TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 5,500 $353K <0.01% +800 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,826 $351K 0.02% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,478 $351K 0.17% -678 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,240 $336K <0.01% -5,640 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,110 $328K <0.01% -273 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/ 5,103 $327K <0.01% +1,325 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 4,934 $316K 0.15% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,908 $315K <0.01% +611 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,863 $312K 0.02% -1,273 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,782 $307K <0.01% +1,091 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,779 $307K <0.01% +4 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,770 $306K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,767 $306K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,685 $300K 0.02% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 4,571 $293K 0.02% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,559 $292K <0.01% -1,769 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,540 $291K 0.01% +3,363 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,505 $289K 0.01% -115 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,440 $285K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,277 $274K 0.04% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,230 $271K <0.01% +205 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,168 $267K 0.04% +1,675 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,166 $267K 0.02% -6,234 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,990 $256K 0.04% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,865 $248K 0.16% -237 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,784 $243K <0.01% -673 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,697 $237K <0.01% -302 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,596 $231K 0.01% -355 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,572 $229K 0.11% +809 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,554 $228K <0.01% +1,547 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,524 $226K <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,498 $224K <0.01% -92 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,487 $224K 0.1% -1,440 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,466 $222K <0.01% +341 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,331 $214K <0.01% -7,080 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,246 $208K <0.01% -5 13F-HR/A Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,217 $205K 0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,198 $205K <0.01% +330 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,048 $195K <0.01% -2 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 2,810 $163K <0.01% -1,059 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,451 $157K <0.01% +9 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,341 $150K 0.02% -452 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,323 $149K <0.01% 0 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,113 $136K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,038 $131K <0.01% +14 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,983 $127K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,797 $115K <0.01% +203 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,759 $113K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,756 $113K <0.01% -3 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,745 $112K <0.01% +1,233 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,728 $111K <0.01% +28 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,659 $106K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,459 $93.6K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,446 $92.7K <0.01% +274 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) 1,441 $92.4K <0.01% -2,262 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,306 $83.7K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,300 $82.9K 0.01% -260 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,197 $77K <0.01% -53 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,142 $73.2K 0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 967 $62K 0.04% -290 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 964 $61.8K <0.01% +3 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 941 $60.3K 0.01% -731 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 884 $57K <0.01% -17 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 838 $53K 0.02% -475 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 757 $48.5K <0.01% -24 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 713 $45.7K <0.01% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 672 $43.1K <0.01% -50 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 656 $42.1K <0.01% +9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 650 $41.7K 0.01% +207 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 598 $38.4K <0.01% -284 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 564 $36.2K <0.01% -22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 495 $32K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 487 $31.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 475 $30.5K <0.01% +36 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 460 $29.5K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 450 $28.9K 0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 424 $27.2K 0.01% -718 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 414 $26.6K 0.01% -2 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 398 $25.5K <0.01% +13 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 398 $25.5K <0.01% +2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 481 $25.1K <0.01% 0 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 388 $24.9K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 385 $24.7K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 375 $24.3K 0.01% +2 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 347 $22.5K <0.01% -20 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 342 $21.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 317 $20.3K <0.01% -35 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 308 $19.8K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 302 $19.4K <0.01% +280 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 300 $19.2K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 294 $18.9K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 287 $18.4K <0.01% -495 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 295 $18K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 275 $17.6K <0.01% -124 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 270 $17.3K 0.01% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 260 $16.7K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 248 $15.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 233 $15K <0.01% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 216 $13.8K <0.01% +8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 209 $13.4K <0.01% +9 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 205 $13.1K <0.01% +204 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 212 $13K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 196 $12.6K <0.01% +1 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 189 $12.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 173 $11K <0.01% -33 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 163 $10.5K <0.01% +1 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 160 $10.3K -3,397 Timeline NFSG Corp More: the full row for NFSG Corp 158 $10.1K <0.01% +1 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 152 $9.75K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 142 $9.11K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 134 $8.61K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 132 $8.46K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 118 $7.57K <0.01% +4 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 114 $7.31K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 107 $6.86K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 102 $6.56K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 94 $6.03K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 94 $6.03K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 93 $5.96K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 92 $5.9K <0.01% +8 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 65 $4.17K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 63 $4.04K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 62 $3.98K <0.01% +18 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 58 $3.74K <0.01% +58 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 58 $3.72K <0.01% +2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58 $3.72K <0.01% -1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 57 $3.65K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $3.6K <0.01% -57 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 55 $3.52K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 44 $2.82K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 41 $2.63K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 37 $2.36K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 36 $2.32K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 35 $2.25K <0.01% -228 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 31 $2.01K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $2K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 32 $2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 30 $1.94K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 30 $1.92K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 29 $1.86K <0.01% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29 $1.86K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 29 $1.86K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 28 $1.82K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $1.73K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 26 $1.67K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 23 $1.48K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 23 $1.48K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 23 $1.48K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 20 $1.28K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 17 $1.09K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $1.02K <0.01% 0 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 25 $1K <0.01% -1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 15 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15 $962 <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14 $898 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14 $898 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13 $834 <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9 $769 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11 $706 <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 10 $641 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $578 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $514 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7 $475 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 7 $449 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6 $385 <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $385 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $321 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5 $321 <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5 $321 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $302 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4 $257 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $257 <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $192 <0.01% -1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2 $129 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $129 <0.01% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 2 $128 <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2 $128 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2 $128 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2 $128 <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2 $128 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2 $128 <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1 $64 <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $64 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $64 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $64 <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.