MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 395,374 $46.1M <0.01% -11,228 13F-HR/A Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 365,460 $42.7M 0.04% +154,160 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/ 309,112 $36.1M <0.01% +27,062 13F-HR/A Timeline Group Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 131,068 $15.3M 1.96% +1,443 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 104,843 $12.2M 3.82% +3,539 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 96,574 $11.3M <0.01% +91,153 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 81,175 $9.47M <0.01% +16,789 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 69,261 $8.08M <0.01% +58,504 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 68,000 $7.93M 0.48% -3,390 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,867 $7.57M 0.01% +61,126 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 54,954 $6.41M 0.06% -2,014 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 50,364 $5.87M 0.53% -182 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 43,818 $5.11M 1.27% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 39,293 $4.58M <0.01% -2,761 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 35,053 $4.09M <0.01% +16,827 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 34,386 $4.01M <0.01% -641 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,583 $3.88M 0.01% +12,699 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 31,123 $3.63M <0.01% +3,503 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 25,951 $3.03M 0.01% +7,127 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 24,300 $2.84M 0.01% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,654 $2.29M 0.01% +12,010 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,329 $2.14M 0.03% +17,274 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 16,399 $1.91M 0.45% -69 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 15,800 $1.84M 0.19% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,541 $1.81M 0.01% +9,214 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 11,236 $1.31M 0.05% -62,864 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 10,842 $1.26M <0.01% -571 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 10,509 $1.23M -368 Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,798 $1.14M 0.03% -3 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,665 $1.13M <0.01% +6,051 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,089 $1.06M <0.01% +995 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,721 $1.02M 0.06% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 8,530 $995K 0.3% +1,000 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,457 $987K 0.02% +8,384 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,790 $792K 0.11% +2,715 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,782 $791K <0.01% +102 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,289 $734K 0.01% +1,459 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 5,834 $681K <0.01% -1,806 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,722 $668K 0.02% +146 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,608 $654K <0.01% -577 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,476 $639K <0.01% +291 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,382 $628K <0.01% +2,641 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,903 $572K <0.01% +43 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,722 $551K 0.03% new 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,700 $548K 0.05% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,625 $540K <0.01% -1,137 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 4,475 $522K 0.19% +25 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,395 $511K <0.01% +1,133 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 4,300 $502K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,099 $478K <0.01% +241 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,022 $469K 0.02% -100 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,848 $449K 0.02% +679 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,848 $449K <0.01% +1,093 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/ 3,607 $421K <0.01% +44 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,486 $407K 0.03% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,000 $350K <0.01% -1,000 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,000 $350K <0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,944 $344K <0.01% -570 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,888 $337K <0.01% 0 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,775 $324K 0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,713 $317K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,605 $304K <0.01% -28 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,561 $299K 0.2% +186 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,639 $294K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,516 $294K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,512 $293K 0.03% +87 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,467 $288K 0.28% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,327 $271K <0.01% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,317 $270K <0.01% +440 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,264 $264K 0.01% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,260 $264K <0.01% -100 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,200 $257K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,161 $252K <0.01% +20 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,123 $248K <0.01% +1,957 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,041 $238K <0.01% +29 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,982 $231K <0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,890 $221K 0.07% -125 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,812 $211K 0.07% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,775 $206K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,678 $196K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,607 $188K 0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,541 $180K <0.01% +78 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,400 $163K 0.05% -25 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,051 $123K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 983 $115K <0.01% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 880 $103K <0.01% +879 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 706 $82.4K <0.01% +107 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 678 $79.1K <0.01% -598 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 656 $76.5K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 650 $75.8K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 644 $75.1K 0.03% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 600 $70K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 575 $67.1K 0.01% +175 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 510 $59.5K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 488 $56.9K <0.01% +258 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 476 $55.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 481 $55.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 403 $47K <0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 335 $39.1K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 315 $36.8K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 308 $35.9K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 117 $35.5K <0.01% -187 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $35K <0.01% -597 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 300 $35K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 291 $33.9K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 200 $23.3K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 186 $21.7K <0.01% -24 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 151 $17K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 135 $15.8K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 125 $14.6K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 112 $13K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 107 $12.5K <0.01% +19 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 101 $11.8K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 100 $11.7K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 75 $8.75K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 72 $8.39K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 44 $5.13K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 44 $5K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 42 $4.9K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 35 $4.08K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 30 $3.5K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 26 $3.03K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26 $2.99K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15 $1.75K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $1.17K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $719 <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6 $700 <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2 $233 <0.01% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2 $228 <0.01% 0 13F-HR Timeline