True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,980 $11.3K <0.01% +1,718 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,652 $9.47K <0.01% -4,748 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,650 $9.46K <0.01% -8,003 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,631 $9.35K <0.01% -144 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 1,603 $9.19K <0.01% -1,328 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,276 $7.31K <0.01% -407 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,220 $6.99K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,113 $6.38K <0.01% -4,012 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,076 $6.17K <0.01% +1,001 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,050 $6.02K <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. 1,114 $6K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,046 $5.99K <0.01% +4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $5.73K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 881 $5.05K <0.01% new 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 879 $5.04K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 819 $4.69K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 811 $4.65K <0.01% -28 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 701 $4.02K <0.01% -354 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 640 $3.67K <0.01% +140 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 635 $3.64K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 556 $3.19K <0.01% +237 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 465 $2.84K <0.01% -475 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 409 $2.34K <0.01% -1,689 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 397 $2.27K <0.01% +395 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 382 $2.19K <0.01% +106 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 312 $1.91K <0.01% +1 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 330 $1.89K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 318 $1.82K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 291 $1.67K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 262 $1.5K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 258 $1.48K <0.01% -755 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 256 $1.47K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 250 $1.43K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 227 $1.3K <0.01% +80 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 197 $1.13K <0.01% -276 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 181 $1.04K <0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 162 $1K <0.01% +2 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 155 $1K <0.01% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 134 $1K <0.01% -594 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 148 $849 <0.01% -2,379 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 117 $670 <0.01% -166 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 113 $645 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 102 $585 <0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $573 <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 97 $556 <0.01% -10,304 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 69 $398 <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 69 $396 <0.01% new 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. 60 $344 <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 58 $332 <0.01% +50 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 56 $321 <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 50 $287 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49 $281 <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 37 $212 <0.01% -18 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 34 $195 <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 27 $155 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 26 $151 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $69 <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $58 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $46 <0.01% -7 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $13 <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2 $11 <0.01% -380 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2 $9 <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1 $6 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.