Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,393 $37K 0.02% -68 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,364 $36.2K 0.01% +6 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,248 $33.1K <0.01% +92 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,210 $32.1K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,173 $31.1K <0.01% -1,307 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,101 $29.2K <0.01% -134 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,027 $27.2K <0.01% -354 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 991 $26.3K <0.01% -759 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 938 $25.3K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 865 $22.9K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 837 $22.2K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 828 $22K <0.01% +37 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 789 $21K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 780 $20.7K <0.01% -28 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 775 $20.6K 0.02% 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 752 $20K <0.01% -109 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 751 $19.9K 0.01% +56 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 749 $19.9K <0.01% -12 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 671 $17.8K <0.01% -142 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 651 $17.3K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 491 $14.4K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 512 $13.6K <0.01% -107 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 485 $12.9K <0.01% +324 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 469 $12.4K <0.01% -184 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 404 $10.7K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 393 $10.5K <0.01% -778 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 380 $10.1K <0.01% -1,605 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 378 $10K <0.01% +324 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 374 $9.92K <0.01% +45 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 370 $9.82K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 367 $9.74K <0.01% +340 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 329 $8.73K <0.01% -72 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 306 $8.12K <0.01% -1,386 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 298 $7.91K <0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 278 $7.82K <0.01% -581 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 267 $7.17K <0.01% -24 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 263 $6.98K <0.01% -8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 259 $6.87K <0.01% +247 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 249 $6.61K <0.01% -41 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 242 $6.41K <0.01% +2 13F-HR/A Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $6.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 230 $6.1K <0.01% -36 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $5.31K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 190 $5.04K <0.01% +12 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 189 $5.01K <0.01% +157 13F-HR/A Timeline City State Bank More: the full row for City State Bank 180 $4.78K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 218 $4.42K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 148 $3.93K <0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 128 $3.44K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $3.21K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 115 $3.05K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 105 $2.79K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 104 $2.76K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 84 $2.23K <0.01% -120 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 77 $2.04K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 71 $1.89K <0.01% +43 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 64 $1.7K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 58 $1.54K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 56 $1.49K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 53 $1.41K <0.01% -37 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 Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 43 $1.14K <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40 $1.06K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 56 $1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19 $1K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 34 $903 <0.01% -38 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 30 $796 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26 $690 <0.01% +22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 22 $584 <0.01% -93 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 18 $478 <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $478 <0.01% -2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 17 $451 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $320 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $272 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8 $213 <0.01% -16 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $213 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $133 <0.01% -2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $133 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5 $133 <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5 $133 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $133 <0.01% -3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2 $53 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $18 <0.01% new 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.