WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16,983,653 $1.51B 0.36% -806,118 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 9,034,036 $804M 1.92% +309,832 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,783,673 $693M 0.66% +98,248 13F-HR Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,497,192 $489M 15.66% +1,158,100 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,760,715 $424M 0.09% -525,731 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,731,188 $421M -71,393 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,511,385 $402M 0.03% -224,095 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3,484,234 $310M 1.93% +61,430 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,127,307 $278M 0.01% -145,675 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,910,069 $259M 0.02% -382,366 13F-HR/A Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,873,000 $256M 0.28% -342,300 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,852,238 $254M 0.74% -2,967,378 13F-HR/A Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,640,280 $235M 0.15% +2,300,700 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,549,147 $227M 0.2% +368,907 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/ 2,378,441 $212M 0.02% -743,200 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,271,821 $202M 0.04% -3,062,750 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,061,297 $184M 0.3% -427 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,808,020 $161M 0.44% -99,613 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,737,914 $155M 0.06% +313,242 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,642,449 $146M 0.11% -743,525 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,582,649 $141M 9.87% new 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 1,547,548 $138M 1.9% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,467,393 $131M 0.21% -787,490 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,453,121 $129M 0.05% 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,440,638 $128M +292,647 Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,332,145 $119M 9.02% +6,848 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,120,786 $99.8M 1.88% -2,707,127 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,117,140 $99.5M 0.16% +1,973 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 1,099,556 $97.9M 0.02% +5,825 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 896,600 $79.8M 0.14% -238 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 876,219 $78M 0.02% -51,149 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 766,605 $68.3M 0.09% -213,845 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 730,196 $65M 0.06% +13,726 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 707,297 $63M 2.28% +18,518 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 669,458 $59.6M 0.04% -93,087 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 622,830 $55.5M 0.02% +151,074 13F-HR/A Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 580,000 $51.6M 0.13% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 575,703 $51.3M 0.03% +136,522 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 568,273 $50.6M 0.21% -15,371 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 567,284 $50.5M 2.49% +208,043 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 514,298 $45.8M 1.07% +281,733 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 490,962 $43.7M 1.74% -86,639 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 480,179 $42.8M 0.48% +390,000 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 463,320 $41.3M 0.09% +47,852 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 452,750 $40.4M -42,390 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 438,025 $39M 0.12% -98,382 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 397,986 $35.4M 0.28% -5,658 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 383,912 $34.2M 0.05% -521,247 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 350,188 $31.2M 0.36% -4,217 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 340,000 $30.3M 2.18% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 305,754 $29.9M 0.09% +23,453 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 311,545 $27.8M 2.8% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 308,007 $27.4M 0.69% -2,815 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 306,881 $27.3M 0.04% +6,096 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 306,616 $27.3M 1.84% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 301,733 $26.9M 0.03% -21,692 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 300,000 $26.7M 0.2% -1,700,000 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 283,227 $25.2M 0.02% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 278,692 $24.8M 0.04% -125,005 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 268,700 $24M 0.25% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 268,223 $23.9M 0.08% -40,702 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 243,402 $21.7M 0.07% -7,059 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 242,609 $21.6M 2.28% +11,335 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 237,998 $21.2M 3.69% +3,831 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 236,725 $21.1M 0.01% +146,430 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 234,964 $20.9M 0.02% -265,559 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 228,951 $20.4M 1.28% +8,073 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 226,373 $20.2M 0.02% -36,176 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 224,814 $20M 0.86% +21,838 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 220,885 $19.7M +39,661 Timeline Washington Trust Bank More: the full row for Washington Trust Bank 220,566 $19.6M 1.89% +2,839 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 214,511 $19.1M 1.43% -5,933 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 213,650 $19M 0.58% +6,191 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 213,336 $19M 3.07% +1,582 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 210,429 $18.8M 0.04% -27,386 13F-HR/A Timeline Group Invst, LLC More: the full row for Invst, LLC 208,833 $18.6M 2.26% -31,976 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 208,000 $18.5M <0.01% +27,532 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 203,108 $18.1M 0.17% +8,447 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 198,243 $17.7M 0.18% +9,067 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 192,447 $17.1M 0.05% -1,668 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 189,868 $16.9M 1.26% +11,130 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 189,628 $16.9M 0.55% +285 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 188,781 $16.8M 0.02% +7,589 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 188,286 $16.8M 0.38% +10,494 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 175,163 $15.6M 0.35% +8,367 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 174,655 $15.6M 0.79% +5,692 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 171,688 $15.3M 0.09% +40,545 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 157,590 $14M 2.41% +2,041 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 155,900 $13.9M 0.01% -43,000 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 152,901 $13.6M 0.36% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 151,917 $13.5M 1.44% +14,245 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 148,487 $13.2M 0.02% -7,198 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 147,881 $13.2M 0.23% new 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 147,400 $13.1M 6.1% +79,659 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 145,956 $13M 0.04% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 145,846 $13M 0.4% -2,764 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 144,597 $12.9M 2.23% +5,380 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 141,212 $12.6M 2.09% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 139,031 $12.4M 0.19% -140,767 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 136,887 $12.3M 0.15% +72,914 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 129,800 $11.6M 0.1% -2,260 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 128,456 $11.4M 3.13% +19,854 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 126,827 $11.3M <0.01% -135,480 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 122,599 $11.1M 0.07% -1,817 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 124,936 $11.1M 0.07% +6,062 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 122,534 $10.9M 0.04% +354 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 119,470 $10.6M 4.51% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 119,277 $10.6M 0.04% +46,694 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 115,965 $10.3M 0.02% +7,340 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 112,964 $10.1M 2.69% -962 13F-HR Timeline Daiichi Life Insurance Co., Ltd. group of 2 filers holding More: the full row for Daiichi Life Insurance Co., Ltd. 112,181 $10M +19,275 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 111,712 $9.95M 0.02% +9,524 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 110,055 $9.8M 4.94% +2,568 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 107,572 $9.58M 0.29% +5,080 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 106,660 $9.5M 0.01% -34,380 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 106,363 $9.47M 0.06% +1,594 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 106,273 $9.46M 0.6% -1,725 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 106,078 $9.45M 0.02% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 105,596 $9.4M 0.54% +5,178 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 104,962 $9.35M 0.84% +14,680 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 101,651 $9.05M 1.41% +9,463 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101,304 $9.02M 0.01% +14,495 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 98,680 $8.79M 0.03% -21,449 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 96,992 $8.66M 0.08% +11,188 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 96,700 $8.66M 7.04% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 95,745 $8.53M 0.28% -5,386 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 95,074 $8.47M 0.32% +11,984 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 94,863 $8.45M 0.01% -2,145 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 93,675 $8.36M 0.68% +4,124 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 92,154 $8.21M 1.58% -7,367 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 90,248 $8.05M 0.03% +846 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 88,853 $7.91M 0.85% +1,203 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 88,484 $7.88M 2.98% +5,330 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 88,481 $7.88M 2.52% -1,651 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 86,761 $7.73M 1.11% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 85,754 $7.65M 0.08% +26,161 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 83,264 $7.41M +8,691 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 81,754 $7.29M 0.01% -12,091 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 79,600 $7.09M 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 78,025 $6.95M 0.07% new 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 77,166 $6.87M 0.01% +8,994 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 76,144 $6.78M 0.52% +3,592 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 76,429 $6.77M 1.56% -6,603 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 74,720 $6.65M 0.08% -12,302 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 72,600 $6.48M 0.11% 13F-HR/A Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 71,692 $6.38M 2.23% +5,428 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 71,348 $6.35M 0.03% -2,151 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 70,092 $6.27M 0.03% -3,925 13F-HR/A Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 70,000 $6.23M 0.44% -29,700 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 69,531 $6.19M 3.22% -126 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 69,273 $6.17M 0.21% +2,766 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 68,587 $6.11M 0.42% +5,992 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 67,760 $6.03M 0.03% +218 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/ 66,679 $5.94M 0.01% +5,853 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 65,966 $5.87M 0.49% +5,933 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 65,599 $5.84M 1.61% -2,886 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 65,224 $5.81M 2.33% +737 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 64,726 $5.78M 0.22% +12,738 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 64,169 $5.71M 0.35% +1,874 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 61,220 $5.45M 0.35% -93 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 60,147 $5.36M 0.84% +7,071 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 60,034 $5.35M 0.28% -40 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 59,909 $5.33M 1.77% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 58,359 $5.2M 3.66% +37 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 57,676 $5.14M 2.71% +875 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 57,409 $5.11M 0.46% -5,062 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 57,368 $5.11M 0.02% -87,514 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 57,397 $5.09M 0.15% -5,030 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 56,808 $5.06M 0.1% +4,473 13F-HR Timeline Group Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 56,334 $5.02M 1.72% +10,352 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 55,753 $4.96M +693 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 54,400 $4.84M 0.36% +2,783 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 54,348 $4.84M 0.04% +5,439 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 53,140 $4.73M 0.06% +28,685 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 52,599 $4.68M 0.73% +1,123 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 52,001 $4.63M 2.42% -242 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 51,584 $4.59M 0.01% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 51,548 $4.59M 2.29% +1,225 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 50,236 $4.49M 0.16% +41,984 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 50,301 $4.48M 0.04% +2,188 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 49,518 $4.41M 0.01% -5,816 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 48,948 $4.36M 0.01% -5,511 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 48,255 $4.3M 0.76% +1,365 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 47,779 $4.25M 0.03% +26,665 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 47,492 $4.23M 0.24% -31,391 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 47,181 $4.2M 0.01% -2,708 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 46,604 $4.15M 0.37% -45,720 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 46,237 $4.12M 3.36% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,905 $4M 0.04% +9,186 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 44,334 $3.95M 0.22% +2,327 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 44,297 $3.94M 2.74% +1,763 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 44,041 $3.92M 0.5% -2,210 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 43,959 $3.91M 0.01% +10,287 13F-HR/A Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 43,903 $3.91M 0.05% +786 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,431 $3.87M 0.09% +2,296 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 43,140 $3.84M 0.97% +361 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 42,090 $3.75M 0.17% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 41,457 $3.69M 0.01% +2,201 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 41,331 $3.69M 0.15% +3,442 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 41,272 $3.67M 0.59% new 13F-HR Timeline