MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,869,020 $85.7M 0.01% -60,645 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,454,765 $32.8M <0.01% +12,195 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/ 5,121,253 $26M <0.01% -45,623 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,421,533 $22.5M <0.01% -70,273 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,784,795 $19.2M <0.01% -68,656 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,479,947 $12.6M <0.01% +191,122 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,360,925 $12M <0.01% -96,085 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,336,015 $11.9M 0.01% +583,415 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,779,672 $9.04M <0.01% -76,709 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 3 filers holding More: the full row for GAMCO Investors (Gabelli) 1,540,000 $7.82M 0 Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,068,090 $5.43M 0.97% +60,924 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 973,233 $4.94M 1.61% +5,403 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 921,816 $4.68M <0.01% +735,311 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 747,921 $3.8M 0.01% -2,885 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 555,562 $2.82M <0.01% -79,176 13F-HR Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 518,993 $2.64M 0.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 506,286 $2.57M <0.01% -53,654 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 504,703 $2.56M <0.01% +459,022 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 495,689 $2.52M 0.04% +70,706 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 478,049 $2.43M 2.63% -1,922 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 453,959 $2.31M <0.01% +97,813 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 438,147 $2.23M <0.01% -39,229 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 429,350 $2.18M <0.01% -24,221 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 420,726 $2.14M <0.01% -77,046 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 420,161 $2.13M 0.21% -360,124 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 398,392 $2.02M 0.03% +14 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 358,831 $1.82M <0.01% +15,767 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 335,397 $1.7M 0.02% -14,211 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 333,675 $1.7M 0.25% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 266,455 $1.35M <0.01% -845 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 266,400 $1.35M 0.02% -120,283 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 251,004 $1.28M <0.01% +14,839 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 239,352 $1.22M <0.01% +62,329 13F-HR/A Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 214,396 $1.09M 0.01% -153,400 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 208,731 $1.06M 0.01% +9,347 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 196,143 $996K <0.01% +2,251 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 184,903 $939K <0.01% +9,306 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 177,909 $904K 0.04% -6,101 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 174,747 $888K 0.01% -7,402 13F-HR Timeline Group STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 166,606 $846K 0.51% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 164,189 $834K 0.01% -12,250 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 161,830 $822K 0.39% +725 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 157,012 $798K <0.01% -985 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 156,922 $797K 0.11% -472 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 156,394 $794K 0.33% +1,541 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 147,514 $749K <0.01% -188,755 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 145,598 $740K 0.01% -56,420 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 145,540 $739K <0.01% -1,030 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 143,743 $730K <0.01% +3,016 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 142,969 $726K <0.01% +779 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 131,957 $670K 0.01% +27,561 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 126,441 $642K <0.01% +72,274 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. 126,096 $641K <0.01% -228,404 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 124,151 $631K <0.01% -13,997 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 117,098 $595K <0.01% +28,388 13F-HR/A Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 116,680 $593K 0.23% +11,120 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 116,122 $590K <0.01% +6,851 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 115,520 $587K 0.03% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 110,693 $562K <0.01% +34,181 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 108,625 $552K 0.01% -3,520 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 105,627 $537K 0.01% +41,178 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 99,635 $506K 0.14% -72 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 98,562 $501K <0.01% +36,857 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 94,427 $480K 0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 92,970 $472K <0.01% +10,170 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 85,384 $434K 0.05% +2,290 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 83,295 $423K <0.01% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 82,805 $420K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 82,482 $419K <0.01% +2,254 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 81,377 $413K <0.01% +24,837 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 80,976 $411K <0.01% -12,398 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 79,905 $406K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 78,678 $400K <0.01% +24,940 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 75,984 $386K 0.2% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 75,654 $384K 0.01% +315 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 70,875 $360K <0.01% +6,646 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 69,999 $356K <0.01% -6,035 13F-HR/A Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 67,720 $344K <0.01% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 65,584 $333K <0.01% +6,943 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 59,746 $304K <0.01% -33,600 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 58,395 $297K <0.01% +5,905 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,394 $286K <0.01% -1,048 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 55,945 $284K 0.02% +1,715 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 55,787 $284K <0.01% +40,542 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 55,139 $280K 0.01% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 53,575 $272K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 53,064 $270K 0.02% +37 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 51,527 $262K 0.08% +500 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 50,953 $259K 0.01% +2,916 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 48,688 $255K 0.01% +10,043 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 49,327 $251K 0.02% +1,933 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 47,729 $242K <0.01% new 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 47,590 $242K 0.01% -4,349 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 46,715 $237K -43,311 Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 46,109 $234K 0.03% -4,983 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 45,047 $229K 0.01% -1,622 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 44,539 $226K 0.05% +3,766 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 44,243 $221K <0.01% +591 13F-HR Timeline Group Steadtrust LLC More: the full row for Steadtrust LLC 43,000 $218K 0.15% 0 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 42,844 $218K <0.01% +3,419 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 40,954 $208K 0.01% +14,649 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 40,506 $206K 0.01% +29,973 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 40,086 $204K <0.01% +1,454 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 37,086 $198K <0.01% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 38,195 $194K <0.01% +478 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 37,847 $192K <0.01% -8,654 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 36,804 $187K <0.01% +12,696 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 35,738 $181K 0.05% +777 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 34,298 $174K <0.01% +5,627 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 34,172 $174K <0.01% -3,777 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 33,948 $174K <0.01% +4,676 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 34,039 $173K <0.01% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 33,584 $171K 0.01% +2,003 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 33,215 $169K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 33,081 $168K <0.01% +1,794 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 31,095 $158K <0.01% -1,089 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 29,822 $150K 0.01% +3,222 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 29,420 $149K 0.03% +425 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29,333 $149K <0.01% +12,514 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trek Financial, LLC More: the full row for Trek Financial, LLC 28,711 $146K 0.01% +11,802 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,053 $145K <0.01% +695 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 27,258 $138K 0.02% -1,446 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 26,385 $134K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 26,143 $133K <0.01% -11,404 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 26,143 $133K <0.01% -164 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,747 $131K <0.01% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 23,057 $117K 0.04% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 21,209 $108K <0.01% +7,067 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,128 $107K <0.01% +219 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20,377 $106K 0.01% -700 13F-HR/A Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 19,639 $103K 0.07% -4,909 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,829 $101K <0.01% +241 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 19,211 $97.6K <0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 19,209 $97.6K <0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,844 $95.7K 0.01% +355 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,606 $94.5K <0.01% +1,181 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 18,362 $93.3K 0.02% +499 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 18,433 $92K 0.08% new 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% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,639 $84.5K <0.01% +845 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 84,445 $84K 0.02% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 15,000 $81.1K <0.01% -25,966 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,952 $81K <0.01% +1,007 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 15,694 $79.7K 0.07% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,867 $79K <0.01% +57 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,261 $77.5K <0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 14,787 $75.1K 0.01% -412 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,545 $73.9K 0.03% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 14,521 $73.8K 0.01% -977 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,352 $72.9K <0.01% -11,607 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,875 $70.5K <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 13,261 $67.4K <0.01% +13,248 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,216 $67.1K <0.01% -1,568 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 13,209 $67.1K 0.02% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 13,191 $67K 0.04% -14,780 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,970 $65.9K <0.01% -3,582 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 12,918 $65.6K 0.06% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 12,708 $64.6K 0.02% -10 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,666 $64.3K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,685 $64K <0.01% +2,365 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,659 $64K <0.01% -3,717 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,524 $64K <0.01% -248 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,400 $63K <0.01% -5,649 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,169 $60.7K 0.01% +1,000 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,938 $60.6K 0.01% +1,238 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,915 $60.5K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 11,538 $58.6K <0.01% -812 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,377 $57.8K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,362 $57.7K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,035 $56.1K <0.01% +504 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,997 $55.9K <0.01% +2 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,807 $54.9K <0.01% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,711 $54.4K <0.01% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,563 $53.7K <0.01% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,393 $53K <0.01% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 10,413 $52.9K <0.01% 0 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,393 $52.8K <0.01% 0 13F-HR Timeline Group Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 10,014 $50.9K 0.03% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,465 $43K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,546 $38.3K <0.01% +7,229 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,670 $33.9K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 0 $33.1K <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 5,657 $28.7K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 5,314 $27K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,946 $25K <0.01% +1,592 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/ 4,897 $24.9K <0.01% +3,850 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,863 $24.7K <0.01% +874 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,525 $23K <0.01% +40 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,506 $22.9K <0.01% +2,414 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 4,084 $20.7K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,646 $18.5K <0.01% +454 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,415 $17K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,083 $15.7K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,580 $13.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,505 $12.7K <0.01% +58 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,410 $12.2K <0.01% -72 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,278 $11.6K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,115 $10.7K <0.01% -90,871 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,939 $9.85K <0.01% +1,154 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,936 $9.84K 0.01% 0 13F-HR Timeline