HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 165 $20K <0.01% +9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 158 $20K <0.01% -173 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 151 $18.8K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 148 $18.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 139 $17.3K <0.01% +21 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 101 $14.1K <0.01% -6 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 113 $14K <0.01% 0 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/ 109 $13.5K <0.01% +2 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 104 $12.9K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 104 $12.9K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $12.4K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $12.4K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 86 $10.6K <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 77 $9.57K <0.01% -17 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 74 $9.19K <0.01% -3 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 74 $9.19K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 75 $9K <0.01% -1,536 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 72 $8.95K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 69 $8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 61 $7.58K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 59 $7.33K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 59 $7.33K <0.01% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 58 $7.21K <0.01% +40 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 54 $6.71K <0.01% -3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 53 $6.58K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 44 $5.47K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 44 $5.47K <0.01% -1 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. 41 $5.09K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 38 $4.72K <0.01% -18 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37 $4.6K <0.01% +5 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 32 $3.98K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 26 $3.23K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25 $3.11K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 23 $2.86K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 23 $2.86K <0.01% +18 13F-HR/A Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21 $2.6K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $2.48K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $2.36K <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $2.11K <0.01% -2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 17 $2.11K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $1.99K <0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $1.74K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13 $1.61K <0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12 $1.49K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 10 $1.24K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 9 $1.12K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9 $1.12K <0.01% -31 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9 $1.12K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 9 $1.12K <0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 8 $994 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 7 $870 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $745 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6 $745 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $745 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $622 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $622 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $621 <0.01% -2 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5 $621 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $497 <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3 $373 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $373 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $373 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $373 <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $249 <0.01% -2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $249 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2 $248 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $125 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $125 <0.01% -1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $124 <0.01% -9 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $124 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $124 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $124 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $0 0% 0 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.