Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 515 $275K <0.01% -112 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 513 $274K 0.01% -100 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 508 $271K 0.08% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 505 $270K <0.01% -27 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 501 $268K 0.06% -5 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 500 $267K <0.01% 0 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 500 $267K 0.01% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 500 $267K 0.17% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 497 $265K <0.01% -709 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 490 $262K <0.01% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 487 $260K 0.03% -227 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 483 $258K <0.01% -22 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 483 $258K <0.01% +2 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 482 $257K <0.01% +2 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 471 $252K <0.01% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 467 $249K 0.03% 0 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 451 $241K 0.09% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 448 $239K <0.01% -1 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 447 $239K <0.01% -207 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 443 $237K <0.01% -103 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 442 $236K <0.01% +246 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 432 $231K 0.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 428 $229K <0.01% -22 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 428 $229K 0.02% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 426 $227K <0.01% -320 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 425 $227K 0.06% -100 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 421 $225K <0.01% +417 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 420 $224K <0.01% -845 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 420 $224K <0.01% +114 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 413 $221K <0.01% +2 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 413 $221K <0.01% +40 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 409 $218K 0.05% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 407 $218K <0.01% -24 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 406 $218K 0.03% +1 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 393 $210K <0.01% -3,492 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 376 $201K 0.03% -39 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 375 $200K 0.16% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 359 $192K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 347 $185K 0.02% +15 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/ 327 $174K <0.01% -34 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 292 $156K <0.01% -74 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 293 $154K <0.01% -29 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 275 $147K <0.01% -195 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 261 $139K 0.01% -25 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 247 $132K <0.01% +13 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 242 $129K 0.12% +104 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 236 $126K <0.01% -23 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 234 $125K <0.01% new 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 172 $91.9K 0.21% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 169 $90.3K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 168 $89.7K <0.01% -13 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 165 $88.1K 0.03% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 195 $84K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 155 $83K <0.01% +74 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 133 $71K 0.01% +18 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 121 $64.6K <0.01% -58 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 113 $60.5K <0.01% -12 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 104 $56.8K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 105 $56.1K <0.01% +4 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 106 $56K <0.01% +23 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $53.4K 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 97 $51.8K <0.01% -48 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 96 $51.3K 0.01% -10 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 92 $49.1K 0.02% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 80 $42.7K <0.01% -23 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 79 $42K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 70 $37.4K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 66 $35.2K <0.01% -14 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 64 $34.9K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $33.1K 0.01% -4 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 60 $32K <0.01% -171 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 56 $29.9K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 53 $28.3K <0.01% +16 13F-HR Timeline Quarry LP More: the full row for Quarry LP 53 $28.3K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 52 $28K <0.01% -73 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 50 $26.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $21.4K 0.01% -5 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 39 $20.8K 0.01% -394 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 38 $20.3K 0.01% 0 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 36 $19.2K <0.01% +9 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 36 $19.1K <0.01% -175 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 35 $18.7K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $18.7K <0.01% +32 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 34 $18.2K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 32 $17.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $16.6K <0.01% -150 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 29 $15.5K <0.01% +10 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 28 $15K <0.01% -2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 26 $13.9K <0.01% -1 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 25 $13.4K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 25 $13.3K <0.01% 0 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $12K <0.01% -2,058 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 22 $11.7K <0.01% -86 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 21 $11.2K 0.01% 0 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) 21 $11.2K <0.01% -135 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $11.2K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19 $10.1K <0.01% +18 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 16 $9K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16 $8.58K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $8.54K <0.01% -7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $8.01K <0.01% -5 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 15 $8.01K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $8.01K <0.01% -15 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 14 $7.48K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 13 $7K <0.01% -7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $6.94K <0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 13 $6.94K <0.01% -2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 13 $6.94K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 10 $5.34K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10 $5.34K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $5.34K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10 $5.34K <0.01% +6 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7 $3.74K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 7 $3.74K <0.01% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $3.74K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $3.21K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $3.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5 $2.79K <0.01% -20 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $2.67K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5 $2.67K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $2.67K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4 $2.14K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $2.14K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4 $2.14K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4 $2.14K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $1.6K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3 $1.6K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $1.6K <0.01% +2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3 $1.6K <0.01% -9 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1.07K <0.01% -6 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2 $1.07K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2 $1.07K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2 $1.07K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2 $1.07K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $1K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2 $1K <0.01% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $535 <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1 $535 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $534 <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1 $534 <0.01% -818 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $534 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $534 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1 $534 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $534 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $534 <0.01% -1 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1 $534 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $22 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.