Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,138 $231K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,124 $230K <0.01% +398 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,101 $228K 0.03% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,885 $212K <0.01% -96 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,880 $212K 0.01% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,822 $208K <0.01% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,816 $207K 0.02% -2,620 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,663 $196K 0.16% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,278 $168K 0.01% -1,651 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,184 $161K <0.01% -430 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,089 $154K <0.01% -2,428 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,012 $148K <0.01% -16 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,982 $146K <0.01% -2,550 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,968 $145K <0.01% -95 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,607 $118K <0.01% +860 13F-HR Timeline Group Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 1,495 $110K 0.04% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,412 $104K <0.01% 0 13F-HR Timeline Group PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 1,403 $103K 0.02% -3,607 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,367 $101K 0.01% -191 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. 1,365 $100K <0.01% +1,277 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,316 $97K 0.05% +325 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,200 $88.3K 0.06% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,081 $79.6K <0.01% +66 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,056 $77.7K 0.09% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 992 $73.1K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 964 $71K <0.01% +309 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 950 $69.9K 0.01% +67 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 948 $69.8K 0.01% -452 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 900 $66.2K 0.01% -4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 883 $65K <0.01% +391 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 883 $65K <0.01% -75,869 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 850 $62.6K <0.01% -19,603 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 809 $59.5K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 791 $58.4K <0.01% +41 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 792 $58.3K <0.01% -99,771 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 773 $56.9K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 700 $51.5K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 563 $41.4K <0.01% -1,021 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 537 $39.5K <0.01% +528 13F-HR 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. 535 $39K <0.01% +161 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 524 $38.6K <0.01% +260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 513 $37.8K <0.01% -77 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 497 $36.6K <0.01% -6,750 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 470 $34.6K <0.01% +16 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 410 $30.2K <0.01% +179 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 377 $28.5K <0.01% +10 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 339 $25K <0.01% +45 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 285 $21K <0.01% +143 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 282 $20.8K <0.01% +243 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 261 $19.2K <0.01% +23 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 259 $19.1K <0.01% +250 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 218 $16K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 212 $15.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 202 $14.9K <0.01% +2 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 200 $14.7K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 184 $13.5K <0.01% -12 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 178 $13.1K <0.01% -52 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 148 $10.9K <0.01% -124 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 148 $10.2K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 125 $9.2K 0.01% -150 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 115 $8.46K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 96 $8.23K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 104 $7.66K <0.01% +48 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 100 $7.36K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 89 $7K <0.01% -22 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 95 $6.99K <0.01% +43 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 95 $6.99K <0.01% +66 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 93 $6.84K <0.01% -555 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 86 $6.33K <0.01% -46 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 85 $6.26K <0.01% +67 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 70 $5.17K <0.01% -471 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 70 $5.15K <0.01% +38 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 68 $5K <0.01% +34 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 61 $4.49K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 53 $3.9K <0.01% +3 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 50 $3.69K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50 $3.68K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 48 $3.53K <0.01% new 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 48 $3.53K <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 45 $3.31K <0.01% +5 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 35 $2.54K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $2.5K <0.01% +9 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 34 $2.5K <0.01% -34 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 18 $2K <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 24 $1.77K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 22 $1.62K <0.01% -7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 19 $1.4K <0.01% +18 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 17 $1.25K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $1K <0.01% +7 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 13 $957 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 12 $884 <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 12 $883 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $736 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $736 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $663 <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $662 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $662 <0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7 $515 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7 $515 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $515 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $442 <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6 $442 <0.01% -9 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6 $442 <0.01% -55 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $442 <0.01% +3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6 $442 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $368 <0.01% -2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $221 <0.01% -6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $148 <0.01% -2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $148 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $148 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $147 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $75 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $74 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $73 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $60 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.