V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 514 $26.6K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 510 $26.4K 0.02% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 500 $25.9K <0.01% -439 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 481 $25.2K <0.01% -69 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 480 $24.9K <0.01% +308 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 452 $23.4K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 408 $21.3K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 391 $20.5K 0.01% +84 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 387 $20.1K <0.01% +318 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 378 $19.6K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 350 $18.1K <0.01% +325 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 324 $16.8K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 316 $16.4K <0.01% -147 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 314 $16K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 306 $15.9K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 300 $15.5K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 297 $15.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 270 $14K <0.01% +38 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 260 $13.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 257 $13.3K <0.01% -82 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 250 $13K <0.01% -464 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 236 $12.3K <0.01% +118 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 230 $11.9K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 220 $11.4K <0.01% +30 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 219 $11.4K <0.01% -160 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 215 $11.1K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 213 $11.1K <0.01% +45 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 212 $11K <0.01% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 200 $10.4K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 175 $9.17K <0.01% +56 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175 $9.07K <0.01% +161 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 175 $9.07K <0.01% +170 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 169 $8.76K <0.01% -35 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 166 $8.62K <0.01% +2 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 142 $7.15K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 133 $6.89K <0.01% +83 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 133 $6.89K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 122 $6.32K <0.01% -9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 107 $5.55K <0.01% +10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 98 $5.08K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 97 $5.03K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 100 $5K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 93 $4.82K <0.01% -105 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $4.2K <0.01% -12 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 77 $3.97K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 76 $3.94K <0.01% -2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 75 $3.89K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 75 $3.89K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 63 $3.27K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 61 $3.09K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 56 $2.9K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $2.81K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 53 $2.75K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 51 $2.64K <0.01% -8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 51 $2.62K <0.01% +13 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 50 $2.59K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 48 $2.49K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 48 $2.49K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 47 $2.46K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 47 $2.44K <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 38 $1.97K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 37 $1.92K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 30 $1.55K <0.01% -5 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 28 $1.46K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 27 $1.4K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 26 $1.35K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 25 $1.3K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22 $1.14K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 21 $1.1K <0.01% -22 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 19 $987 <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 19 $985 <0.01% -76 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 18 $933 <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 17 $881 <0.01% +1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 15 $777 <0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 15 $777 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $674 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $570 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $519 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $415 <0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $155 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $113 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $104 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $103 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2 $91 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $52 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $52 <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $52 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $52 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $52 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $31 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.