MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,004,882 $195M 0.01% +479,969 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. 307,769 $15M 0.01% -32,821 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 287,836 $14M <0.01% -40,039 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 143,613 $6.84M <0.01% -8,608 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 114,580 $5.58M 0.01% +15,197 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 108,774 $5.3M -15,872 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 103,611 $5.05M <0.01% +1,688 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 102,529 $5M <0.01% -920 13F-HR/A Timeline Group Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 102,335 $4.99M 3.66% -1,132 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 92,713 $4.52M 0.05% +374 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 82,670 $4.03M <0.01% -800 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 81,886 $3.99M 0.01% -1,297 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 79,703 $3.88M <0.01% -37,221 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 49,649 $2.42M 0.09% -16,091 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 45,307 $2.21M 1.6% -3,572 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,516 $2.12M <0.01% +6,037 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,809 $2.09M <0.01% -12,566 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 42,114 $2.04M 0.01% +28,776 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 39,450 $1.92M 0.02% -13,754 13F-HR Timeline Group Valor Advisors LLC More: the full row for Valor Advisors LLC 34,740 $1.67M 1.4% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 30,955 $1.51M 0.51% -2,058 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,855 $1.36M <0.01% -1,260 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,438 $1.34M <0.01% +1,354 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 27,107 $1.32M 0.18% -1,040 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,297 $1.28M 0.02% +162 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 25,580 $1.25M <0.01% +3,409 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,985 $895K <0.01% +4,244 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 17,919 $873K 0.26% -1,142 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,636 $859K <0.01% +118 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,931 $825K <0.01% 0 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 16,924 $825K 0.28% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,263 $744K <0.01% -4,836 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 15,115 $736K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,774 $671K <0.01% +754 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,448 $655K <0.01% -55 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,445 $655K <0.01% -7,375 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,259 $646K <0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12,101 $590K <0.01% -5,360 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,611 $566K 0.01% +1,162 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,655 $519K 0.01% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 9,901 $482K 0.05% -1,445 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 8,545 $416K 0.12% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,505 $414K 0.11% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,000 $341K 0.11% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,959 $339K <0.01% 0 13F-HR/A Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,492 $316K 0.08% -142 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,276 $306K <0.01% +2,618 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,358 $261K <0.01% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,965 $242K <0.01% +153 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,850 $236K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,541 $221K 0.03% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 4,166 $203K 0.06% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,600 $182K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,466 $169K <0.01% -415 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,574 $125K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,491 $121K <0.01% +387 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,451 $119K <0.01% +34 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 2,109 $103K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,091 $102K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,062 $100K <0.01% +150 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,717 $83.7K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,640 $79.9K 0.02% -103 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,562 $76.1K 0.01% new 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,227 $59.8K 0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 764 $37.2K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 690 $33.6K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 600 $29.2K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 592 $28.8K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 500 $24.4K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 477 $23.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 416 $20.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 325 $15.8K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 238 $11.6K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 176 $8.57K <0.01% +45 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/ 170 $8.27K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 147 $7.16K 0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 115 $5.6K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 83 $4.04K <0.01% 0 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50 $2.44K <0.01% -227 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 48 $2.34K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $2.14K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $1.48K <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) 19 $926 <0.01% new 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 14 $682 <0.01% 13F-HR Timeline Group