PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 318,625 $30.9M 0.74% +96,575 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 188,059 $18.2M <0.01% +18,046 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 94,986 $9.22M 0.46% +5,139 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 81,229 $7.88M <0.01% +1,885 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 80,916 $7.85M 0.25% -3,342 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 76,775 $7.45M <0.01% +10,126 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 71,862 $6.97M 0.06% +1,919 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 66,500 $6.45M 0.01% +21,500 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 57,597 $5.59M <0.01% +1,454 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 56,068 $5.44M <0.01% +8,089 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 40,123 $3.89M 0.2% -1,288 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 35,685 $3.46M 0.02% +262 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 33,839 $3.28M <0.01% +10,503 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 33,325 $3.23M 2.16% -524 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 30,256 $2.94M 0.01% +10,943 13F-HR/A Timeline Group HC Advisors, LLC More: the full row for HC Advisors, LLC 29,069 $2.82M 2.11% -2,440 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 27,807 $2.7M 0.11% new 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 24,943 $2.42M 1.71% +2,863 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 21,090 $2.05M 0.27% -4,132 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,786 $2.02M <0.01% +8,666 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 20,464 $1.99M 0.07% -3,913 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 19,602 $1.9M 0.01% -277 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 18,983 $1.84M <0.01% +16,222 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,210 $1.67M <0.01% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,087 $1.66M 0.01% -29 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,082 $1.66M <0.01% -18,325 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 16,101 $1.56M 0.01% +7,435 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,157 $1.47M 0.02% +656 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 14,810 $1.44M 0.21% +1,067 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,370 $1.3M <0.01% +5,069 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 12,344 $1.2M <0.01% -462 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,850 $1.15M <0.01% -1,648 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,398 $1.11M 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,084 $1.08M 0.03% -1,985 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,191 $892K <0.01% +355 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,084 $687K <0.01% -1,500 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,880 $668K 0.01% -70 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,737 $654K <0.01% new 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,700 $650K 0.19% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,250 $606K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,132 $595K <0.01% +2,087 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,113 $593K <0.01% 0 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 5,716 $555K 0.12% -16 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,142 $499K <0.01% -700 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,547 $441K <0.01% +2,386 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,232 $411K <0.01% +2 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,222 $410K <0.01% +184 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,058 $394K <0.01% -304 13F-HR/A Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,784 $367K 0.12% -17 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,507 $340K 0.02% -1,356 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 3,439 $334K <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,332 $323K <0.01% -29 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,772 $269K 0.01% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,555 $248K 0.1% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,522 $245K <0.01% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,498 $242K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,400 $233K <0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,392 $232K 0.02% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,378 $231K 0.05% -42 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,359 $229K <0.01% +142 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,305 $224K 0.02% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,270 $220K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,135 $207K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,008 $195K 0.02% -443 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/ 1,486 $144K <0.01% -27 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,368 $133K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,203 $117K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,108 $107K <0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 998 $96.8K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 982 $95.2K <0.01% -607 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 858 $83.2K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 795 $77.1K <0.01% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 700 $67.9K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 620 $60.2K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 463 $44.9K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 350 $34K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 328 $31K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 225 $22K <0.01% -47 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 201 $19.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 175 $17K <0.01% 0 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 137 $13.3K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 130 $12.6K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 126 $12.2K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 119 $11.5K <0.01% -60 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 105 $10.2K <0.01% new 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $9.7K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 96 $9.31K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 93 $9.1K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 85 $8.25K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 77 $7.45K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 73 $7.08K <0.01% +33 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 61 $5.92K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 53 $4.65K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 34 $3.3K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 31 $2.98K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 22 $2.13K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 20 $1.87K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 18 $1.75K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14 $1.36K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 12 $1.16K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11 $1.07K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 7 $679 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $97 <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.