BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,508,255 $408M 0.01% +1,139,844 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,009,519 $22.2M 3.8% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 917,140 $20.2M <0.01% -6,475 13F-HR Timeline Group STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 873,720 $19.3M 10.32% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 676,447 $14.9M 1.44% +122,266 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/ 456,125 $10.1M <0.01% -76,777 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 362,009 $7.98M <0.01% -190,084 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 360,943 $7.96M 0.14% +291,803 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 311,479 $6.86M <0.01% -486,654 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 208,970 $4.61M <0.01% -61,628 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 199,182 $4.39M 0.63% -43,070 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 198,992 $4.39M 0.01% -14,400 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 184,379 $4.06M 0.51% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 172,885 $3.81M 0.34% +8,200 13F-HR Timeline 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 141,256 $3.11M <0.01% -53,494 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 136,380 $3.08M 0.32% -4,607 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 135,919 $3M 2.29% +135,896 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 132,290 $2.92M 0.5% +42,543 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 114,908 $2.53M 0.78% +4,524 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 98,599 $2.17M <0.01% -73,724 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 95,648 $2.11M 0.2% +210 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 91,394 $2.01M -19,140 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 85,965 $1.89M <0.01% -2,340 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 69,454 $1.53M 0.34% -1,281 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 66,900 $1.47M <0.01% -62,700 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 65,954 $1.45M <0.01% +27,217 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 64,531 $1.42M 0.03% -484 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 60,801 $1.34M <0.01% +30,387 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 57,238 $1.26M <0.01% -9,760 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 56,763 $1.25M <0.01% +20,509 13F-HR/A Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 55,301 $1.22M 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 55,000 $1.21M 0.1% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 53,112 $1.17M 0.07% +489 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 51,892 $1.14M <0.01% -3,053 13F-HR/A Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 47,817 $1.09M 0.02% -50 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/ 47,948 $1.06M <0.01% -26,070 13F-HR/A Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 47,347 $1.04M 0.06% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 45,188 $996K <0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 44,778 $992K 0.07% -16,504 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,549 $982K <0.01% -48,098 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 42,817 $944K <0.01% -27,157 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 41,262 $909K <0.01% -7,199 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 40,484 $892K <0.01% -3,859 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 38,901 $857K <0.01% -10,740 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,271 $821K <0.01% -224 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 36,972 $815K 0.04% -1,235 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 35,491 $782K <0.01% -223,729 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 34,330 $757K <0.01% +34,218 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,064 $729K <0.01% -13,582 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 29,970 $661K 0.17% +364 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 28,381 $626K <0.01% -595,736 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 26,166 $577K 0.02% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,400 $560K 0.01% 0 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 25,250 $557K 0.04% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23,795 $524K 0.26% new 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 23,595 $520K 0.09% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,695 $500K <0.01% +1,752 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 19,402 $428K 0.42% -190 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 18,514 $408K 0.05% +4,451 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 18,098 $399K 0.05% -3,550 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 17,930 $395K <0.01% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 17,076 $376K <0.01% -49,548 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,586 $366K 0.01% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,476 $341K 0.01% +476 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,634 $323K <0.01% +1,013 13F-HR/A Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,240 $314K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 14,000 $309K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,932 $285K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,422 $274K <0.01% -2,893 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 12,221 $269K <0.01% -153 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 12,090 $266K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,348 $250K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 11,330 $250K 0.08% 0 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 10,783 $238K 0.02% +1,764 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,550 $233K 0.08% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,483 $231K <0.01% -1,334 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,210 $225K 0.01% -3,510 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,630 $212K <0.01% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,600 $212K 0.01% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 9,150 $202K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,493 $187K 0.07% -11,392 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,830 $151K 0.06% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,383 $141K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,250 $138K 0.03% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,000 $110K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,409 $75.1K 0.01% -870 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,058 $67.4K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,331 $50.7K <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. 2,170 $47.8K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,172 $47K <0.01% +12 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,852 $40.8K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,771 $39K 0.03% -35 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,753 $38.6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,700 $37.5K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,571 $34.6K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,500 $33.1K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,174 $25.9K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,125 $24.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 800 $17.6K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 700 $15.4K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 670 $14.8K 0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 664 $14.6K <0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 650 $14.3K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 619 $13.6K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 580 $12.8K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 550 $12.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 394 $8.7K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 369 $8.13K <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) 364 $8.02K <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 300 $6.61K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 180 $3.97K <0.01% +80 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 158 $3.48K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 150 $3.31K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 82 $1.81K <0.01% 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 50 $1.1K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 42 $926 <0.01% +33 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 40 $882 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 30 $661 <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 22 $485 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.