BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,890,090 $82.7M <0.01% -528,042 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,121,925 $32.1M <0.01% -28,172 13F-HR Timeline Group Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 1,100,000 $31.5M 6.73% new 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 955,933 $27.3M 5.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 935,686 $26.8M 1.64% +7,759 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/ 779,360 $22.3M <0.01% +131,324 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 705,972 $20.2M 6.95% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 698,134 $19.9M <0.01% +642,203 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 615,300 $17.6M 0.29% -31,028 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 428,998 $12.3M <0.01% +103,515 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 260,929 $7.46M <0.01% -717,698 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 257,882 $7.38M <0.01% -4,130 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 215,498 $6.16M 1.16% +45,719 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 197,803 $5.66M 0.01% +772 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 171,422 $4.9M 0.37% -1,368 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 168,099 $4.81M 0.09% -12,710 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 152,266 $4.35M <0.01% +121,747 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 127,729 $3.97M 0.3% -1,798 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 124,943 $3.57M 2.41% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 118,042 $3.38M 0.3% -17,128 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 118,000 $3.36M 0.01% -118,000 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 115,852 $3.31M 1.84% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 114,649 $3.28M 0.17% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 113,673 $3.25M <0.01% +45,818 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88,294 $2.53M <0.01% -236,365 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 80,884 $2.31M <0.01% -8,329 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 79,653 $2.28M 0.24% -258,326 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 78,254 $2.24M 0.14% -5,289 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 77,702 $2.22M <0.01% -2,370 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 69,853 $2M <0.01% -822 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 62,887 $1.8M <0.01% -140,717 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 61,307 $1.75M 0.07% +4,255 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 60,665 $1.73M <0.01% +44,269 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 59,794 $1.71M <0.01% -3,496 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,436 $1.7M -15,993 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 59,192 $1.69M <0.01% -66,190 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 58,656 $1.68M 0.02% -306,454 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,476 $1.62M <0.01% +41,371 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 55,500 $1.59M <0.01% -1,900 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 55,000 $1.57M 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 55,000 $1.57M 0.09% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 52,813 $1.51M 0.81% new 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 52,091 $1.48M 0.31% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 51,300 $1.47M <0.01% +24,248 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 51,185 $1.46M -460 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 50,770 $1.45M 0.01% new 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/ 48,248 $1.38M <0.01% +775 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 45,998 $1.32M <0.01% +9,339 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,670 $1.25M <0.01% -5,241 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 43,501 $1.24M <0.01% +43,490 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 41,851 $1.2M 0.06% 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 41,682 $1.19M 0.02% 0 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 40,111 $1.15M 0.01% +14,911 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 38,595 $1.1M 0.01% -270 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 36,944 $1.06M 0.05% -6,696 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 35,966 $1.03M 0.01% +1,303 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 34,636 $991K <0.01% +3,990 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 33,445 $957K 0.06% +4,695 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 32,953 $942K 0.04% -1,938 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 32,142 $919K 0.19% -3,038 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 25,843 $739K 0.16% -28,534 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 23,586 $675K 0.04% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22,171 $634K 0.24% -1,458 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 21,171 $605K <0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,926 $570K 0.06% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 19,588 $560K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,966 $559K <0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 19,257 $551K 0.12% -1,491 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,331 $524K 0.02% -96 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,654 $505K 0.04% +2,951 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,424 $498K 0.02% +1,992 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,076 $488K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,110 $461K 0.01% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,476 $443K 0.02% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,076 $431K 0.01% -123 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,845 $423K 0.06% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,707 $421K <0.01% -3,157 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,240 $407K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 14,000 $400K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,225 $378K <0.01% +170 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,091 $374K <0.01% -2,300 13F-HR Timeline Group Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 10,257 $293K 0.02% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 10,254 $293K <0.01% new 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 9,900 $283K 0.24% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,692 $277K 0.06% -1,638 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,630 $275K <0.01% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,600 $275K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,329 $267K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9,246 $264K 0.05% +146 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 9,150 $262K <0.01% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 9,000 $257K 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,892 $254K <0.01% +266 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,712 $249K <0.01% +1,081 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 8,000 $229K 0.05% -20,639 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,960 $228K <0.01% -8,317 13F-HR/A Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 7,744 $221K 0.13% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,443 $213K <0.01% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 7,352 $210K 0.05% -3,233 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,830 $195K 0.09% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6,766 $194K 0.07% -1,691 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,250 $179K 0.02% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,000 $143K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,419 $125K <0.01% +3,499 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,037 $86.9K 0.03% -1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,561 $73.2K 0.02% +25 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,546 $72.8K 0.05% +1,737 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,517 $72K <0.01% +61 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,282 $65.3K <0.01% +1,209 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,170 $62.1K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,927 $55K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,899 $54.3K <0.01% +1,571 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,848 $52.9K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,840 $52.6K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,753 $50.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,700 $48.6K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,500 $42.9K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,287 $36.8K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 900 $25.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 739 $24K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 800 $22.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 772 $22.1K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 755 $21.6K <0.01% -1,417 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 700 $20K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 670 $19.2K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 600 $17.2K <0.01% -25,337 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 577 $16.3K <0.01% -107 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 500 $14.3K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 459 $13.1K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 400 $11.4K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 369 $10.6K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 300 $8.58K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 250 $7.15K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 200 $6K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 150 $4.29K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 130 $3.72K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 122 $3.49K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 40 $1.14K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 30 $858 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11 $315 <0.01% 13F-HR Timeline