Caldwell Trust Co More: the full row for Caldwell Trust Co 1,754 $90.5K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1,710 $88K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,492 $77K 0.04% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,416 $73K <0.01% -112 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,298 $66.9K <0.01% -206 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,262 $65K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,154 $59.5K <0.01% +2 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,079 $55.6K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,071 $55.2K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,012 $52.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,002 $51.7K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 999 $51.5K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 950 $49K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 932 $48.1K <0.01% +3 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 757 $39K <0.01% +675 13F-HR/A Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 686 $35.4K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 678 $35K <0.01% +304 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 660 $34K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 621 $32K <0.01% -3,258 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 600 $30.9K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 575 $29.7K <0.01% +3 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 563 $29K <0.01% +15 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 538 $28K <0.01% +136 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 514 $27K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 485 $25.5K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 486 $25.1K <0.01% +436 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 459 $23.7K <0.01% -6 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 418 $21.6K <0.01% -2,010 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 415 $21.4K <0.01% +149 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 403 $21K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 360 $18.6K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 353 $18.2K 0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 334 $17.2K 0.01% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 320 $16.5K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 230 $11.9K <0.01% +10 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 213 $11K <0.01% -4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 200 $10.5K <0.01% -127 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 200 $10.3K <0.01% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 188 $9.7K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 176 $9.08K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 172 $8.87K <0.01% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 168 $8.66K <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 166 $8.58K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 124 $6.39K <0.01% +44 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 124 $6.39K <0.01% +28 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 121 $6.24K <0.01% +20 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 108 $5.57K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 107 $5.52K <0.01% +53 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $5.16K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 100 $5.16K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 100 $5.16K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 84 $4.31K <0.01% -901 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 75 $3.87K <0.01% -32 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $3.48K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 67 $3.46K <0.01% +30 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 54 $2.79K <0.01% +44 13F-HR Timeline Quarry LP More: the full row for Quarry LP 51 $2.63K <0.01% -840 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $2.58K <0.01% +10 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 36 $1.86K <0.01% -27 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 34 $1.77K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 25 $1.29K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $1.08K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 19 $980 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $826 <0.01% +10 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15 $774 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14 $722 <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11 $567 <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10 $516 <0.01% -7 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9 $464 <0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8 $414 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $413 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7 $361 <0.01% -53 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7 $361 <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $309 <0.01% +2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $309 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $207 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2 $104 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $104 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $52 <0.01% -126 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $52 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $32 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.