V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,735 $50.3K 0.01% +590 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,594 $46.2K 0.01% -1,580 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,546 $44.8K <0.01% -81 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,398 $44.2K <0.01% +1,139 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,351 $41.9K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,420 $41.2K <0.01% -1,795 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,375 $40K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,300 $37.7K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,266 $36.7K <0.01% +53 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,209 $35.1K <0.01% -1,865 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,090 $31.6K +440 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,069 $31K <0.01% +415 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,019 $29.6K <0.01% -62 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,000 $29K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,000 $29K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 991 $28.7K <0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 986 $28.6K 0.01% -26 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 979 $28.4K 0.02% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 915 $26.5K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 880 $25.5K <0.01% -64 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 23,902 $23.9K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 812 $23.5K <0.01% -27 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 803 $23.3K <0.01% -81 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 781 $22.6K 0.01% -321 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 779 $22.6K <0.01% -109 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 774 $22.4K <0.01% -606 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 766 $22K 0.01% -9 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 746 $21.6K <0.01% +697 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 698 $20.2K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 695 $20.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 708 $20K 0.01% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 640 $18.6K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 640 $18.6K <0.01% -9 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 600 $17.4K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 561 $16.3K <0.01% +480 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 559 $16.2K <0.01% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 556 $16.1K <0.01% -23 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 550 $15.9K <0.01% -604 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 545 $15.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 467 $15.6K <0.01% -1,024 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 500 $14.5K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 487 $14.1K 0.01% -1,807 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 471 $13.7K <0.01% +93 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 455 $13.2K <0.01% +48 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 446 $12.9K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 428 $12.4K <0.01% +85 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 418 $12.1K <0.01% +237 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 400 $11.6K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 400 $11.6K <0.01% -55 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 397 $11.5K <0.01% -68 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 381 $11K <0.01% -70 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 370 $10.7K <0.01% +69 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 370 $10.7K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 361 $10.5K 0.01% -344 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 342 $9.92K <0.01% -14 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 314 $9.11K <0.01% -95 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $8.7K 0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 259 $8.44K <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 280 $8.12K <0.01% +140 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 280 $8.12K 0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 278 $8.06K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 298 $8K <0.01% -849 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 273 $7.92K <0.01% +10 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 269 $7.84K <0.01% +263 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $7.83K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 268 $7.77K <0.01% -981 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 250 $7.25K 0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 250 $7.25K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 250 $7.25K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 228 $6.61K <0.01% -342 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 226 $6K <0.01% -70 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 200 $5.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $5.8K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 197 $5.71K <0.01% +52 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 190 $5.51K <0.01% -165 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 190 $5.51K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 176 $5.1K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 170 $4.93K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 168 $4.87K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 167 $4.84K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 164 $4.76K <0.01% -2 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 160 $4.64K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 159 $4.61K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 159 $4.61K <0.01% -37 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 156 $4.52K <0.01% +14 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 150 $4.35K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 150 $4.35K <0.01% +150 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 149 $4.32K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 148 $4.29K <0.01% -110 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 147 $4.26K <0.01% -187 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 138 $4K <0.01% +3 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 126 $3.65K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 120 $3.48K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 115 $3.33K <0.01% +65 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 100 $2.9K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 100 $2.9K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $2.9K <0.01% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 100 $2.9K <0.01% 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 99 $2.87K <0.01% +2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 98 $2.84K <0.01% -10 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 90 $2.61K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 81 $2.35K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 80 $2.32K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 95 $2.21K <0.01% 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 76 $2.2K <0.01% +43 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 86 $2K <0.01% -200 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 58 $2K <0.01% -6 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 63 $1.83K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 60 $1.74K <0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 55 $1.59K <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 53 $1.54K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $1.45K <0.01% 0 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $1.45K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $1.45K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 45 $1.3K <0.01% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 38 $1.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 38 $1.1K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 35 $1.01K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 35 $1.01K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 35 $1.01K <0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 39 $1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 34 $986 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $841 <0.01% +10 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 25 $725 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 24 $696 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24 $696 <0.01% -227 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 23 $667 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 21 $609 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20 $580 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 19 $551 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 19 $551 <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 18 $525 <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 16 $464 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 15 $435 <0.01% -95 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $348 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12 $339 <0.01% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 11 $333 <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 11 $319 <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $319 0.01% +1 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 11 $319 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $290 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10 $290 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10 $290 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $232 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $232 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $174 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $145 <0.01% 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3 $87 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2 $58 <0.01% -198 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $29 <0.01% -5,374 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 0 $4 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 10 $0 0% 0 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.