STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 2,170,666 $86M <0.01% +1,409,970 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 463,651 $18.4M 0.28% +141,642 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 418,976 $16.6M <0.01% +326,744 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 269,313 $10.7M 0.46% -5,950 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 249,380 $9.72M 5.7% +330 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 197,835 $7.83M 0.19% +60,420 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 163,267 $6.47M <0.01% +68,796 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 154,058 $6.1M <0.01% +10,161 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 136,750 $5.42M <0.01% +1,005 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 129,961 $5.15M <0.01% +9,857 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 97,436 $3.84M 0.21% +13,072 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 87,234 $3.45M <0.01% +224 13F-HR/A Timeline Group Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 77,391 $3.06M 1.74% +1,663 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 72,476 $2.87M 0.16% new 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 61,514 $2.44M 0.79% +1,614 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 48,717 $1.93M 0.01% -50,061 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 37,792 $1.5M 0.98% +2,330 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 37,009 $1.47M 1.27% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 34,719 $1.37M <0.01% +19,197 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 31,384 $1.24M <0.01% -2 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 29,217 $1.16M 0.03% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 23,539 $932K 0.01% -4,581 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 22,138 $877K 0.32% +900 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,210 $721K <0.01% +6,519 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,940 $671K 0.03% 0 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 15,130 $599K 0.37% new 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 14,410 $571K 0.32% +69 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,795 $546K <0.01% -1,937 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 13,519 $535K 0.08% +3 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,803 $504K <0.01% new 13F-HR Timeline Group Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 12,042 $477K 0.42% +659 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,938 $433K 0.11% -610 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 8,702 $339K 0.38% -2,609 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 8,484 $336K <0.01% -686 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,083 $320K 0.01% new 13F-HR/A Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,123 $282K 0.07% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 7,042 $279K 0.14% -428 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 7,000 $277K 0.03% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,731 $267K 0.02% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,486 $257K <0.01% +23 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,145 $242K <0.01% -50 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,017 $238K 0.03% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 6,000 $238K 0.11% new 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 5,766 $228K 0.2% +84 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,445 $176K <0.01% -399 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,244 $128K 0.13% +230 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,083 $82.5K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,041 $80.8K <0.01% -336 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,810 $71.7K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,430 $55.9K <0.01% -172 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 960 $37.4K <0.01% +100 13F-HR/A Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,150 $37K 0.02% 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 750 $29.7K 0.02% +500 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 509 $20.2K <0.01% new 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 366 $14.5K 0.01% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 350 $13.9K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 110 $4.37K <0.01% -23 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 102 $4.04K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 100 $3.96K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 99 $3.92K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 78 $3.09K <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) 9 $356 <0.01% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9 $356 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $198 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $139 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1 $40 <0.01% 0 13F-HR Timeline