MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,929,665 $88.5M 0.01% -3,634,860 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,442,570 $33.7M 0.01% +199,334 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/ 5,166,876 $27M <0.01% -2,569,750 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,491,806 $23.5M <0.01% -193,041 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,853,451 $20.2M <0.01% +215,156 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,457,010 $12.8M <0.01% +2,692 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,288,825 $12M <0.01% +262,354 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,856,381 $9.71M <0.01% -28,579 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 1,752,600 $9.17M <0.01% +265,090 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 3 filers holding More: the full row for GAMCO Investors (Gabelli) 1,540,000 $8.05M 0 Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,007,166 $5.44M 1.1% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 967,830 $5.06M 1.75% -8,816 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 780,285 $4.08M 0.2% +389,242 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 750,806 $3.93M 0.01% -23,343 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 634,738 $3.32M <0.01% -4,698 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 559,940 $2.93M <0.01% +116,283 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 497,772 $2.6M <0.01% +130,558 13F-HR Timeline Group Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 479,971 $2.51M 2.77% -12,415 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 477,376 $2.5M <0.01% -91 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 453,571 $2.37M <0.01% -1,282 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 424,983 $2.21M 0.04% +22,855 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 398,378 $2.08M 0.03% -138 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 386,683 $2.02M 0.05% -402,261 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 367,796 $1.92M 0.02% -22,782 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 356,146 $1.86M <0.01% +50,196 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 354,500 $1.85M <0.01% -226,600 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 349,608 $1.83M 0.02% -12,259 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 343,064 $1.8M <0.01% +22,663 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 336,269 $1.76M <0.01% -167,672 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 302,281 $1.58M <0.01% +292,193 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 267,300 $1.4M <0.01% +2,965 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 236,165 $1.24M <0.01% +117,620 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 202,018 $1.06M 0.01% -3,861 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 199,384 $1.04M 0.01% +24,858 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 193,892 $1.01M <0.01% -60,659 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 186,505 $975K <0.01% -14,827 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 184,010 $962K 0.04% 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 182,149 $953K 0.01% +58,061 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 177,023 $926K <0.01% +76,827 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 175,597 $925K <0.01% +2,314 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 176,439 $923K 0.01% +25,369 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 161,105 $843K 0.43% +13,546 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 157,997 $826K <0.01% -6,423 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 157,394 $823K 0.12% -352 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 154,853 $810K 0.36% +7,062 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 146,570 $767K <0.01% -1,906 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 144,246 $754K 0.03% -92,589 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 142,190 $744K <0.01% +1,838 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 140,727 $736K <0.01% +101,089 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 138,148 $723K <0.01% +100,595 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 112,145 $587K 0.01% +14 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 109,271 $571K <0.01% -2,012 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 105,560 $552K 0.26% +4,099 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 104,396 $546K <0.01% +8,883 13F-HR/A Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 99,707 $521K 0.15% -11,064 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 93,374 $488K <0.01% -6,875 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 93,346 $488K 0.01% +5,140 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 92,986 $486K 0.1% 0 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 90,026 $471K +2,843 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 88,710 $464K <0.01% -1,019,539 13F-HR/A Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 83,094 $440K 0.05% +56,094 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 83,788 $438K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 83,295 $436K <0.01% -886 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 82,800 $433K <0.01% -7,922 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 80,228 $420K <0.01% +10,475 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 79,905 $418K 0.01% -842 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 76,512 $400K <0.01% +24,444 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 76,034 $398K <0.01% +47,684 13F-HR/A Timeline Group American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 75,984 $397K 0.2% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 75,339 $394K 0.01% -1,829 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 67,720 $354K <0.01% 0 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 64,449 $337K 0.01% -51,505 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 64,229 $336K <0.01% +15,240 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 61,705 $323K <0.01% +38,193 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,641 $307K <0.01% +11,289 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57,442 $300K <0.01% -4,683 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 56,540 $296K <0.01% +35,647 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 54,230 $284K 0.03% -2,376 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 54,167 $283K <0.01% -238,790 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 53,738 $281K <0.01% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 53,575 $280K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 53,027 $277K 0.02% +27 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 52,490 $275K <0.01% +6,079 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 51,939 $272K 0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 51,092 $267K 0.04% -2,657 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 51,027 $267K 0.09% -619 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 48,037 $251K 0.01% +18,774 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 47,394 $248K 0.02% +2,634 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 46,669 $244K 0.02% -791 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 46,501 $243K 0.01% +28,779 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 46,354 $242K <0.01% -159,796 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 45,681 $239K <0.01% -125,939 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 43,652 $232K <0.01% -1,165 13F-HR Timeline Group Steadtrust LLC More: the full row for Steadtrust LLC 43,000 $225K 0.18% 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 40,966 $214K 0.02% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 40,773 $213K 0.05% -783 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,645 $208K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 39,425 $206K 0.01% +13,152 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,632 $202K <0.01% -1,084 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 37,949 $198K <0.01% -586 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 37,717 $197K <0.01% +4,493 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 37,547 $196K 0.01% +6,011 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 37,139 $194K 0.11% -6,081 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 34,961 $182K 0.05% +11,302 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 34,039 $178K <0.01% +2,825 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 31,287 $169K <0.01% +2,834 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,184 $168K <0.01% -3,619 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 31,581 $165K 0.01% -4,745 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 28,995 $157K 0.03% +4,433 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 29,272 $153K <0.01% +9,480 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 28,704 $150K 0.02% -619 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,358 $150K <0.01% -3,474 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 28,671 $150K <0.01% -8,002 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 27,971 $146K 0.09% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 27,141 $142K <0.01% +4,538 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,747 $139K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26,600 $138K 0.01% +6,429 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,307 $138K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 26,305 $138K 0.01% +10,715 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 25,959 $137K <0.01% -388 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 24,548 $132K 0.09% new 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 24,438 $128K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 24,108 $126K <0.01% +8,702 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 23,057 $121K 0.05% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 21,077 $110K 0.01% +1,943 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,909 $109K <0.01% +10,859 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 19,211 $104K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,588 $102K <0.01% -9,394 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,543 $102K <0.01% -15,704 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 19,209 $100K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,489 $96.7K 0.01% -10,890 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18,049 $94.4K <0.01% +5,523 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 17,863 $93.4K 0.02% -142 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) 17,804 $93.1K <0.01% +9,340 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,425 $91.1K <0.01% +156 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 17,404 $91K 0.01% +1,071 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 16,909 $88.4K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16,819 $88K <0.01% +15,908 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 16,650 $87.1K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,552 $86.6K <0.01% -3,896 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,376 $86K <0.01% +1,925 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 84,445 $84K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,810 $83.3K <0.01% -17 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 15,794 $82.6K <0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 15,498 $81.1K 0.01% -2,706 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 15,245 $79.7K <0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 15,199 $79.5K 0.02% -5,351 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,945 $78.2K <0.01% +3,094 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,784 $77.3K <0.01% +249 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,545 $76.1K 0.04% -382 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 14,142 $74K <0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,875 $72.6K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 13,209 $69.1K 0.02% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 12,718 $68.7K 0.03% -12 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 12,918 $67.6K 0.07% -1 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,913 $67.5K <0.01% +1,069 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,772 $67K <0.01% -2,064 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,666 $66K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,350 $64.6K <0.01% -192 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 12,249 $64.1K <0.01% -171 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,812 $61.8K <0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,377 $59.5K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,362 $59.4K <0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,181 $58.5K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,169 $58.4K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,995 $57.5K <0.01% +309 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 10,413 $56.2K <0.01% 0 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,700 $56K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. 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