ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 531 $177K <0.01% +8 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 521 $174K 0.06% +349 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 513 $171K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 500 $167K 0.05% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $167K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 471 $157K 0.03% -30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 441 $147K <0.01% +13 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 427 $142K <0.01% -44 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 409 $136K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 406 $135K 0.01% +152 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 399 $133K 0.03% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 355 $127K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 366 $122K 0.03% -27 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 340 $113K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 337 $112K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 327 $109K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 324 $108K <0.01% -295 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 323 $108K 0.01% -143 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 313 $104K 0.01% +2 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 313 $104K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 299 $99.8K 0.01% +281 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 281 $93.7K 0.01% +101 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 261 $87.1K <0.01% +156 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 257 $85.9K <0.01% +27 13F-HR/A Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 250 $83.4K <0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 250 $83K <0.01% +203 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 246 $82.1K <0.01% +8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 235 $78.5K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 223 $74.4K <0.01% +8 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 222 $74.1K 0.01% -338 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 208 $69.4K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $66.7K 0.02% +67 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 199 $66.4K 0.01% +172 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 197 $66K <0.01% +37 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 194 $64.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 188 $62.7K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 186 $62.1K 0.03% +2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 172 $56.1K <0.01% +68 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 162 $54.2K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 160 $53.4K <0.01% +62 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 160 $53.4K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 150 $50K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 148 $49.4K 0.01% +56 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 146 $48.7K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 136 $45.5K <0.01% +17 13F-HR Timeline Quarry LP More: the full row for Quarry LP 132 $44K 0.01% +19 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 123 $41K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 116 $39K 0.03% -80 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 115 $38.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 106 $35.1K <0.01% -120 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 103 $34.4K <0.01% -66 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 97 $32.4K 0.02% +94 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 96 $32K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 91 $30.5K <0.01% -64 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 85 $28.4K <0.01% +59 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 82 $27.4K 0.01% -50 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 80 $26.7K <0.01% -43 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 78 $26K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 77 $25.6K <0.01% -117 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71 $23.7K <0.01% +44 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 64 $21.4K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 63 $21K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $20.1K <0.01% +33 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 60 $20K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 58 $19.4K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 57 $19K <0.01% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 55 $18K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 50 $16.7K <0.01% -26 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49 $16.5K <0.01% -310 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 49 $16.3K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 46 $15.3K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 45 $15K <0.01% -10 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $14.7K <0.01% +1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 42 $14K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 41 $13.7K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 39 $13K 0.01% +36 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 39 $13K <0.01% +23 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 38 $12.7K <0.01% +28 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38 $12.7K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 38 $12.7K <0.01% -19 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $12.1K <0.01% +23 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 36 $12K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 36 $12K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 35 $11.7K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 35 $11.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 34 $11.3K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 32 $10.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $10.3K <0.01% +27 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 28 $9.34K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 27 $9.01K <0.01% new 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 27 $9.01K <0.01% -94 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 25 $8.34K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 25 $8.34K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 25 $8.34K <0.01% -439 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 25 $8.34K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 24 $8.03K <0.01% -80 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 23 $7.67K 0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $7.01K <0.01% +7 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 21 $7.01K <0.01% -5 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 21 $7.01K 0.01% -5 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 20 $6.67K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20 $6.67K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 20 $6.67K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 20 $6.67K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 19 $6.34K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 19 $6.34K <0.01% 0 13F-HR/A Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 19 $6.34K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $6.34K <0.01% +1 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 17 $5.67K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 16 $5.34K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $5K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $4.67K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $4.67K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 14 $4.67K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $4.34K <0.01% +7 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 13 $4.34K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 12 $4K <0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12 $4K <0.01% -171 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $4K <0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 12 $4K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 11 $3.67K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $3K <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $2.67K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8 $2.67K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $2.64K <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $2.33K <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $2.33K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $2K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $2K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6 $2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $1.67K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1.67K <0.01% +4 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 5 $1.67K -1,811 Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $1.33K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $1.33K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.33K <0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $1.33K <0.01% -32 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $1.04K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3 $1.02K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3 $1K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $1K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3 $1K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $1K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $1K <0.01% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $668 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $668 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $667 <0.01% -3 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2 $667 <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $667 <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2 $667 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1 $334 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $334 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1 $334 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $334 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1 $334 <0.01% new 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $35 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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.