SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 282 $8.02K <0.01% +23 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 282 $8.02K <0.01% +233 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 280 $7.96K <0.01% +244 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 270 $7.69K <0.01% +87 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 262 $7.67K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 246 $6.99K <0.01% +138 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 225 $6.4K <0.01% -304 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 219 $6.23K <0.01% +82 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 218 $6.2K <0.01% -9 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 213 $6.06K <0.01% +58 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 219 $6K <0.01% +33 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 211 $6K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 210 $5.75K <0.01% +8 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 202 $5.74K 0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 192 $5.46K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 187 $5.32K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 175 $4.97K <0.01% +20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 153 $4.35K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 141 $4.13K <0.01% +105 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 145 $4.12K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 144 $4.09K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 139 $3.95K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 133 $3.78K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 121 $3.43K <0.01% +46 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 119 $3.38K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 107 $3.08K <0.01% +27 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 105 $2.98K <0.01% -82 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 100 $2.84K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 99 $2.81K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 96 $2.73K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 87 $2.47K <0.01% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 85 $2.42K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 85 $2.42K <0.01% new 13F-HR/A Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 81 $2.3K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 80 $2.26K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 66 $1.88K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 63 $1.79K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 62 $1.76K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 60 $1.71K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 54 $1.53K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 52 $1.48K <0.01% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 44 $1.25K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 37 $1.05K <0.01% +23 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 35 $1K <0.01% -1 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 33 $938 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32 $910 <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 23 $663 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 23 $654 <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 22 $625 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20 $569 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $345 <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 12 $342 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12 $341 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $313 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 10 $280 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9 $256 <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9 $256 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $227 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $142 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $114 <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 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.