Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,793 $222K <0.01% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,775 $220K 0.01% new 13F-HR Timeline Group Crestline Management, L.P. More: the full row for Crestline Management, L.P. 2,763 $219K 0.01% -4,900 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,745 $218K 0.01% -7,220 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 2,712 $215K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RENASANT BANK More: the full row for RENASANT BANK 2,708 $215K 0.14% -93 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,703 $214K <0.01% -97 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,653 $211K 0.06% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,649 $210K 0.06% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,631 $209K 0.1% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,620 $208K 0.09% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,598 $206K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,585 $205K 0.01% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,566 $204K 0.1% -139 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,527 $201K 0.05% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,497 $198K 0.12% -1,178 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,484 $197K <0.01% -541 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,371 $188K 0.01% -371 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,339 $186K 0.23% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,220 $176K <0.01% -2,958 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,200 $175K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,075 $166K 0.02% +1,330 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,008 $159K 0.02% -2,311 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,970 $156K 0.04% +4 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,650 $131K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,643 $130K 0.02% +303 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,385 $110K <0.01% -292 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,331 $106K <0.01% +18 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,251 $99K <0.01% -183 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $95.2K 0.04% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,187 $94.7K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,184 $94K 0.06% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,062 $84.3K 0.08% 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,000 $79.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 974 $77.3K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 969 $76.9K <0.01% +1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 921 $73K <0.01% -74 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 890 $70.6K <0.01% +598 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 870 $69K 0.07% 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 860 $68K <0.01% -9 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 810 $64.3K 0.01% +258 13F-HR Timeline City State Bank More: the full row for City State Bank 725 $57.5K 0.02% new 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 673 $53.4K <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 636 $50.5K <0.01% -121 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 629 $49.9K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 593 $47.1K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 563 $44.7K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 554 $44K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 409 $32.5K <0.01% new 13F-HR/A Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 333 $26.4K 0.01% -3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 312 $24.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 302 $23.9K <0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 296 $23.5K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 275 $21.8K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 259 $20.6K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 224 $17.8K <0.01% +12 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 208 $16.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 200 $15.9K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 200 $15.9K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 177 $14.1K <0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 180 $14K <0.01% +11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 175 $13.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 168 $13.3K <0.01% -30 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 163 $12.9K <0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 149 $11.8K <0.01% +3 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 146 $11.6K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 150 $11K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 150 $11K <0.01% +42 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 137 $10.9K <0.01% +82 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 136 $10.8K <0.01% -38 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 132 $10.5K 0.01% -46 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 126 $10K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 125 $9.92K <0.01% +10 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 122 $9.68K <0.01% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $9.05K <0.01% -1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 106 $8.41K <0.01% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 104 $8.25K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $7.98K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 93 $7.38K <0.01% -10 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 92 $7.3K <0.01% +42 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 90 $7.11K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 89 $7.06K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $7K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 82 $6.51K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $5.95K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 75 $5.95K <0.01% +11 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 67 $5.32K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 58 $4.6K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 54 $4.33K <0.01% +28 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 54 $4.33K <0.01% +28 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 54 $4.29K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 42 $3.33K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 40 $3.17K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 36 $2.86K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 32 $2.54K <0.01% -12 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 32 $2.54K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $2.46K <0.01% +4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $1.98K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25 $1.98K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 22 $1.75K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 16 $1.27K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 15 $1.19K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 14 $1.14K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $635 <0.01% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 7 $559 <0.01% -20,152 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6 $476 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 6 $476 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $318 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $317 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $79 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount 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% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.