BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,309,912 $397M 0.01% +5,808,077 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/ 2,186,515 $137M 0.01% +78,618 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,205,530 $75.8M <0.01% +144,004 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,078,832 $67.8M 0.02% -35,214 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,056,315 $66.4M +33,060 Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 917,019 $57.6M 0.09% -34,152 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 885,747 $55.7M 4.85% -418,775 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 648,683 $40.8M 0.14% -12,258 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 575,549 $36.2M 0.68% +34,524 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 575,549 $36.2M 0.6% +34,524 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 565,157 $35.6M 0.09% +278,040 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 394,011 $24.9M <0.01% +71,830 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 337,130 $21.2M 0.08% +43,623 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 332,798 $20.9M 0.79% +10,252 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 316,521 $19.9M 0.76% +13,273 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 243,503 $15.3M 1.86% +111,908 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 230,558 $14.5M 0.08% +4,852 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 193,527 $12.2M 0.15% +61,576 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 179,458 $11.3M <0.01% -5,732 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 140,241 $8.81M 3.31% -898 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 134,065 $8.43M <0.01% +9,822 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 125,024 $7.86M 0.01% new 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 109,414 $6.88M 0.61% -9,542 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 102,418 $6.44M 0.01% +399 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 101,689 $6.39M <0.01% +50,867 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 97,150 $6.11M <0.01% +40,382 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 84,395 $5.3M 1.57% +54,894 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 76,227 $4.79M 0.05% -3,878 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 75,192 $4.7M 0.01% +4,528 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 69,677 $4.38M 0.09% -5,007 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,630 $4.25M 0.03% +2,898 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 61,829 $3.88M 2.37% +678 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,884 $3.7M <0.01% +1,844 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 51,820 $3.26M <0.01% +3,811 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 47,054 $2.96M <0.01% +1,687 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 46,774 $2.94M 0.01% +434 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,887 $2.51M <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. 39,634 $2.49M <0.01% +261 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 34,176 $2.15M 0.16% +16,000 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 34,154 $2.15M 0.02% -1,960 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,017 $2.14M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 33,088 $2.08M <0.01% -3,123 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 32,183 $2.02M 0.01% +466 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 31,040 $1.95M 0.57% +2,460 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 29,565 $1.86M 0.11% -383 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 29,420 $1.85M 0.07% +140 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 29,262 $1.82M 1.1% -2,199 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 27,700 $1.74M 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 27,700 $1.74M <0.01% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 27,654 $1.74M 0.83% +529 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,696 $1.62M 0.01% +5,866 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 23,279 $1.46M 0.03% +500 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,045 $1.32M 0.05% +10,965 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 20,548 $1.29M <0.01% +1,748 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,084 $1.2M <0.01% -579 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,560 $1.17M <0.01% +7 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 18,358 $1.15M <0.01% +5,503 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,298 $1.15M <0.01% -18,030 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,061 $1.14M <0.01% -95 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 17,544 $1.1M 0.06% -1,623 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 17,292 $1.09M 0.06% +7,439 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 15,891 $999K 0.04% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,849 $996K <0.01% +247 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,823 $994K <0.01% +769 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 15,207 $956K 0.34% +785 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 14,330 $905K 0.05% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 14,302 $899K 0.04% -3,729 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 14,260 $897K <0.01% +5,920 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,946 $877K <0.01% +941 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 13,944 $876K 0.04% +9,027 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 13,596 $855K 0.64% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,569 $853K <0.01% +57 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 13,431 $844K 0.02% +2,151 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,401 $842K <0.01% -318 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 13,229 $831K 0.89% +35 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,528 $787K 0.05% -1,241 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 12,350 $776K 0.52% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,646 $669K 0.04% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 10,470 $658K 0.62% +820 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 10,349 $650K 0.27% 0 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 10,245 $649K <0.01% +5,275 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/ 9,946 $625K <0.01% +432 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 9,200 $578K 0.3% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 8,919 $561K 0.11% +154 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 8,605 $538K 0.09% -1,885 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,536 $537K 0.01% +407 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,507 $531K <0.01% +1,226 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 7,900 $497K 0.11% +1,200 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 7,792 $490K 0.18% +135 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 9,300 $472K 0.17% +3,047 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,211 $453K <0.01% +1,614 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,178 $451K 0.11% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 7,101 $446K 0.13% 0 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 7,029 $442K <0.01% -28 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,600 $415K <0.01% +2,200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,539 $411K <0.01% 0 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 6,489 $408K 0.07% +112 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,265 $394K <0.01% +1,602 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,818 $366K <0.01% -499 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,553 $349K <0.01% +597 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,496 $345K <0.01% 0 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,436 $342K 0.01% +364 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,314 $334K 0.01% -2,326 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,168 $325K <0.01% -23,034 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,155 $324K <0.01% +44 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,834 $304K 0.01% +254 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,739 $298K 0.02% +875 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,638 $293K <0.01% -1,130 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,609 $290K <0.01% +1,176 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,561 $287K <0.01% -27 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,537 $285K <0.01% -221 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 4,402 $277K <0.01% +366 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,332 $272K 0.01% +112 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,318 $272K 0.16% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 4,249 $267K 0.1% +60 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,226 $266K <0.01% +49 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,146 $261K 0.03% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,080 $256K <0.01% +26 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,068 $256K <0.01% +102 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,978 $250K <0.01% -586 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,953 $248K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,939 $248K <0.01% +505 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,875 $244K 0.09% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,861 $243K <0.01% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,719 $234K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,713 $233K 0.02% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,570 $224K 0.07% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,448 $222K 0.09% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,510 $221K <0.01% new 13F-HR Timeline Group Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 3,470 $218K 0.12% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,425 $215K <0.01% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,362 $211K <0.01% -4,733 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,283 $206K 0.01% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,253 $204K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,247 $204K <0.01% -168 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,185 $200K <0.01% -22,457 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,643 $166K 0.03% 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,642 $166K <0.01% +1,006 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 2,417 $152K 0.13% +140 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,965 $124K <0.01% -1,128 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,904 $120K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,707 $107K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,633 $103K 0.01% -84 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,498 $94.2K <0.01% +72 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,476 $92.8K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,416 $89K <0.01% +103 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,393 $87.5K <0.01% -101 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,343 $84.4K <0.01% +1,098 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,325 $83.3K <0.01% -155 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,126 $70.4K <0.01% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,000 $62.9K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 940 $59.1K <0.01% -153 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 900 $56.6K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 588 $37K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 556 $34.9K <0.01% +160 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 546 $34.3K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 543 $34.1K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 487 $30.6K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 452 $28.4K <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 400 $25.6K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 386 $24.2K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 375 $23.6K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 317 $20.1K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 306 $19.2K 0.01% -77 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 286 $18K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 285 $17.9K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 242 $15.2K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 225 $14.1K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 200 $12.6K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 153 $9.62K <0.01% -188 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 147 $9.28K <0.01% +2 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 140 $8.8K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 130 $8.17K <0.01% +124 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 117 $7.35K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 117 $7K <0.01% +41 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 114 $7K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 102 $6.41K <0.01% +26 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $6.29K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 100 $6.29K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 100 $6.26K <0.01% +2 13F-HR/A Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 136 $5.86K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 59 $3.71K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 58 $3.65K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 56 $3.55K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 48 $3.02K <0.01% +22 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 36 $2.28K <0.01% -23 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 34 $2.14K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $2K <0.01% +1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28 $1.76K <0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 24 $1.51K <0.01% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 12 $754 <0.01% -9 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 10 $628 <0.01% -310 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $314 <0.01% 0 13F-HR Timeline Group