MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,241,319 $49.6M <0.01% -4,627,701 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,906,351 $19.9M <0.01% -1,548,414 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,872,738 $15.7M <0.01% -548,795 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,092,514 $12.5M <0.01% -692,281 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,631,723 $10.7M <0.01% +270,798 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,441,617 $9.89M <0.01% +105,602 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,269,319 $9.19M <0.01% -210,628 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 1,631,491 $6.61M <0.01% -148,181 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,569,148 $6.36M 0.09% +1,474,721 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 3 filers holding More: the full row for GAMCO Investors (Gabelli) 1,495,000 $6.05M -45,000 Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,138,086 $4.81M 0.81% +69,996 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,113,624 $4.51M <0.01% +191,808 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,074,052 $4.35M 0.17% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 990,283 $4.01M 0.07% +723,883 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 956,005 $3.87M <0.01% +838,907 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 904,617 $3.66M 1.23% -68,616 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 761,831 $3.09M <0.01% +635,735 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 748,893 $3.03M 0.01% +972 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 689,749 $2.79M <0.01% -4,431,504 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 567,419 $2.3M <0.01% +11,857 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 497,839 $2.02M 0.03% +2,150 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 470,759 $1.91M 1.98% -7,290 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 434,231 $1.76M <0.01% -19,728 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 412,739 $1.67M <0.01% -25,408 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 393,231 $1.59M 0.12% -26,930 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 342,476 $1.39M <0.01% -86,874 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 339,876 $1.38M <0.01% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 337,023 $1.37M <0.01% -21,808 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 336,624 $1.36M 0.02% -61,768 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 332,946 $1.35M <0.01% +206,505 13F-HR Timeline Group DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 330,259 $1.34M 0.24% 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 296,460 $1.2M 0.01% -38,937 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 285,942 $1.16M <0.01% -220,344 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 275,422 $1.11M <0.01% -145,304 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 253,382 $1.03M <0.01% -251,321 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 249,581 $1.01M <0.01% -1,423 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 244,248 $989K +120,097 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 228,862 $928K <0.01% +32,719 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 219,588 $889K <0.01% -46,867 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 217,610 $881K 0.09% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 203,058 $822K 0.01% -11,338 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 184,082 $752K <0.01% -821 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 180,837 $732K 0.01% +16,648 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 179,987 $729K <0.01% +32,473 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 170,239 $722K 0.02% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 176,118 $713K <0.01% -32,613 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 174,800 $708K <0.01% +76,238 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 172,216 $697K <0.01% -67,136 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 156,425 $634K <0.01% -587 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 153,174 $620K 0.26% -3,220 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 151,557 $614K 0.09% -5,365 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 147,522 $597K <0.01% +1,982 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 143,984 $583K 0.01% -1,614 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 129,821 $526K 0.01% -44,926 13F-HR Timeline Group 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 108,101 $438K <0.01% -34,868 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 104,418 $423K 0.01% -4,207 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 100,396 $407K <0.01% -15,726 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 99,339 $402K 0.11% -296 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 85,449 $346K 0.13% -31,231 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 82,482 $334K <0.01% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 82,287 $333K <0.01% +16,703 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 82,163 $333K <0.01% -28,530 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 81,105 $328K <0.01% -2,190 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 78,952 $320K <0.01% +274 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 78,876 $319K 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 78,459 $318K <0.01% -53,498 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 74,372 $314K 0.04% -11,012 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 75,984 $308K 0.16% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 72,997 $296K 0.01% -2,657 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 69,627 $282K <0.01% +11,232 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 69,012 $279K <0.01% -10,893 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 67,185 $272K <0.01% -25,785 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 67,182 $272K <0.01% -14,195 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,424 $261K <0.01% +44,595 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 63,265 $256K <0.01% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 62,951 $255K <0.01% +29,736 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 59,401 $241K 0.01% +11,811 13F-HR Timeline Group SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 57,665 $234K 0.01% new 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 59,147 $222K <0.01% -599 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 54,406 $220K 0.01% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 53,575 $217K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 53,000 $215K 0.01% -64 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 49,288 $200K <0.01% -21,587 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 48,341 $196K 0.06% -3,186 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 47,597 $193K 0.01% -8,348 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 46,296 $187K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 46,210 $187K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 41,804 $169K 0.02% -4,305 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 39,288 $159K 0.01% +10,577 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 39,195 $159K <0.01% +2,391 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 38,645 $157K <0.01% -10,043 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,581 $156K <0.01% -17,813 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 38,205 $155K 0.01% -6,842 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 37,781 $153K 0.04% +2,043 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 37,297 $151K <0.01% +2,999 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 36,921 $150K <0.01% -1,274 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,151 $147K <0.01% -10,564 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 36,520 $146K <0.01% -7,723 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 35,291 $143K <0.01% +22,075 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 35,258 $143K <0.01% -7,586 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 34,039 $138K <0.01% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 32,954 $133K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 32,957 $133K <0.01% -49,848 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 31,925 $129K <0.01% -19,028 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 31,270 $127K <0.01% -8,816 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 30,624 $124K 0.01% +15,624 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 30,628 $124K <0.01% -113,115 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 29,129 $119K <0.01% -3,952 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 28,832 $117K <0.01% -5,340 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 27,355 $111K <0.01% 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,295 $111K <0.01% +27,285 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 25,314 $107K <0.01% -11,772 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26,330 $107K <0.01% -3,492 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 26,300 $107K <0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 25,754 $104K 0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,611 $104K <0.01% -2,442 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 24,083 $102K <0.01% -16,423 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 24,173 $102K 0.02% -5,247 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,210 $102K <0.01% -5,885 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,355 $94.5K <0.01% -3,392 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 Brooklyn Investment Group More: the full row for Brooklyn Investment Group 22,063 $89.4K <0.01% +1,686 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,726 $87.9K <0.01% -34,061 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,153 $85.7K 0.01% -6,105 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 20,928 $84.8K <0.01% -5,457 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 Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 20,684 $83.8K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 20,561 $83.3K <0.01% -49,438 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 20,135 $81.5K 0.03% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 19,211 $81.2K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,848 $80.4K <0.01% -1,280 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 19,293 $80.1K <0.01% +4,941 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,433 $78.2K <0.01% +172 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 19,209 $77.8K <0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,758 $71.9K <0.01% -1,086 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,549 $71.1K <0.01% -1,057 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 17,377 $70.4K <0.01% +4,116 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,207 $69.7K <0.01% -8,936 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 16,701 $67.6K 0.01% +2,180 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,112 $64.9K <0.01% +245 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,732 $63.7K <0.01% +10,075 13F-HR/A Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,423 $62.5K <0.01% -18,161 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 15,138 $61.3K <0.01% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 15,024 $60.8K <0.01% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 15,073 $60.2K 0.04% -4,566 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 14,597 $59.1K <0.01% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,231 $57.6K 0.02% -314 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 14,224 $57.6K <0.01% -1,728 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 14,134 $57.2K 0.01% -653 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,875 $56.2K <0.01% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,703 $55.5K 0.01% -4,659 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,530 $55K <0.01% +1,006 13F-HR Timeline Group Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 12,787 $51.8K 0.05% -131 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,666 $51.3K 0.01% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,610 $51.1K <0.01% +695 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,169 $49K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,104 $49K <0.01% -28,850 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 11,996 $48.6K <0.01% -21,952 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 11,748 $47.6K <0.01% +210 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,377 $46.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,417 $46K <0.01% -17,916 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 11,168 $45.2K 0.02% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,448 $44.4K 0.01% new 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 10,413 $44K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,807 $43.8K <0.01% 0 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 10,581 $42.9K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,563 $42.8K <0.01% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,393 $42K <0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,359 $42K <0.01% -676 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 10,008 $40.5K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,465 $34.3K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,670 $28.2K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 0 $26.7K <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,349 $25.7K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,838 $23.6K <0.01% +4,910 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,314 $21.5K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,303 $21.5K <0.01% -2,243 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/ 5,298 $21.4K <0.01% +401 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,867 $20K <0.01% -79 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,284 $17.4K <0.01% -8,686 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,084 $16.5K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,766 $15.3K <0.01% -759 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,404 $13.8K <0.01% +1,465 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,415 $13K <0.01% 0 13F-HR/A Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,910 $11.8K <0.01% -173 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 Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,804 $11.4K <0.01% +1,096 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,580 $10.4K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,486 $10.1K <0.01% -19 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 2,311 $9.22K 0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,115 $8.57K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,107 $8.53K <0.01% -2,399 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,098 $8.5K <0.01% +1,743 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,950 $7.9K <0.01% +647 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,849 $7.38K <0.01% +1,247 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,787 $7.24K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,659 $6.72K <0.01% -277 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,649 $6.68K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,558 $6.58K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,496 $6.06K <0.01% +242 13F-HR Timeline