Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,820,150 $491M 5.62% -171,322 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 822,911 $51.7M 0.44% -27,861 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 100,000 $6.28M <0.01% -21,261 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,297 $2.09M <0.01% -5,499 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,511 $1.35M <0.01% +18,132 13F-HR Timeline Group Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 15,382 $966K 0.83% -4,151 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 13,884 $872K 0.65% +196 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,057 $820K 0.05% +431 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,684 $734K <0.01% +974 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,649 $543K 0.08% -1 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,400 $514K <0.01% new 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,082 $445K <0.01% new 13F-HR Timeline Group Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,644 $417K 0.16% +7 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,378 $401K <0.01% +5 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,347 $399K <0.01% -6,668 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,533 $348K 0.01% -7,641 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,034 $316K <0.01% +2 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 4,733 $297K 0.28% +54 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,411 $277K <0.01% 0 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,853 $242K 0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,458 $217K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,255 $204K <0.01% +58 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,201 $201K 0.05% -11 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,692 $169K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,678 $168K <0.01% +2 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,475 $92.6K 0.06% -471 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,208 $75.9K 0.03% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,105 $69.4K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 720 $45.2K <0.01% -153 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 478 $30K <0.01% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 266 $16.7K <0.01% -1,057 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 265 $16.6K <0.01% 0 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 231 $14.5K <0.01% new 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 202 $12.7K 0.01% +3 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 46 $2.89K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $3 <0.01% 0 13F-HR/A Timeline Group Amount filed as zero, left out of ratios.