BAILARD, INC. More: the full row for BAILARD, INC. 3,300 $250K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,305 $243K <0.01% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,118 $236K <0.01% new 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,101 $235K 0.03% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,077 $233K <0.01% -596 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,041 $231K 0.01% -113 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,977 $226K <0.01% -147 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,888 $219K 0.12% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,839 $215K 0.02% -619 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,816 $214K 0.02% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,815 $214K <0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,790 $212K 0.01% -90 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,717 $206K <0.01% +1,110 13F-HR Timeline Group GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,669 $202K 0.16% +6 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,242 $170K 0.01% -36 13F-HR/A Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,108 $160K <0.01% +96 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,982 $150K <0.01% 0 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,813 $138K <0.01% -155 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,785 $135K 0.01% +835 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,565 $119K <0.01% +773 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,508 $114K <0.01% -10,609 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,457 $111K <0.01% -632 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,412 $107K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,353 $103K <0.01% -14 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,244 $94.4K <0.01% -940 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,200 $91K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,133 $86K <0.01% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,066 $80.9K <0.01% -15 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,056 $80.1K <0.01% +519 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,017 $77.1K 0.01% +208 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 992 $74.7K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 900 $68.3K 0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 883 $67K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 857 $65K 0.01% -91 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 827 $62.7K <0.01% +54 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 826 $62.7K 0.06% -230 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. 705 $53.5K <0.01% +170 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 647 $49K 0.03% -669 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 609 $44.6K <0.01% +232 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 571 $43.3K <0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 544 $41.2K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 522 $39.2K <0.01% +52 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 513 $38.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 476 $35.7K <0.01% -315 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 454 $34K <0.01% -8,559 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 439 $32.7K <0.01% +100 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 316 $24K -10,184 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 308 $23.4K <0.01% +106 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 301 $22.8K <0.01% +16 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 262 $20K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 260 $19.7K <0.01% +160 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 228 $17.3K <0.01% +158 13F-HR/A Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 212 $16.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 213 $16K <0.01% +124 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 208 $15.8K <0.01% -74 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 207 $15.7K <0.01% +23 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 200 $15.2K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 200 $15.2K <0.01% -297 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 194 $14.7K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 178 $13.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 177 $13.4K <0.01% +143 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 176 $13.3K <0.01% -85 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 167 $12.7K <0.01% +160 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 148 $11.2K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 91 $8.93K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 117 $8.87K <0.01% +69 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 113 $8.57K <0.01% +91 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 104 $7.89K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $7.58K <0.01% -600 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 $7.21K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 91 $6.9K <0.01% -57 13F-HR/A Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 86 $6.52K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 85 $6.45K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 84 $6.37K <0.01% -11 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 76 $5.76K <0.01% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 73 $5.54K <0.01% +20 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 61 $4.63K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 57 $4.32K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 50 $3.81K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50 $3.79K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 48 $3.64K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $2.65K <0.01% +29 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 34 $2.58K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $2.28K <0.01% +24 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 35 $2K <0.01% +20 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $1.97K <0.01% -8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 24 $1.82K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $1.75K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 17 $1.29K <0.01% -2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 15 $1.14K <0.01% new 13F-HR/A Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 12 $910 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $759 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10 $758 <0.01% new 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 11 $722 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 9 $704 <0.01% -250 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $683 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $683 <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $676 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $607 <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 8 $607 <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $531 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $531 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $530 <0.01% +6 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $456 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $456 <0.01% +4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $304 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $303 <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $228 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3 $228 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $152 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $152 <0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $77 <0.01% 0 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.