BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,340,397 $612M 0.01% +207,591 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,012,090 $132M 0.01% +37,944 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,283,340 $84M 0.01% -176,678 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 772,731 $50.6M 0.01% -53,107 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 598,726 $39.2M 0.01% +121,702 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 566,323 $37.1M 0.71% -157,114 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/ 472,737 $31M <0.01% +20,869 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 430,922 $28.2M 0.01% +5,034 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 371,028 $24.3M 0.02% -149,965 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 289,724 $19M 0.01% +6,598 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 283,187 $18.5M 0.01% +47,060 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 252,300 $16.5M 0.02% +123,338 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 225,487 $14.8M 0.02% -132,737 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 208,992 $13.7M 7.44% +52,137 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 204,409 $13.4M 0.83% -4,522 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 165,248 $10.8M <0.01% -142,678 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 149,983 $9.82M 0.04% +75,947 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 142,608 $9.34M 0.08% -2,261 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 130,921 $8.57M 3.34% +81,801 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 129,787 $8.5M 0.09% -2,825 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 123,584 $8.09M 0.53% +808 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 117,584 $7.7M 0.24% -2,760 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 114,787 $7.52M 0.94% -5,782 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 112,341 $7.36M 0.04% -4,493 13F-HR/A Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 93,564 $6.13M 0.99% +45,064 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 88,113 $5.77M 3.46% -11,971 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 82,379 $5.39M 0.22% -851,968 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 78,619 $5.15M 1.18% -5,570 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,785 $4.5M 0.01% +9,254 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 64,897 $4.25M 1.96% -26,412 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 63,510 $4.16M 0.01% +6,171 13F-HR Timeline Group Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 61,386 $4.02M 4.44% -5,697 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 57,924 $3.79M 0.03% -15 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 57,337 $3.75M 0.01% -10,011 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 55,902 $3.66M 0.03% -6,802 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 55,129 $3.61M 0.43% -971 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 54,413 $3.56M 0.24% -347,318 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 52,535 $3.44M 1.19% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 50,263 $3.29M 0.15% +263 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 49,993 $3.27M <0.01% -1,162 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 46,725 $3.06M 0.11% -30,744 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 46,291 $3.03M 0.01% -2,005 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 43,778 $2.87M 0.64% +99 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 43,476 $2.85M 0.3% -355 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 43,419 $2.84M <0.01% +11,426 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 43,220 $2.83M 1.63% -12,964 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 42,558 $2.79M 0.07% -507 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 41,622 $2.73M 0.99% -399 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,337 $2.44M <0.01% +220 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 36,545 $2.39M <0.01% -93,469 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 35,388 $2.32M <0.01% +6,567 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,243 $2.15M <0.01% +3,899 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,366 $2.12M 0.01% +2,359 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 31,077 $2.03M 0.75% -505 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 28,623 $1.87M 0.24% -1 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 27,991 $1.86M <0.01% -3,810 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 27,900 $1.84M 0.01% -101,058 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,989 $1.83M 0.07% -600 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 27,670 $1.81M 0.4% -3,071 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,369 $1.73M <0.01% +1,044 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 26,295 $1.72M 0.28% -5,572 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,038 $1.64M <0.01% -66,946 13F-HR Timeline Group Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 24,143 $1.58M 1.17% -10 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 23,936 $1.57M <0.01% +6,371 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 23,964 $1.53M 0.06% +14,662 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 22,831 $1.5M 0.03% -239 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22,580 $1.48M <0.01% -3,793 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,903 $1.43M <0.01% -1,028 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,687 $1.42M 0.05% +1,933 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,262 $1.39M 0.03% -519 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 20,436 $1.34M <0.01% +2,347 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 20,048 $1.33M 0.2% -7,333 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 19,674 $1.29M 0.06% -1,070 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 18,968 $1.24M 0.01% +6,676 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 18,929 $1.24M 0.42% -1,454 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 18,645 $1.22M 0.42% -38,353 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,606 $1.22M 0.01% +491 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 18,452 $1.21M <0.01% +201 13F-HR Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 17,700 $1.16M 0.36% -1,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,675 $1.16M <0.01% +700 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/ 17,543 $1.15M <0.01% +88 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,497 $1.08M <0.01% +1,487 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,313 $1.07M 0.01% +631 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 16,307 $1.07M <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 16,117 $1.06M +308 Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 16,077 $1.05M 0.04% -263 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,892 $1.04M 0.13% -6,208 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,499 $1.01M 0.01% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 15,391 $1.01M 0.15% +8,252 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 15,345 $1M 0.04% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,189 $995K <0.01% +54 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 15,110 $989K 0.17% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 15,015 $983K 0.17% -2,132 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,873 $974K 0.1% -38 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,779 $968K <0.01% +1,070 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,098 $923K <0.01% +3,293 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 13,892 $910K 0.13% -245 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 13,090 $857K 0.18% -84 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,000 $851K 0.06% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 12,685 $840K 0.36% -1,049 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,812 $839K <0.01% -3,043 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,422 $813K 0.08% -17,347 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 12,417 $813K 0.05% -120 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 12,230 $801K 0.37% -100 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 12,203 $799K 0.39% +500 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 11,956 $783K 0.49% -615 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,845 $776K <0.01% 0 13F-HR/A Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,743 $769K 0.34% +145 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 11,150 $732K 0.6% +740 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,102 $727K 0.01% -519 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 11,007 $721K 0.18% -459 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 10,988 $719K 0.11% -18 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,986 $719K <0.01% +2,810 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,604 $694K 0.02% -540 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,578 $693K 0.05% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,492 $687K <0.01% -175 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 10,389 $680K 0.03% -260 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,986 $666K 0.47% -62 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 10,000 $655K 0.45% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,783 $641K 0.03% -75 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 9,663 $633K 5.69% +1,119 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 9,661 $633K 0.21% -559 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,364 $624K 0.03% -724 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,400 $616K 0.04% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,336 $611K <0.01% +3,162 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,297 $609K 0.01% -415 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 9,287 $608K 0.39% -175 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 8,994 $589K 0.16% -667 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 8,965 $587K -4,884 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,697 $569K 0.01% -256 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,410 $551K 0.05% +720 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,163 $535K 0.32% +189 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 8,007 $524K 0.16% -87 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,813 $512K 0.12% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 7,788 $511K 0.24% +5,916 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,210 $474K 0.14% +100 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,230 $473K <0.01% -134 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,193 $471K <0.01% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,134 $467K 0.13% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,134 $467K 0.01% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,000 $458K 0.18% -1,063 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,843 $448K 0.02% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 6,760 $443K 0.08% -16,975 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,640 $435K 0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,593 $432K 0.01% -1,351 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 6,500 $426K 0.33% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 6,415 $420K 0.38% -485 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,029 $399K 0.08% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,897 $386K <0.01% -223 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 5,871 $384K 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,750 $377K 0.01% -61 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,600 $367K 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,487 $359K <0.01% -25 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,449 $357K 0.01% -1,293 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,433 $356K 0.06% -568 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,343 $350K <0.01% +502 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 5,338 $350K 0.04% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,300 $347K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,254 $344K 0.01% -1,204 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,186 $340K 0.14% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,138 $333K <0.01% +2,413 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,061 $331K 0.01% -279 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,020 $329K 0.03% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,000 $327K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,937 $323K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,815 $315K 0.01% +375 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,795 $314K 0.01% +918 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,738 $310K 0.08% +1,175 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,729 $310K <0.01% -621 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,589 $307K 0.01% +1,264 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,575 $300K 0.16% -134 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,526 $296K 0.2% -40 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,500 $295K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,500 $295K 0.03% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,432 $290K <0.01% -296 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,376 $287K 0.04% -2,748 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,327 $283K 0.37% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,318 $283K 0.05% -68 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,080 $272K 0.02% -2,278 13F-HR Timeline Claro Advisors Inc. 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