BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,012 $54K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,002 $52.2K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 999 $52.1K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 950 $49.5K 0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 773 $40.3K <0.01% -525 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. 743 $38.7K <0.01% +205 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 722 $37.7K <0.01% +263 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 687 $35.8K <0.01% +1 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 680 $35.5K <0.01% -1,052 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 642 $33K <0.01% +128 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McMillan Office, Inc. More: the full row for McMillan Office, Inc. 600 $31.3K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 596 $31.1K <0.01% -25 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 575 $30K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 527 $27.5K <0.01% -36 13F-HR/A Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 489 $25.5K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 485 $25.2K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 455 $23.9K <0.01% -223 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 418 $21.8K <0.01% -68 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 410 $21.4K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 403 $21K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 400 $21K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 377 $19.7K <0.01% -38 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 360 $18.8K <0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 353 $18.4K 0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 334 $17.4K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 320 $16.7K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 199 $10.4K <0.01% +23 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 182 $9.49K <0.01% +10 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 $8.76K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 166 $8.67K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 136 $7.11K <0.01% -1,356 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 136 $7.09K <0.01% +12 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 119 $6.21K <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 108 $5.63K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 104 $5.42K <0.01% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 100 $5.21K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 98 $5.1K <0.01% -102 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 99 $5.05K <0.01% -131 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 96 $4.99K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 94 $4.9K <0.01% -30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 75 $3.91K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $3.44K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 65 $3.39K <0.01% -123 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 53 $2.76K <0.01% -54 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 51 $2.66K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $2.24K <0.01% -7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 43 $2.24K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 43 $2.24K <0.01% +24 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 39 $2.03K <0.01% -15 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37 $1.93K <0.01% -30 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 36 $1.88K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 34 $1.8K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $1.56K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $1.41K <0.01% +17 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 25 $1.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 21 $1.09K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $939 <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 15 $782 <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14 $730 <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9 $469 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $418 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 6 $313 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $312 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $261 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $209 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $156 <0.01% new 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 $53 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1 $52 <0.01% -83 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $52 <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $52 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $52 <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.