BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,559,100 $94.9M 0.01% -344,729 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,058,998 $81.6M 0.01% -357,376 13F-HR Timeline Group Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 2,100,000 $56M 11.98% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,646,655 $43.9M <0.01% +64,475 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,422,071 $37.9M 0.01% +789,343 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,057,238 $28.2M 6.43% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 799,267 $21.3M 0.01% -4,431 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 212,833 $14.1M 0.01% +69,393 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 475,810 $12.7M 2.66% -9,703 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 469,044 $12.5M 0.02% -83,892 13F-HR Timeline Group Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 443,021 $11.8M 4.91% -2,201 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 442,419 $11.8M 0.37% new 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,100 $11.7M 0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 428,210 $11.4M 0.01% +420,269 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 418,903 $11.2M 4.02% -24,040 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 401,415 $10.7M 1.05% +315,947 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 402,139 $10.7M <0.01% +266,306 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 398,524 $10.6M <0.01% -142,580 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 315,201 $8.4M <0.01% +70,959 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 280,000 $7.46M 0.3% -50,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 252,265 $6.73M 0.01% +1,268 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 250,000 $6.67M 0.06% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 228,494 $6.09M 0.01% +195,697 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 185,314 $4.94M 0.13% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 182,169 $4.86M <0.01% -356,720 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 180,481 $4.81M <0.01% -53,207 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 176,058 $4.69M 2.94% +10,295 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 175,000 $4.67M 0.17% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 171,160 $4.56M 0.16% new 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 155,962 $4.14M 0.86% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 141,493 $3.77M <0.01% -5,433 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 132,744 $3.54M <0.01% +51,943 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 131,990 $3.52M 0.01% -5,763 13F-HR Timeline Group DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 131,669 $3.51M 0.03% +72,775 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 130,536 $3.48M <0.01% -9,526 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 112,412 $3M 0.13% +5,990 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,736 $2.9M <0.01% +55,199 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 108,651 $2.9M 0.06% -20,471 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 107,752 $2.87M 0.29% +15,205 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 107,475 $2.87M <0.01% -177,766 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 107,210 $2.86M 0.01% -1,013 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 103,901 $2.77M <0.01% -18,308 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 97,392 $2.6M 0.1% -535 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 96,017 $2.56M 0.01% +30,713 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 90,683 $2.42M <0.01% -7,258 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 90,133 $2.4M 0.05% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 89,384 $2.38M 0.01% +69,413 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,662 $2.28M <0.01% -8,014 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 83,526 $2.23M <0.01% +8,451 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 80,607 $2.15M 0.03% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,602 $1.91M +21,333 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 70,377 $1.88M 0.01% +3,192 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 69,747 $1.86M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,742 $1.86M <0.01% +1,402 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 69,259 $1.85M 0.15% -5,212 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 68,189 $1.82M <0.01% +60,261 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 67,094 $1.79M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,383 $1.74M <0.01% +6,069 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 63,238 $1.69M 0.15% +23,850 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 61,950 $1.65M <0.01% +2,170 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 61,849 $1.65M <0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 55,804 $1.62M 0.03% -1,400 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 55,042 $1.47M 0.52% -14,673 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 51,242 $1.37M 0.03% -7,540 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 49,229 $1.31M 0.01% +13,551 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 46,410 $1.24M 1.2% -677 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,859 $1.14M <0.01% +2,780 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 41,290 $1.1M 0.03% -45 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,151 $1.1M <0.01% +2,977 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 41,005 $1.09M 0.16% -40 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 40,225 $1.07M 0.16% -495 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 38,136 $1.02M 0.12% -3,841 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 37,790 $1.01M 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,852 $982K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 35,958 $959K 0.04% +118 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 34,834 $929K 0.01% new 13F-HR Timeline Group 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 34,110 $909K <0.01% -1 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,860 $903K 0.01% +427 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 33,755 $900K 0.06% -310 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 33,553 $895K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 32,084 $855K 0.04% -74,449 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 31,914 $851K 0.24% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 31,873 $850K 0.16% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31,596 $842K 0.01% -766 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,514 $840K 0.02% -558 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 31,480 $839K <0.01% -10,345 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,333 $835K <0.01% +6,245 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 30,610 $816K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 29,833 $795K 0.03% +4,905 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,797 $794K <0.01% -4,051 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 29,510 $787K 0.01% -3,869 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 27,954 $745K 0.01% -99 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 27,456 $732K -10,837 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 24,607 $656K <0.01% -510,111 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,519 $654K <0.01% +10,378 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 23,616 $630K 0.01% -5,296 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 22,965 $612K <0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,786 $607K <0.01% -8,420 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 22,736 $606K 0.01% -43,127 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,480 $573K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,962 $559K <0.01% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 20,611 $550K <0.01% -983 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 20,450 $545K 0.03% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 20,313 $542K 0.58% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,874 $530K 0.01% +2,320 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 19,607 $523K 0.01% -19,607 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 19,427 $518K 0.08% -596 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 19,350 $516K 0.3% +9,950 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 19,030 $507K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,005 $507K 0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,607 $496K <0.01% +7 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,317 $488K 0.02% +3,499 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 18,153 $484K 0.28% +1,057 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,000 $480K 0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 17,917 $478K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,435 $438K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,394 $437K 0.01% +3,574 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,020 $427K <0.01% 0 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 15,347 $409K 0.08% -804 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 15,330 $409K 0.15% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 15,280 $407K 0.17% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,866 $396K <0.01% -714 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,450 $385K 0.07% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,879 $382K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,322 $382K <0.01% -1,512 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 14,295 $381K 0.14% -756 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,136 $377K 0.02% -154 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 13,593 $362K 0.05% +18 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 13,268 $354K <0.01% -1,171 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 13,003 $347K 0.28% -1,914 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,927 $345K <0.01% -39,395 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 12,820 $342K 0.07% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,600 $336K <0.01% 0 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,599 $336K 0.04% +15 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 12,520 $334K 0.27% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,347 $329K <0.01% 0 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 12,202 $325K 0.19% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,116 $323K 0.13% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,799 $315K 0.02% -1,763 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,732 $313K 0.01% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 11,664 $311K 0.25% -617 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,421 $304K 0.02% -1,171 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,313 $302K 0.05% -6 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 11,241 $300K 0.04% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,822 $289K 0.13% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,819 $288K <0.01% -2,557 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 10,349 $276K 0.11% +1,519 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,150 $271K 0.03% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 10,122 $270K 0.09% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,043 $268K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,752 $260K <0.01% -502 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,741 $260K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,535 $254K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,502 $253K <0.01% -10,661 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 9,170 $244K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,067 $215K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,928 $211K <0.01% +550 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,810 $208K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,565 $175K <0.01% -559 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,598 $149K <0.01% +766 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,910 $131K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 4,684 $125K 0.08% +3,392 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,621 $123K <0.01% +3,446 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,415 $117K 0.01% +1,020 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,040 $108K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,955 $105K 0.06% -581 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,690 $98.4K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,550 $94.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,467 $92.4K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,053 $81.4K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,826 $75.3K <0.01% +2,700 13F-HR Timeline Group Summer Road LLC More: the full row for Summer Road LLC 2,720 $72.5K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 2,599 $69.3K 0.04% 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) 2,554 $68.1K <0.01% +2,540 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,470 $65.8K 0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,264 $60.4K <0.01% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,138 $57K <0.01% +157 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,030 $54.1K <0.01% -2,380 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,017 $53.8K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,523 $40.6K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,315 $35.1K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,180 $31.5K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,095 $29.2K 0.01% +160 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 960 $25.6K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 751 $20K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 750 $19.8K <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 707 $18.8K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 650 $17.3K <0.01% +85 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 568 $15.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 564 $15K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 553 $14.7K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 544 $14.5K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 501 $13.4K <0.01% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 475 $12.7K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 472 $12.6K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 412 $11K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 300 $8K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 300 $8K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 294 $7.83K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 248 $7K <0.01% 0 13F-HR Timeline