Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,478 $171K 0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,357 $157K 0.01% +1,280 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,328 $153K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,211 $140K 0.01% +15 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,204 $139K <0.01% +547 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,205 $139K 0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,200 $139K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,149 $133K 0.03% +201 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,102 $127K <0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,048 $121K <0.01% 0 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 1,023 $118K 0.07% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,000 $116K 0.05% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,000 $116K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 997 $115K <0.01% -13 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 919 $106K 0.01% +384 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 900 $104K 0.01% -331 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 885 $102K 0.04% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 882 $102K 0.05% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 879 $102K <0.01% +293 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 833 $96.4K <0.01% -149 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 812 $94K <0.01% -758 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 786 $90.9K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 780 $90.2K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 772 $89.3K 0.01% -1,599 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 763 $88.9K <0.01% +344 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 751 $85.7K 0.01% +5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 738 $85.4K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 731 $84.6K 0.04% +15 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 705 $81.6K <0.01% -357 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 697 $80.6K <0.01% +220 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 694 $80.3K <0.01% -97 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 662 $76.6K 0.02% +3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 645 $74.6K <0.01% -236 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 609 $70.4K 0.03% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 580 $67.1K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 530 $61.3K 0.01% +2 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 531 $61K 0.04% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 536 $55.6K 0.01% +27 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 477 $55.2K <0.01% +18 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 473 $54.7K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 445 $51.5K <0.01% +209 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 394 $48.5K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 414 $47.9K 0.01% +32 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 410 $47.4K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 401 $46.4K <0.01% -5 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 400 $46.3K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 396 $45.8K <0.01% -32 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 390 $45.1K <0.01% +7 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 382 $44.2K 0.01% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 383 $44K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 374 $43.3K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 352 $40.7K <0.01% new 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 346 $40K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 312 $36.1K 0.01% 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 312 $36.1K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 300 $35.6K 0.02% -3 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 301 $34.8K <0.01% +1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $34.7K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $34.7K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 300 $34.7K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 300 $34.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 275 $31.8K <0.01% -18 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 272 $31K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 294 $31K <0.01% +1 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 245 $28.3K 0.02% -118 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 230 $26.6K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 218 $25.2K 0.01% -102 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 217 $25K <0.01% -4 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 195 $24.6K <0.01% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 211 $24.4K 0.01% +134 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 204 $23K <0.01% +21 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 187 $21.6K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 186 $21.5K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 178 $20.6K 0.04% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 175 $20.2K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 175 $20.2K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 176 $20K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 165 $19.1K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 162 $18.7K <0.01% +95 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 161 $18.6K <0.01% +68 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 157 $18.2K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 156 $18K 0.01% 0 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 155 $17.9K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 155 $17.9K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $17.4K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 150 $17.4K 0.01% -150 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 145 $16.7K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 133 $15.4K <0.01% -298 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 132 $15.3K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 128 $14.8K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 127 $14.7K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 121 $14K <0.01% +91 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 115 $13.3K <0.01% -143 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 111 $12.8K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 107 $12.4K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 102 $11.8K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 101 $11.7K <0.01% -2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 101 $11.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $11.1K <0.01% +44 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 93 $11K <0.01% +81 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 90 $10.4K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 85 $9.83K <0.01% +16 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 80 $9.25K <0.01% -20 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 78 $9.02K <0.01% -8 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 74 $8.56K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 68 $7.87K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 62 $7.17K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 60 $6.94K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 56 $6.53K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 56 $6.48K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 54 $6.25K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 51 $5.9K 0.03% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 49 $5.67K <0.01% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 46 $5.32K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $5.22K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 45 $5.21K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 45 $5.21K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 44 $5.12K <0.01% -25 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 43 $4.97K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 41 $4.74K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41 $4.74K <0.01% -4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 39 $4.51K <0.01% +8 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 34 $3.93K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $3.47K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 28 $3.24K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $2.89K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $2.75K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $2.66K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 23 $2.66K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 22 $2.54K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $2.54K <0.01% +8 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 20 $2.35K <0.01% -258 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 20 $2.31K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 20 $2.31K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18 $2.08K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 21 $2K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 17 $1.97K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $1.85K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.74K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15 $1.74K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13 $1.5K <0.01% new 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 13 $1.5K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $1.39K <0.01% +8 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12 $1.38K <0.01% -7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7 $1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $815 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7 $810 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $694 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 75 $578 <0.01% +70 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $528 <0.01% +3 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $466 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $463 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4 $463 <0.01% +2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $463 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $457 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3 $355 <0.01% -335 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3 $348 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $348 <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3 $347 <0.01% -11 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3 $347 <0.01% -92 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $347 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $347 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $232 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $231 <0.01% -52 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $231 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -446 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $81.2K -659 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.