Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 28,313,803 $660M 0.26% -1,040,399 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,367,252 $242M 0.02% -23,405 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,782,785 $88.1M 0.01% +113,235 13F-HR/A Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,355,865 $54.9M 1.12% -135,250 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,206,154 $28.1M 0.39% +1,908 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 927,901 $21.6M 0.03% -944,218 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 566,694 $13.2M <0.01% -1,146 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 539,050 $12.6M 0.49% -1,580 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 526,298 $12.3M 0.28% +37,065 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 351,704 $8.19M <0.01% -5,769 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 249,120 $5.8M 1.41% +7,921 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 249,049 $5.8M <0.01% 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 206,218 $4.8M <0.01% -3,670 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/ 206,146 $4.8M <0.01% -60,462 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 194,203 $4.52M <0.01% -20,138 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 162,061 $3.78M <0.01% +1,320 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 161,100 $3.75M 0.8% +3,243 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 128,967 $3M 1.58% +18 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 108,740 $2.53M <0.01% +2,971 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 87,600 $2.04M <0.01% -1,400 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 65,896 $1.53M <0.01% -1,426 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 64,233 $1.5M 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 62,668 $1.46M <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 58,383 $1.36M 0.13% +1,860 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 50,000 $1.17M <0.01% +40,477 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 49,814 $1.16M <0.01% +775 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 47,077 $1.1M <0.01% -5,191 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 40,446 $942K <0.01% -707 13F-HR/A Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 37,407 $871K 0.68% -1,519 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,073 $864K 0.01% -85,813 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,666 $854K <0.01% +1,796 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,695 $832K <0.01% -268,668 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 35,000 $816K 0.54% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 31,679 $738K <0.01% -6,022 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 31,411 $732K 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,679 $715K <0.01% -375 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 29,737 $693K <0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,570 $642K <0.01% +9,274 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 26,646 $621K 0.01% +923 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,663 $575K <0.01% +4,236 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,042 $560K 0.01% -2,298 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,745 $553K 0.02% -1,108 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 22,222 $518K <0.01% +512 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 21,541 $502K <0.01% +153 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 20,953 $488K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,714 $413K <0.01% +628 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,599 $387K 0.01% +211 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,524 $385K <0.01% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,449 $383K 0.17% +7,985 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 14,402 $336K 0.11% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13,956 $325K 0.01% new 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,292 $310K <0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,076 $305K <0.01% +1,559 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,650 $295K 0.02% -2,553 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,922 $278K <0.01% +800 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 11,884 $277K 0.04% -104,615 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,393 $265K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,904 $254K <0.01% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,600 $247K 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,105 $235K <0.01% -30,666 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,839 $229K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,500 $221K 0.02% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,078 $212K <0.01% new 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 9,005 $210K 0.04% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,165 $190K <0.01% -1,260 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,683 $179K <0.01% 0 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,923 $161K <0.01% -1,309 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,811 $159K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,680 $109K <0.01% -136 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,333 $101K 0.01% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,575 $95K 0.01% new 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,217 $82.7K <0.01% +222 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,307 $77.1K <0.01% 0 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,553 $59.5K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,542 $59.2K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,450 $57.1K <0.01% +1,742 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,450 $57.1K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,299 $53.6K <0.01% -3,000 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,210 $51.5K <0.01% -1,000 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,978 $46.1K <0.01% +170 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. 1,932 $45K <0.01% +644 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,927 $44.9K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,816 $42.3K <0.01% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,773 $41.3K <0.01% +89 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,772 $41.3K <0.01% +10 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,727 $40.2K <0.01% +443 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,697 $39.5K <0.01% 0 13F-HR Timeline Group AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,665 $39K 0.02% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 1,513 $35.3K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,400 $32.6K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,368 $31.9K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,268 $30K <0.01% -285 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,186 $27.6K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,170 $27.3K <0.01% -580 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,090 $25.4K <0.01% +144 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 921 $21.5K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 645 $16K <0.01% new 13F-HR Timeline Group FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 659 $15.3K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 628 $14.6K <0.01% -36 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 576 $14.2K <0.01% +576 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 600 $14K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 558 $13K <0.01% +218 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 445 $10.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 356 $8.81K <0.01% +10 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 347 $8.09K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 346 $8.06K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 302 $7.04K 0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 280 $6.52K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 261 $6.08K <0.01% -444 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 259 $6.04K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 255 $5.93K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 252 $5.87K <0.01% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 236 $5.5K <0.01% new 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 220 $5.13K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 205 $4.78K <0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 181 $4.22K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 164 $3.82K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 160 $3.73K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 135 $3.15K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 88 $2.05K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 84 $1.96K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 81 $1.89K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 73 $1.7K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 61 $1.42K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60 $1.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 53 $1.24K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 36 $839 <0.01% 0 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16 $373 <0.01% new 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1 $23 <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 41 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.