Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,064 $153K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,755 $130K 0.08% -25 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 1,200 $124K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,665 $123K <0.01% -5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,624 $120K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,440 $106K <0.01% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 1,414 $105K 0.08% +707 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,366 $101K 0.02% -534 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,275 $101K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,357 $100K <0.01% +290 13F-HR/A Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,330 $99.2K 0.03% -56 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,300 $96.1K <0.01% 0 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,288 $95.2K 0.11% -2,353 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,148 $84.8K 0.02% -7 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,089 $81.2K 0.05% +10 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,013 $74.9K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,000 $73.9K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 989 $73.1K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 942 $70K 0.05% -633 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 911 $69.8K <0.01% +533 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 934 $69.6K 0.01% +45 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 924 $68K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 828 $61.2K <0.01% -296 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 828 $61.2K <0.01% -32 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 804 $59.4K 0.01% -1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 732 $54K <0.01% +321 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 716 $52.9K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 635 $50.8K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 655 $48.4K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 654 $48.3K <0.01% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 618 $45.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 613 $45.3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 588 $43K 0.01% +108 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 568 $42K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 543 $40.1K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 543 $40.1K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 542 $40.1K <0.01% +178 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 524 $38.7K <0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 521 $38.4K <0.01% -14 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 495 $36K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 472 $34.9K 0.01% +377 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 450 $33.3K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 432 $33K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 441 $32.6K <0.01% +262 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 447 $32.4K 0.02% -68 13F-HR Timeline OSSIAM More: the full row for OSSIAM 439 $32.4K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 400 $29.6K 0.01% -90 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 386 $28.5K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 383 $28.3K <0.01% +75 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 380 $28.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 360 $26.6K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 357 $26.4K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 350 $25.9K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 319 $23.6K 0.01% -28 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 303 $22.4K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 269 $19.9K <0.01% -7,043 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 261 $19.3K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 259 $19.1K 0.01% +214 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 238 $17.6K <0.01% +57 13F-HR Timeline CX Institutional More: the full row for CX Institutional 228 $17K <0.01% +178 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 216 $16K 0.01% -14,522 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 208 $15.4K <0.01% +176 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 184 $13.6K <0.01% +90 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 178 $13.4K <0.01% +1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 177 $13.1K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 174 $12.9K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 163 $12K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 162 $12K <0.01% -47 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 158 $11.7K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 151 $11.2K <0.01% +55 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 146 $10.8K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 145 $10.7K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 143 $10.6K <0.01% +20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 133 $9.83K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 133 $9.83K 0.01% +71 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 127 $9.38K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 126 $9.31K <0.01% new 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 116 $8.88K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 115 $8.5K <0.01% +32 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 115 $8.5K <0.01% -8 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 115 $8.5K <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 104 $8.49K <0.01% +31 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 113 $8.35K <0.01% +5 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 112 $8.34K <0.01% new 13F-HR/A Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 110 $8.13K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 108 $8.05K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 108 $7.98K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 105 $7.76K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 100 $7.39K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $7.39K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 76 $5.62K <0.01% +8 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 75 $5.54K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 71 $5.25K <0.01% -16 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 71 $5.25K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 69 $5.14K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 62 $5K <0.01% +1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 65 $4.8K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 62 $4.66K <0.01% +35 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 56 $4.14K <0.01% -20 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 54 $3.99K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $3.92K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 52 $3.84K <0.01% +11 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $3.69K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 49 $3.66K <0.01% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 49 $3.62K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 43 $3.18K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 43 $3.18K <0.01% -31 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $2.81K <0.01% -90 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 37 $2.73K <0.01% +36 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 34 $2.51K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 30 $2.22K <0.01% +15 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 31 $2K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $1.7K <0.01% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 20 $1.36K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 18 $1.33K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17 $1.26K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 15 $1.11K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $1.03K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12 $887 <0.01% -2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11 $813 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $813 <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10 $739 <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 10 $739 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $627 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8 $592 <0.01% -69 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $591 <0.01% +5 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6 $443 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $370 <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $222 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $74 <0.01% 0 13F-HR Timeline Group 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. 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.