Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 931 $333K 0.03% +5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 925 $331K <0.01% +14 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 912 $324K 0.01% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 900 $322K 0.21% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 867 $310K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 860 $308K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 847 $303K <0.01% -512 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 845 $302K <0.01% new 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 840 $300K 0.02% 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) 822 $294K 0.01% -235 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 821 $294K 0.01% -264 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 796 $285K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 785 $281K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 778 $278K <0.01% -12 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 777 $278K <0.01% -172 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 772 $276K <0.01% new 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 770 $275K 0.01% -437 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 767 $274K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 760 $272K <0.01% +65 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 754 $270K 0.05% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 743 $266K <0.01% new 13F-HR/A Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 736 $263K <0.01% new 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 721 $258K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 710 $254K <0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 692 $248K 0.02% -260 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 682 $244K 0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 671 $240K 0.06% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 665 $238K 0.01% -212 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 663 $237K <0.01% new 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 657 $235K 0.02% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 645 $231K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 629 $225K <0.01% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 569 $204K <0.01% 13F-HR/A Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 567 $203K 0.03% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 560 $200K <0.01% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 510 $182K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 500 $179K 0.02% -426 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 400 $143K <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 366 $131K <0.01% -21 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 369 $126K <0.01% +79 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 303 $108K <0.01% +35 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 268 $95.9K <0.01% +1 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 240 $85.8K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 218 $78K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 240 $76.7K <0.01% +28 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 169 $60.4K 0.02% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 150 $53.7K 0.03% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 150 $53.6K <0.01% -42 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 147 $52.6K <0.01% -12 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 143 $51.1K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 136 $48.9K <0.01% -27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 135 $48.3K <0.01% +6 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 138 $48.1K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 134 $47.9K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 130 $46.5K <0.01% -14 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 129 $46.1K <0.01% -4 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 118 $42.3K <0.01% -12 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 113 $40.4K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 130 $40.4K <0.01% +11 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 112 $40.1K <0.01% +3 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 111 $39.7K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 111 $39.7K 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. 100 $35.8K <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 86 $30.6K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 81 $29K <0.01% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 73 $26K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 71 $22.1K <0.01% -45 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 59 $21.1K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 54 $19K 0.01% -25 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 50 $17.9K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $17.9K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 48 $17.2K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 36 $12.9K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $12.5K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 33 $11.8K <0.01% +20 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27 $9.66K <0.01% +7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 32 $8.16K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $7.15K <0.01% +5 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20 $7.15K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 16 $5.76K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 15 $5.37K <0.01% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11 $3.93K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 10 $3.58K <0.01% -4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $3.58K <0.01% +9 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 13 $3.57K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9 $3.22K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7 $2.5K <0.01% 0 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 6 $2.15K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $2.15K <0.01% +2 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 6 $2.15K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6 $2.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $1.79K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5 $1.74K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4 $1.43K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $1.43K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $1.07K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3 $1K <0.01% +2 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $786 <0.01% new 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 2 $716 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $716 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2 $715 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2 $715 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $715 <0.01% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1 $358 <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1 $358 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $358 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $358 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $358 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1 $358 <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1 $358 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1 $358 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $358 <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1 $358 <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $348 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.