Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,597 $131K 0.12% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,593 $131K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,330 $109K <0.01% +227 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,301 $108K <0.01% -290 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,305 $107K <0.01% -46 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1,053 $86.6K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,041 $85.6K <0.01% +296 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 976 $80K <0.01% +321 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 967 $79.5K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 937 $77K <0.01% -886 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 926 $76.1K <0.01% -697 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 553 $46K 0.03% +24 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 498 $41K <0.01% -50 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 463 $38.1K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 455 $37.4K <0.01% -28 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 407 $33K <0.01% +80 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 375 $30.8K <0.01% +18 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 298 $24.5K <0.01% +144 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 283 $23.3K <0.01% -104 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 270 $22.2K <0.01% +150 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 254 $20.9K <0.01% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 251 $20.6K 0.01% -6 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 245 $20.1K <0.01% -5 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 244 $20.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 204 $16.8K <0.01% +64 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $16.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 193 $15.9K <0.01% +7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 184 $15.1K <0.01% +69 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 164 $13.7K <0.01% +150 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 158 $13K <0.01% +34 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 153 $12.6K <0.01% -2 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 141 $11.6K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 130 $10.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 122 $10K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 108 $8.88K <0.01% +97 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95 $7.81K <0.01% 0 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 87 $7.15K <0.01% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 84 $6.91K <0.01% +39 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 84 $6.91K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 79 $6.5K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 74 $6.08K <0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 71 $5.84K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 62 $5.1K <0.01% +22 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 62 $5.01K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 59 $4.85K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 58 $4.77K <0.01% +9 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 53 $4.36K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 51 $4.19K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $3.95K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 41 $3.37K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 39 $3.21K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 38 $3.12K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 38 $3.12K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $2.63K <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 31 $2.55K <0.01% -21 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 28 $2.3K <0.01% +13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 25 $2.06K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 25 $2.06K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 25 $2.06K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 23 $1.89K <0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20 $1.65K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 18 $1.48K <0.01% new 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 16 $1.32K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $1.23K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $1.15K <0.01% +1 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 14 $1.15K <0.01% +6 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14 $1.15K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11 $905 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $905 <0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $905 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9 $740 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $740 <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8 $658 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $658 <0.01% +5 13F-HR Timeline Trust Co More: the full row for Trust Co 7 $576 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $576 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $494 <0.01% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5 $411 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $411 <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3 $247 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $247 <0.01% -1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3 $247 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3 $247 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3 $247 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $165 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $83 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $82 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $82 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1 $82 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.