Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,770 $252K <0.01% +487 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,602 $245K 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,511 $241K <0.01% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,465 $239K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,442 $238K 0.01% +299 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,389 $235K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,332 $233K <0.01% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 5,244 $229K <0.01% -45,798 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,091 $222K 0.01% new 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) 4,931 $215K 0.01% -720 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,906 $214K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,783 $209K <0.01% new 13F-HR/A Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,675 $204K 0.1% new 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 4,664 $204K 0.19% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,342 $190K <0.01% +761 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 4,070 $178K <0.01% 0 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 2,960 $129K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,169 $95K <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,858 $81.2K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,817 $79.4K <0.01% -297 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,800 $79K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,791 $78.2K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,784 $77.9K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,739 $76K 0.03% +16 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,403 $61.3K <0.01% +280 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,300 $56.8K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,284 $56.1K <0.01% -9,794 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,265 $55.3K <0.01% +750 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,217 $53.2K 0.01% +11 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 978 $42.7K <0.01% +74 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 902 $39.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 798 $34.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 760 $33K 0.02% +82 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 724 $31.5K <0.01% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 715 $31K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 650 $28.4K <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 626 $27.3K <0.01% -520 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 615 $26.8K <0.01% +28 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 480 $21K <0.01% +107 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 470 $20.5K <0.01% +276 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 440 $19.2K <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. 435 $19K <0.01% -215 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 435 $19K <0.01% +65 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 427 $18.7K <0.01% +110 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 421 $18.4K <0.01% -20 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 408 $18K <0.01% +3 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 390 $17K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 358 $15.6K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 357 $15.6K 0.01% -40 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 350 $15.3K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 347 $15.2K <0.01% 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 332 $14.5K <0.01% -16 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 323 $14.1K <0.01% -1,050 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 321 $14K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 262 $11.4K <0.01% +110 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 202 $8.83K <0.01% +171 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 153 $6.68K <0.01% +16 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 147 $6.42K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 141 $6.16K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 133 $5.81K <0.01% +92 13F-HR Timeline Quarry LP More: the full row for Quarry LP 128 $5.59K <0.01% -38 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 126 $5.5K <0.01% -184 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 100 $4K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $3.54K <0.01% +31 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 64 $2.8K <0.01% +12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 54 $2.36K <0.01% -29 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 49 $2.14K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 46 $2.01K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 44 $1.91K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 43 $1.88K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 42 $1.83K <0.01% -14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 37 $1.62K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34 $1.49K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $1.44K <0.01% +12 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 31 $1.36K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 30 $1K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 22 $961 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 18 $786 <0.01% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17 $743 <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $743 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $699 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $568 <0.01% new 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $525 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 12 $524 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $524 <0.01% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11 $481 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $350 <0.01% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $262 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3 $131 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $89 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2 $87 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $49 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $44 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $44 <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.