13F-HR/A Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,203 $236K <0.01% -46,263 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 3,149 $232K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,139 $232K <0.01% -2,226 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,111 $229K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,094 $228K 0.03% -1,050 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,027 $223K 0.04% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 2,994 $221K <0.01% +119 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,950 $218K <0.01% -247 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,900 $214K <0.01% +500 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,866 $211K 0.07% -113 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,827 $208K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,783 $205K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,718 $205K <0.01% -25,611 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,729 $201K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,300 $170K <0.01% +500 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,000 $148K <0.01% -64,034 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,969 $145K <0.01% +492 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,881 $139K <0.01% -1,141 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,649 $122K <0.01% +17 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,649 $121K 0.01% +211 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,606 $118K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,580 $117K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,526 $113K <0.01% -56 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,490 $110K 0.01% -36 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,285 $94.8K <0.01% +569 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,250 $92.2K 0.01% -380 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,235 $91.1K <0.01% +61 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,239 $91K <0.01% -83 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,230 $90.7K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,123 $82.8K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,122 $82.7K 0.01% -2,080 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,029 $75.9K <0.01% -766 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 834 $61K <0.01% -4,677 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 826 $61K <0.01% -112 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 783 $57.7K <0.01% +194 13F-HR/A Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 714 $53K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 631 $47K 0.03% -788 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 613 $45.2K <0.01% +14 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 565 $41.7K <0.01% +529 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 523 $38.6K <0.01% -5,916 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 483 $35.6K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 456 $33.6K <0.01% +34 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 448 $33K <0.01% +36 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 426 $31.4K 0.01% -48 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 391 $28.8K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 356 $28K <0.01% +324 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 348 $25.7K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 342 $25.6K 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 338 $24.9K <0.01% -35 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 334 $24.6K <0.01% +164 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 330 $24.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 329 $24.3K <0.01% +237 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 316 $23.3K <0.01% -1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 277 $20.4K <0.01% +156 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $18.7K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 237 $17.4K <0.01% +134 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 233 $17K <0.01% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 204 $15K <0.01% +1 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 190 $14K <0.01% -65 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 184 $13.6K <0.01% -68 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 176 $13K 0.01% +6 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 174 $12.8K 0.02% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 164 $12.1K <0.01% +14 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 120 $8.85K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 119 $8.78K <0.01% +19 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 117 $8K <0.01% +22 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 103 $7.6K <0.01% -123 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $7.38K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 98 $7.23K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 97 $7.15K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 91 $6.71K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 87 $6.42K <0.01% -5 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 75 $5.55K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 69 $5.09K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 66 $4.87K <0.01% -784 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 61 $4.5K <0.01% +14 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 55 $4.06K 0.01% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $3.98K <0.01% +3 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 51 $3.77K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 48 $3.54K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 45 $3.32K <0.01% -16 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 45 $3.32K <0.01% +7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 44 $3.25K <0.01% -287 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $3.17K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 34 $2.51K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30 $2.23K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 30 $2.21K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 27 $1.99K <0.01% +8 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 20 $1.66K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 21 $1.55K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $1.48K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19 $1.4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $1.4K <0.01% +5 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 15 $1.11K <0.01% -306 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14 $1.03K <0.01% +7 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12 $1K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11 $811 <0.01% -27 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7 $524 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $517 <0.01% -4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $516 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $368 <0.01% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $295 <0.01% -89 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $295 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $295 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $222 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $148 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $148 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $74 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.