COMERICA BANK More: the full row for COMERICA BANK 2,473 $44.1K <0.01% +1,357 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 2,437 $43.5K <0.01% +2,436 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,352 $41.9K <0.01% -3,129 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,324 $41.4K <0.01% +432 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,320 $41.4K 0.02% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,280 $40.7K <0.01% -41,708 13F-HR Timeline City State Bank More: the full row for City State Bank 2,160 $38.5K 0.01% -2,000 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,000 $35.7K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,000 $35.7K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,976 $35.2K <0.01% -2,472 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,884 $33.6K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,849 $33K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,809 $32.3K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,779 $31.7K <0.01% +348 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,764 $31.5K <0.01% +50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,683 $30K 0.02% -166 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,639 $29.6K <0.01% +440 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,600 $28.5K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,579 $28.2K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,426 $25.4K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,293 $23.1K <0.01% +425 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,262 $23K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,270 $22.9K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,200 $21.4K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,200 $21.4K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,188 $21.2K <0.01% +28 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,169 $20.8K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,163 $20.7K <0.01% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,158 $20.6K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,157 $20.6K <0.01% -254 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,156 $20.6K <0.01% +5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $19.6K <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 918 $16.4K <0.01% new 13F-HR/A Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 875 $15.6K 0.01% +675 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 834 $14.9K <0.01% +270 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 795 $14.8K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 801 $14.3K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 801 $14.1K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 700 $12.5K <0.01% +450 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 700 $12.5K <0.01% +295 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 677 $12.1K <0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 650 $12K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 668 $11.9K <0.01% -97 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 662 $11.8K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 643 $11.5K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 590 $10.5K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 550 $10K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 527 $9.4K <0.01% +107 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 519 $9.25K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 510 $9.09K <0.01% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 500 $8.91K <0.01% -100 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $8.91K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 480 $8.56K <0.01% +380 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 477 $8.51K <0.01% +181 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 428 $7.63K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 427 $7.61K <0.01% +51 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 415 $7.4K <0.01% 0 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 387 $7K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 304 $5.42K <0.01% +20 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 303 $5.4K <0.01% +102 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 300 $5.35K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 295 $5.26K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 291 $5.19K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 288 $5.13K <0.01% 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 277 $4.94K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 260 $4.64K <0.01% +131 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 260 $4.64K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 244 $4.35K <0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 215 $3.83K <0.01% -30 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 206 $3.67K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 200 $3.57K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 185 $3.3K <0.01% -40 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 170 $3.08K <0.01% new 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 166 $2.96K <0.01% 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 139 $2.48K <0.01% +6 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 122 $2.18K <0.01% +85 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 117 $2.09K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 162 $2K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 100 $1.78K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 99 $1.76K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 99 $1.76K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 91 $1.62K <0.01% -25 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 80 $1.43K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 80 $1.43K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 72 $1.28K <0.01% +18 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 68 $1.21K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 55 $981 <0.01% +32 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 54 $963 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 53 $945 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 50 $891 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 44 $785 <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35 $624 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $607 <0.01% -7 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 33 $588 <0.01% +15 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $588 <0.01% +10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 30 $535 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $446 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 22 $392 <0.01% 0 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 19 $339 <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 17 $303 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $247 <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 11 $197 <0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10 $178 <0.01% +9 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 10 $178 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 9 $160 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8 $143 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $72 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.