QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 871 $135K 0.01% +1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 789 $122K 0.15% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 763 $118K <0.01% -15 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 676 $105K <0.01% +602 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 651 $101K <0.01% -134 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 638 $99K <0.01% +300 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 789 $98.4K <0.01% +304 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 563 $87.4K 0.01% -8 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 528 $81.9K <0.01% +206 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 439 $68K 0.04% -341 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 402 $62.4K <0.01% -55 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 376 $58.3K 0.01% -15 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 337 $52.3K 0.05% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 250 $38.8K <0.01% +90 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 246 $38.2K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 242 $37.6K 0.01% +214 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 200 $33.4K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 214 $33K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 212 $32K 0.01% +4 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 200 $31K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 200 $31K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 199 $30.9K <0.01% -13 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 198 $30.7K 0.01% +1 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 190 $29.5K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 177 $28.5K <0.01% -69 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 141 $23.5K <0.01% -17 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 141 $21.9K <0.01% -29 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 135 $20.9K <0.01% -2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 121 $18.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 120 $18.6K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 120 $18.6K <0.01% 0 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 118 $18.3K <0.01% -30 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 107 $16.6K <0.01% +9 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 96 $14.9K <0.01% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 91 $14.1K <0.01% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 86 $13K <0.01% +30 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 82 $12.7K <0.01% +75 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 73 $11.3K <0.01% new 13F-HR/A Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 74 $11K <0.01% -1,886 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 67 $11K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 65 $10.1K <0.01% +12 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 56 $8.69K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 55 $8.54K <0.01% -1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 54 $8.38K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 52 $8.07K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 48 $7.45K 0.01% 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 46 $7.14K <0.01% +8 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 41 $6.36K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 39 $6.05K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 37 $5.74K <0.01% +5 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 35 $5.43K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 34 $5.28K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 30 $4.66K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $4.34K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 23 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sachetta, LLC More: the full row for Sachetta, LLC 25 $3.88K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 25 $3.88K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 24 $3.85K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20 $3.1K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18 $2.79K <0.01% -7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16 $2.48K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16 $2.48K <0.01% -5 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16 $2.48K <0.01% +1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12 $1.97K <0.01% -12 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12 $1.86K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11 $1.71K <0.01% +1 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10 $1.55K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $1.55K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 8 $1.24K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $1.24K <0.01% -2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6 $931 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5 $776 <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5 $776 <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $621 <0.01% 0 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $621 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4 $621 <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3 $466 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $311 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $311 <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2 $310 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2 $310 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $156 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $156 <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $155 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.