PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 533,933 $61.3M 0.96% +147,539 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 470,595 $54.1M 0.03% -607,191 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 230,310 $25.7M 0.03% -154,700 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 198,367 $22.8M <0.01% -40,276 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 104,386 $12M 0.1% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 103,253 $11.9M 0.02% +18,551 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 100,021 $11.5M <0.01% -455 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 88,610 $10.2M <0.01% +531 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 87,859 $10.1M <0.01% +737 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/ 76,106 $8.74M <0.01% -218,421 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 72,847 $8.37M 0.22% -111 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 67,836 $7.79M 0.03% +64,504 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,520 $4.88M 0.01% -111,391 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,375 $4.29M 0.01% -1,701 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 34,091 $3.92M 0.16% -2,074 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 31,874 $3.66M 1.91% -6,675 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 28,392 $3.26M 0.12% +17,033 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 26,962 $3.1M 2.07% +1,317 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 25,792 $2.96M +4,355 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 23,532 $2.7M 0.01% -2,025 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 22,438 $2.58M 0.7% +871 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 22,038 $2.53M 0.06% -555 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 21,886 $2.51M <0.01% -299 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,269 $2.33M <0.01% -763 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 19,698 $2.19M <0.01% +1,057 13F-HR/A Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,603 $2.02M 0.05% +6,318 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,095 $1.85M <0.01% +15,588 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,768 $1.81M 0.01% +712 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,638 $1.68M <0.01% +856 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,232 $1.52M 0.06% +494 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 13,200 $1.52M <0.01% +365 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,905 $1.48M 0.02% -169 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,047 $1.45M <0.01% +2,119 13F-HR Timeline Group Slow Capital, Inc. More: the full row for Slow Capital, Inc. 10,082 $1.16M 0.15% -7,728 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,951 $1.03M <0.01% -751 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 8,296 $953K 0.01% +204 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,091 $929K <0.01% -24,140 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 6,718 $772K <0.01% +46 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,500 $747K 0.18% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,049 $695K 0.18% +1,294 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,000 $689K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,997 $689K <0.01% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,821 $669K <0.01% 0 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,634 $647K <0.01% -1,600 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,487 $630K <0.01% +345 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,068 $583K <0.01% -275 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 4,841 $556K 0.08% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,827 $554K <0.01% +865 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 4,684 $538K <0.01% +179 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,498 $517K <0.01% -356 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,855 $492K <0.01% -4,412 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,106 $474K 0.04% -9 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,953 $454K <0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,927 $451K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,825 $439K <0.01% new 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,545 $407K 0.1% +219 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,477 $399K <0.01% +860 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,192 $366K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,186 $366K <0.01% +40 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,155 $362K 0.13% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,662 $306K <0.01% +876 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,559 $294K 0.02% -128 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,500 $287K <0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,400 $276K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,321 $267K <0.01% -57 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,284 $262K 0.02% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,233 $256K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,231 $256K 0.02% -169 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,132 $245K 0.01% +241 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,932 $234K <0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,037 $234K <0.01% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,900 $233K 0.11% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,004 $230K 0.1% -13 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,935 $222K 0.06% +176 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,917 $220K <0.01% +35 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,854 $213K <0.01% +441 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 1,809 $208K <0.01% -476 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,766 $203K <0.01% +168 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,764 $203K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,756 $202K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,514 $174K <0.01% +244 13F-HR/A Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,300 $149K <0.01% new 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 972 $112K <0.01% +25 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 834 $95.8K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 764 $87.7K <0.01% -49,413 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 746 $85.7K <0.01% +594 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 700 $80.4K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 648 $74.4K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 484 $55.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 462 $53.1K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 350 $40.2K 0.02% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 344 $39.5K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 253 $29.2K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 234 $26.9K <0.01% -51,994 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 213 $24.5K <0.01% +160 13F-HR Timeline CX Institutional More: the full row for CX Institutional 205 $24K <0.01% -241 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 201 $23.1K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 194 $22.4K <0.01% -1 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 173 $19.3K <0.01% -32 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 146 $16.7K <0.01% -29 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 137 $15.7K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 134 $15.4K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 125 $14.3K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 119 $13.7K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 105 $12.1K 0.01% +32 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $11.5K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 85 $9.81K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 85 $9.76K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 79 $9.14K <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 75 $8.62K <0.01% 0 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 74 $8.5K <0.01% +14 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 70 $8.04K <0.01% 0 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/ 52 $5.97K <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41 $4.71K <0.01% -9 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 34 $3.9K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 33 $3.79K <0.01% -98 13F-HR Timeline