BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 780,536 $38.4M <0.01% +16,871 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 288,268 $14.2M <0.01% +3,746 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 273,582 $13.5M <0.01% -316,300 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 203,194 $10M 1.85% +2,772 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 171,667 $8.45M <0.01% +121,666 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 121,353 $5.97M 0.2% -22,218 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 121,212 $5.97M <0.01% -1,444 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 112,398 $5.53M <0.01% +74,204 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 92,422 $4.55M 0.23% +1,403 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 84,033 $4.14M <0.01% -203,334 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 78,271 $3.85M 0.09% +4,065 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 76,566 $3.77M <0.01% -2,013 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 66,261 $3.26M <0.01% +2,261 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 59,982 $2.95M 1.4% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 41,055 $2.02M <0.01% +15,679 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. 39,564 $1.95M <0.01% -4,496 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 28,285 $1.39M 0.08% +348 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 25,518 $1.26M 0.77% +1,536 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23,856 $1.17M 0.23% +43 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 23,650 $1.16M 0.28% +43 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 20,199 $994K 0.33% +7,932 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 19,682 $969K 0.52% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,685 $911K 0.06% -136 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 17,928 $883K 0.39% +304 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,529 $863K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,702 $773K <0.01% -13,033 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. 14,369 $707K <0.01% -317 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 13,508 $665K 0.05% +2,467 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,977 $639K <0.01% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 11,878 $585K 0.03% -28 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,806 $581K <0.01% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,689 $526K <0.01% -3,678 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,395 $512K <0.01% +1,786 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 10,121 $498K <0.01% +5,026 13F-HR/A Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 9,613 $482K 0.07% +4,806 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,031 $395K <0.01% +19 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,835 $386K <0.01% -1,504 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,660 $328K <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,414 $316K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,920 $291K <0.01% -18,148 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,822 $287K 0.01% -29,835 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 5,679 $280K 0.12% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,302 $261K <0.01% -562 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 5,248 $258K 0.16% 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,174 $255K 0.01% +34 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,091 $251K 0.02% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 4,938 $243K 0.09% +215 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,888 $241K 0.2% -5,962 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,550 $224K 0.09% -100 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,473 $220K <0.01% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,463 $220K 0.01% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 4,174 $205K 0.03% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,171 $205K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,110 $202K 0.01% new 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. 3,400 $167K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,200 $158K 0.06% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,760 $136K <0.01% -140 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,729 $134K 0.13% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,616 $129K <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,795 $88.4K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,430 $70.4K <0.01% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,200 $59.1K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 929 $45.7K <0.01% 0 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/ 916 $45.1K <0.01% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 825 $40.7K <0.01% -91 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 826 $40.6K <0.01% -88 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 789 $38.8K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 664 $32.7K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 610 $30K <0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 499 $24.6K <0.01% -34 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 460 $22.6K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 427 $21K <0.01% +36 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 414 $20.4K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 361 $17.8K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 267 $13.1K 0.01% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 249 $12.3K <0.01% -13,290 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 250 $12.3K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 169 $8.32K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 107 $5.27K <0.01% -2 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 87 $4K <0.01% +13 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 72 $3.52K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 51 $2.51K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 45 $2.22K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 29 $1.43K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28 $1.38K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 15 $741 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13 $640 <0.01% +3 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11 $542 <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10 $492 <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 9 $443 <0.01% 0 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 9 $443 <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8 $394 <0.01% -6 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $246 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.