KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 899 $112K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 858 $107K <0.01% +518 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 854 $106K 0.03% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 848 $105K <0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 791 $98K <0.01% +107 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 743 $92.4K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 650 $80.8K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 604 $75.1K <0.01% +110 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 565 $70.2K <0.01% -129 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 490 $60.9K 0.01% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 440 $54.7K 0.05% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 360 $45K <0.01% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 358 $44.5K <0.01% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 353 $43.9K 0.01% +12 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 324 $40.3K <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 323 $40.2K <0.01% -29 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 316 $39.3K <0.01% -2,314 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 298 $37K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 288 $35.8K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 250 $31.1K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 247 $30.7K <0.01% +18 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 224 $27.9K <0.01% -35 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 215 $26.8K <0.01% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $24.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 178 $23.1K <0.01% +44 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 184 $22.9K 0.01% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 182 $22.6K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 162 $20.1K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 162 $20.1K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 148 $20K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 152 $18.9K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 151 $18.8K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150 $18.6K <0.01% -19 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 145 $18K <0.01% +19 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 142 $17.7K <0.01% +55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 141 $17.5K <0.01% +13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 138 $17.2K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 137 $17K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 131 $16.3K <0.01% +22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 120 $14.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 104 $12.9K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $12.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 98 $12.2K <0.01% +8 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 80 $9.95K <0.01% +12 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $9.2K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 72 $8.95K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 70 $8.7K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 65 $8.08K <0.01% -7 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 67 $8K <0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 61 $7.58K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 59 $7.58K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 53 $6.59K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 42 $5.22K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 40 $4.94K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $4.6K <0.01% -4 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 31 $3.85K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30 $3.73K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30 $3.73K <0.01% -83 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 29 $3.61K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27 $3.36K <0.01% +10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 26 $3.23K <0.01% +13 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15 $1.91K <0.01% -207 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15 $1.86K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $1.86K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 14 $1.76K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14 $1.74K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11 $1.37K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $1.37K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10 $1.24K <0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $746 <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 6 $746 <0.01% -106 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6 $746 <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5 $622 <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $622 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $498 <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4 $497 <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3 $373 <0.01% -387 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3 $373 <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $253 <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2 $249 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $249 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $249 <0.01% -77 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $249 <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $249 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $249 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $125 <0.01% -34 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1 $125 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $125 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $124 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.