Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,324 $343K 0.06% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,181 $329K 0.07% +15 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,131 $322K <0.01% +260 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,090 $319K 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,087 $319K -117,205 Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,372 $319K 0.08% +345 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,082 $318K 0.06% -1,269 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,909 $301K -640 Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,820 $291K 0.07% -125 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,736 $283K <0.01% +88 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,713 $280K 0.01% +702 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,713 $280K <0.01% +30 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,313 $278K 0.16% +322 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,693 $278K <0.01% -3,482 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,649 $274K 0.02% new 13F-HR/A Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,642 $273K 0.04% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,551 $264K <0.01% -280 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,520 $260K <0.01% -410 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 2,482 $256K 0.01% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,266 $234K 0.02% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,250 $232K 0.14% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 2,151 $222K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,007 $207K <0.01% new 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,999 $207K 0.02% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,987 $205K <0.01% +50 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,979 $205K <0.01% +166 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,977 $204K <0.01% -32 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,943 $201K <0.01% -153 13F-HR/A Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,800 $186K <0.01% +1,700 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,670 $173K 0.01% -41 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,585 $164K <0.01% -2,247 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,475 $152K <0.01% +783 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 1,451 $150K 0.01% -13,294 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 1,427 $147K <0.01% +344 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,300 $134K <0.01% -1,300 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,002 $104K <0.01% -4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 846 $87.4K <0.01% +7 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 792 $82K <0.01% 0 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 763 $79K 0.01% -1,206 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 735 $74.3K <0.01% +44 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 426 $44K <0.01% -370 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 419 $43K <0.01% +64 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 386 $39.9K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 369 $38.1K <0.01% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 370 $38K <0.01% +22 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 332 $34.3K <0.01% -202 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 319 $33K <0.01% +238 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 301 $31.1K <0.01% -1,594 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 300 $31K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 262 $27.1K <0.01% -10 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 252 $26.5K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 246 $25.4K <0.01% -97 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 239 $24.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 214 $22.1K <0.01% +97 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 211 $21.8K <0.01% +43 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 206 $21.3K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $20.7K <0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $20.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 197 $20.4K <0.01% -7 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 191 $20K <0.01% -38 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 190 $19.6K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 177 $18.3K <0.01% +113 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 176 $18.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 157 $16.2K <0.01% -65 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 155 $16K <0.01% +76 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 151 $15.6K <0.01% -207 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. 140 $14.5K <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 133 $13.5K <0.01% +84 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 114 $11.8K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 103 $10.6K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 101 $10.4K <0.01% -12 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 100 $10.3K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 92 $9.51K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 88 $9.09K <0.01% +20 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 84 $8.68K <0.01% -1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 81 $8.37K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 76 $7.85K 0.01% -85 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 66 $7K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 64 $6.61K <0.01% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 56 $6K <0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 56 $5.79K <0.01% +18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 55 $5.68K <0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 51 $5.27K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 50 $5.17K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45 $4.65K <0.01% +13 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 42 $4.34K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 40 $4.13K <0.01% -492 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 35 $4K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 38 $3.93K <0.01% +9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 38 $3.93K <0.01% -33 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 33 $3.42K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33 $3.41K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 50 $3.17K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $3.1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 37 $3K <0.01% -7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28 $2.89K <0.01% -13 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 25 $2.58K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $2.17K <0.01% -30 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 21 $2.17K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $2.07K <0.01% -54 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20 $2.07K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 19 $1.96K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 19 $1.96K <0.01% -45 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18 $1.86K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $1.65K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12 $1.24K <0.01% +1 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 12 $1.24K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $1.03K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $1.03K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $1K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9 $971 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $930 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $827 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $648 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $517 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $413 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $310 <0.01% +1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3 $310 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $309 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $207 <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $207 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $207 <0.01% -1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $104 <0.01% -2,753 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $103 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.