GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,985 $78.6K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,500 $59.4K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,483 $58.7K <0.01% +375 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,403 $55.6K <0.01% +155 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,334 $52.8K <0.01% +191 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,073 $42K <0.01% +292 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,060 $42K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 928 $36.7K <0.01% -48 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 921 $36.5K <0.01% +133 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 743 $29.4K 0.02% +345 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 627 $24.8K <0.01% 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. 615 $24K <0.01% +59 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 601 $23.8K <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 590 $23.4K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 494 $19.6K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 392 $15.5K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 328 $13K <0.01% -251 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 326 $12.9K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 314 $12.4K <0.01% +303 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 297 $11.8K <0.01% +48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 291 $11.5K <0.01% -6,374 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 266 $10.5K <0.01% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 233 $9.23K <0.01% +85 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 230 $9K <0.01% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 222 $8.79K <0.01% +42 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 202 $8K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 199 $7.92K <0.01% -1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 189 $7.48K <0.01% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 180 $7.13K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 170 $6.73K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 164 $6.5K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 162 $6.42K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 145 $5.74K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 140 $5.58K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 130 $5.15K <0.01% +96 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 129 $5K <0.01% +12 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 122 $4.83K <0.01% -4 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 104 $4.12K <0.01% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 84 $3.33K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 77 $3.05K <0.01% +27 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 69 $2.74K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 67 $2.65K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 66 $2.61K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 64 $2.54K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 62 $2.46K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 59 $2.34K <0.01% -2 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 41 $1.62K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 34 $1.35K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 26 $1.03K <0.01% +5 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20 $792 <0.01% -32 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17 $673 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $524 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12 $476 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $357 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $238 <0.01% -6 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $238 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $198 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $198 <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4 $158 <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.