Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,759 $37.2K 0.01% -146 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,750 $37K <0.01% -399 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,692 $35.8K 0.02% +1,625 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,491 $31.5K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,461 $30.9K 0.02% -9 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,381 $29.2K <0.01% +394 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,358 $28.7K 0.01% +2 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,235 $26.1K <0.01% -79,416 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,171 $24.9K <0.01% +243 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,156 $24.5K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 938 $19.5K <0.01% +617 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) 918 $19.4K <0.01% -368 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 859 $18.7K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 875 $18.5K <0.01% new 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 861 $18.2K <0.01% +1 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 835 $17.7K <0.01% +259 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 837 $17.7K <0.01% -8 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 813 $17.2K <0.01% -130 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 808 $17.1K <0.01% +5 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 791 $16.7K <0.01% +16 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 761 $16.1K <0.01% +229 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 713 $15.1K <0.01% +668 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 695 $14.7K 0.01% -62 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 653 $13.8K <0.01% +99 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 619 $13.1K <0.01% +354 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 562 $11.9K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 487 $10.3K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 401 $8.48K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 370 $7.83K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 338 $7.15K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 329 $6.96K <0.01% +99 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 296 $6.26K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 291 $6.14K <0.01% +198 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 290 $6.14K <0.01% -281 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 271 $5.73K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 269 $5.69K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 266 $5.63K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 266 $5.63K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 260 $5.5K <0.01% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 240 $5.09K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 217 $5K <0.01% -235 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 236 $4.99K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $4.87K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 204 $4.32K <0.01% -68 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 201 $4.25K <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $4.23K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 180 $3.81K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 178 $3.77K <0.01% -30 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 161 $3.41K <0.01% +62 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 145 $3K <0.01% +44 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 145 $3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $2.56K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 115 $2.43K <0.01% +35 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 115 $2.43K <0.01% -22 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 90 $1.91K <0.01% +45 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 77 $1.63K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 74 $1.57K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 72 $1.52K <0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 54 $1.14K <0.01% +48 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 49 $1.04K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 56 $1K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $846 <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 32 $677 <0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28 $593 <0.01% +10 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27 $571 <0.01% +22 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 24 $508 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 24 $508 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $495 <0.01% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 16 $339 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $254 <0.01% +6 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9 $191 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $169 <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $148 <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $106 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5 $106 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $85 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $22 <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 0 $7 <0.01% -58 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 24 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 24 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.