GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 847,047 $56M 0.01% +451,102 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 794,682 $52.5M <0.01% +79,467 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/ 650,517 $43M <0.01% +584,764 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 350,696 $23.2M 0.17% +215,129 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 157,502 $10.4M +134,949 Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 131,538 $8.69M 0.01% +35,182 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 131,252 $8.67M 0.09% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 127,619 $8.43M 0.01% new 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 125,209 $8.31M 0.3% -17,386 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 113,940 $7.53M 0.01% +14,770 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 99,124 $6.55M 0.01% new 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 96,743 $6.39M 1.94% +29 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 73,033 $4.83M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 67,803 $4.48M <0.01% -33,986 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 64,679 $4.16M <0.01% +64,223 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 60,931 $4.03M <0.01% +45,618 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 65,769 $4.02M 0.67% -14,426 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 52,483 $3.47M 0.03% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 60,851 $3.42M 0.36% -18,422 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,632 $2.95M <0.01% -40,602 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,657 $2.88M <0.01% +17,658 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 43,577 $2.88M <0.01% +31,112 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 41,103 $2.72M 0.86% +625 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 35,006 $2.31M 1.23% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 33,565 $2.22M 0.22% -330 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 30,082 $1.99M 0.16% -3,375 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,884 $1.91M <0.01% +25,598 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,840 $1.91M <0.01% +10,702 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 28,251 $1.87M <0.01% new 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 37,500 $1.85M 0.01% +14,500 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,865 $1.64M 0.07% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 17,175 $1.13M 0.26% +200 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,637 $1.03M 0.01% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 14,319 $946K <0.01% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 13,774 $910K <0.01% +7,004 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 13,382 $884K 0.04% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,310 $880K 0.04% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 12,606 $833K 0.69% -406 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 12,569 $831K 0.08% +1,344 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 12,129 $801K 0.08% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 11,088 $733K 0.09% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,600 $700K 0.01% +3,100 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,553 $697K <0.01% +982 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 10,300 $681K 0.39% -200 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,877 $653K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,726 $643K <0.01% new 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,400 $624K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,286 $614K <0.01% new 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,704 $509K 0.05% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 7,390 $488K 0.08% +2,247 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,353 $420K 0.05% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,317 $417K <0.01% -3,500 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,650 $373K <0.01% +3,101 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,599 $370K 0.01% 0 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 5,473 $362K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,107 $337K 0.01% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,736 $313K <0.01% -5,656 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,700 $305K 0.06% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,122 $272K 0.1% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,705 $245K 0.02% -3,329 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,640 $241K <0.01% new 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,542 $234K <0.01% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,536 $234K 0.15% new 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,201 $212K 0.1% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,107 $205K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,258 $199K <0.01% +11 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,000 $198K 0.04% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 2,310 $153K 0.14% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,088 $138K 0.02% -229 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,800 $119K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,563 $103K <0.01% new 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,508 $99.6K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,061 $70.1K <0.01% -761 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 971 $64K <0.01% +868 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 760 $50.2K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 655 $43.3K <0.01% new 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 658 $43.3K <0.01% -197 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 635 $42K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 540 $35.7K <0.01% new 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 530 $35K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 614 $34.6K 0.02% -156 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 492 $32.5K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 392 $26K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 374 $24.7K <0.01% -50 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 320 $21.1K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 317 $20.9K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 300 $19.8K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 300 $19.8K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 200 $13.2K <0.01% -96,565 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 148 $9.78K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 135 $8.92K <0.01% +10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 130 $7.94K <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) 101 $6.67K <0.01% new 13F-HR Timeline Group Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 74 $4.89K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 15 $992 <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 12 $821 <0.01% new 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10 $661 <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1 $51 <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 0 $7 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios.