Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,547 $40.8K <0.01% -1,173 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,516 $40K <0.01% +489 13F-HR/A Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,381 $36.4K 0.02% -12 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,368 $36.1K 0.01% +4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,353 $35.7K <0.01% +105 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,100 $29K <0.01% -1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,081 $28.5K <0.01% +90 13F-HR/A Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 747 $27.3K 0.02% -28 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 938 $25.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 890 $23.5K <0.01% +62 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 820 $22K <0.01% +31 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 779 $20.5K <0.01% +128 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 773 $20.4K <0.01% -7 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 753 $19.8K <0.01% +1 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 749 $19.7K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 741 $19.5K <0.01% +363 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 701 $18.5K 0.01% +189 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 649 $17.1K 0.01% -102 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 590 $15.6K <0.01% +105 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 565 $14.9K <0.01% +302 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 469 $12.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 428 $11.3K <0.01% +61 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 390 $10.3K <0.01% -3 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 380 $10K <0.01% 0 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 371 $9.78K <0.01% -839 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 370 $9.75K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 362 $9.54K <0.01% +278 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 340 $8.96K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 329 $8.67K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 278 $7.51K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 281 $7.41K <0.01% +247 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 271 $7.14K <0.01% +22 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 278 $7.12K <0.01% +11 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 253 $6.67K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 243 $6.41K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 242 $6.39K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 230 $6.06K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 230 $6.06K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 225 $5.96K <0.01% -266 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 208 $5.33K <0.01% +80 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $5.27K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 180 $4.75K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 160 $4.22K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 155 $4.08K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 136 $3.58K <0.01% -54 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 126 $3.32K <0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 124 $3.27K <0.01% -24 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 121 $3.19K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 115 $3.03K <0.01% +57 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 108 $2.85K <0.01% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 105 $2.77K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 85 $2.24K <0.01% +32 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 81 $2.14K <0.01% +10 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 77 $2.03K <0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 86 $2K <0.01% -103 13F-HR/A Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 65 $1.89K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 71 $1.87K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 71 $1.87K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67 $1.77K <0.01% +45 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 64 $1.69K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 64 $1.69K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 62 $1.63K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 56 $1.48K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 55 $1.45K <0.01% +50 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 53 $1.4K <0.01% +10 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 49 $1.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 45 $1.19K <0.01% +5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 42 $1.11K <0.01% +40 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 56 $1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 34 $896 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 30 $791 <0.01% +4 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 30 $791 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 23 $606 <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $580 <0.01% -815 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $501 <0.01% -287 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $501 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $369 <0.01% +9 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 13 $343 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 12 $318 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $290 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $289 <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9 $271 <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10 $265 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8 $211 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $211 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 5 $132 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $53 <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.