Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,096 $221K 0.01% -124 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,095 $221K <0.01% new 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,077 $217K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,071 $216K 0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,067 $215K <0.01% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,046 $211K 0.1% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,042 $210K <0.01% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,041 $210K 0.08% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,006 $203K 0.07% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,004 $202K <0.01% +237 13F-HR Timeline Group Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,000 $202K 0.1% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,000 $202K 0.03% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 994 $200K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 992 $200K 0.01% +232 13F-HR/A Timeline Group Covestor Ltd More: the full row for Covestor Ltd 978 $197K 0.14% -389 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 861 $173K 0.04% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 830 $167K 0.02% -300 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 804 $161K 0.01% -813 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 758 $153K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 710 $143K 0.01% +37 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 604 $122K 0.09% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 581 $117K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 541 $109K <0.01% +133 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 491 $98.9K <0.01% +116 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 481 $97K <0.01% +169 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 467 $94.1K <0.01% +78 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 421 $84.8K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 378 $76.2K 0.01% +63 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 372 $75K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 364 $73.3K <0.01% -3 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 355 $71.5K 0.04% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 393 $69K 0.01% +15 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 337 $68K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 320 $64.5K 0.07% +60 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 315 $63.5K <0.01% -38 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 307 $61.9K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 305 $61.5K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 276 $55.6K <0.01% -49 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 275 $55.4K <0.01% -98 13F-HR/A Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 250 $50.4K <0.01% +57 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 248 $50K <0.01% +20 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 243 $49K <0.01% -16 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 242 $48.8K <0.01% +6 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 222 $44.7K 0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 210 $42.3K 0.04% +32 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 196 $39.5K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 189 $38.1K 0.03% -15 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 178 $35.9K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 171 $34.5K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 171 $34.5K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 170 $34.3K 0.03% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 160 $32.2K <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 160 $32.2K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 143 $29K 0.01% -26 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 144 $28.5K <0.01% -17 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 142 $28.5K <0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 140 $28.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 133 $26.8K <0.01% +5 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 133 $26.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 132 $26.6K <0.01% -1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 131 $26.4K <0.01% +69 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 124 $25K <0.01% -7 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 117 $23.6K 0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 113 $22.8K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 103 $20.8K <0.01% +11 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 102 $20.6K <0.01% +15 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 102 $20.6K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 101 $20.4K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 100 $20.1K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 95 $19.1K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 93 $18.7K 0.01% +60 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 92 $18.5K <0.01% -67 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 92 $18.5K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 91 $18.3K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 74 $14.9K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 65 $13.1K 0.01% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 64 $12.9K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 62 $12.5K 0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 60 $12.1K <0.01% -353 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 60 $12.1K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 58 $11.7K <0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 58 $11.7K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 57 $11.5K <0.01% -355 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 57 $11.5K <0.01% +8 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 57 $11.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $10.9K <0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $10.9K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 53 $10.7K <0.01% +28 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 53 $10.7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51 $10.3K <0.01% -202 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 51 $10.3K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 48 $9.67K <0.01% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 48 $9.67K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 47 $9.47K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 46 $9.27K <0.01% -336 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 43 $8.69K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 42 $8.46K <0.01% +19 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $8.06K <0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 38 $7.66K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 31 $6.25K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 31 $6.25K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 31 $6.25K <0.01% -2,585 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 30 $6.04K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 29 $5.84K <0.01% -1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 29 $5.84K <0.01% +8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 29 $5.84K <0.01% +2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $5.04K <0.01% new 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $5.04K 0.04% -53 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 24 $4.84K <0.01% +11 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22 $4.43K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 22 $4.43K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22 $4.43K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 22 $4.43K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20 $4.03K <0.01% -15 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $4K <0.01% +3 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 19 $3.83K <0.01% +7 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 17 $3.43K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $3.43K <0.01% -6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 17 $3.43K <0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $3.22K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15 $3.08K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $3.02K <0.01% -4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14 $2.87K <0.01% -3 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 14 $2.82K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14 $2.82K 0.01% -88 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $2.62K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $2.22K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $2.22K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $2.22K <0.01% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 14 $2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $1.61K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $1.61K <0.01% -1 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 7 $1.41K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 7 $1.41K <0.01% -5 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7 $1.38K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $1.21K <0.01% +2 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7 $1K <0.01% -11 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $1K <0.01% +3 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $806 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $806 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $605 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $605 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $605 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 3 $605 <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $403 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $403 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $249 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $202 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $202 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $202 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $202 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $202 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.