KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,726 $94K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,433 $84.2K <0.01% +1,958 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,401 $83.1K 0.01% +36 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,070 $71.6K <0.01% +469 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,839 $64K 0.03% -337 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $62.3K <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 1,784 $61.7K <0.01% +249 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,781 $61.7K <0.01% +134 13F-HR/A Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 1,773 $61.4K 0.03% 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. 1,682 $58K <0.01% +494 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,556 $53.8K <0.01% +516 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,510 $52.2K <0.01% +14 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,497 $51.8K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,447 $50.1K <0.01% -8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,400 $48.4K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,268 $43.9K <0.01% +455 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,240 $42.9K <0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,200 $41.5K <0.01% -3,200 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 736 $25.5K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 590 $20.4K 0.01% -1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 470 $16.3K <0.01% +409 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 446 $14K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 397 $13.7K <0.01% +300 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 387 $13.4K <0.01% -1,513 13F-HR/A Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 342 $11.8K <0.01% +58 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 339 $11.7K <0.01% +198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 335 $11.6K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 315 $11.1K <0.01% +28 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $10.4K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 294 $10.2K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 264 $9.52K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 255 $8.82K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 240 $8.3K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 210 $7.27K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 179 $6.19K <0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 168 $5.81K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 159 $5.5K <0.01% +39 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 157 $5.43K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 100 $3.46K <0.01% -681 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 100 $3.46K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 100 $3.46K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 91 $3.15K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 87 $3.01K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 85 $2.94K <0.01% -8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 81 $2.8K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 74 $2.56K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 64 $2.21K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 56 $1.94K <0.01% +2 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 52 $1.8K <0.01% +39 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 49 $1.7K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 43 $1.49K <0.01% -4,043 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 42 $1.45K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 41 $1.42K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 32 $1.11K <0.01% +13 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 31 $1.07K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $969 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27 $935 <0.01% +7 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 24 $830 0.02% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $796 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $762 <0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22 $761 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $657 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $589 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16 $554 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $450 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $450 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8 $277 <0.01% -11 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $276 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $208 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $70 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $56 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $35 <0.01% 0 13F-HR Timeline Group 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.