JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 130,347,755 $7.15B 0.57% -8,655,557 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,099,417 $170M 0.27% +1,904,932 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,707,845 $93.7M 1.91% +885,050 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,391,789 $76.4M 0.01% -219,596 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,339,803 $73.5M 0.01% -39,011 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 930,163 $51.1M 0.08% -232,959 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 921,470 $50.6M 0.02% +426,247 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 814,200 $44.7M 0.11% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 752,660 $41.3M 1% -18,285 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 729,975 $40.1M 0.16% -141,305 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 692,000 $38M 3.05% -34,050 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 618,188 $33.9M 1.35% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 490,356 $26.9M 0.01% -27,053 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 386,181 $21.2M 0.03% -59,772 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 384,185 $21M 2.99% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 311,500 $17.1M 1.96% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 266,319 $14.6M <0.01% +13,186 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 210,161 $11.5M 0.4% +5,057 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 199,468 $10.9M 0.49% +4,795 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 193,369 $10.6M 0.31% +364 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 190,645 $10.5M 2.43% -15,137 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 164,193 $9.01M +3,222 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 127,797 $7.01M 0.01% -9,315 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 121,744 $6.68M -231,210 Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 120,464 $6.61M +56,419 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 119,330 $6.55M 0.02% +119,178 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 114,363 $6.28M 1.2% +4,225 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 104,485 $5.74M 0.27% +8,425 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 102,115 $5.61M 0.89% +2,357 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 99,955 $5.49M 3.77% 0 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 99,705 $5.47M 1.56% -1,350 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 96,351 $5.29M 0.1% +7,226 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 86,600 $4.75M 0.01% -84,055 13F-HR/A Timeline Group Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 59,733 $3.44M 0.36% 0 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 59,181 $3.25M 0.26% +1,486 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.02M 1.49% 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 54,082 $2.97M 1% +4,943 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,128 $2.81M 0.04% -2,708 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 50,635 $2.78M 0.01% -24,089 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 45,145 $2.48M <0.01% -284,919 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 43,398 $2.38M 0.09% +696 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 42,643 $2.34M 1.22% -46,663 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 42,318 $2.32M 0.09% +2,389 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 38,123 $2.09M 0.01% -155,470 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 37,160 $2.04M 0.01% -36,039 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,193 $2.02M <0.01% +2,236 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 36,755 $2.02M 0.01% new 13F-HR/A Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 36,620 $2.01M 0.09% -424 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 36,512 $2M 0.16% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 34,474 $1.89M 1.31% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 33,695 $1.85M 0.67% -984 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 33,616 $1.85M 0.02% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,389 $1.83M 0.01% +511 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 33,131 $1.82M 0.26% 13F-HR Timeline Group Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 32,290 $1.77M 1.01% -665 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 29,857 $1.64M 0.15% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 26,706 $1.47M <0.01% +17,617 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,282 $1.25M 0.03% -1,878 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 21,510 $1.18M 0.41% -35,881 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 20,767 $1.14M 0.3% +1,192 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,456 $1.12M <0.01% -13,818 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 18,344 $1.01M 0.07% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 17,798 $977K <0.01% -177,006 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,707 $972K 0.01% +742 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,656 $941K 0.01% +1,958 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,105 $939K 0.03% -1,158 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,317 $841K 0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,911 $818K <0.01% +1,377 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 14,838 $814K <0.01% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,230 $781K 0.04% -23,216 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,962 $766K <0.01% 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,948 $766K <0.01% -3,024 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,525 $742K 0.01% +13,219 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,841 $705K <0.01% -9,305 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,695 $697K 0.04% -165,881 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,408 $681K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,521 $632K 0.02% +942 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,345 $623K 0.01% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,248 $617K 0.01% -897 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,079 $608K 0.05% -843 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 11,039 $606K -3,667 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,925 $600K 0.01% -89 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,713 $588K <0.01% -641 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,373 $569K 0.03% +151 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 10,361 $569K <0.01% -676 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,260 $563K <0.01% -420 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,907 $544K <0.01% -5,546 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,883 $542K <0.01% -624 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,453 $519K 0.05% -569 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 9,369 $514K -2,486,836 Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,077 $498K 0.33% -74 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,038 $496K <0.01% -216 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,870 $487K <0.01% +4,258 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,753 $480K <0.01% new 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,317 $457K 0.2% -2,623 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 8,300 $456K 0.01% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,296 $455K 0.02% -306 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,315 $402K <0.01% -3,553 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,738 $370K 0.01% -1,400 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,690 $367K <0.01% +2,640 13F-HR/A Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,522 $358K 0.57% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 6,517 $358K 0.13% -590 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,381 $350K <0.01% +1,591 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,207 $341K 0.01% +50 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,016 $330K 0.01% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,854 $321K 0.05% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,816 $319K 0.09% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,757 $316K <0.01% +112 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,685 $312K 0.01% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,423 $298K 0.44% 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,386 $296K <0.01% new 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,121 $281K 0.01% -132,627 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,794 $263K <0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,609 $253K <0.01% -1,166 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,562 $250K <0.01% -1,387 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,431 $243K <0.01% -796 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,383 $243K 0.05% -6,366 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,413 $242K 0.15% -1,012 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,360 $239K 0.01% +226 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 4,236 $233K 0.03% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,164 $229K <0.01% new 13F-HR/A Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,126 $226K <0.01% new 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 4,069 $223K 0.04% new 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,981 $219K <0.01% +796 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,939 $216K 0.01% -284 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 3,774 $207K <0.01% -761 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,295 $181K <0.01% -66,047 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,093 $170K 0.17% -5,270 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,984 $164K <0.01% -141 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,731 $150K 0.01% +541 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,528 $139K <0.01% +1,850 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,451 $135K <0.01% -2,043 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,343 $129K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,295 $126K 0.01% +1,947 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,237 $123K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,026 $111K <0.01% -1,395 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,844 $101K 0.01% +143 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,826 $100K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,236 $67.8K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,207 $66.3K 0.03% 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 1,177 $64.5K <0.01% -839 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,104 $60.6K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,024 $56.2K <0.01% 0 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 989 $54.3K 0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 977 $53.6K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 936 $51.4K 0.04% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 917 $50.3K <0.01% -8,708 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 853 $46.8K <0.01% -127 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 735 $40.3K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 717 $39.4K 0.02% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 705 $38.7K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 690 $37.9K <0.01% +669 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 584 $32.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 580 $31.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 528 $29K <0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 470 $26K <0.01% +290 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 452 $24K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 425 $23.3K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 414 $22.7K <0.01% -620 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 412 $22.6K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 400 $22K <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/ 345 $18.9K <0.01% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 322 $17.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 315 $17.6K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 288 $15.8K 0.01% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 263 $14.4K <0.01% -459 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 263 $14.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 244 $13.4K <0.01% +205 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 218 $12K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 217 $11.9K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 203 $11.1K <0.01% new 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 195 $10.7K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 190 $10.4K <0.01% +88 13F-HR/A Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 188 $10.3K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 181 $9.94K <0.01% -222 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 178 $9.77K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 176 $9.66K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 165 $9.06K <0.01% +104 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 148 $8K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 104 $5.71K <0.01% -57 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 97 $5.33K <0.01% -5 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 89 $4.88K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 86 $4.72K <0.01% -112 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 76 $4.17K <0.01% -1,286 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 75 $4.12K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 70 $3.84K <0.01% 0 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 66 $3.62K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 65 $3.57K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 55 $3.02K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 50 $2.75K <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 50 $2.75K <0.01% +24 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 42 $2.31K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 35 $1.92K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 33 $1.81K <0.01% -4 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 32 $1.78K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 31 $1.69K <0.01% +1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 28 $1.54K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 26 $1.43K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 24 $1.32K <0.01% 0 13F-HR Timeline