Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,389 $215K 0.03% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,373 $212K 0.02% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,361 $210K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,339 $207K <0.01% -4 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,315 $203K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,260 $203K <0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,288 $202K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,304 $201K <0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,296 $200K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,229 $191K <0.01% +336 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,227 $190K 0.12% -68 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,050 $162K <0.01% 0 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,032 $159K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,000 $155K 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 995 $154K 0.01% -22 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 972 $150K 0.01% +73 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 923 $143K <0.01% +108 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 862 $133K <0.01% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 780 $121K <0.01% +91 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. 777 $120K <0.01% -210 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 766 $119K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 590 $91.2K <0.01% -10 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 543 $83.9K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 540 $83.4K <0.01% -1,201 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 534 $82.5K 0.05% +118 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 533 $82.4K <0.01% -171 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 515 $79.6K <0.01% -138 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 500 $77.3K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 498 $77K <0.01% +16 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 398 $61.5K <0.01% -102 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 397 $61.3K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 390 $60.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 387 $59.8K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 375 $58K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 371 $57.3K 0.01% +363 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 363 $56.1K 0.03% +218 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 360 $55.7K <0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 352 $54.5K 0.01% +3 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 332 $51.3K <0.01% -201 13F-HR Timeline CX Institutional More: the full row for CX Institutional 332 $51K <0.01% +1 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 323 $49.9K 0.01% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 321 $49.6K <0.01% -1 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 276 $42.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 255 $39.4K <0.01% +14 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 250 $39K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 243 $37.5K <0.01% 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 242 $37.4K <0.01% +57 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 228 $35.2K 0.01% +17 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 242 $33.2K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 194 $30K 0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 190 $29.4K <0.01% -270 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 190 $29.4K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 165 $25.5K <0.01% +15 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 159 $24.6K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 156 $24.1K <0.01% -9 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 154 $24K 0.02% +3 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 140 $21.8K <0.01% +134 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 133 $20.6K <0.01% +78 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 124 $19.2K <0.01% +4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 113 $17.5K <0.01% +62 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 115 $17K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 104 $16.1K <0.01% +27 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 98 $15.1K <0.01% new 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 98 $15.1K 0.01% 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 97 $15K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 96 $14.8K <0.01% +9 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 89 $13.8K <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 82 $12.7K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 75 $12.5K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $11.4K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 70 $10.8K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 70 $10.8K <0.01% +19 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 64 $9.89K <0.01% -15 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 64 $9.89K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $9.73K <0.01% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 61 $9.43K 0.01% -2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 57 $8.81K <0.01% +42 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 57 $8.81K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 54 $8.35K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 52 $8.04K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 51 $7.93K <0.01% +1 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 53 $7.57K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 49 $7.57K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 49 $7.53K <0.01% +4 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 47 $7.26K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 48 $7K <0.01% -66 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 45 $6.95K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $6.85K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 40 $6.24K <0.01% +9 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38 $6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 37 $5.72K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 36 $5.56K <0.01% -7 13F-HR Timeline CNB Bank More: the full row for CNB Bank 34 $5.25K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 31 $4.79K <0.01% -1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 25 $3.86K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 25 $3.86K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $3.55K <0.01% -10 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $3.55K <0.01% +10 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 22 $3.45K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 22 $3.4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 21 $3.25K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 21 $3.25K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 20 $3.2K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20 $3.1K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $3.09K <0.01% 0 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 19 $2.94K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 18 $2.78K <0.01% -12 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $2.78K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 18 $2.78K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 17 $2.63K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 17 $2.63K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 17 $2.63K <0.01% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16 $2.47K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $2.32K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $2.16K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 14 $2.16K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $2.05K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 13 $2.01K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $1.85K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.85K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $1.85K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12 $1.85K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 12 $1.85K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 11 $1.7K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 11 $1.7K 0.03% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 11 $1.7K <0.01% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 10 $1.56K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.54K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.39K <0.01% +4 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 9 $1.39K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8 $1.24K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 8 $1.24K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $1.24K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6 $928 <0.01% -3 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6 $927 <0.01% +4 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $927 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 6 $927 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6 $901 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 5 $773 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4 $668 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $618 <0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $464 <0.01% -163 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $464 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3 $464 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $464 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $464 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $312 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $309 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 2 $309 <0.01% -29 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $309 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $155 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $155 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $155 <0.01% -3 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $155 <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.