UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 37,907,007 $3.55B +33,920,277 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 26,151,759 $2.45B 0.65% +14,733,438 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/ 22,989,192 $2.16B 0.16% -2,019,282 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 6,535,453 $612M +1,808,737 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,745,624 $539M 0.03% +220,606 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,989,279 $280M 0.19% +2,915,374 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,969,761 $278M 10.17% +13,929 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,369,013 $222M 0.03% -315,190 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,362,300 $221M 2.1% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,250,330 $211M +423,929 Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,821,200 $171M 2.44% +349,070 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,718,133 $161M 0.4% +60,226 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,569,045 $147M 0.03% +166,899 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,548,170 $145M 0.04% +13,283 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,492,477 $140M 0.2% +47,589 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 937,175 $139M 0.9% +67,226 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,370,202 $128M 0.17% -91,010 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,193,702 $112M 0.45% -18,511 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,176,058 $110M 0.03% +335,780 13F-HR/A Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,086,914 $102M 5.89% +210,367 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,044,856 $97.9M 0.06% -31,356 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 963,518 $90.4M 0.13% -18,453 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 915,963 $85.9M 8.44% +13,401 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 749,976 $70.3M 13.44% -1,690 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 724,515 $67.9M 0.04% -47,334 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 708,137 $66.4M 0.01% +76,564 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $64.9M 11.52% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 658,257 $60.4M <0.01% +71,836 13F-HR/A Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 615,768 $57.7M 22.96% +5,651 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 566,284 $52.2M 0.03% +278,423 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 550,370 $51.6M 0.09% +24,556 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 533,338 $50M 0.36% +168,423 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 512,009 $48M 0.77% -14,312 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 505,856 $47.4M 0.05% +22,618 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 483,198 $45.3M +346,727 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 455,687 $42.7M 0.33% +13,624 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 453,813 $42.5M 0.01% +186,233 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 387,183 $39.4M 4.82% +12,714 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 398,463 $37.4M 2.87% +11,873 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 377,087 $35.3M 0.17% +81,600 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 375,902 $35.2M 2.94% -2,871 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 374,185 $35.1M 0.2% -12,021 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 353,420 $33.1M 0.09% -39,130 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 339,962 $31.9M 0.06% +32,647 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 336,022 $31.5M 6.17% -6 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 333,782 $31.3M 6.16% +2,506 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 327,013 $30.7M 0.03% -40 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 312,240 $29.3M 0.03% +4,533 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 307,467 $28.8M 0.05% +41,031 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 305,776 $28.7M 9.91% -3,409 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 301,794 $28.3M 0.09% +28,304 13F-HR/A Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 283,781 $26.6M 0.6% -4,692 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 279,083 $26.2M 0.1% -44,435 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 277,249 $26M 0.14% +45,973 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 275,471 $25.8M 0.13% -13,936 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 272,249 $25.5M 1.49% -105,893 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 252,054 $23.6M 0.22% +805 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 235,430 $22.1M 2.84% +16,738 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 234,493 $22M 0.03% +40,795 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 227,986 $21.4M 0.04% +57,079 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 218,377 $20.5M 1.95% -2,882 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 215,270 $20.2M 0.79% +10,715 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 180,169 $16.9M 0.68% -9,020 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 173,975 $16.3M 5.39% +8,004 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 170,255 $16M +17,283 Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 164,862 $15.5M 0.13% -53,485 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 163,761 $15.4M 0.12% +84,902 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 160,278 $15M 0.02% 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 147,825 $13.6M 0.42% +27,140 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 139,704 $13.1M 1.13% -2,558 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 133,271 $12.5M 0.05% -5,549 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 131,630 $12.3M 3.21% +17,317 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 130,460 $12.2M 0.02% +104,600 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 130,339 $12.2M 1.48% +14,021 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 130,262 $12.2M 0.88% +13,944 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 120,933 $12.2M 2.43% +3,373 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 128,633 $12.1M 0.53% +7,380 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 127,567 $12M 1.04% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 126,880 $11.9M 0.22% +74,771 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 125,145 $11.7M 0.02% -5,085 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 118,862 $11.1M 0.06% +29,924 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 115,932 $11M 0.02% -118,440 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 113,162 $10.6M 2.71% +4,391 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 111,534 $10.5M 0.29% +34,355 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 104,434 $9.79M 0.23% +1,064 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 96,915 $9.21M 7.31% +425 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 97,100 $9.1M 0.35% +9,600 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 96,000 $9M 0.28% +9,600 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 94,858 $8.89M 0.18% +1,951 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 92,316 $8.65M 0.03% +1,105 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 84,600 $7.93M 0.01% +67,600 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 83,177 $7.8M <0.01% -14,680 13F-HR Timeline Group SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 79,261 $7.43M 5.94% +2,914 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 78,962 $7.4M 0.01% +406 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 78,238 $7.33M 0.09% +21,739 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 78,147 $7.33M <0.01% +26,734 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 76,312 $7.15M 0.03% +776 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 76,053 $7.13M 0.88% +1,649 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 75,219 $7.05M 0.15% -1,240 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 72,873 $6.83M 0.03% +2,557 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 72,732 $6.82M 0.21% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 72,300 $6.78M 0.19% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 71,609 $6.71M 0.1% +5,042 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 70,929 $6.58M 0.87% +2,387 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,929 $6.56M 0.01% -7,739 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 69,852 $6.55M 0.14% +1,743 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 65,813 $6.17M 0.03% -25,616 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 65,377 $6.13M 0.43% +6,513 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 64,831 $6.08M 1.31% -1,035 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 64,494 $6.05M -2,409 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 63,828 $5.98M 0.21% +15,491 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 62,992 $5.9M 3.4% -358 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 61,505 $5.77M 1.22% +4,642 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 60,448 $5.67M 0.4% -3,323 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 59,757 $5.6M 2.06% -10,700 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 58,609 $5.49M 0.57% -294 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 58,064 $5.44M 0.03% +6,094 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 57,054 $5.35M 0.28% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 55,488 $5.2M 0.01% +7,190 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 54,351 $5.09M 0.11% +8,475 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,231 $4.99M 0.01% +1,589 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 52,122 $4.89M <0.01% +1,902 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 50,909 $4.8M 0.01% -24,100 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 51,056 $4.79M 0.72% -522 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 50,762 $4.76M 1.37% -2,248 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 50,737 $4.76M 1.18% +11,084 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 49,628 $4.65M 3.67% +842 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 48,456 $4.54M 0.46% +3,219 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 48,186 $4.52M 0.01% +178 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 47,710 $4.47M 0.08% +9,049 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 47,234 $4.43M 0.03% -39,885 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 47,161 $4.42M 1.48% +6,820 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 47,256 $4.34M 0.16% +2,654 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 45,921 $4.3M 0.09% -15,120 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,395 $4.26M 0.02% +34,343 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 45,234 $4.24M 0.45% 0 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 44,610 $4.18M 3.88% +1,514 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 44,595 $4.18M 0.15% +30,061 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 44,241 $4.15M 0.33% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 43,874 $4.11M 0.02% 0 13F-HR Timeline Group Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 42,588 $3.99M 1.59% new 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) 42,092 $3.95M 0.1% +42,058 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 41,106 $3.85M 1.35% +3,876 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 40,970 $3.84M 0.51% +3,177 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 40,420 $3.79M 0.85% +42 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 40,192 $3.77M 0.02% +293 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 40,181 $3.77M 0.09% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 40,180 $3.77M 0.04% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 39,531 $3.71M 0.03% -14,023 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 39,165 $3.67M <0.01% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 38,300 $3.59M 0.09% +12,020 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 38,239 $3.58M 0.25% -224 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 37,672 $3.53M 0.11% +1,367 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 36,303 $3.4M 0.04% +743 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 36,133 $3.39M 2.2% -1,338 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 35,493 $3.33M 0.18% -62,922 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 34,999 $3.28M 0.01% -489 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 34,839 $3.27M 0.12% -479 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 33,552 $3.15M 0.05% +516 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 32,609 $3.06M 0.1% +1,166 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 32,512 $3.05M 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 31,805 $2.98M 0.02% -8,211 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 31,141 $2.92M 2.34% -1,190 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,069 $2.91M 0.02% +135 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 30,709 $2.88M 0.25% +3,977 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,428 $2.78M 0.03% -39 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 29,521 $2.77M 0.04% +5,352 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 29,656 $2.72M 1.6% +1,334 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,130 $2.64M <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 27,983 $2.62M 0.04% -142 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 27,792 $2.61M 1.39% +1,075 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 27,373 $2.57M 0.14% +2,399 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 27,347 $2.56M <0.01% +14,154 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 26,921 $2.52M 1.1% +835 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,255 $2.46M 0.08% -2,189 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 26,190 $2.46M 0.09% +7,906 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 25,954 $2.43M 1.31% -6,244 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,333 $2.37M 0.21% +14,068 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,213 $2.36M 0.05% -4,318 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 25,169 $2.36M 2.09% -9,776 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $2.28M 0.27% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 24,071 $2.26M 2.01% 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 23,977 $2.25M 1.49% +5,191 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 23,930 $2.24M <0.01% +13,066 13F-HR Timeline Group Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 23,843 $2.24M 1.33% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 23,314 $2.19M 1.2% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,313 $2.19M <0.01% -18,917 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23,100 $2.17M 0.49% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,674 $2.13M 0.01% -1,396 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 21,897 $2.05M 1.02% -690 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $2.05M 0.14% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,574 $2.02M 0.22% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,472 $2.01M 0.01% +2,573 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 20,833 $1.95M 0.8% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,652 $1.94M 0.02% +3,380 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 20,171 $1.89M 0.7% -22 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20,075 $1.88M 1.23% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 19,905 $1.87M 0.3% +12,405 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,858 $1.86M 0.01% +1,146 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 19,420 $1.82M 1.12% +4 13F-HR Timeline