MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 21,535,425 $12.4B 0.75% +5,493,584 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/ 17,254,676 $9.96B 0.73% -2,292,876 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,558,431 $6.09B 1.62% -170,856 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP group of 2 filers holding More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,090,991 $5.25B +4,366,917 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,499,473 $3.75B 0.75% -1,027,212 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,136,308 $3.54B +168,783 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,477,044 $3.16B 0.42% -410,127 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,083,654 $2.36B 0.73% +173,917 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,983,344 $2.3B 0.44% -527,787 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,064,457 $2.27B 0.15% +448,965 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,862,677 $2.23B 0.52% -231,237 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,182,188 $1.84B 1.13% +90,896 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,026,516 $1.75B +29,729 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,974,572 $1.72B 0.99% -61,891 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,696,655 $1.56B 0.99% +1,094,751 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,564,013 $1.48B 3.69% +1,022,987 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,475,000 $1.43B 2.36% -550,000 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,262,665 $1.31B 1.39% +34,887 13F-HR Timeline SHANDA ASSET MANAGEMENT HOLDINGS Ltd in group SHANDA ASSET MANAGEMENT HOLDI… More: the full row for SHANDA ASSET MANAGEMENT HOLDINGS Ltd 2,200,000 $1.27B 69.07% 0 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,850,628 $1.07B 1.57% +3,624 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,782,808 $1.03B 31.26% +32,729 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,778,951 $1.03B 1.43% -206,580 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,778,846 $1.03B 1.1% +269,607 13F-HR Timeline Group National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 1,759,000 $1.02B 7.82% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,484,321 $857M 0.36% +53,271 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,482,035 $855M 8.53% +1,460,035 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,411,039 $814M 1.43% +598,796 13F-HR Timeline ALKEON CAPITAL MANAGEMENT LLC More: the full row for ALKEON CAPITAL MANAGEMENT LLC 1,325,777 $765M 3.47% -96,200 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,325,658 $765M 0.93% -40,892 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,302,412 $752M 0.25% -50,214 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 1,277,709 $737M 22.15% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,272,210 $734M 1.89% -48,398 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,193,756 $689M 0.73% -9,808 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,130,072 $652M 1.16% -24,668 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,115,794 $644M 0.75% +31,294 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,085,239 $626M 0.58% +89,454 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,001,525 $578M +151,958 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 999,907 $577M 0.78% -56,965 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 962,575 $556M 0.45% -76,863 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 887,761 $512M 0.34% -82,980 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 900,207 $503M 8.11% -6,100 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 850,685 $491M 1.22% +9,542 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 829,732 $479M 0.03% +21,222 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 827,892 $478M 6.95% -142,126 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 809,697 $467M 0.52% +595,975 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 727,869 $460M 69.6% +7,538 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 793,351 $458M 0.65% +42,197 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,749,966 $456M 7.45% -80,794 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 788,975 $455M 0.16% -403,420 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 761,153 $439M 1.5% -4,105 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 756,926 $437M 1.21% -148,443 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 718,318 $415M 0.28% +11,294 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 676,464 $414M 2.66% +46,490 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 660,336 $381M 2.02% 0 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 655,424 $378M 0.31% +132,347 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 629,747 $363M 3.99% -39,498 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 618,044 $357M 0.27% +21,134 13F-HR Timeline Group NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 614,700 $355M 21.7% -40,500 13F-HR/A Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 572,086 $330M 0.64% +191,166 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 573,848 $323M 0.16% +90,118 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 551,290 $318M 1.29% 0 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 519,624 $300M 14.17% -1,250 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 518,000 $299M 3.49% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 490,751 $283M 0.74% -23,311 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 476,865 $275M 1.29% -23,301 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 449,174 $259M 1.2% -13,282 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 448,675 $259M 1.02% +58,781 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/ 433,674 $250M 0.26% -58,795 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 433,345 $250M 3.05% -195,022 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 420,595 $243M 8.88% -665 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 415,129 $240M 0.11% +118,036 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 456,659 $237M 0.42% +20,664 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 407,780 $235M 1.34% +663 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 404,667 $234M +12,489 Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 400,000 $231M 1.35% new 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 389,838 $225M 3.63% +14,320 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 384,148 $222M 0.35% -13,422 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 374,328 $216M 11.64% -16,813 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 363,923 $210M -8,113 Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 363,690 $210M 12.98% +3,339 13F-HR Timeline Bell Bank More: the full row for Bell Bank 359,025 $207M 8.79% +5,467 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 357,499 $206M 22.38% +47,099 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 347,330 $200M 10.91% -27,913 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 347,140 $200M 0.3% -83,202 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 341,391 $197M 1% +22,225 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 339,289 $196M 2.03% +237,767 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 330,613 $191M +53,644 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 324,781 $187M 2.4% -7,145 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 319,081 $184M 3.83% -84,000 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 316,036 $182M 0.04% -149,374 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 315,513 $182M 2.25% +19,372 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 311,016 $180M 0.51% +29,716 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 309,183 $178M +37,401 Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 308,849 $178M 5.77% -9,100 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 304,400 $176M 3.05% -83,175 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 290,337 $168M 0.51% -35,117 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 288,332 $166M 5.31% +120,788 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 285,012 $165M 0.27% +78,005 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 278,216 $161M 2.48% +2,672 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 270,433 $156M +127,522 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 265,197 $153M 1.75% -230,607 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 263,622 $152M 3.22% 0 13F-HR Timeline PPSC Investment Service Corp More: the full row for PPSC Investment Service Corp 263,176 $152M 11.98% -1,476 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 263,028 $152M 0.29% +67,526 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 262,925 $152M 1.9% -5,035 13F-HR Timeline Group Johns Hopkins University More: the full row for Johns Hopkins University 258,537 $149M 10.81% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 258,015 $149M 15.71% -350 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 255,230 $147M -23,026 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 250,636 $145M 0.02% -1,430 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 244,619 $141M 0.08% -29,168 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 243,240 $140M 4.96% +232,034 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 242,238 $140M 0.75% -361,434 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 241,703 $140M 3.63% +241,694 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 234,335 $135M 1.01% +56,912 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 233,511 $135M 0.83% -1,003 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 224,787 $130M 1.78% -26,591 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 223,759 $129M 2% +16,516 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 219,044 $126M 0.67% +28,782 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 217,195 $124M 0.17% 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 204,402 $118M 1.36% +2,358 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 201,452 $116M 4.82% -3,972 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 201,271 $116M 69.45% +8,598 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 196,414 $113M 0.9% +73,590 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 196,375 $113M 1.46% +1,777 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 191,694 $111M 3.03% -1,046 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 190,637 $110M <0.01% +49,476 13F-HR Timeline Group Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 186,688 $108M 24.8% +74,000 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 186,155 $107M 11.23% +6,093 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 184,658 $107M 2.39% -8,164 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 183,346 $106M 3.94% -248 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 182,913 $106M 0.64% -1,165 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 181,766 $105M 2.13% +3,140 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 180,262 $104M 0.23% -4,494 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 179,026 $103M 3.43% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 178,441 $103M 1.87% -426 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 145,290 $103M 2.88% +91,351 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 176,153 $102M 4.39% +2,060 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 175,707 $101M new Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 175,087 $101M 3.41% -5,951 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 172,934 $99.8M 0.43% +5,960 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 171,083 $98.7M 15% -2,116 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 170,245 $98.3M 0.28% -83,517 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 167,058 $96.4M 3.42% +4,600 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 164,068 $94.7M 0.34% +3,107 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 162,844 $94M 1.25% +3,713 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 161,145 $93M 4.14% -15,169 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 160,856 $92.8M 0.07% -123,487 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 159,390 $92M 3.3% -6,586 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 156,104 $91.2M 0.86% +3,159 13F-HR Timeline Rising Stella Capital Pte. Ltd More: the full row for Rising Stella Capital Pte. Ltd 157,904 $91.1M 42.67% +1,008 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 157,516 $90.9M 1.31% -2,449 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 148,419 $90.6M 6.64% -8,581 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 155,158 $89.6M 0.36% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 153,111 $88.4M 2.17% -39,467 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 151,861 $87.7M 14.29% +7,223 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 151,009 $87.2M -301 Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 151,065 $86.8M 1.01% +7,808 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 150,149 $86.7M 7.6% +3,718 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 150,052 $86.6M 3.45% -681 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 150,000 $86.6M 9.55% -34,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 149,919 $86.5M 0.28% +6,614 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 149,884 $86.5M 0.97% -1,763 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 149,170 $86.1M 0.92% +141,665 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 148,103 $85.5M 0.26% +44,476 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 147,254 $85M 5.57% -761 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 146,100 $84.3M 2.64% -14,511 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 144,664 $83.5M 3.05% +7,989 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 144,498 $83.4M 2.92% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 144,306 $83.3M 0.14% +2,436 13F-HR Timeline Group Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 142,848 $82.4M 0.46% +1,491 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 142,803 $82.4M 5.85% +87 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 141,968 $81.9M 2.69% +21,042 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 141,451 $81.6M 0.89% -48,304 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 140,627 $81.2M 0.4% +10,843 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 139,784 $80.8M 1.3% -14,114 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 139,402 $80.5M 8.09% +15 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 138,540 $80M 0.3% new 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 135,377 $78.1M 2.83% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 133,798 $77.2M 1.18% +4,293 13F-HR Timeline Group Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 132,500 $76.5M 53.19% -46,000 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 131,719 $76M 3.48% +1,076 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 131,472 $75.9M 2.89% +1,534 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 131,171 $75.8M 0.37% -2,891 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 130,363 $75.2M 2.51% -17,674 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 129,646 $74.8M 7.33% -946 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 129,319 $74.7M 2.11% +27,444 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 129,357 $74.7M 6.1% -279 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 129,146 $74.5M 6.8% +87 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 129,058 $74.5M 1.77% +46,529 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 128,176 $74M 0.01% +125,239 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 126,602 $74M 1.27% -62,738 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 127,911 $73.8M 9.85% -1,745 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 110,289 $73M -78,090 Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 126,020 $72.7M 3.24% +714 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 125,984 $72.7M 1.69% -15,136 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 125,640 $72.5M 0.57% -8,017 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 125,077 $72.2M 9.86% +210 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 124,414 $71.8M 2.42% +4,166 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 124,179 $71.7M 28.94% +953 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 123,384 $71.2M 0.58% +4,169 13F-HR Timeline