BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,660 $17.5K <0.01% +1,520 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,654 $17K <0.01% +12 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,594 $16.8K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,519 $16.1K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,506 $15.9K <0.01% +1,320 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,499 $15.8K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,357 $14.3K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,165 $12.3K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,125 $11.9K <0.01% +558 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,032 $11K 0.01% +433 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 996 $10.5K <0.01% +253 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 954 $10K <0.01% +921 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 843 $8.91K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 779 $8.23K <0.01% -31 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 701 $7.41K <0.01% -105 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 680 $7.19K <0.01% +176 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 679 $7.18K <0.01% +587 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 656 $6.89K <0.01% -2,345 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 627 $6.63K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 623 $6.59K <0.01% +235 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 601 $6.35K <0.01% -449 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 538 $5.69K <0.01% +46 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 522 $5.52K <0.01% -278 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 493 $5.21K <0.01% +46 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 385 $4.07K <0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 393 $4K <0.01% +256 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 362 $3.83K <0.01% -137 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 358 $3.79K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 357 $3.77K <0.01% +70 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 354 $3.74K <0.01% +85 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 347 $3.67K <0.01% +101 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 317 $3.35K <0.01% +166 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 276 $2.95K <0.01% +179 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 270 $2.85K <0.01% +192 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 260 $2.75K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 259 $2.74K <0.01% +206 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 239 $2.53K <0.01% -358 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 234 $2.47K <0.01% -119 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 221 $2.34K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 217 $2.29K <0.01% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 200 $2.07K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 192 $2.04K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 193 $2.04K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 192 $2.04K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 189 $2K <0.01% +176 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 169 $1.79K <0.01% 0 13F-HR Timeline Planning Strategies Inc. 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More: the full row for WEST PACES ADVISORS INC. 47 $497 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 44 $466 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 43 $455 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 42 $441 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 30 $317 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 29 $307 <0.01% +6 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 24 $254 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $243 <0.01% -8 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 21 $222 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $191 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $174 <0.01% -7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $96 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $85 <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 8 $77 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7 $74 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $53 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 4 $43 <0.01% -5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $42 <0.01% -2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $32 <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3 $32 <0.01% +2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3 $30 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $11 <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $11 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $11 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.