LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 543 $224K 0.08% new 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 531 $219K 0.03% new 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 528 $217K <0.01% new 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 525 $216K 0.07% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 518 $213K <0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 515 $212K 0.03% new 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 529 $211K 0.03% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 507 $209K 0.03% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 500 $206K <0.01% new 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 500 $206K 0.01% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 500 $206K 0.16% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 400 $205K 0.01% -130 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 490 $202K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 490 $202K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 451 $186K 0.08% +90 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 433 $178K 0.07% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 375 $154K 0.13% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 373 $154K <0.01% +111 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 373 $154K <0.01% +65 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/ 370 $152K <0.01% +29 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 304 $125K <0.01% +75 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 266 $109K <0.01% -42 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 262 $108K <0.01% +106 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 242 $99.6K 0.04% -407 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 239 $98.4K <0.01% -3 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 240 $98K <0.01% -7 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 217 $87.2K <0.01% +26 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 206 $84.8K 0.03% +37 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 195 $80K <0.01% -934 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 186 $76.6K <0.01% -110 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 185 $76.2K 0.01% +92 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 172 $70.8K 0.22% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 165 $67.9K <0.01% +110 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 159 $65.5K <0.01% +27 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) 150 $61.7K <0.01% -26 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 139 $57.2K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 132 $54.3K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 128 $52.7K <0.01% +22 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 128 $52.7K <0.01% -129 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 113 $46.5K <0.01% -22 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 108 $44.5K <0.01% +18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 108 $44.5K <0.01% -14 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 108 $44.5K 0.01% -3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 103 $42.4K <0.01% -1 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 103 $42.4K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $41.2K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 94 $38.7K <0.01% +86 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 81 $33.3K <0.01% -9 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 79 $33K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $32.9K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 80 $32.9K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 76 $31.4K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 75 $30.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 75 $30.9K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 70 $28.8K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 63 $25.9K <0.01% +37 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 63 $25.8K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 58 $23.9K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 56 $22.9K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 51 $20.9K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50 $20.6K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 46 $18.9K <0.01% +19 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 41 $16.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 38 $15.6K 0.01% +6 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 38 $15.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 37 $15.2K 0.01% -7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 37 $15K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 34 $14.2K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $14K <0.01% +1 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 32 $13.2K <0.01% -4 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 31 $12.8K <0.01% +25 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 30 $12.3K <0.01% +26 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 30 $12.1K <0.01% -58 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 27 $11.1K 0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 25 $10.3K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 24 $9.88K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 24 $9.88K 0.01% +24 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 23 $9K <0.01% new 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 21 $9K <0.01% -56 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 21 $8.64K 0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 20 $8.23K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $7.41K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 17 $7.04K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 18 $7K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16 $6.59K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15 $6.19K <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 14 $5.76K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13 $5.35K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 12 $5K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12 $4.94K <0.01% -13 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 11 $4.53K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11 $4.53K <0.01% -4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $4.12K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 10 $4.12K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 10 $4.12K <0.01% -2 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9 $3.71K <0.01% +4 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 8 $2.65K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6 $2.47K <0.01% -129 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $2.47K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5 $2.06K <0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $2.06K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $2.06K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $2.06K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4 $2K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $1.65K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $1.65K <0.01% -1 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3 $1.43K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $1.24K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $1.24K <0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3 $1.24K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3 $1.24K <0.01% 0 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2 $823 <0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $823 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $412 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $412 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $412 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $412 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.