BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,061,304 $53.2M <0.01% -269,548 13F-HR Timeline Group CRITERIA CAIXA, S.A.U. More: the full row for CRITERIA CAIXA, S.A.U. 1,825,894 $23.9M 3.14% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,667,004 $21.9M <0.01% -983,304 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,219,182 $16M <0.01% -33,925 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,108,613 $14.5M <0.01% +377,004 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 939,247 $12.3M 0.58% -38,537 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 838,116 $11M 0.01% +116,313 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 820,098 $10.8M 0.01% -64,001 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 806,658 $10.6M <0.01% +203,610 13F-HR/A Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 761,908 $9.99M 0.24% +36,103 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 684,229 $8.97M <0.01% -11,833 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 619,000 $8.12M 0.67% 0 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 611,504 $8.02M 0.09% -250,392 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 594,279 $7.79M 7.97% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 524,379 $6.87M 0.15% +128,505 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 503,821 $6.61M 0.16% -120,440 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 482,918 $6.33M 1.43% +125,776 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 462,221 $6.06M 0.01% -128,819 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 422,283 $5.54M <0.01% -64,762 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 320,213 $4.2M <0.01% -27,171 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 310,500 $4.07M 0.03% +10,500 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 270,000 $3.54M 0.32% -286,000 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 265,911 $3.49M <0.01% -167,962 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 256,674 $3.36M <0.01% +41,994 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 247,449 $3.24M 0.01% -147,431 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 231,587 $3.04M 0.01% -49,415 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 224,426 $2.94M 0.08% -1,246 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 212,979 $2.79M <0.01% -49,332 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 200,332 $2.63M 0.09% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 195,054 $2.56M 0.05% -40,383 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 182,288 $2.39M <0.01% -697,422 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 179,975 $2.36M <0.01% -3,358 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 170,863 $2.24M 0.01% -27 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 164,823 $2.16M 0.06% -16,396 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 158,544 $2.08M 0.66% +544 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 155,362 $2.04M <0.01% -22,023 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 151,794 $1.99M <0.01% -127,685 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 144,172 $1.89M 0.31% +17,836 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 134,458 $1.76M 0.03% -3,199 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 133,752 $1.75M 0.1% +21,105 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 132,361 $1.74M 0.01% -33,870 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 126,367 $1.66M 0.8% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 122,957 $1.61M 0.01% +1,291 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 121,728 $1.6M <0.01% -13,726 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 121,167 $1.59M 0.01% -31,521 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 118,790 $1.56M 0.8% +18 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 115,800 $1.52M 0.2% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 112,342 $1.47M 0.01% +50,091 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 109,767 $1.44M 0.52% -3,046 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 108,029 $1.42M 0.01% +1,833 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 105,285 $1.38M 0.02% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 98,063 $1.29M 0.08% -2,035 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 96,771 $1.27M 0.01% +9,534 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 94,254 $1.24M <0.01% -7,245 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 93,141 $1.22M <0.01% new 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 89,848 $1.18M 0.42% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 88,643 $1.16M <0.01% +38,694 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 88,500 $1.16M <0.01% +12,984 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 87,280 $1.14M 0.01% +19,688 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 85,207 $1.12M <0.01% -3,211 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 84,280 $1.1M 0.24% +3,348 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 75,386 $988K <0.01% -8,992 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 71,922 $943K <0.01% -17,815 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 68,627 $900K 0.31% +7,923 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 66,695 $874K 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,388 $864K <0.01% -8,141 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 61,279 $803K <0.01% +43,939 13F-HR Timeline Group Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 61,183 $802K 0.12% +9,001 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 60,109 $788K <0.01% +107 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 59,334 $778K 0.15% -10,730 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 58,480 $767K <0.01% -3,444 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 57,577 $755K <0.01% -110 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 57,470 $753K <0.01% -18,658 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/ 56,915 $746K <0.01% +10,128 13F-HR/A Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 56,176 $736K 0.2% +2,134 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 55,601 $729K 0.01% -2,817 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 55,169 $723K 0.02% +3,940 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51,415 $711K <0.01% -1,110 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,149 $684K <0.01% -1,439 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 51,059 $669K 0.51% -818 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 50,733 $665K 0.02% -77 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 50,240 $659K 0.01% -18,850 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 49,270 $646K <0.01% +19,269 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 47,640 $625K 0.49% +3,996 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 46,920 $615K 0.05% +735 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 45,533 $597K <0.01% +10,755 13F-HR/A Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 45,526 $597K 0.03% -126 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 45,337 $593K 0.11% -150 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 44,400 $582K 0.01% +27,850 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43,267 $567K 0.03% +2,871 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 42,982 $563K <0.01% -14,447 13F-HR/A Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 39,675 $536K 0.43% +3,911 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,489 $531K 0.01% -81 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 40,436 $530K 0.5% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 39,489 $518K 0.01% -5,156 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 39,334 $516K 0.35% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 38,464 $504K <0.01% +3,342 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 38,352 $503K 0.48% +980 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 37,740 $495K <0.01% -4,999 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 37,471 $491K 0.38% +37,460 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 37,438 $490K 0.13% -1,564 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 36,876 $483K 0.22% -2,381 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 35,946 $482K 0.01% -748 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 35,514 $466K 0.12% 0 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 35,461 $465K 0.01% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 34,105 $447K 0.04% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 33,630 $441K <0.01% -2,284 13F-HR Timeline Arosa Capital Management LP More: the full row for Arosa Capital Management LP 32,945 $432K 0.32% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,620 $428K 0.03% +4 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 31,774 $417K 0.01% -2,684 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,310 $410K 0.01% -12 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 31,298 $410K 0.16% -44,314 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 30,316 $397K <0.01% -1,465 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 29,528 $387K 0.01% -2,107 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,439 $386K <0.01% +11,788 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 29,382 $385K 0.11% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 28,695 $376K 0.03% -8,289 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 32,452 $371K 0.03% -56 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,690 $363K <0.01% 0 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,048 $355K <0.01% +113 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 26,592 $349K 0.06% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 25,998 $341K <0.01% +7,470 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 25,976 $341K <0.01% -474 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 25,177 $330K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,465 $321K <0.01% +4,655 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,277 $318K <0.01% -10,449 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,174 $317K <0.01% -1,368 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,187 $304K <0.01% new 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 23,128 $303K 0.05% +841 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 22,898 $300K <0.01% -1,073 13F-HR Timeline Group CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 22,175 $291K 0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20,979 $275K 0.01% -827 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 20,900 $274K 0.02% -506 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 20,875 $274K 0.02% -1,500 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,841 $273K <0.01% +3,563 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 20,537 $269K 0.07% -1,549 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 20,500 $269K <0.01% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 20,500 $269K 0.13% +208 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 20,420 $268K 0.01% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,124 $264K 0.12% -150 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 20,095 $263K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19,956 $262K 0.01% -13,632 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 19,786 $259K <0.01% +6,247 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 $259K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,591 $259K <0.01% -3,245 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,549 $256K 0.04% +4,372 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19,276 $253K 0.05% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 19,074 $250K 0.03% -1,211 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 18,773 $246K 0.01% -1,810 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,325 $240K <0.01% -1,089 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 18,050 $237K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 18,027 $236K 0.01% +1,910 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,907 $235K 0.04% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 17,654 $231K 0.04% +191 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,478 $229K <0.01% +5,254 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,871 $221K <0.01% -335 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 16,601 $218K 0.01% +636 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 16,490 $216K 0.03% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,385 $215K 0.01% -3,230 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 16,284 $213K 0.03% +457 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,007 $210K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,226 $209K <0.01% +1 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 15,765 $207K 0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,710 $206K 0.02% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 15,558 $204K 0.11% -4,729 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 15,270 $200K 0.06% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,938 $196K <0.01% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 14,777 $194K 0.05% -54,970 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,762 $194K 0.02% +13 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,727 $193K <0.01% -1,404 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 14,310 $188K 0.13% 0 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 14,159 $186K 0.02% -1,457 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 14,053 $184K <0.01% +100 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 $182K 0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,545 $178K <0.01% +459 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 13,455 $176K 0.13% -2,831 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,401 $176K 0.09% +1,080 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,301 $174K <0.01% -5,218 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,277 $174K 0.02% -528 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,095 $172K <0.01% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. 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