CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,525,489 $127M 0.02% -1,060,768 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 310,655 $15.6M 0.01% -208 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 257,497 $12.9M 0.32% -71 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 234,774 $11.8M 0.04% -2,518 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 233,578 $11.7M <0.01% -7,357 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 226,411 $11.4M <0.01% +57,433 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 196,066 $9.83M <0.01% -7,089 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/ 189,272 $9.49M <0.01% -49,263 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 180,373 $8.94M <0.01% -39,344 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 143,868 $7.21M 0.3% +136,382 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 137,144 $6.88M <0.01% +116 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 136,226 $6.83M <0.01% -6,475 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 100,276 $5.03M 0.19% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 79,679 $3.48M <0.01% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 56,076 $2.81M <0.01% -80 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 51,495 $2.58M 0.03% -1,457 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 47,480 $2.38M 0.01% +41,953 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 41,363 $2.07M 0.05% -1,428 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 35,781 $1.79M 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,642 $1.79M <0.01% new 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 32,708 $1.64M 0.75% -7,712 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 32,655 $1.64M <0.01% -3,281 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,383 $1.47M <0.01% -353 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 27,301 $1.37M 0.13% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 26,292 $1.32M <0.01% -688 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,629 $1.13M <0.01% +1,120 13F-HR Timeline Group Stanich Group LLC More: the full row for Stanich Group LLC 21,665 $1.09M 0.68% +3,916 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,791 $1.04M <0.01% -1,669 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,843 $945K <0.01% -1,898 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,570 $831K 0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,041 $754K <0.01% +1,989 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 14,953 $750K 0.09% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,491 $727K <0.01% +1,047 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 14,225 $713K 0.18% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,528 $629K <0.01% -1,000 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,470 $475K 0.09% -258 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,160 $459K 0.01% -5,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,625 $432K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,099 $406K <0.01% -5,320 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,234 $404K 0.06% +73 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 7,331 $363K 0.04% -227,193 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,200 $361K 0.01% 0 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,196 $360K 0.1% 0 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 6,859 $344K 0.25% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,850 $344K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,454 $317K <0.01% -312 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,200 $311K 0.01% -992 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,905 $296K 0.11% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,724 $287K 0.01% +130 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,718 $287K <0.01% -640 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,374 $270K <0.01% -5,885 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,198 $261K <0.01% +187 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,085 $255K <0.01% 0 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 4,953 $248K <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 4,633 $232K 0.01% -742 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,617 $232K <0.01% -48 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,606 $231K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,244 $213K <0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,131 $207K 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,120 $207K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,087 $205K 0.01% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 4,015 $201K 0.01% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,000 $201K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,983 $200K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,727 $187K <0.01% -176 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,860 $143K <0.01% -773 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,234 $112K 0.08% -1,531 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,407 $70.6K <0.01% -9 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,350 $67.7K <0.01% -3,950 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,325 $66.5K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,236 $62K 0.01% +618 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,130 $56.7K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,083 $54.3K <0.01% 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,285 $52K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 938 $47K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 480 $24.1K <0.01% +458 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 429 $21.5K <0.01% -364 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 354 $17.8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 329 $16.5K <0.01% -64 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 303 $15.2K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 296 $14.8K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 200 $10K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 182 $9.13K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 179 $8.98K <0.01% -9 13F-HR Timeline MOTCO More: the full row for MOTCO 167 $8.38K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 165 $8.28K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 159 $7.97K <0.01% -1,031 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 129 $6.47K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 84 $4.21K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 83 $4.16K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 80 $4.01K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 79 $3.96K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 61 $3.06K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 58 $2.91K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 36 $1.81K <0.01% -14 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 22 $1.1K <0.01% new 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) 3 $150 <0.01% 0 13F-HR Timeline Group