BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,769,084 $68.9M 0.01% +103,067 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,333,296 $61M 0.02% +296,981 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,657,135 $48.6M 0.1% -248,926 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,413,762 $44.1M <0.01% +417,303 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,471,260 $26.9M +311,325 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,232,569 $22.5M <0.01% -65,531 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,254,765 $22M <0.01% -134,112 13F-HR/A Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 803,560 $14.7M 0.03% +659,700 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 789,305 $14.4M 0.16% +28,649 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 714,999 $13.1M 0.02% new 13F-HR Timeline Group KINGDON CAPITAL MANAGEMENT, L.L.C. More: the full row for KINGDON CAPITAL MANAGEMENT, L.L.C. 700,000 $12.8M 2.14% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 684,426 $12.5M 0.01% +66,347 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 619,000 $11.3M 0.59% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 526,903 $9.64M 0.18% +21,326 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 520,366 $9.52M 0.01% +139,762 13F-HR Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 504,936 $9.24M 2.82% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 485,388 $8.88M <0.01% +46,715 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 479,225 $8.77M <0.01% -39,070 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 468,424 $8.57M <0.01% -7,652 13F-HR/A Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 467,939 $8.56M 1.51% +228,682 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 442,549 $8.09M 0.01% -9,570 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 360,122 $6.59M 0.06% -286,412 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 335,050 $6.14M 0.06% 0 13F-HR Timeline Group Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 332,331 $6.08M 4% +225,184 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 277,921 $5.08M 0.01% +40,741 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 267,979 $4.9M 18.5% -199,800 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/ 265,091 $4.84M <0.01% +20,686 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 258,168 $4.72M 0.01% +8,031 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 252,798 $4.62M <0.01% +72,575 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 239,575 $4.38M 0.2% +2,383 13F-HR Timeline Trans-Canada Capital Inc. More: the full row for Trans-Canada Capital Inc. 223,450 $4.09M 0.29% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 230,719 $4.02M 1.19% +125,805 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 211,521 $3.87M <0.01% +44,567 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 193,795 $3.54M 0.07% -9,100 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 187,461 $3.43M 0.08% -12,191 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 180,781 $3.31M 0.01% -2,947 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 144,137 $2.64M 0.03% -226,719 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 144,100 $2.64M 0.13% -265,700 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 144,045 $2.63M 0.02% +12,645 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 140,360 $2.57M 0.02% -87,793 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 137,813 $2.52M 0.35% -6,459 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 134,801 $2.47M 0.04% -7,978 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 133,203 $2.44M <0.01% +30,487 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 131,604 $2.41M <0.01% -78,213 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 131,069 $2.4M 0.01% +9,462 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 132,321 $2.38M <0.01% -80,823 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 123,821 $2.26M 0.03% +5,173 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 122,013 $2.23M <0.01% +3,545 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 119,647 $2.19M <0.01% -12,163 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 115,800 $2.12M 0.25% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 109,664 $2.01M 0.01% -2,125 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 93,570 $1.99M 0.45% +68,586 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 107,988 $1.98M 1.03% -36,924 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 103,867 $1.9M 0.06% +18,175 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 103,797 $1.9M <0.01% -42,030 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 100,209 $1.83M <0.01% new 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 94,254 $1.72M 0.1% -1,799 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 92,800 $1.7M 0.04% -13,900 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 92,052 $1.68M <0.01% +3,429 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 78,546 $1.44M <0.01% -21,586 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 78,000 $1.43M <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 75,985 $1.39M 0.01% +3,202 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 75,881 $1.39M 0.27% -154 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 73,823 $1.35M 0.25% +11,761 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 73,648 $1.35M 0.88% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 72,887 $1.33M <0.01% -24,645 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 68,205 $1.32M 0.06% +68,204 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 71,939 $1.32M <0.01% -40,905 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 71,612 $1.31M 0.21% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 69,372 $1.27M 0.09% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 65,916 $1.18M <0.01% +5,640 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 63,686 $1.16M <0.01% +9,097 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 55,170 $1.01M <0.01% +1,250 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 54,565 $998K <0.01% +14,130 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,818 $966K <0.01% -21,635 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 52,421 $959K <0.01% +1,620 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 52,687 $958K <0.01% +254 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 51,537 $943K 0.45% -71,637 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 51,230 $937K 0.01% +8,069 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 43,039 $920K 0.03% +31,329 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 49,974 $914K 0.01% -846 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 49,979 $914K 0.36% +2,137 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 49,706 $909K 0.56% +1,234 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 49,534 $906K 0.59% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 49,290 $902K 0.01% -950 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 49,274 $901K 0.06% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 49,181 $900K 0.06% -880 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 47,041 $860K 0.02% +6,287 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 46,808 $856K 0.24% +5,734 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 46,635 $853K 0.11% -340 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 46,023 $842K 0.59% -566 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 45,874 $839K <0.01% -576 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 45,560 $833K 0.01% +1,160 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 45,361 $830K <0.01% -11,884 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 45,024 $823K -2,646 Timeline Balefire, LLC More: the full row for Balefire, LLC 43,734 $800K 0.15% -3,071 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 43,267 $792K 0.03% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 40,037 $777K 0.01% +941 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 41,356 $773K 0.56% +34,356 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 41,576 $760K <0.01% -150 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 45,853 $753K <0.01% +2,717 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 41,035 $751K 0.68% +1,830 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 40,218 $736K <0.01% +217 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,761 $727K 0.01% -9,761 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39,014 $712K 0.05% +2,003 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,465 $685K 0.02% +150 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 37,296 $682K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 35,077 $641K 0.16% -3,107 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,333 $638K <0.01% -52,153 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 34,260 $627K 0.08% +8,109 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,129 $624K <0.01% -4,831 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 34,105 $624K 0.06% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 32,763 $598K 0.11% +795 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 32,255 $590K <0.01% -200 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 32,232 $590K 0.73% -2,507 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 32,206 $589K 0.13% -1,021 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 31,861 $583K 0.13% -1,637 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 31,626 $578K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,775 $563K 0.02% +12,618 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 30,359 $555K 0.01% +1,150 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 29,686 $543K 0.01% +2,062 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 29,549 $540K 0.27% -730 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 29,382 $537K 0.15% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 29,177 $534K 0.07% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,713 $525K 0.01% -4,685 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,014 $512K <0.01% -3,030 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 27,650 $506K <0.01% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,385 $501K <0.01% -1,716 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 26,622 $487K 0.01% +8,473 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,539 $467K <0.01% +76 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 25,500 $466K 0.4% -200 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 25,462 $466K 0.03% -377 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 24,806 $454K 0.2% new 13F-HR/A Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 24,783 $453K 0.39% +4,624 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 24,576 $449K <0.01% -13,624 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 23,877 $437K 0.23% 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 23,849 $436K 0.16% +175 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,539 $431K <0.01% +6,152 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 23,475 $429K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 23,183 $423K <0.01% +1,534 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 23,082 $422K 0.06% +350 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 22,524 $412K <0.01% +9,486 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 22,511 $412K 0.04% +1,903 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 22,501 $412K 0.02% -1,976 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 22,388 $409K 0.01% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 22,250 $407K <0.01% -1,343 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 22,123 $405K <0.01% +14,355 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 21,751 $398K <0.01% -752 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,892 $382K <0.01% +2,171 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 20,719 $379K 0.03% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 20,478 $374K 0.03% -536 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 20,225 $370K 0.17% +300 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 20,198 $369K 0.02% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 20,059 $367K 0.05% -298 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 19,932 $365K 0.02% +1,200 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 19,905 $364K 0.33% -1,746 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 19,807 $362K 0.08% 0 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 $362K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 19,786 $362K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,679 $360K 0.04% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 19,640 $359K 0.25% -290 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 20,164 $359K <0.01% -2,633 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,562 $358K <0.01% +4,142 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 19,536 $357K <0.01% -633 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,484 $356K <0.01% +3,046 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 19,433 $355K 0.09% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 19,421 $355K 0.13% -941 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 19,341 $354K 0.01% +631 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19,276 $353K 0.06% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 19,099 $349K 0.3% -406 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 19,000 $348K 0.16% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,583 $340K 0.01% -4,574 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 18,309 $335K 0.08% +4,841 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,277 $334K <0.01% -3,331 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 17,927 $328K 0.36% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 17,492 $320K 0.05% -9,100 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 17,400 $318K 0.09% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 17,075 $312K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,666 $305K 0.01% +4,858 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 16,601 $304K 0.02% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 16,576 $303K 0.11% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,253 $297K <0.01% +2,292 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 16,184 $296K 0.01% -1,729 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 15,903 $291K <0.01% +2,000 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 15,685 $287K 0.14% +102 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 15,619 $286K 0.15% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,420 $282K 0.02% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,421 $282K <0.01% -5,059 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 15,375 $281K 0.01% -1,010 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 15,063 $276K 0.15% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,043 $275K 0.02% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,895 $272K 0.02% +53 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,776 $270K <0.01% +5,885 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 14,727 $269K 0.01% 0 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,604 $267K <0.01% +308 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,352 $263K <0.01% -1,100 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,161 $259K <0.01% +2,305 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,065 $257K 0.02% -10 13F-HR Timeline Group Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 12,761 $255K 0.2% -1,338 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,894 $254K 0.01% +803 13F-HR Timeline