JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,383,973 $312M 0.02% +757,643 13F-HR/A Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 4,708,946 $280M 15.92% +851,879 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,904,681 $233M 0.01% +285,814 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 958,234 $57.1M 1.6% -3,472 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 914,742 $54.5M 0.01% +49,015 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. 606,800 $36.1M 0.1% -322,800 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 540,592 $32.2M +18,444 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 510,185 $30.4M 0.01% -12,311 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 442,350 $26.4M 0.01% +4,577 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 287,936 $17.1M 0.01% -21,058 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 243,323 $14.5M -12,379 Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 191,581 $11.4M 0.01% +13,289 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/ 184,301 $11M <0.01% -108,696 13F-HR Timeline Group Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 159,889 $9.52M 1.14% -1,117 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 132,225 $7.87M <0.01% +2,993 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 122,661 $7.3M <0.01% -21,929 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 111,174 $6.62M <0.01% +12,915 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 108,206 $6.44M 0.08% -899 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 96,322 $5.74M 0.03% -8,010 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 62,998 $3.75M 0.01% +3,077 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 60,119 $3.58M <0.01% +3,394 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 52,993 $3.16M 0.54% +2,625 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 51,197 $3.05M 1.23% +1,004 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 46,703 $2.78M 0.31% -862 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 44,542 $2.58M <0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 40,858 $2.43M 0.09% +10,736 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,732 $2.43M 0.03% +193 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 38,395 $2.29M 0.86% -340 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 38,306 $2.28M 0.07% +317 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 35,467 $2.11M 0.01% +4,316 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 33,820 $2.01M 4.53% -335 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 31,859 $1.9M 0.05% -168 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 31,736 $1.89M 0.06% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 28,192 $1.68M 0.12% -1,384 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 27,527 $1.64M 0.04% -633 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 25,699 $1.53M 0.07% -798 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,869 $1.42M <0.01% +198 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 23,208 $1.38M 0.02% -3,258 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 22,044 $1.31M 0.04% -1,990 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,677 $1.23M 0.04% +3,128 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 20,475 $1.22M 0.8% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 17,730 $1.06M 0.01% -7,270 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 17,657 $1.05M 0.33% +61 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,528 $1.04M <0.01% -25,246 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,450 $980K <0.01% +285 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,100 $959K <0.01% -7,400 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 15,871 $957K 0.33% +1,489 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 15,077 $898K 0.16% +1,806 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,114 $881K <0.01% -3,071 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 14,927 $864K 0.17% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,922 $770K 0.01% -607 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 12,610 $751K 0.28% +6,045 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) 12,502 $744K 0.02% +2,300 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,024 $724K <0.01% -3,762 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 11,729 $698K <0.01% -1,773 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 11,534 $687K <0.01% +2,993 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 11,145 $664K 0.07% +67 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,100 $601K 0.01% +938 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 9,937 $592K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,863 $587K 0.05% -179 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 9,326 $555K 0.53% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,163 $554K 0.03% -21 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 9,245 $551K 0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,505 $506K <0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,800 $458K 0.01% new 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 7,442 $443K 0.17% -201 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,308 $435K 0.1% +13 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 7,178 $427K 0.01% -275 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,758 $402K <0.01% +673 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 5,799 $345K 0.12% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,487 $327K <0.01% +152 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,810 $286K 0.05% +58 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,794 $286K <0.01% +435 13F-HR Timeline Group RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,697 $280K 0.21% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 4,694 $279K <0.01% -490 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4,497 $268K 0.12% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,437 $264K <0.01% +4,250 13F-HR Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,035 $240K 0.12% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,987 $237K 0.03% -1,026 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,861 $230K <0.01% -532 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,816 $227K <0.01% new 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,803 $226K <0.01% -273 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,324 $226K 0.09% +1,587 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,696 $220K <0.01% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,649 $217K 0.03% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,635 $216K <0.01% -934 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,532 $210K <0.01% -30 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,464 $206K 0.01% -309 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,459 $206K <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,401 $203K <0.01% new 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,117 $186K 0.03% -61 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,687 $160K <0.01% +2,677 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,500 $149K <0.01% 0 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,974 $118K 0.09% +5 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,955 $117K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,857 $111K <0.01% +240 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,856 $111K <0.01% new 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,708 $102K 0.04% -277 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,424 $85.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,425 $84.8K <0.01% -960 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,203 $71.6K <0.01% +348 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,174 $69.9K 0.01% +2 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,068 $66.7K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,000 $59.5K 0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 896 $53.4K 0.02% -45 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 707 $42.1K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 628 $37.4K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 387 $23K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 350 $20.8K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 275 $16.4K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 252 $15K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 248 $14.8K <0.01% +13 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 245 $14.6K <0.01% 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 173 $10.3K <0.01% +2 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 170 $9.84K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 146 $8.69K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 138 $8.22K <0.01% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 131 $7.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 50 $2.98K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 45 $2.68K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 18 $1.07K <0.01% 0 13F-HR Timeline