TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,426 $47.4K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,257 $45.6K <0.01% -2,652 13F-HR Timeline Group NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 4,173 $45K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,193 $44.9K <0.01% -81 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,952 $42.3K <0.01% +84 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,838 $41K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 3,756 $40.2K 0.01% -7,460 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,694 $39.6K <0.01% +2,807 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,050 $32.7K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,853 $30.6K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 2,746 $29.4K <0.01% new 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 2,570 $27.5K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,342 $25.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,266 $24.2K <0.01% +1,926 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,826 $19.6K <0.01% +896 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,773 $19.3K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,753 $18.8K <0.01% +97 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,702 $18.2K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,602 $17.2K <0.01% +1,022 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,485 $15.9K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,484 $15.9K 0.01% -616 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,232 $14.1K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,238 $13.3K <0.01% -257 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 951 $10.2K <0.01% +315 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 907 $9.71K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 819 $8.77K 0.01% -147 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 764 $8.18K <0.01% +646 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 692 $7.41K <0.01% -9 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 673 $7.21K <0.01% -2,391 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 514 $5.5K <0.01% +208 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 495 $5.3K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 398 $4.26K <0.01% +175 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 376 $4.03K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 361 $3.87K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 360 $3.86K <0.01% -8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 350 $3.75K <0.01% +236 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 335 $3.59K <0.01% +147 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 298 $3.19K <0.01% +105 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 289 $3.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 282 $3.02K <0.01% +132 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 258 $2.76K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 242 $2.59K <0.01% +28 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 213 $2.28K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 192 $2.06K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 179 $1.92K <0.01% -69 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 162 $1.74K <0.01% +136 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 140 $1.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 137 $1.47K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 127 $1.36K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 121 $1.26K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 104 $1.11K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $1.07K <0.01% new 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 100 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 87 $932 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 85 $910 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 83 $889 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 76 $813 <0.01% +67 13F-HR Timeline Group Trust Co More: the full row for Trust Co 65 $696 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 55 $589 <0.01% new 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 46 $493 <0.01% +24 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45 $482 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 41 $440 <0.01% +16 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 40 $428 <0.01% +14 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 40 $428 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $428 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 23 $247 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 21 $225 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20 $214 <0.01% -55 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 19 $203 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $129 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $129 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $103 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7 $75 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7 $72 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $64 <0.01% +5 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $43 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $22 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 78 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 16 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.