WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,878 $180K <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 1,652 $164K <0.01% +44 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,431 $143K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,427 $142K <0.01% +2 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,233 $123K +1,182 Timeline STRS OHIO More: the full row for STRS OHIO 1,200 $119K <0.01% -1,300 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,152 $115K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 990 $99.4K <0.01% +678 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 902 $87.8K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 848 $84.4K -12,678 Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 844 $84K 0.01% +2 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 694 $69.1K <0.01% +264 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 616 $61.3K 0.01% +107 13F-HR Timeline CX Institutional More: the full row for CX Institutional 598 $60K <0.01% -138 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 529 $52.6K 0.01% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 460 $45.8K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 404 $40.2K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 401 $38.8K <0.01% +69 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 381 $37.9K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 377 $37.5K 0.01% -117 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 370 $36.8K <0.01% -204 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 332 $33.1K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 325 $32.4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 300 $29.9K 0.01% -905 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 296 $29.5K <0.01% -188 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 253 $25.2K <0.01% -364 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 161 $21.6K 0.01% +159 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 209 $20.8K <0.01% +104 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 208 $20.7K <0.01% +1 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 214 $20.1K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 174 $17.3K <0.01% -5,602 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 158 $16K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 156 $15.5K <0.01% +151 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 144 $14.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 136 $13.5K <0.01% -367 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 128 $12.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 118 $11.7K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 110 $11K <0.01% -48 13F-HR/A Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 109 $10.8K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 101 $10K 0.01% -257 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 83 $8.26K <0.01% +28 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 82 $8.16K <0.01% -34 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 69 $6.83K <0.01% +1 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 68 $6.77K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 70 $6.58K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 62 $6.38K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 64 $6.37K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 61 $6.07K <0.01% +19 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 56 $5.62K <0.01% -38 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 56 $5.58K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 49 $4.88K <0.01% +8 13F-HR/A Timeline Group Quarry LP More: the full row for Quarry LP 43 $4.28K <0.01% -62 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 42 $4.18K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 40 $3.97K <0.01% -49 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35 $3.48K <0.01% -116 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35 $3.48K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 32 $3.19K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 32 $3.01K <0.01% -70 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 28 $2.79K <0.01% -9 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 27 $2.79K <0.01% -26 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 27 $2.69K <0.01% -16 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 22 $2.19K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.09K <0.01% -9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17 $1.69K <0.01% -27 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $1.59K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $1.51K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15 $1.49K <0.01% -5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12 $1.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 11 $1.1K <0.01% new 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14 $1K <0.01% -10 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 13 $1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10 $996 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 10 $996 <0.01% -22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $896 <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $697 <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $622 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $415 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $398 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $398 <0.01% -4 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4 $398 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $299 <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3 $299 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3 $299 <0.01% -12 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $100 <0.01% -11 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1 $100 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $100 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1 $100 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $100 <0.01% -5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $100 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $100 <0.01% 0 13F-HR Timeline 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.