Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,724 $81K <0.01% -123 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,344 $70K <0.01% -2,037 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,099 $62.4K <0.01% +1,963 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,075 $61.7K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,970 $58.6K 0.02% -6,575 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,947 $57.9K <0.01% -2,053 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,873 $55.7K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,760 $52.3K 0.01% +1,479 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,537 $45.7K <0.01% +986 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,509 $44.9K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,376 $41K <0.01% +1,049 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curat Global, LLC More: the full row for Curat Global, LLC 1,350 $40.1K 0.04% -116 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,289 $38.3K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,114 $33.1K <0.01% +963 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,103 $32.8K <0.01% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,034 $30.7K 0.01% +368 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 833 $24.8K <0.01% +34 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 787 $23.4K <0.01% -531 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 781 $23.2K <0.01% +566 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 780 $23.2K <0.01% +122 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 774 $23K <0.01% -347 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 753 $22.4K <0.01% -15 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 703 $20.9K 0.01% -99 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 671 $20.1K <0.01% +204 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 600 $17.8K <0.01% -47,181 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 586 $17.4K <0.01% +571 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 523 $15.5K <0.01% 0 13F-HR/A Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 506 $15K <0.01% +210 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 487 $14.5K <0.01% +475 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 417 $12.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 407 $12.1K <0.01% -584 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 350 $10.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 323 $9.6K <0.01% +203 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 300 $8.92K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 264 $7.85K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 256 $7.72K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 252 $7.49K <0.01% -619 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 224 $6.66K <0.01% +154 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 198 $5.89K <0.01% -58 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 149 $4.43K <0.01% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 145 $4.31K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 136 $4.04K <0.01% +102 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 131 $3.9K <0.01% -2,297 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 123 $3.66K <0.01% +33 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 121 $3.6K <0.01% +84 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 120 $3.57K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 115 $3.42K <0.01% -674 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 111 $3.3K <0.01% +38 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 106 $3.18K <0.01% +45 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 99 $3K <0.01% -233 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 100 $2.97K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 86 $2.6K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 75 $2.23K <0.01% -435 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 73 $2.17K <0.01% +69 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 70 $2.08K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 65 $1.93K <0.01% -13 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 41 $1.22K <0.01% -93 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $1.13K <0.01% +18 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 37 $1.1K <0.01% -1,013 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 34 $1.01K <0.01% -170 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $1.01K <0.01% +33 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 34 $1.01K <0.01% 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33 $992 <0.01% +12 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 31 $922 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 30 $892 <0.01% -16 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 28 $832 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $714 <0.01% +11 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 24 $714 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 20 $595 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 20 $595 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 20 $595 <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $536 <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 18 $536 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18 $535 <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 17 $505 <0.01% -15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15 $446 <0.01% +10 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 12 $357 <0.01% +9 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 10 $297 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 9 $268 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $268 <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7 $209 <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $208 <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4 $119 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $89 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2 $59 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $59 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $39 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $30 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $30 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $30 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $29 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.