Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,324 $75.2K <0.01% new 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,015 $65K <0.01% 0 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 1,727 $56K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,340 $43.4K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,243 $40.2K <0.01% +121 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,189 $38.5K <0.01% -647 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,146 $37.7K <0.01% +243 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,057 $34.2K <0.01% +644 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 980 $31.7K <0.01% -200 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 880 $28.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 851 $27.3K <0.01% -540 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 728 $23.6K <0.01% +48 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 675 $21.8K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 663 $21.5K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 611 $19.8K <0.01% +364 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 481 $16.4K <0.01% -174 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 432 $14K <0.01% +13 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 418 $13.5K <0.01% +49 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 392 $12.7K <0.01% +18 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 382 $12.4K <0.01% +20 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. 376 $12K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 370 $12K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 350 $11.2K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 341 $11K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 300 $9.71K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 282 $9.13K <0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 284 $9.1K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 267 $9K <0.01% -1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 265 $8.58K <0.01% -293 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 267 $8K <0.01% -146 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 217 $7.02K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 189 $6.12K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 175 $5.66K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 147 $4.76K <0.01% +6 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 136 $4.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 128 $4.14K <0.01% +113 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 124 $4K <0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 123 $3.98K <0.01% -10,253 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 119 $3.85K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 114 $3.69K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 113 $3.66K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 112 $3.62K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 93 $3.01K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 92 $2.98K <0.01% +51 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 90 $2.91K <0.01% -5 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 74 $2.4K <0.01% -349 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 68 $2.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 69 $2K <0.01% -6 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 60 $1.94K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 59 $1.91K <0.01% +41 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 50 $1.62K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 38 $1.23K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 32 $1.04K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 46 $1K <0.01% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 30 $971 <0.01% -1 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27 $874 <0.01% +27 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 26 $841 <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22 $712 <0.01% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 21 $680 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 18 $585 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18 $583 <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12 $401 <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11 $356 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $356 <0.01% +3 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6 $194 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $32 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.