Net Worth Advisory Group More: the full row for Net Worth Advisory Group 12,073 $168K 0.03% new 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 11,652 $162K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11,543 $160K 0.01% 0 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 11,496 $160K <0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 11,370 $158K <0.01% 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,368 $158K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,344 $157K 0.02% new 13F-HR Timeline FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 11,000 $153K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,998 $153K <0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,752 $149K <0.01% -18,807 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 10,687 $148K <0.01% new 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 10,497 $146K <0.01% +158 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 10,335 $143K 0.07% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,253 $142K <0.01% -7,713 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,202 $142K <0.01% -36,323 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,078 $140K <0.01% +9,379 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 10,030 $139K 0.01% new 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 9,655 $135K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,396 $117K <0.01% 0 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 8,290 $115K 0.13% -435 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,480 $104K 0.01% -17,192 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) 7,476 $104K <0.01% +6,174 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 6,689 $92.8K 0.04% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,633 $78K 0.01% -6,102 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,421 $61.4K <0.01% +1,401 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,145 $57.5K <0.01% -1,621 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,393 $56.5K <0.01% +38 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,540 $49.1K <0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,430 $47.6K <0.01% +432 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,267 $45K <0.01% new 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,180 $44K 0.02% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,600 $39K 0.02% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,162 $31.2K <0.01% -66 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,746 $24.2K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,688 $23.4K <0.01% +142 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,450 $20.1K <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 1,609 $20K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,226 $17K <0.01% -6,644 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,190 $16.5K 0.02% +181 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,131 $15.7K <0.01% -71 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 976 $13.5K <0.01% -1,383 13F-HR/A Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 968 $13.4K <0.01% -9 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 830 $11.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 791 $11K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 772 $10.7K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 715 $10.3K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 740 $10.3K <0.01% -871 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 658 $9.13K <0.01% -469 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 494 $6.86K <0.01% -116 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 474 $6.58K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 469 $6.51K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 437 $6.07K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 430 $5.97K <0.01% +345 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 403 $5.59K <0.01% +311 13F-HR/A Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 350 $4.86K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 267 $3.71K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 239 $3.32K <0.01% -127 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 236 $3.28K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 215 $2.98K <0.01% new 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 205 $2.85K <0.01% +197 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 167 $2.41K <0.01% -272 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 158 $2.19K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 152 $2.11K <0.01% -15 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 151 $2.1K <0.01% -64 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 128 $1.78K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 126 $1.75K <0.01% -27 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 91 $1.26K <0.01% +40 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 86 $1.19K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 140 $1K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 65 $902 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 65 $902 <0.01% -146 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 55 $764 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 53 $736 <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 52 $722 <0.01% +51 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 51 $708 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 51 $708 <0.01% -7 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $556 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40 $555 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 33 $465 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 31 $430 <0.01% new 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28 $389 <0.01% -332 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 24 $327 <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 23 $319 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 23 $319 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 15 $208 <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 7 $98 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $70 <0.01% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $20 <0.01% -1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9 $0 0% -6 13F-HR Timeline Value filed as zero, left out of ratios.