BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,330,852 $49.5M <0.01% -646,026 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,650,308 $30.3M <0.01% -352,196 13F-HR Timeline Group CRITERIA CAIXA, S.A.U. More: the full row for CRITERIA CAIXA, S.A.U. 1,825,894 $20.9M 3.06% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,253,107 $14.3M <0.01% -628,824 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 977,784 $11.2M 0.56% +47,142 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 907,240 $10.4M 0.02% -364,083 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 884,099 $10.1M 0.01% -276,442 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 879,710 $10M <0.01% -433,358 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 861,896 $9.84M 0.13% -311,845 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 731,609 $8.35M <0.01% +180,295 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 725,805 $8.29M 0.22% +63,100 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 721,803 $8.24M 0.01% -16,110 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 696,062 $7.95M <0.01% -60,691 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 624,261 $7.13M 0.2% +57,531 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 619,000 $7.07M 0.66% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 603,048 $6.89M <0.01% -25,244 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 591,040 $6.75M 0.01% -81,264 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 556,000 $6.35M 0.29% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 487,045 $5.56M <0.01% -103,481 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 433,873 $4.95M <0.01% -304,812 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 395,874 $4.52M 0.11% +378,589 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 394,880 $4.51M 0.01% +128,422 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 357,142 $4.08M 3.02% -745,059 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 347,384 $3.97M <0.01% -12,716 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 281,002 $3.21M 0.01% +4,711 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 279,479 $3.19M <0.01% +45,320 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 262,311 $3M 0.01% -31,055 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 235,437 $2.69M 0.06% +18,557 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 225,672 $2.58M 0.08% +53,492 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 214,680 $2.44M <0.01% -9,400 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 211,077 $2.41M 0.09% -220,932 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 183,333 $2.09M <0.01% -64,767 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 181,219 $2.07M 0.04% +53,030 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 177,385 $2.03M <0.01% -3,133 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 170,890 $1.95M 0.01% -44,716 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 166,231 $1.9M 0.01% -81,266 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 158,000 $1.8M 0.63% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 152,688 $1.74M 0.01% +35,467 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 137,657 $1.57M 0.03% -3,061 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 135,454 $1.55M <0.01% -230,566 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 126,336 $1.44M 0.27% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 121,666 $1.39M 0.01% -22,980 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 118,772 $1.36M 0.83% +7,563 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 115,800 $1.32M 0.19% +34,000 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 112,813 $1.29M 0.54% -21,963 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 112,647 $1.29M 0.08% +56,170 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 106,196 $1.21M 0.01% -12,582 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 101,499 $1.16M <0.01% -314 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 100,098 $1.14M 0.07% -20,070 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 89,848 $1.03M 0.42% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 89,737 $1.02M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 88,418 $1.01M <0.01% -2,642 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 87,237 $996K <0.01% -87,857 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 84,378 $964K <0.01% -12,618 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 80,932 $924K 0.23% -17,397 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 76,128 $869K <0.01% -6,755 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 75,612 $863K 0.39% +1,726 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 75,516 $862K <0.01% +8,257 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,529 $859K <0.01% +6,699 13F-HR/A Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 70,064 $800K 0.17% -8,407 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 69,747 $797K 0.19% -30 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 69,090 $789K 0.01% -1,396 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 67,592 $772K 0.01% +66,868 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 62,251 $711K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 62,080 $709K 0.07% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 61,924 $707K <0.01% +10,320 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 60,704 $693K 0.29% +8,417 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 60,002 $685K <0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 58,418 $667K 0.01% -15,323 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 57,687 $659K <0.01% +33,875 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 57,429 $656K <0.01% -2,594 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 54,042 $617K 0.19% -6,739 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 53,588 $612K <0.01% +6,015 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 52,525 $600K <0.01% +4,348 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 52,182 $596K 0.1% +9,160 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 51,877 $592K 0.48% -100 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51,229 $585K 0.02% +9,392 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 50,810 $580K 0.02% +3,312 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 49,949 $570K <0.01% -38,531 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 46,787 $533K <0.01% -12,417 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 46,185 $527K 0.05% +2,670 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 45,652 $521K 0.03% -4,024 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 45,487 $519K 0.1% -4,133 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 44,645 $510K 0.01% +22,582 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 43,644 $498K 0.4% +1,962 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 42,739 $488K <0.01% +535 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,570 $463K 0.01% +16,775 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 40,396 $461K 0.02% +6,250 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 39,612 $452K 0.01% 0 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 39,334 $449K 0.33% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 39,257 $448K 0.18% +2,394 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 39,002 $445K 0.13% +2,919 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 37,372 $427K 0.43% +5,450 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 35,764 $424K 0.38% +4,902 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 36,984 $422K 0.04% -43,827 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,694 $419K 0.01% -4,900 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 35,914 $410K <0.01% -3,034 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 35,514 $406K 0.12% +3,154 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 35,461 $405K 0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,122 $401K <0.01% -2,459 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 34,778 $397K <0.01% -11,947 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 34,726 $397K <0.01% +8,133 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 34,458 $394K 0.01% -1,587 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 34,105 $389K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 33,588 $384K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,616 $372K 0.03% +16,262 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 32,508 $371K 0.03% -2,680 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 32,255 $368K 0.11% +5,030 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 31,781 $363K <0.01% -43,821 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 31,635 $361K 0.01% -1,129 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 31,569 $361K <0.01% -1,124 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,322 $358K 0.01% -519 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 30,001 $343K <0.01% -2,321 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 29,382 $336K 0.1% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,690 $316K <0.01% -9,900 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 24,575 $313K 0.02% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,935 $308K <0.01% -11,740 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 26,592 $304K 0.06% +8,800 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 26,450 $302K <0.01% +16,036 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 26,171 $299K 0.06% +1,750 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 25,542 $292K <0.01% -2,363 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 25,177 $288K 0.01% +450 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,971 $274K <0.01% -2,936 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 22,836 $262K <0.01% -1,909 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 22,364 $257K 0.28% -3,317 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 22,375 $256K 0.02% -450 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 22,287 $255K 0.04% -17,140 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 22,086 $252K 0.07% -10,489 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,806 $249K 0.01% -626 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 21,406 $244K 0.02% +2,692 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 20,583 $235K 0.01% +615 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 20,500 $234K <0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 20,420 $233K 0.01% +941 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 20,292 $232K 0.09% -1,350 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 20,287 $232K 0.12% -803 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 20,285 $232K 0.04% +3,889 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,274 $232K 0.11% -1,350 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,810 $226K <0.01% -6,781 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 19,773 $226K <0.01% 0 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 19,615 $224K 0.01% +200 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,414 $222K <0.01% -948 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 18,528 $212K <0.01% +4,883 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,519 $211K 0.01% -12,418 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,032 $206K <0.01% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,907 $204K 0.03% -2,167 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,651 $202K <0.01% -51,583 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 17,463 $199K 0.04% -15,000 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,340 $198K <0.01% -58,250 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,278 $197K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 17,206 $196K <0.01% -2,285 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 16,998 $194K 0.01% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16,550 $189K <0.01% +1,450 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 16,490 $188K 0.03% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,400 $187K <0.01% 0 13F-HR Timeline Group Axos Invest Inc. More: the full row for Axos Invest Inc. 16,286 $186K 0.14% +51 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,131 $184K <0.01% -8,261 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 16,117 $184K 0.01% -6,339 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 15,965 $182K 0.01% -15,965 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 15,827 $181K 0.03% -600 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,765 $180K 0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,710 $179K 0.02% 0 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 15,616 $178K 0.03% -3,528 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,529 $177K <0.01% -59,070 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 15,270 $174K 0.06% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,225 $174K <0.01% -100 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 15,177 $173K 0.03% -5,148 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,072 $172K <0.01% -5,806 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,938 $171K <0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,888 $170K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,749 $168K 0.02% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 14,598 $167K 0.11% -33,435 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 14,310 $163K 0.11% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 13,953 $159K <0.01% +1,500 13F-HR/A Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 13,872 $158K 0.01% +318 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,805 $158K 0.02% +2,253 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,738 $157K 0.01% -696 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 13,695 $156K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,580 $155K <0.01% -762 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,539 $155K <0.01% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 13,517 $154K 0.01% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,149 $150K 0.03% -8,855 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 13,134 $150K 0.07% -1,031 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,095 $150K <0.01% -6,500 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,086 $149K <0.01% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,000 $148K <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 300,000 $148K <0.01% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,898 $147K 0.01% -12,375 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,850 $147K <0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,839 $147K <0.01% +21 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 12,636 $144K 0.02% +1,306 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,504 $143K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,503 $143K <0.01% -7,119 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,379 $141K <0.01% -3,250 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 12,321 $141K 0.08% -333 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,224 $140K <0.01% -35 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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