OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,418 $234K <0.01% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,401 $234K 0.03% new 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 6,399 $234K <0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,291 $230K <0.01% new 13F-HR/A Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 6,203 $227K <0.01% new 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 6,124 $224K 0.02% -2,382 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,098 $223K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,077 $222K 0.03% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,001 $219K <0.01% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,967 $218K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,959 $218K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,949 $217K <0.01% -1,020 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 5,945 $217K 0.04% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,741 $210K <0.01% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,589 $204K 0.05% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,869 $178K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,835 $177K <0.01% -510 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,743 $173K 0.01% -257 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,078 $149K <0.01% -5,554 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,930 $144K 0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 3,681 $134K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,213 $117K 0.01% +6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,186 $116K <0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,143 $115K <0.01% +364 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,747 $100K <0.01% +66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STRS OHIO More: the full row for STRS OHIO 2,678 $97.8K <0.01% +1,578 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,663 $97.3K 0.01% +1,884 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,632 $96.1K <0.01% +734 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,521 $92.1K <0.01% -415 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,500 $91.5K <0.01% +848 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,472 $90.6K <0.01% +2,082 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,290 $84K <0.01% 0 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,227 $81.4K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,217 $81K 0.05% -61 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,125 $77.6K 0.01% +66 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,064 $75.4K <0.01% -126 13F-HR Timeline Group DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,625 $67K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 1,601 $58.5K <0.01% new 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,548 $56.5K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,381 $50.4K 0.03% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,373 $50.2K 0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,353 $49.4K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,332 $48.7K <0.01% -184 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 993 $36.3K <0.01% -88 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 978 $35.7K <0.01% +88 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 938 $34.3K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 839 $30.6K <0.01% +86 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 777 $28.4K <0.01% +36 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 755 $27.6K <0.01% -18 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 695 $25.4K 0.01% -6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 670 $24.5K 0.01% +21 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 663 $24.2K <0.01% -86 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 593 $21.7K <0.01% +3 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 498 $18.2K <0.01% +479 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 480 $17.5K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 469 $17.1K <0.01% 0 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 445 $16.3K <0.01% 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 437 $16K <0.01% +9 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 370 $13.5K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 358 $13.1K <0.01% -2,081 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 343 $12.5K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 281 $10.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 278 $10.2K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 278 $10.2K <0.01% +35 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 278 $10.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 253 $9.24K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 248 $9.14K <0.01% +40 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 243 $8.89K <0.01% +1 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $8.4K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 230 $8.4K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $7.31K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 187 $6.83K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 185 $6.76K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 180 $6.58K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 166 $6.06K <0.01% +6 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 124 $4.53K <0.01% -12 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 124 $4.53K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 122 $4.46K <0.01% +7 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $4.42K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 116 $4.24K <0.01% +31 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 98 $4K <0.01% +12 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 105 $3.84K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 99 $3.62K <0.01% +18 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 94 $3.43K <0.01% -14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 81 $2.96K <0.01% +14 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 79 $2.89K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 73 $2.67K <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 68 $2.49K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 64 $2.34K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 56 $2.05K <0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 56 $2.05K <0.01% +1 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 65 $2K <0.01% +9 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 54 $1.97K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 54 $1.97K <0.01% -11 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53 $1.94K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 44 $1.61K <0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 43 $1.57K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 39 $1.43K <0.01% +9 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 41 $1.42K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 49 $1.3K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 35 $1.28K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 34 $1.24K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33 $1.21K <0.01% -296 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 31 $1.13K <0.01% +9 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 30 $1.1K <0.01% 0 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 29 $1.06K <0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 29 $1.06K <0.01% +19 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 27 $952 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 26 $950 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $695 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $622 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $548 <0.01% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14 $511 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $440 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12 $438 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $402 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $344 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $293 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $256 <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5 $183 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $146 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $110 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $110 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $37 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.