SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 850 $51.8K <0.01% +50 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 823 $50.2K 0.03% 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 658 $40K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 577 $35.2K <0.01% -152 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 482 $29.4K <0.01% -428 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 406 $24.7K <0.01% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 372 $22.7K <0.01% -53 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 339 $20.7K 0.01% -26 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 255 $15.5K <0.01% -92 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 228 $14.1K <0.01% +99 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 214 $13K <0.01% +117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 180 $11K <0.01% +25 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 169 $10K <0.01% +43 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 180 $9.94K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 156 $9.51K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 148 $9.02K <0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 145 $8.84K <0.01% -91 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 141 $8.59K <0.01% -48 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 125 $7.62K <0.01% +27 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 109 $6.64K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 99 $6.03K <0.01% -14 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 95 $6K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 73 $4.91K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 79 $4.82K <0.01% +8 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 78 $4.75K <0.01% +14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 75 $4.57K <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 68 $4.14K <0.01% -9 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 68 $4.14K <0.01% -40 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 57 $3.48K <0.01% -7,000 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 57 $3.48K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 52 $3.17K <0.01% +50 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 47 $2.87K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 47 $2.87K <0.01% -377 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 39 $2.38K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 34 $2.07K <0.01% -44 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 34 $2.07K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 34 $2.07K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 29 $1.77K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28 $1.71K <0.01% +10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 28 $1.71K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 27 $1.65K <0.01% +22 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24 $1.46K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 23 $1.4K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $1.34K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 21 $1.28K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18 $1.1K <0.01% -13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $975 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 15 $914 <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $863 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14 $854 <0.01% -10 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $670 <0.01% +2 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7 $427 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $305 <0.01% -1 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $244 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $244 <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $183 <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2 $122 <0.01% -192 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $122 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $122 <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2 $122 <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $61 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $60 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $42 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.