Keystone Financial Group More: the full row for Keystone Financial Group 3,323 $364K 0.03% 0 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,113 $341K <0.01% +80 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,903 $318K <0.01% -69,432 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,838 $311K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,776 $303K 0.04% 0 13F-HR Timeline Group ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,723 $299K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,706 $297K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,667 $293K <0.01% +144 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,636 $289K <0.01% +303 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,615 $287K 0.01% +1,073 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,562 $281K 0.04% -25 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,534 $278K 0.02% -2,476 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,431 $267K 0.04% -2,431 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,406 $264K <0.01% -272 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,386 $262K 0.04% +208 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,380 $261K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,339 $257K 0.06% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,329 $255K <0.01% -230 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,299 $252K 0.04% -3,546 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,143 $235K <0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,121 $233K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,097 $230K 0.01% +31 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,081 $228K <0.01% -740 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,066 $227K <0.01% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,066 $227K 0.15% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,962 $225K <0.01% +1,440 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,042 $224K <0.01% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,025 $222K 0.42% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,000 $219K 0.01% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,989 $218K 0.1% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,946 $213K 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 1,886 $207K 0.01% +107 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,858 $204K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,855 $203K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,800 $197K <0.01% +402 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,244 $195K 0.11% -489 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,783 $192K 0.01% +75 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 1,839 $188K 0.06% +1,057 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,467 $161K <0.01% -275 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 1,261 $138K 0.06% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,125 $123K 0.01% +90 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,100 $121K 0.04% +596 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,046 $115K <0.01% +10 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 963 $106K <0.01% -16 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 783 $85.9K <0.01% -83 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 771 $84.6K 0.05% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 751 $82.4K <0.01% +107 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 747 $82K <0.01% new 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 744 $81.6K 0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 715 $78.1K <0.01% -24,140 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 593 $65K <0.01% +54 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 576 $63.2K <0.01% 0 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 500 $54.8K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 476 $52.2K <0.01% +35 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 437 $47.7K 0.01% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 400 $43.9K 0.01% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 371 $40.7K <0.01% +1 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 367 $39.8K <0.01% +18 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $38.2K 0.01% -360 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 350 $38.1K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 329 $36.1K 0.02% +128 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 326 $35.8K 0.01% +163 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 320 $35.1K 0.1% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 307 $33.7K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 282 $30.9K <0.01% -45 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 281 $30.8K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 273 $29.9K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 241 $26.3K <0.01% -227 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 232 $25.4K <0.01% -838 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 225 $24.7K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 197 $21.6K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 189 $20.7K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 170 $18.7K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 154 $16.9K <0.01% +39 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $16.5K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 138 $15.1K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131 $14.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 125 $13.7K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 120 $13.2K 0.01% -56 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 116 $12.7K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 115 $12.6K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 107 $11.7K <0.01% +98 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 103 $11.3K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 102 $11.2K <0.01% -57 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 100 $11K <0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $11K <0.01% -10 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $10.9K <0.01% 0 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 94 $10.3K 0.04% -50 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 87 $9.54K <0.01% +4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 84 $9.49K <0.01% +82 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 80 $8.78K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 67 $7.35K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 67 $7.35K 0.01% -12 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 65 $7.13K <0.01% -32 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $7K <0.01% +45 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 62 $6.8K <0.01% -7,983 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57 $6.25K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 56 $6.14K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 55 $6.03K <0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 48 $5.26K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $5.09K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 46 $5K <0.01% +7 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 46 $5K <0.01% +18 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 42 $4.61K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 37 $4.06K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 36 $3.95K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 31 $3.4K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 30 $3.29K <0.01% -118 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 29 $3.18K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 29 $3.18K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 25 $2.74K <0.01% +10 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 22 $2.42K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $2.19K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $2.19K <0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 16 $1.75K <0.01% +8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 13 $1.43K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $987 <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8 $877 <0.01% -2 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7 $768 <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7 $768 <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7 $768 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $659 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $659 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6 $658 <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6 $658 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5 $549 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $548 <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 5 $548 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4 $439 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $439 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $330 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $220 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $110 <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $110 <0.01% new 13F-HR Timeline FORSTA AP-FONDEN More: the full row for FORSTA AP-FONDEN 43,415 $0 0% +10,557 13F-HR Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.