WPG Advisers, LLC More: the full row for WPG Advisers, LLC 103 $19.3K 0.02% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 104 $18.5K 0.02% 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 97 $18.1K <0.01% +79 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90 $16.8K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 63 $11.8K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 62 $11.6K <0.01% -1 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 48 $8.98K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 45 $8.41K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 40 $7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37 $6.92K <0.01% -22 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36 $6.73K <0.01% +6 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 30 $5.48K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 24 $4.48K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 23 $4.3K <0.01% +2 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 23 $4.3K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 22 $4.11K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 21 $3.87K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20 $3.74K <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 17 $3.27K <0.01% +3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17 $3.27K <0.01% +3 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17 $3.18K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 17 $3.18K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 16 $2.99K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15 $2.81K <0.01% +7 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 15 $2.81K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14 $2.62K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 14 $2.62K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 13 $2.43K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $2.43K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9 $1.68K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8 $1.5K <0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5 $935 <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $376 <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $374 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $187 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $187 <0.01% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.