WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 21,527,040 $500M 0.1% -7,760,025 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,946,675 $231M 0.01% -253,349 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,513,491 $58.4M 0.02% -216,921 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,419,433 $33M 0.01% -66,916 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,373,327 $31.9M +23,770 Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,071,159 $24.9M 4.18% +148,930 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 944,969 $22M 1.18% +41,105 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 936,915 $21.8M 0.67% +422,534 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 875,143 $20.3M 0.01% +102,390 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 869,681 $20.2M 0.91% +76,281 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 747,842 $17.4M 0.01% +98,436 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 712,841 $16.6M 0.02% +57,309 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 698,912 $16.2M 0.08% +28,358 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 613,879 $14.3M <0.01% +18,739 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 598,655 $13.9M 0.17% +6,155 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 587,480 $13.6M 0.3% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 576,405 $13.4M 0.04% +13,955 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 450,926 $12.9M 1.45% new 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 514,206 $11.9M 6.59% +58,946 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 512,066 $11.9M 0.02% -168,655 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 479,148 $11.8M 1.54% +129,417 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 464,568 $10.8M 0.19% +187,960 13F-HR/A Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 454,421 $10.6M 1.32% -524,260 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 426,949 $9.92M 4.13% +13,329 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 426,066 $9.9M 0.01% -12,793 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 376,980 $8.87M 2.17% -7,478 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 357,224 $8.3M 1.88% -60,818 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 338,675 $7.87M 2.59% +13,259 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 312,989 $7.43M 0.3% +36,381 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 314,844 $7.31M 0.08% +305,873 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 314,700 $7.31M 1.48% +40,342 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 296,080 $6.88M 2.72% +6,742 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 256,784 $5.97M 0.84% +8,292 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 245,580 $5.7M 0.22% +1,721 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 225,945 $5.25M 0.05% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 216,421 $5.03M 0.08% -43,030 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 211,524 $4.91M -102,524 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 209,301 $4.86M 0.02% -81,227 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 158,398 $3.68M 1.14% -2,296 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 147,561 $3.43M 0.25% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 146,095 $3.39M 0.01% -440,784 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 142,477 $3.31M 0.27% +2,345 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 142,317 $3.31M 0.46% +36,672 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 139,134 $3.23M 0.17% +24,300 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 133,728 $3.11M 0.19% +4,935 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 121,247 $2.82M 0.01% +36,827 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 118,916 $2.76M 0.02% -8,577 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 114,733 $2.67M <0.01% +18,381 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 111,292 $2.59M 0.03% +14,677 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 107,563 $2.5M 0.31% -30,314 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 106,172 $2.47M <0.01% +9,604 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 103,664 $2.41M 0.02% +10,910 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 103,544 $2.41M <0.01% +50,349 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 103,448 $2.4M 0.17% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 102,063 $2.37M 0.03% -117,539 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 98,413 $2.29M <0.01% -881 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 96,766 $2.25M 0.05% +9,112 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 96,574 $2.24M 0.49% 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 90,635 $2.11M 0.28% -5,058 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 89,471 $2.08M <0.01% +28,572 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 88,163 $2.05M 0.08% +48,075 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 86,710 $2.04M 0.2% +4,755 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 80,163 $1.86M 0.01% +645 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 75,647 $1.76M <0.01% -24,751 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 75,037 $1.74M 0.01% +12,593 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 70,451 $1.64M 0.55% -3,128 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 69,636 $1.62M 0.01% +2,628 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 69,608 $1.62M 0.02% -1,003 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 69,499 $1.61M 0.07% +31,158 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,607 $1.59M <0.01% -4,018 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/ 66,459 $1.54M <0.01% +10,481 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 65,269 $1.52M 0.43% -36,623 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 64,485 $1.5M <0.01% +972 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 61,288 $1.42M 0.03% +4,849 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 59,357 $1.38M 0.3% +2,165 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 56,552 $1.31M 0.58% +32,421 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 56,228 $1.31M 0.89% -6,035 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 55,587 $1.29M 0.01% -10,565 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 52,188 $1.21M 0.02% -2,437 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 51,780 $1.2M 0.06% -31,644 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 51,780 $1.2M 0.02% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 51,653 $1.2M 0.32% -7,517 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 49,636 $1.15M 0.77% +1,094 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 48,804 $1.13M 0.14% -1,572 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 47,672 $1.11M 0.02% -761 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 43,939 $1.02M <0.01% -2,912 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 42,710 $992K 0.01% -2,340 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 42,559 $989K 0.52% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 38,682 $899K 0.01% +26,023 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 38,591 $896K 0.07% -6,509 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 38,486 $894K 0.01% -204 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,413 $869K 0.06% -6,378 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 37,100 $862K <0.01% -28,300 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 36,125 $839K 0.24% -2,629 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 35,999 $836K 0.08% +6,394 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 34,648 $805K 0.31% -17,324 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 33,988 $790K 0.25% +2,684 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 33,900 $787K 0.01% +4,176 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 33,808 $785K 0.05% -3,139 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,036 $785K <0.01% +2,965 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 30,124 $763K 0.15% -7,630 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 32,060 $745K <0.01% -15,013 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 31,639 $735K 0.02% +2,461 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 30,588 $711K 0.02% +848 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 30,178 $701K 0.14% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 29,819 $693K 0.02% +1,570 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 28,329 $658K 0.01% +893 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 27,706 $644K 0.34% -2,450 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 27,457 $638K 0.37% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 27,432 $637K 0.25% +12,914 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 26,801 $623K 0.1% -7,421 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25,401 $590K 0.42% +3,591 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 23,565 $547K 0.1% +1,340 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 23,166 $538K 0.2% +80 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 22,971 $534K 0.69% +1,524 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,758 $529K <0.01% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 22,536 $524K 0.1% -1,461 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,987 $511K 0.01% -4,600 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,801 $506K 0.04% +109 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 21,384 $497K 0.28% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,043 $466K 0.02% +612 13F-HR/A Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 19,452 $452K 0.13% +3,810 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,322 $449K <0.01% +159 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 19,282 $448K 0.13% -3,085 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 19,178 $446K 0.41% +1,157 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,811 $437K 0.1% -400 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,796 $437K 0.01% +36 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 18,513 $430K 0.06% -2,062 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,855 $429K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 17,911 $416K 0.02% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 17,119 $398K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,113 $398K 0.01% -3,296 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 17,060 $396K 0.02% +11,142 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,888 $392K 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,571 $385K 0.01% -196 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,379 $380K 0.03% +1,614 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 15,050 $373K 0.16% -6,143 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 15,697 $365K 0.09% -4,378 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,680 $361K 0.01% -2,544 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 15,399 $358K 0.16% -688 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 15,182 $353K 0.09% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 14,140 $328K 0.18% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 14,098 $327K 0.09% -824 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,931 $324K 0.02% +4,835 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 13,868 $322K 0.09% +532 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,581 $315K 0.08% +1,740 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 13,182 $306K 0.1% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,007 $302K 0.01% -10,674 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,418 $288K <0.01% -287 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,294 $286K <0.01% new 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,131 $282K 0.04% +145 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,938 $277K <0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 11,750 $273K 0.01% +994 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,745 $273K <0.01% +8 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,388 $265K 0.08% +1,908 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,117 $258K <0.01% +2,400 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 11,024 $256K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10,831 $252K 0.02% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,722 $249K 0.05% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 10,710 $249K 0.18% -2,954 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 10,212 $244K 1.45% -8,493 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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