First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 823 $62K <0.01% +43 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 698 $52.6K <0.01% -294 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 679 $51K <0.01% +9 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 569 $42.9K <0.01% -44 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 514 $38.7K <0.01% +37 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 505 $38.1K <0.01% -149 13F-HR Timeline Group City State Bank More: the full row for City State Bank 480 $36.2K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 432 $32.6K 0.01% +97 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 390 $29.4K <0.01% -530 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 384 $28.9K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 363 $27.4K <0.01% +4 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 363 $27K <0.01% -1,036 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 356 $26.8K <0.01% 0 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 338 $25K <0.01% -11 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 275 $20.7K <0.01% -13 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 272 $20.5K 0.01% +77 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 264 $19.9K <0.01% +246 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 241 $18K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 201 $15.2K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 189 $14.2K <0.01% +95 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 181 $13.6K <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 175 $13.2K <0.01% -105 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. 160 $12K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 147 $11.1K <0.01% -4 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 131 $9.87K <0.01% +20 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 128 $9.64K <0.01% +98 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 121 $9.12K <0.01% +23 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 121 $9.12K 0.01% -114 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 116 $8.74K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 100 $8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $7.54K <0.01% +59 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 100 $7.54K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 99 $7.46K 0.01% -218 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 96 $7.32K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 85 $6.41K <0.01% -21 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 82 $6.18K <0.01% -11 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82 $6.18K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 82 $6.18K <0.01% +30 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 75 $5.65K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 70 $5.28K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 66 $4.97K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 62 $4.67K <0.01% +40 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 54 $4.07K <0.01% -25 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 53 $3.99K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50 $3.77K <0.01% +23 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 44 $3.32K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44 $3.31K <0.01% -5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 37 $2.79K <0.01% +24 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34 $2.56K <0.01% -14 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 29 $2.19K <0.01% -11 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 36 $2K <0.01% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26 $1.96K <0.01% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25 $1.88K <0.01% -35 13F-HR Timeline Kestra Investment Management, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Investment Management, LLC 24 $1.81K <0.01% 0 13F-HR/A Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 22 $1.68K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17 $1.28K <0.01% -5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $1.13K <0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 15 $1.13K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17 $1K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CNB Bank More: the full row for CNB Bank 10 $754 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9 $679 <0.01% -15 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $678 <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7 $547 <0.01% -266 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $453 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6 $452 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6 $452 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $377 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $377 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $302 <0.01% -3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $301 <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $234 <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3 $226 <0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $226 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $226 <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $151 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $151 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $150 <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $76 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $76 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $75 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.