Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,409 $192K <0.01% -2,163 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,387 $191K 0.01% +248 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,326 $190K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,104 $186K <0.01% new 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,000 $184K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 10,000 $184K 0.05% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 9,912 $183K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,232 $152K 0.06% -2,668 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,092 $131K 0.09% +543 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,077 $130K <0.01% +6,397 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 6,963 $128K <0.01% +345 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,872 $127K <0.01% -4,603 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,986 $110K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 5,809 $107K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,318 $98K <0.01% +487 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 5,000 $92.2K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,132 $76.2K 0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,311 $61K <0.01% new 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,243 $59.8K 0.04% 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. 3,065 $56K <0.01% +1,332 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 2,836 $52.3K <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,800 $51.6K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,634 $48.5K 0.03% +17 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,478 $45.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,433 $44.8K <0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,253 $41.5K <0.01% +64 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,176 $40.1K 0.01% new 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,059 $37.9K 0.02% +107 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,040 $37.6K <0.01% +368 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,000 $36.9K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,959 $36.1K <0.01% -12 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,900 $35K <0.01% +1,600 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,673 $30.8K <0.01% -1,029 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,637 $30.2K <0.01% +762 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,385 $25.5K <0.01% +232 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,286 $23.7K <0.01% +468 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,206 $22.2K <0.01% +1,038 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,031 $19K <0.01% -1,368 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,000 $18.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,000 $18.4K 0.02% 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 989 $18.2K <0.01% -180 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 952 $17.6K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 953 $17.6K <0.01% -127 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 964 $16.8K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 900 $16.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 747 $13.8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 707 $13K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 636 $11.7K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 615 $11.3K <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 490 $9.93K <0.01% -1,610 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 530 $9.77K <0.01% +83 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 418 $7.7K <0.01% +108 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 415 $7.66K <0.01% +320 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 302 $5.57K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 256 $5K <0.01% -4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 243 $4.48K <0.01% +63 13F-HR Timeline Quarry LP More: the full row for Quarry LP 220 $4.05K <0.01% -188 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 200 $3.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 192 $3.54K <0.01% +26 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 128 $2.36K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 123 $2.27K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 112 $2K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 101 $1.86K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 94 $1.73K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 91 $1.68K <0.01% +52 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 90 $1.66K <0.01% +51 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 61 $1.12K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 52 $959 <0.01% new 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 50 $922 <0.01% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49 $903 <0.01% new 13F-HR/A Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 42 $774 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 38 $700 <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $572 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 30 $553 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 29 $535 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 25 $461 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $369 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $332 <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $222 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $184 <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $69 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $56 <0.01% +1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $18 <0.01% -24,127 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios.