UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 798,536 $51.8M +768,345 Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 769,563 $49.9M 0.18% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 274,931 $17.8M 1.24% +94,376 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 288,694 $16.1M 7.33% 0 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/ 210,339 $13.6M <0.01% -8,615 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 181,731 $11.8M 0.03% +9,846 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 173,813 $11.3M 0.03% +1,300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 173,590 $11.3M 0.01% +18,670 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 173,475 $11.2M <0.01% +6,549 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 125,314 $8.13M 0.06% new 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 123,210 $7.99M 0.24% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 120,843 $7.84M 2.5% +1,774 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 106,443 $6.9M <0.01% -29 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 106,139 $6.88M <0.01% +4,416 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 73,037 $4.74M 1.71% +1,222 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 62,680 $4.06M 0.39% -416 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 61,122 $3.96M 0.06% +254 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 59,966 $3.89M 0.13% +1,330 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,625 $3.8M <0.01% -1,381 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 51,413 $3.33M <0.01% -1,449 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 48,026 $3.11M <0.01% -3,850 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 46,255 $3M 0.12% +1,177 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 45,452 $2.95M <0.01% +35,245 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 41,231 $2.67M 0.39% +11,322 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 40,944 $2.66M 0.56% -2,465 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 37,194 $2.41M 0.15% +11,126 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 34,479 $2.24M 0.54% +16 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 29,243 $1.9M <0.01% -13,432 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 25,237 $1.64M 0.03% +710 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 24,751 $1.61M 0.02% -431 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 20,130 $1.31M 0.1% +936 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 20,057 $1.3M 1.11% -958 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 18,482 $1.2M 0.08% +125 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17,884 $1.16M 0.03% -501 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,636 $1.01M <0.01% +1,894 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,114 $916K <0.01% +163 13F-HR/A Timeline Group NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 13,338 $865K 0.77% +844 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 12,674 $821K 0.07% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,209 $792K 0.03% -4,161 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 12,167 $789K <0.01% 0 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,120 $786K 0.08% -2,992 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,923 $773K <0.01% -21,182 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,770 $763K <0.01% -5,515 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,078 $718K 0.02% +39 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 10,521 $682K 0.02% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 10,395 $674K 0.12% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 9,589 $622K 0.7% -80 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,365 $600K 0.01% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,935 $579K 0.03% +12 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,930 $579K <0.01% +212 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 8,913 $573K 0.21% +1,203 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,776 $569K <0.01% -46 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 8,297 $538K 0.08% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,268 $536K 0.1% -2,304 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,240 $534K 0.01% -1,607 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,608 $493K <0.01% 0 13F-HR/A Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 7,191 $466K 0.03% +13 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 7,042 $457K 0.17% 0 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 6,679 $433K 0.29% -272 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,552 $425K 0.16% +3,478 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,885 $382K 0.15% +560 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 5,830 $378K 0.24% -3,808 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,808 $377K 0.05% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,624 $365K 0.01% +38 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,452 $351K <0.01% -3,972 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,083 $329K <0.01% 0 13F-HR/A Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,945 $321K 0.02% -2,741 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,866 $316K <0.01% +3,519 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,855 $315K 0.06% -35 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,598 $233K 0.02% -219 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,504 $227K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,257 $211K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,904 $188K 0.01% +20 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,527 $164K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,042 $132K 0.01% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,030 $132K <0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,000 $130K <0.01% +350 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,695 $110K 0.01% 0 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,563 $101K <0.01% +411 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,445 $93.7K 0.04% -23 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,229 $79.7K <0.01% +18 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,051 $68.2K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 739 $47.9K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 500 $32.4K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 454 $29.4K 0.02% +3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 314 $20.4K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 295 $19.1K 0.01% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 254 $16.5K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 244 $15.8K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 197 $12.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 180 $11.7K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 178 $11.5K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 165 $10.7K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 110 $7.13K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 84 $5.45K <0.01% -14 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 76 $4.93K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 57 $3.7K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50 $3.24K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 42 $2.74K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3 $195 <0.01% -54 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.