Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 356 $47K <0.01% -204 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 350 $46.1K <0.01% +7 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 323 $42.5K <0.01% +189 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 311 $40.9K <0.01% +99 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 284 $37.4K <0.01% -36 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 261 $34.4K <0.01% +190 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 247 $32.5K <0.01% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 175 $23K <0.01% 0 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 172 $22.6K <0.01% 13F-HR/A Timeline Group PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 171 $22.5K <0.01% +5 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 158 $20.8K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 143 $18.8K <0.01% -12 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 130 $17.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 104 $14K 0.01% +11 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 96 $13K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 95 $12.5K <0.01% +7 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 89 $12K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 91 $12K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 90 $11.8K <0.01% -150 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 80 $10.5K <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 68 $8.95K <0.01% +15 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 70 $8.88K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62 $8.07K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 52 $6.92K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $6.45K <0.01% -41 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 48 $6.32K <0.01% -188 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 43 $5.66K <0.01% -40 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 35 $4.61K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 35 $4.61K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 34 $4.47K <0.01% +19 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 31 $4.08K <0.01% -1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24 $3.16K <0.01% +6 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 23 $3.03K <0.01% +3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 19 $2.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 16 $2.11K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $2.11K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $2.11K <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 15 $1.97K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13 $1.71K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $1.71K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 13 $1.71K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11 $1.45K <0.01% +3 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $1.19K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $1.18K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $264 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $264 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $263 <0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $132 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $132 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1 $132 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.