Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,175 $69K 0.01% +79 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,103 $66.7K 0.01% -502 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,001 $63.5K <0.01% +557 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,900 $60.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,813 $57.5K 0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,621 $51.4K <0.01% +71 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,352 $42.9K <0.01% +534 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,332 $42K <0.01% +196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 1,122 $35.6K <0.01% -1,688 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,120 $35.5K <0.01% 0 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. 1,113 $35K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,100 $34.9K <0.01% -12,400 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,089 $34.5K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 1,078 $34.2K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 916 $29.1K <0.01% +394 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 914 $29K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 903 $28.6K <0.01% +128 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 819 $26K <0.01% -55 13F-HR/A Timeline Group Quarry LP More: the full row for Quarry LP 696 $22.1K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 653 $21K <0.01% -11 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 600 $19K <0.01% -60 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 599 $19K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 505 $16K <0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 495 $15.7K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 450 $14.3K <0.01% -463 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 425 $13.5K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 400 $12.7K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 356 $11.3K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 337 $10.7K <0.01% +49 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 325 $10.3K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 313 $9.93K <0.01% +9 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 307 $9.75K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 306 $9.71K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 298 $9.49K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 270 $9K <0.01% +76 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 274 $8.69K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 254 $8.08K <0.01% -576 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 250 $8K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 203 $6.44K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 196 $6.22K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 168 $5.33K <0.01% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 165 $5.23K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 160 $5.08K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 159 $5.04K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 148 $4.71K <0.01% +24 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 145 $4.6K <0.01% +37 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 143 $4.55K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 139 $4.41K <0.01% +14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 130 $4.14K <0.01% +1 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 126 $3.99K <0.01% -7 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 105 $3.32K <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 102 $3.23K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 95 $3.01K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 94 $2.98K <0.01% -247 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 87 $2.76K <0.01% +59 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 84 $2.67K <0.01% -79 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 79 $2.51K <0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 75 $2.38K <0.01% 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 75 $2.38K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 68 $2.16K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 67 $2.12K <0.01% -4 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 66 $2.09K <0.01% -3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 59 $1.87K <0.01% +30 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 50 $1.59K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $1.46K <0.01% +19 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 42 $1.33K <0.01% -7 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 36 $1.14K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 23 $730 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $730 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 20 $634 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 17 $539 <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 16 $508 <0.01% -34 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 15 $476 <0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14 $444 <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10 $319 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $318 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 10 $317 <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $317 <0.01% new 13F-HR/A Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $222 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6 $204 <0.01% -1,187 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $191 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $159 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $159 <0.01% -36 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $63 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $41 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $32 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.