Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,803 $76.1K <0.01% +14 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,586 $73K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,472 $67K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,862 $52.6K <0.01% +53 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,929 $52.4K <0.01% +67 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,422 $38.6K 0.01% +96 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,400 $38K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,341 $36.4K <0.01% +169 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,304 $35.4K <0.01% -125 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,172 $31.8K <0.01% -109 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,050 $29K 0.02% -1,563 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 966 $26.2K <0.01% +202 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 924 $25.1K <0.01% +120 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. 652 $18K <0.01% +56 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 600 $16.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 585 $15.9K <0.01% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 493 $13.4K <0.01% +311 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 485 $13.3K <0.01% -12 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 432 $11.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 400 $10.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 375 $10.2K <0.01% +110 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 369 $10K <0.01% +295 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 344 $9.34K <0.01% -326 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 320 $8.69K <0.01% +142 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 309 $8.39K <0.01% +22 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 318 $8K <0.01% +27 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 288 $7.82K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 265 $7.19K <0.01% -106 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 234 $6.35K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 224 $6.08K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 224 $6K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 207 $6K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 216 $5.86K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 181 $4.91K <0.01% -4 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 174 $4.72K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 164 $4.45K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 140 $3.8K <0.01% +60 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 113 $3.07K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 111 $3.01K <0.01% +18 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 110 $2.99K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 106 $2.88K <0.01% -149 13F-HR Timeline Quarry LP More: the full row for Quarry LP 102 $2.77K <0.01% -182 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $2.71K <0.01% -40 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 73 $1.98K <0.01% -16 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 71 $1.93K <0.01% -155 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 66 $1.79K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 66 $1.79K <0.01% -45 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54 $1.47K <0.01% -324 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 47 $1.28K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $1.09K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 70 $1K <0.01% -12 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34 $923 <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 33 $896 <0.01% -681 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 29 $787 <0.01% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 28 $760 <0.01% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 20 $543 <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $543 <0.01% +10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17 $461 <0.01% +17 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16 $435 <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15 $422 <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10 $280 <0.01% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $190 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $109 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $81 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $55 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.