1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,014 $105K 0.07% +30 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,784 $97.2K <0.01% -387 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 2,702 $94.4K 0.01% -20 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,671 $93.3K 0.03% +609 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,468 $86.2K 0.08% -2,797 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,461 $85.9K <0.01% +4 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,429 $84.8K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,305 $80.5K <0.01% +61 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,859 $64.9K 0.01% +1,412 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,800 $62.9K <0.01% +80 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,681 $58.7K <0.01% -32 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,614 $56.4K <0.01% +149 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,599 $55.8K <0.01% -4,226 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,562 $55K <0.01% +681 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,444 $50.4K <0.01% +988 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,404 $49K 0.03% -179 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,403 $49K <0.01% -1,949 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,359 $47.5K <0.01% -40 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,160 $40.5K 0.02% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,026 $37.1K 0.01% +500 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,011 $35.3K <0.01% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,003 $35K <0.01% -256 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,000 $34.9K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 955 $33K 0.02% +349 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 904 $31.6K <0.01% -29 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 795 $27.8K 0.01% +544 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 705 $24.6K 0.01% +614 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 700 $24.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 699 $24.4K <0.01% +134 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 681 $23.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 595 $20.8K <0.01% -299 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 564 $20.3K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 561 $19.6K <0.01% +555 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 521 $18.2K 0.02% 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 487 $17K <0.01% +165 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 450 $15.7K <0.01% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 448 $15K <0.01% -16 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 421 $14.7K <0.01% -77 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 409 $14.3K <0.01% +134 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 400 $14K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 382 $13.3K <0.01% -175 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 358 $12.5K <0.01% +46 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 354 $12.4K <0.01% -12,459 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 330 $11.5K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 324 $11.3K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $10.5K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 284 $9.92K <0.01% +49 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 276 $9.64K <0.01% +64 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 221 $7.72K <0.01% +104 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 211 $7.37K <0.01% -101 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 200 $6.98K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 177 $6.18K <0.01% -71 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 158 $5.52K <0.01% -566 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 156 $5.45K <0.01% -652 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 153 $5.34K <0.01% +151 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 150 $5.24K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 139 $5.02K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 143 $4.99K <0.01% -22 13F-HR/A Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 140 $4.89K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 133 $4.64K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 124 $4K <0.01% +96 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 103 $3.58K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 100 $3.49K <0.01% 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 100 $3.49K <0.01% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 96 $3.35K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 90 $3.14K <0.01% +46 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 82 $2.86K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 81 $2.83K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80 $2.79K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 66 $2.31K <0.01% -2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 65 $2.27K <0.01% -2 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 64 $2.23K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 63 $2.2K <0.01% +61 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 63 $2.2K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 62 $2.17K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 60 $2.1K <0.01% -32 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 51 $1.78K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 50 $1.75K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 50 $1.75K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $1.75K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 49 $1.71K <0.01% -17 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 48 $1.68K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 43 $1.5K <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 40 $1.4K <0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 40 $1.4K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 40 $1.4K <0.01% +14 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 39 $1.36K <0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 38 $1.33K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $1.01K <0.01% +5 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 34 $1K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 26 $910 <0.01% +13 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24 $839 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 22 $768 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 20 $699 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $629 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $524 <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 15 $524 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $524 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 13 $454 <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12 $419 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co More: the full row for Trust Co 11 $384 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $384 <0.01% -62 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $315 <0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $245 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $244 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $210 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $210 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $175 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $175 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $140 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $140 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $139 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $70 <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1 $43 <0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -34,061 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.