AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 2,950 $241K <0.01% 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,918 $239K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,914 $239K 0.01% -18 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,884 $236K 0.02% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,844 $233K 0.03% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,810 $230K <0.01% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,800 $229K 0.02% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,776 $227K <0.01% -71 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,775 $227K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,775 $227K <0.01% new 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,761 $226K 0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,736 $224K 0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,671 $219K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,669 $218K 0.01% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,668 $218K 0.06% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,663 $218K 0.01% +351 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,647 $217K <0.01% new 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,589 $212K 0.06% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,562 $210K <0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,556 $209K <0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,539 $208K 0.02% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,480 $203K 0.01% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,475 $203K 0.07% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,473 $202K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,452 $201K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,445 $200K 0.03% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,418 $198K <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,391 $196K 0.03% -1,504 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,387 $195K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,027 $167K <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 2,041 $167K 0.01% +9 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,981 $163K <0.01% +105 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 1,981 $162K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,970 $161K 0.01% +9 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,843 $151K 0.02% -2,211 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,831 $149K 0.01% +989 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,671 $137K 0.03% +317 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,654 $135K 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 1,492 $122K <0.01% new 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 1,490 $122K 0.07% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,389 $114K 0.03% -977 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,333 $109K 0.01% new 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. 1,332 $109K <0.01% +18 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,280 $105K <0.01% +247 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,251 $102K <0.01% +834 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,207 $98.8K 0.02% -3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,163 $95.2K <0.01% -697 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 1,127 $92K 0.05% -822 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,055 $86.4K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,024 $83.8K <0.01% +294 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,000 $81.8K 0.02% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 974 $80K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 954 $78.1K 0.01% +56 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 802 $65.7K 0.01% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 800 $65.5K <0.01% -22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 754 $61.7K <0.01% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 722 $59.1K <0.01% +14 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 660 $54K 0.04% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 584 $47.8K 0.02% +23 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 541 $44.4K 0.02% +2 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 535 $43.8K 0.01% -127 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 522 $42.7K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 494 $40.4K <0.01% -20 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $39.1K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 378 $30.9K <0.01% +368 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 377 $30.9K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 360 $29.5K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 350 $28.6K <0.01% -300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 340 $27.8K <0.01% -61 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 325 $26.6K 0.01% +218 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 311 $25.5K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 282 $23.1K <0.01% -12 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 264 $21.6K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 83 $21.1K <0.01% +67 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 236 $19.3K 0.01% -23,280 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 225 $18.4K <0.01% +34 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 212 $17.4K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 200 $16.4K 0.01% +111 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 199 $16.2K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 192 $15.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 179 $14.7K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 167 $13.7K <0.01% +1 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 160 $13.1K <0.01% -7,626 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 165 $13K <0.01% +12 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 149 $12.2K <0.01% +81 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 148 $12.1K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 145 $11.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 140 $11.5K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 112 $9.17K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 110 $9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 105 $8.6K <0.01% -29 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 101 $8.27K <0.01% +6 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 91 $7.45K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 90 $7.37K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 85 $6.96K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 82 $6.73K <0.01% +18 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 80 $6.55K 0.12% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 78 $6.23K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73 $5.97K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 72 $5.89K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 66 $5.4K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 56 $5K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 61 $4.99K <0.01% new 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 58 $4.75K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 56 $4.6K <0.01% -61 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 55 $4.5K <0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 52 $4.26K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 50 $4.09K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 49 $4.01K <0.01% +13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 42 $3.44K <0.01% +34 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40 $3.27K <0.01% +20 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $3.27K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39 $3K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $2.95K <0.01% -5 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34 $2.78K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 33 $2.7K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 31 $2.54K <0.01% -64 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $2.46K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $2.4K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $2.31K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $1.72K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $1.67K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $1.64K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19 $1.56K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.55K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $1.55K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 19 $1.55K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $1.47K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $1.47K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18 $1.47K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17 $1.39K <0.01% +5 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $1.31K <0.01% -9 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 16 $1.31K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $1.31K <0.01% +4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $1.23K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $1.15K <0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 14 $1.15K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $1K <0.01% +7 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $819 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $819 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $655 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $655 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $615 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7 $573 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $491 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $491 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $409 <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $246 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $246 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.