WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 19,074,808 $1.84B 0.36% +405,996 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/ 7,887,076 $759M 0.06% +2,399,645 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,734,380 $650M 35.84% 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,300,738 $607M 18.06% +3,085,738 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,954,321 $573M 1.09% -767,603 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,804,322 $559M 0.04% -5,595,943 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,570,523 $536M +594,955 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,148,831 $399M 0.02% -321,539 13F-HR/A Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,750,011 $362M 0.21% +3,389,150 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,556,458 $342M 0.22% +488,302 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,069,629 $296M 0.01% +241,380 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,873,030 $277M 0.08% +405,248 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,688,269 $259M 0.05% +28,499 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,581,256 $249M 0.04% -576,861 13F-HR/A Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,500,000 $241M 4.42% 0 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 2,326,000 $224M 29.31% new 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,294,315 $221M 0.27% +1,923,072 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 2,269,776 $219M +852,155 Timeline Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 2,077,835 $200M 8.57% +1,866,453 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,061,299 $198M 0.3% -520 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,753,157 $169M +600,855 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 1,663,938 $160M 0.03% +293,360 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,517,978 $146M 4% +222,344 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,469,688 $142M 7.07% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,328,336 $128M 0.26% -310,106 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,200,000 $116M 0.2% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,101,950 $106M 0.02% +97,247 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,012,051 $97.4M 0.12% +851,878 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,002,967 $96.6M 6.72% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 948,251 $91.3M 0.17% +33,572 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 823,019 $79.2M 0.09% +77,076 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 803,903 $77.4M 2.31% +20,902 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 803,788 $77.4M 0.1% -1,264 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 802,225 $77.2M 0.42% +57,109 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 744,450 $71.7M 0.18% +281,800 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 730,419 $70.3M 0.05% -49,868 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 647,757 $62.4M 0.1% -1,103 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. 635,006 $61.1M 0.03% +40,462 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 621,800 $59.9M 2.81% +373,500 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 619,228 $59.6M 0.02% +2,230 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 603,273 $58.1M 0.25% +145,000 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 580,000 $55.8M 0.13% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 567,430 $54.6M 0.06% -104,737 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 555,651 $53.5M 0.14% +9,547 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 516,172 $49.7M 0.02% -607,156 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 506,650 $48.8M 2.63% +9,692 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 493,493 $47.5M 0.06% -122,937 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 476,412 $45.9M 0.03% -854,547 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 468,816 $45.1M 0.11% +186,143 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 415,400 $40.1M 0.04% +1,900 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 384,446 $37M 0.21% -6,507 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 364,872 $35.1M 0.13% -9 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 350,000 $33.7M 0.2% +150,000 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. 342,966 $33M 0.09% +228,643 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 341,805 $32.9M 0.01% +15,652 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 340,000 $32.7M 2.15% 0 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 338,087 $32.6M 3.35% -3,506 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 333,022 $32.1M 0.27% +61,749 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 331,427 $31.9M 0.31% +163,669 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 329,533 $31.7M 0.01% -53 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 319,880 $30.8M 0.03% +111,333 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 319,616 $30.8M 0.3% +7,096 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 316,141 $30.4M <0.01% -473,939 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 316,098 $30.4M 0.39% +103,730 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 304,756 $29.3M 0.08% -45,440 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 304,452 $29.3M 0.68% +94,470 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 291,358 $28.1M 2.26% +8,763 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 275,479 $26.6M 0.19% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 273,765 $26.4M 1.1% +24,445 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 272,999 $26.3M 0.1% +57,554 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 264,493 $25.5M 0.86% +14,034 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 262,520 $25.3M -413,990 Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 261,354 $25.2M 0.02% -7,142 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 256,005 $24.6M 0.02% +28,282 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 254,896 $24.5M 0.17% +10,363 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 250,210 $24.1M 1.69% -1,398 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 246,414 $23.7M 0.05% +3,704 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 240,731 $23.2M 1.2% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 237,000 $22.8M <0.01% +57,000 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 236,882 $22.8M -26,616 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 236,875 $22.8M 0.16% +41,217 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 230,949 $22.2M 1.51% -3,992 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 226,050 $21.8M 0.43% +26,834 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 224,396 $21.6M 0.09% -41,378 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 224,177 $21.6M 0.01% +116,706 13F-HR/A Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 222,953 $21.5M 0.03% +76,059 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 218,955 $21.1M 0.05% -1,933,321 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 218,783 $21.1M 0.31% +11,862 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 216,897 $20.9M 0.02% -4,570 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 213,349 $20.5M 3.24% +10,830 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 199,811 $19.2M 2.47% 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 199,758 $19.2M 2.09% +10,067 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 198,000 $19.1M 1.15% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 196,604 $19M 0.03% -208,416 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 183,381 $17.7M 0.05% -14,323 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 182,373 $17.6M 2.44% +4,094 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 179,086 $17.2M 0.1% +9,166 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 169,654 $16.3M 0.21% +51 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 165,677 $16M 0.01% -1,447,637 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 165,357 $15.9M 0.29% +10,472 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 164,456 $15.8M 0.26% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 162,469 $15.6M 0.02% +33,628 13F-HR Timeline First Trust Bank, Ltd. More: the full row for First Trust Bank, Ltd. 158,000 $15.2M 33.83% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 156,937 $15.1M 0.33% -21,300 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 155,933 $15M 2.06% +3,243 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 155,121 $14.9M 0.02% +3,186 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 152,399 $14.7M 0.08% +13,898 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 148,192 $14.3M 0.01% +43,036 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 141,877 $13.7M <0.01% +2,710 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 141,255 $13.6M 0.02% +5,841 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 135,214 $13M 4.58% +2,603 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 134,700 $13M 0.73% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 133,802 $12.9M 0.23% -6,055 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 132,400 $12.8M 12.68% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 132,327 $12.7M 0.02% -2,317 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 132,225 $12.7M 3.15% +1,563 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 131,761 $12.7M 0.16% +615 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 130,899 $12.6M 2.77% +7,805 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 125,856 $12.1M 4.01% -32,005 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 124,741 $12M 0.4% -460 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 123,043 $11.8M 0.62% +11,748 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,142 $11.8M 0.03% -6,761 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 118,583 $11.4M 5.13% +38,687 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 116,630 $11.2M 0.04% +935 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 114,391 $11M 0.38% +7,623 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 113,537 $10.9M 1.31% +6,991 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 112,530 $10.8M 0.91% -2,475 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 112,167 $10.8M 0.26% +1,521 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 110,668 $10.7M 2.15% +2,245 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 107,801 $10.4M 0.06% +3,068 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 106,906 $10.3M 0.05% -10,545 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 105,585 $10.2M 0.2% +27,523 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 102,958 $9.91M 0.01% -15,847 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 102,405 $9.86M 0.13% +23,939 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 101,504 $9.77M 0.43% -7,177 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 101,447 $9.77M 0.11% +4,068 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 98,188 $9.45M 0.5% +2,882 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,900 $9.43M 0.01% +8,710 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 95,865 $9.23M 0.23% +1,576 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 95,865 $9.23M 1.48% +1,185 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 95,104 $9.16M 0.79% -566,447 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 92,615 $8.92M 0.52% +5,520 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 91,227 $8.78M 2.92% +966 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 90,180 $8.68M 0.01% -2,990 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 89,878 $8.65M 0.43% +1,397 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 89,441 $8.61M 0.36% +1,187 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 89,296 $8.6M 0.02% +9,973 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 85,400 $8.22M 0.03% +17,912 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 84,486 $8.13M 6.15% +45,430 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 82,428 $7.94M 0.01% -173,896 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 80,713 $7.77M 1.07% +5,034 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 79,926 $7.7M 1.95% -1,107 13F-HR Timeline Busey Bank More: the full row for Busey Bank 79,163 $7.62M 0.2% -1,010 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 78,757 $7.58M 3.61% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 77,456 $7.46M 1.43% +4,078 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/ 77,233 $7.44M 0.01% -513,196 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 76,500 $7.38M 0.09% +33,600 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 76,320 $7.35M 0.86% +22,390 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 75,286 $7.25M 1.64% -632 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,030 $7.03M 0.01% -8,647 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 72,722 $7M 1.86% +4,414 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 71,731 $6.91M 0.28% +1,532 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 71,539 $6.89M 1.49% +1,951 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 71,287 $6.86M 0.08% -3,109 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 70,833 $6.82M 0.87% +6,494 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 70,323 $6.77M 2.3% +3,341 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 67,592 $6.51M 0.48% +16,976 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 66,408 $6.4M 0.01% +22,489 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 66,219 $6.38M 0.04% +5,689 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 64,278 $6.19M 0.01% +1,999 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 63,158 $6.08M 0.35% +3,377 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 63,030 $6.07M 0.12% +30,063 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 61,245 $5.9M 0.3% -270 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 60,969 $5.87M 0.69% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 60,062 $5.78M 0.42% -51 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 59,167 $5.7M 5.35% 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 59,001 $5.68M 0.04% +4,841 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 58,819 $5.66M 0.85% +2,216 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 58,585 $5.64M 2.97% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 58,293 $5.61M 0.69% +11,254 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 57,618 $5.55M 2.4% +1,175 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 57,488 $5.53M -3,674 Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 57,214 $5.51M 3.2% +6 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 56,347 $5.43M 0.71% -11,834 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 55,929 $5.38M 2.02% +23,571 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 55,604 $5.35M 0.18% +1,035 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 55,124 $5.31M 1.32% -688 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 54,755 $5.27M 4.36% +1,966 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 54,480 $5.25M 0.08% +6,233 13F-HR Timeline EQ LLC More: the full row for EQ LLC 53,574 $5.16M 1.49% +23,741 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 52,938 $5.1M 0.02% -207 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 51,488 $4.96M 0.16% +19,334 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 51,280 $4.94M 0.68% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 51,226 $4.93M 0.29% -557 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 50,362 $4.85M 0.29% +7,345 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 50,361 $4.85M +10,888 Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 50,330 $4.85M 0.49% +573 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 50,000 $4.81M 0.05% 0 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 49,047 $4.72M 0.62% -602 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 48,667 $4.69M 0.01% new 13F-HR Timeline Group