Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,767 $67K <0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,288 $65K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,062 $64K <0.01% +14,947 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) 14,912 $63.4K <0.01% +9,727 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 14,806 $62.9K <0.01% -306 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,919 $59.2K <0.01% new 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 13,838 $58.8K <0.01% +3,300 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 13,838 $58.8K <0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 13,576 $57.7K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 13,351 $56.7K <0.01% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,234 $56.2K <0.01% -2,398 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,017 $55K <0.01% -823 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 12,702 $54K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,488 $53.1K <0.01% +12,371 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,457 $52.9K <0.01% new 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 12,017 $51.1K 0.02% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 11,529 $49K 0.03% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 11,409 $48.5K <0.01% -22,890 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 11,397 $48.4K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,339 $48.2K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,142 $47.4K <0.01% +2,832 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 10,748 $45.7K <0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,606 $45.1K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,604 $45.1K <0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 10,534 $44.8K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 10,456 $44.4K 0.84% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,378 $44.1K <0.01% +6,804 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 10,126 $43K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,007 $42.5K <0.01% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 10,000 $42.5K 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,491 $23.5K <0.01% +3,769 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,347 $22.7K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 5,170 $22K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,938 $21K <0.01% -1,560 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,934 $21K <0.01% +4,841 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 4,525 $19.2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,484 $19.1K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,617 $16.3K <0.01% -10,373 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,396 $14K <0.01% +1,351 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,053 $13K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,845 $12.2K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,675 $11.4K <0.01% +1,814 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,583 $11K <0.01% -3,340 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,478 $10K 0.01% +2,276 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,326 $9.89K <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. 2,290 $9.73K <0.01% -388 13F-HR Timeline Group Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 2,166 $9.21K <0.01% 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,049 $8.71K <0.01% +1,702 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,794 $7.57K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,580 $6.71K <0.01% -279,580 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,509 $6.41K <0.01% -128 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,463 $6.22K <0.01% +618 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,286 $5.46K <0.01% +891 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,206 $5K <0.01% -253,323 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,135 $4.82K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,080 $4.74K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,052 $4.47K <0.01% -1,666 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,030 $4.38K <0.01% +39 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,023 $4.35K <0.01% +291 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 1,014 $4.31K <0.01% +982 13F-HR/A Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 200 $4K <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. 897 $3.81K <0.01% +533 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 778 $3.31K <0.01% -3,510 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 726 $3.09K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 716 $3.04K <0.01% +591 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 669 $3K <0.01% -5,842 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 683 $2.9K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 654 $2.62K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 582 $2.47K <0.01% -639 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 540 $2.29K <0.01% -495 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 481 $2.04K <0.01% -245 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 408 $1.73K <0.01% -1,175 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 366 $1.56K <0.01% +353 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 364 $1.55K <0.01% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 346 $1.47K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 345 $1.46K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 314 $1.33K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 294 $1.25K <0.01% new 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 247 $1.05K <0.01% +95 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 227 $965 <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 198 $842 <0.01% -833 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 134 $570 <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 116 $493 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $425 <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 100 $422 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 96 $408 <0.01% -44 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 92 $391 <0.01% -63 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 83 $353 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 78 $332 <0.01% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $243 <0.01% +11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 53 $226 <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 54 $222 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 50 $213 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 44 $187 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 33 $140 <0.01% -57 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 34 $106 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $102 <0.01% +16 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 24 $102 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $94 <0.01% -156 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 20 $85 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $56 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $51 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 11 $47 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $38 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $22 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $5 <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1 $4 <0.01% -193 13F-HR Timeline