Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,842 $88K <0.01% +1,162 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,813 $86.6K <0.01% +859 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,637 $78.2K <0.01% -62 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,609 $77K 0.04% +897 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,347 $64.3K <0.01% +772 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1,317 $62.9K <0.01% -3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,293 $61.7K <0.01% -66 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,252 $59.8K <0.01% -57 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,212 $57.9K <0.01% -13,429 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,150 $54.9K 0.04% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,116 $53.3K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,102 $52.6K 0.02% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 1,040 $50K <0.01% -96 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 524 $25K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 507 $24.2K <0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 494 $23.6K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 486 $23.2K 0.01% -303 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 439 $21K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 410 $19.6K 0.01% -410 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 346 $16.5K <0.01% -7 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 335 $16K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for TD Waterhouse Canada Inc. 300 $14.3K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 285 $13.6K <0.01% +91 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 277 $13.2K <0.01% -747 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 268 $13K <0.01% -16,856 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 267 $12.7K <0.01% +115 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 266 $12.7K <0.01% +263 13F-HR Timeline Group SBI Securities Co., Ltd. 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More: the full row for SJS Investment Consulting Inc. 105 $5.01K <0.01% +103 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 105 $5.01K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 115 $5K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 103 $4.92K <0.01% +23 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 102 $4.87K <0.01% -49 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 95 $4.54K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 95 $4.54K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75 $3.58K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 69 $3.29K <0.01% +52 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64 $3.06K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 62 $2.96K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 56 $2.67K <0.01% -73 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 46 $2.2K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 45 $2.15K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $2K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 37 $1.77K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 35 $1.67K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 33 $1.58K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 31 $1.48K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $1.34K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 26 $1.23K <0.01% -10 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 23 $1.1K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $1.05K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $1.05K <0.01% +21 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21 $1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $860 <0.01% -47 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 18 $859 <0.01% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17 $812 <0.01% +6 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16 $764 <0.01% -385 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $668 <0.01% +6 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10 $477 <0.01% -22 13F-HR/A Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9 $430 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $382 <0.01% +7 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $286 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $239 <0.01% -73 13F-HR Timeline Group Trust Co More: the full row for Trust Co 5 $239 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $191 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $191 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $191 <0.01% -12 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3 $143 <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 0 $5 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3 $0 0% -92 13F-HR Timeline Value filed as zero, left out of ratios.