BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,798,164 $456M 0.04% +231,733 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,587,371 $403M 0.03% -18,810 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,275,903 $324M 0.07% -72,384 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,004,136 $255M 4.98% -62,520 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 954,123 $242M 0.06% +62,106 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 759,229 $193M 3.15% 0 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 747,876 $190M 2.4% +3,290 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 743,629 $189M 0.08% +48,612 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 522,047 $132M 0.03% -32,702 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 481,695 $122M 0.05% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 463,020 $117M 0.03% -55,195 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410,536 $104M 0.09% -79,030 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 406,783 $103M 4.47% -152,697 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 394,574 $100M -96,918 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 299,717 $76M 0.16% -16,176 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 292,448 $74.2M 0.06% +28,456 13F-HR Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 274,766 $69.7M -139 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 260,075 $66M 0.18% -21,143 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 254,843 $64.7M 0.01% +6,411 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 252,907 $64.2M 0.09% -25,366 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 189,876 $48.2M 0.05% -1,835 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 243,581 $46.3M 0.1% +45,956 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 171,797 $43.6M 0.03% -974 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 158,173 $40.1M 3.05% +7,366 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 151,111 $38.3M 0.29% +24,962 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 140,248 $37.8M 0.25% +137,884 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 143,464 $36.4M 0.12% -8,048 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 137,107 $34.8M 7.01% +2,357 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 132,711 $33.7M 2.69% +3,330 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 128,666 $32.6M 0.11% -63,538 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 127,944 $32.5M 0.16% -3,856 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 127,699 $32.4M 0.11% -3,759 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 118,941 $30.2M 0.07% -1,737 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 117,700 $29.9M 0.07% +84,600 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 116,894 $29.6M 0.08% +18,123 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 104,835 $26.6M 0.92% -422 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 101,461 $25.7M 0.52% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 94,727 $24M 0.07% +4,848 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 94,203 $23.9M 0.35% +888 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 92,057 $23.4M 0.07% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 88,684 $22.5M 0.04% +2,205 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 88,320 $22.4M 4.08% -2,612 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 80,757 $20.5M +3,152 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 80,360 $20.4M -8,755 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 79,372 $20.1M +66,345 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 79,016 $20M 0.03% -15,702 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 78,335 $19.9M 0.01% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 77,086 $19.6M 0.27% -2,013 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 73,845 $18.7M 0.03% -788 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 72,503 $18.4M 1.71% +394 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 71,205 $18.1M 0.11% -1,567 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,073 $17M 0.02% -5,048 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 66,832 $17M 3.55% +1,029 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 66,236 $16.8M 1.37% -4,721 13F-HR Timeline Group CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 63,033 $16M 0.83% +1,199 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 61,448 $15.6M 9.25% +5,349 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 59,011 $15M 0.95% +1,206 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 55,347 $14M <0.01% -60,719 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 54,252 $13.9M 1.51% +2,374 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 53,399 $13.5M 0.08% +3,385 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 52,978 $13.4M 0.16% +1,116 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 52,970 $13.4M 1.44% new 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. 51,503 $13.1M 0.22% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 51,151 $13M 0.3% -885 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 49,868 $12.7M 0.14% -16,456 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 47,541 $12.1M 2.65% -2,167 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,506 $12.1M 0.02% +2,537 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 46,932 $11.9M 1.91% -809 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 47,623 $11.7M 0.02% -3,952 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,802 $11.6M 0.07% -709 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 40,804 $10.4M 4.29% -138 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 40,737 $10.3M <0.01% -332 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 39,619 $10.1M 1.28% -3,246 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 39,572 $10M 0.23% +111 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 39,492 $10M 1.59% -1,919 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39,038 $9.9M 0.28% +190 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,644 $9.8M 0.02% +12,621 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 37,917 $9.62M 2.33% 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 37,642 $9.55M 0.02% +353 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 37,091 $9.41M -2,628 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 37,042 $9.4M 0.53% -26,165 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,896 $9.11M 0.07% +1,077 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 35,611 $9.03M 1.43% +5,706 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 35,602 $9.03M +7,222 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 35,202 $8.93M 0.05% -17,868 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 34,636 $8.79M 1.39% -1,098 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 34,511 $8.76M 0.43% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 33,990 $8.62M 0.26% -386 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 32,990 $8.37M 1.5% +4,930 13F-HR/A Timeline Ballast, Inc. More: the full row for Ballast, Inc. 32,560 $8.26M 2.36% +1,086 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 30,931 $7.94M 1.65% -1,330 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 30,917 $7.84M 0.01% +26,402 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 29,168 $7.78M 0.88% -1,132 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 30,566 $7.75M 4.86% +1,243 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 30,477 $7.73M 2.51% -1,170 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 29,672 $7.53M 0.26% +7,782 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 29,460 $7.47M 0.16% +7,164 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 29,378 $7.45M 3.28% +1,588 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 29,185 $7.4M 1.07% -577 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 28,951 $7.34M 0.03% -2,939 13F-HR/A Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 28,760 $7.3M 5.49% -658 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,604 $7.26M 0.01% +12,723 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 28,576 $7.25M 2.32% +1,013 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,875 $7.07M 0.01% -125 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 27,680 $7.02M 1.23% -169 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 27,386 $6.95M 6.79% +2,332 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 27,178 $6.89M 0.79% +12,308 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 27,157 $6.89M 0.5% +55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27,135 $6.88M 1.09% -1,855 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 26,964 $6.84M 0.17% +3,416 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 26,807 $6.8M 0.27% -139 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 26,549 $6.74M 1.85% +999 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,504 $6.72M 0.01% +15,093 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 26,386 $6.69M 0.33% +2,256 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 26,183 $6.64M 0.56% -295 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,960 $6.59M <0.01% +822 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 23,545 $6.19M 0.03% +2,704 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 24,292 $6.16M 0.2% -566 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,130 $6.12M 0.05% -1,512 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 24,080 $6.11M 1.25% -118 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,954 $6.08M 0.01% +3,317 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 23,909 $6.07M 1.76% +791 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,647 $6M 0.21% -8,667 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,597 $5.99M 0.05% -2,153 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 23,458 $5.95M 0.06% +303 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 23,297 $5.91M 3.67% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22,983 $5.83M 0.68% +18,413 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 22,868 $5.8M 1.68% 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,799 $5.78M 2.69% +518 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,670 $5.75M 0.11% +576 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 22,549 $5.72M 2.17% -277 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 22,409 $5.68M 3.17% -1,677 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 22,225 $5.64M 1.23% +576 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,107 $5.61M 0.01% -121 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 21,873 $5.55M 0.05% +5,030 13F-HR/A Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 21,729 $5.51M 5% 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,467 $5.45M 1.32% -101 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,192 $5.38M 0.05% -1,836 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 21,192 $5.38M 0.05% -1,836 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 20,227 $5.13M 2.08% -3,210 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 18,726 $5.12M 0.66% -234 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,058 $5.09M 0.14% -1,780 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,937 $5.06M 0.08% -735 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 19,907 $5.05M 2.23% +8,420 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 19,624 $4.98M 1.27% -90 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 19,596 $4.97M 1.96% +581 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 19,480 $4.94M 2.19% +386 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 19,434 $4.93M 0.01% -940 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 19,314 $4.9M 0.03% +2,058 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 18,870 $4.79M 0.35% +126 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 18,820 $4.77M 2.42% +266 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18,796 $4.77M 0.51% +143 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 18,647 $4.73M 1.22% -98 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,594 $4.72M 0.01% +1,254 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 18,045 $4.58M 0.14% +368 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,881 $4.54M 0.04% -2,872 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 17,438 $4.42M 4.13% +334 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,357 $4.4M 0.13% -3,178 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,302 $4.39M 0.04% +277 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16,994 $4.31M 0.01% -691 13F-HR/A Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 16,964 $4.3M 2.24% -115 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,919 $4.29M <0.01% -342 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,895 $4.29M 0.13% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 16,894 $4.29M 0.67% +967 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,075 $4.08M 0.6% -1,100 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 16,000 $4.06M 1.55% 0 13F-HR Timeline Delta Financial Group, Inc. 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