Creative Planning in group Creative Planning More: the full row for Creative Planning 4,093 $242K <0.01% -9,631 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 3,947 $233K 0.01% -189 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,815 $226K 0.11% +365 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 3,712 $219K <0.01% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 3,703 $219K <0.01% -93 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,692 $218K <0.01% new 13F-HR Timeline Group Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 3,684 $218K <0.01% +275 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 3,505 $207K <0.01% -1,281 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,495 $207K 0.02% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,773 $164K <0.01% -2,723 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,721 $161K <0.01% +309 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,273 $134K <0.01% -2,188 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,179 $129K <0.01% +2,129 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,090 $124K 0.01% -126 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,045 $121K <0.01% 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,054 $118K <0.01% +685 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,814 $107K <0.01% -803 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,689 $99.9K 0.01% +1,213 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,500 $88.7K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,349 $79.8K 0.05% +19 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,228 $72.6K <0.01% -41 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,122 $66K 0.04% -2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,038 $61.4K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,020 $60.3K <0.01% -118 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 948 $57.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 935 $55.3K 0.01% -298 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 934 $55.2K <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. 887 $52.4K <0.01% -185 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 790 $46.7K <0.01% -1,271 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 789 $46.6K <0.01% -585 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 720 $43K <0.01% -1,212 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 727 $43K 0.02% -1,148 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 667 $39.4K 0.04% -78 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 571 $33.8K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 490 $29K <0.01% +94 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 421 $24.9K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 400 $23.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 410 $23K <0.01% -206 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 358 $21K <0.01% +16 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 350 $18.9K <0.01% +144 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 305 $18K <0.01% -13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 286 $16.9K <0.01% -37 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 250 $14.8K <0.01% -1,218 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 246 $14.5K <0.01% -725 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 222 $13.1K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 214 $13K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 207 $12.2K <0.01% -118 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 206 $12.2K <0.01% -320 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 180 $10K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 180 $9.81K <0.01% +63 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 159 $8.9K <0.01% +29 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 145 $8.57K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 143 $8.46K <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) 130 $7.69K <0.01% -1,338 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 113 $6.68K <0.01% -23 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $5.91K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 96 $5.68K <0.01% -71 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 86 $5.08K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 84 $5K <0.01% -129 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 83 $4.91K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 75 $4.43K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 73 $4.32K <0.01% -418 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 71 $4.2K <0.01% +10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 67 $3.96K <0.01% -17 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 64 $3.78K -155,577 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 62 $3.67K <0.01% -1,543 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 63 $3.53K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52 $3.07K <0.01% -39 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 52 $3.07K <0.01% -153 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 50 $2.8K <0.01% -1,103 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 43 $2.54K <0.01% -14 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 42 $2.48K <0.01% -231 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 42 $2.48K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $2.42K <0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 38 $2.3K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 33 $1.95K <0.01% -481 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $1.95K <0.01% -40 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 31 $1.83K <0.01% -29 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 29 $1.72K <0.01% -939 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25 $1.48K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $1.42K <0.01% -14 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24 $1.42K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $1.18K <0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 20 $1.18K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19 $1.12K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 19 $1.12K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $1.12K <0.01% +10 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $1.06K <0.01% -49 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16 $946 <0.01% -2 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10 $591 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $591 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7 $414 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 7 $414 <0.01% -18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6 $355 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $355 <0.01% -3 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4 $237 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4 $237 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $237 <0.01% -6 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4 $236 <0.01% -7,815 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $236 <0.01% +1 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $236 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4 $236 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $177 <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1 $74 <0.01% -81,325 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1 $60 <0.01% -40 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $59 <0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5 $0 0% new 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.