Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 408 $30K <0.01% +6 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 404 $29.9K <0.01% +63 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 370 $27.4K 0.03% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 369 $27.3K 0.01% -23 13F-HR Timeline National Pension Service More: the full row for National Pension Service 367 $27.1K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 355 $26.2K 0.03% 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 332 $24.6K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 321 $23.7K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 311 $23K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 276 $20.4K <0.01% -37 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 268 $19.8K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 253 $18.7K <0.01% -3,188 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 252 $18.6K <0.01% -16 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 248 $18.3K <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 228 $16.8K <0.01% +57 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 227 $16.8K <0.01% -2,073 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 216 $16K <0.01% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 187 $13.8K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 185 $13.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 165 $12.2K <0.01% +144 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 163 $12.1K <0.01% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 156 $11.5K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 155 $11.5K +89 Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 145 $10.7K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 141 $10.4K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 129 $9.54K <0.01% +108 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 119 $8.8K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 117 $8.65K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 116 $8.58K <0.01% -10 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 113 $8.36K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 111 $8.21K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 105 $7.76K <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $7.39K <0.01% -247 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 90 $6.65K <0.01% +5 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 90 $6.65K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87 $6.43K <0.01% -59 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 82 $6.02K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 82 $6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 75 $5.54K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 68 $5.03K <0.01% +19 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 64 $5K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 64 $4.73K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 61 $4.51K <0.01% -30 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 56 $4.14K <0.01% +37 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 54 $3.99K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 54 $3.99K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 54 $3.99K <0.01% +19 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 51 $3.77K <0.01% +13 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $3.4K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42 $3.1K <0.01% +11 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $3K <0.01% +10 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 40 $2.96K <0.01% -15 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 33 $2.43K <0.01% +8 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 30 $2.22K <0.01% +5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 29 $2.14K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $1.92K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 23 $1.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.33K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18 $1.33K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 18 $1.33K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $1.18K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 15 $1.11K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $1.11K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 15 $1.03K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 19 $1K <0.01% -3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $888 <0.01% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $747 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10 $739 <0.01% -2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $672 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 9 $665 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $591 <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7 $518 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $453 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6 $444 <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $370 <0.01% -65 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $370 <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4 $296 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $169 <0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $148 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1 $74 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.