MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 715,215 $28.5M <0.01% +600 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 395,945 $15.8M <0.01% +217,022 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 263,694 $10.5M 0.45% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 142,595 $5.69M 0.23% +12,088 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 135,567 $5.41M 0.05% +27,204 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 101,789 $4.06M <0.01% -167,785 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 99,170 $3.95M 0.01% -23,560 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 96,765 $3.86M 0.01% -53,935 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 96,714 $3.86M 1.34% +166 13F-HR 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 96,356 $3.84M <0.01% -47,318 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 79,273 $3.77M 0.42% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 85,234 $3.4M <0.01% new 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 80,195 $3.27M 0.6% -7,321 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 67,335 $2.68M 0.09% new 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/ 65,753 $2.62M <0.01% -55,822 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 55,018 $2.19M <0.01% +44,029 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 40,478 $1.61M 0.57% -3,384 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 35,006 $1.4M 0.87% -42 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 33,895 $1.35M 0.15% +4,895 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 33,457 $1.33M 0.12% 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 31,140 $1.24M <0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 25,999 $1.04M <0.01% +18,814 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 23,000 $917K 0.01% new 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 22,553 $899K +19,828 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,138 $723K <0.01% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 16,975 $677K 0.17% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 15,313 $611K <0.01% -7,229 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 13,012 $519K 0.48% -583 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 12,465 $497K <0.01% -110 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,293 $450K 0.02% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,225 $448K 0.05% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 11,088 $442K 0.06% new 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 10,500 $419K 0.38% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,392 $414K <0.01% +711 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,817 $391K <0.01% -2,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,571 $382K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,400 $375K <0.01% +2,630 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,030 $360K 0.03% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,704 $307K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,500 $299K <0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,034 $280K 0.02% -6,200 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 6,770 $270K <0.01% -10,589 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,353 $253K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,599 $223K <0.01% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,143 $205K 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,300 $171K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,247 $133K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,286 $131K <0.01% -3,937 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,000 $120K 0.03% +1,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,549 $104K <0.01% +2,276 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,317 $92.4K 0.02% -23,402 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,822 $72.6K <0.01% +608 13F-HR/A Timeline Group BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 855 $34.1K <0.01% new 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 770 $30.5K 0.02% +105 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 635 $25.3K 0.01% -18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 492 $19.6K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 456 $17.2K <0.01% -12 13F-HR/A Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 424 $16.9K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 392 $16K <0.01% 0 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 $12K <0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 300 $12K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 130 $5.31K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 125 $4.98K <0.01% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103 $4K <0.01% -6,604 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 57 $2.27K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1 $30 <0.01% -556 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $28 <0.01% +1 13F-HR/A Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.