BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,836,224 $2.39B 0.17% -5,685,693 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 15,223,543 $1.52B +13,171,373 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,936,601 $895M 0.05% +125,406 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 6,604,674 $662M 3.34% +2,088,921 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,758,210 $577M 0.7% +497,732 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,197,675 $412M 0.2% +3,220,846 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,799,404 $381M +173,193 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,740,846 $375M 0.07% +215,661 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,940,701 $295M 0.04% -422,473 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,916,172 $292M 0.41% -2,944,778 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,856,387 $180M 0.01% +33,360 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,479,492 $148M 0.14% +30,692 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,266,594 $127M 0.98% +50,470 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,071,219 $107M 0.03% +67,820 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 869,900 $87.1M 0.07% +31,670 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 709,862 $71.1M 0.02% +66,209 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 688,475 $69M 0.03% +666,563 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 680,958 $68.2M 0.09% +40,044 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 583,657 $58.8M 0.01% +17,437 13F-HR/A Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 582,050 $58.3M 2.16% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 570,798 $57.2M 1.05% +55,688 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 537,549 $53.8M 1.17% +119,997 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 502,000 $50.3M 0.08% +200,000 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 116,292 $50M 12.55% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 474,675 $47.5M 0.26% +129,621 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 427,634 $42.8M 1.93% -33,972 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 379,911 $38.1M 0.94% +18,159 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 355,278 $35.6M 0.01% +54,335 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 317,000 $31.8M 0.24% +45,284 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 282,158 $28.3M 0.15% +1,372 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 276,952 $27.7M 0.11% -44,696 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 275,000 $27.5M 0.02% -253,965 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 274,867 $27.5M 0.07% -1,085 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 273,187 $27.4M 0.76% +46,426 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 238,272 $23.9M 0.01% +22,592 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 229,942 $23M 2.39% -1,621 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 221,199 $22.2M 0.02% +1,539 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 202,789 $20.3M 1.93% +9,629 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 199,774 $20M 0.04% +19,377 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 190,787 $19.1M 0.01% +4,895 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 190,532 $19.1M 12.89% -37,509 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 180,328 $18.6M -25,565 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 181,525 $18.2M 0.03% -9,204 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 172,286 $17.3M 0.08% +39,611 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 162,705 $16.3M 0.34% -6,619 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 161,753 $16.2M 0.8% -5,699 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 155,241 $15.6M 0.02% -898 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 147,440 $15M 11.93% -500 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 149,385 $15M 0.91% -1,908 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 149,096 $14.9M 0.02% +54,743 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 146,804 $14.7M 0.97% -4,984 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 146,494 $14.7M 0.01% -3,305 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 142,813 $14.3M 3.78% +631 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 140,223 $14M 3.79% +13,877 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 139,356 $14M 3.81% +1,095 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 131,800 $13.2M 0.06% -3,080 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 131,377 $13.2M 0.04% -10,488 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 129,636 $13M 0.01% +6,050 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 122,559 $12.3M <0.01% +19,097 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 121,144 $12.1M 0.02% -5,891 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 119,862 $12M 0.05% +2,878 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 114,924 $11.5M 1.03% +13,393 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 114,697 $11.5M 0.43% +231 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 111,420 $11.2M +84,726 Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 108,634 $10.9M 1.07% +2,549 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 108,177 $10.8M 0.06% +100,984 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 106,394 $10.7M +24,334 Timeline Fairfield University More: the full row for Fairfield University 105,648 $10.6M 5.3% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 104,059 $10.4M 0.98% +727 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 100,000 $10M 0.37% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 93,231 $9.28M 0.18% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 92,356 $9.25M 0.47% +5,453 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 92,299 $9.25M 0.59% +5 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 91,497 $9.16M 0.02% +16,316 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 89,914 $9.01M 0.01% -543,049 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 88,902 $8.91M 0.01% +6,742 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 87,765 $8.79M 1.33% +3,309 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 86,256 $8.64M 0.01% +75,716 13F-HR Timeline Group PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 85,134 $8.53M 6.99% +1,650 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 87,534 $8.49M 0.01% -4,821 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 82,735 $8.29M 0.02% +2,585 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 84,606 $8.2M 0.25% -11,051 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 79,971 $8.01M 0.02% -12,014 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 77,846 $7.8M 0.04% +60,355 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 77,394 $7.75M 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 77,269 $7.74M 0.04% -1,528 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 76,330 $7.69M 0.07% +3,120 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 76,000 $7.61M 0.08% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,783 $7.49M 0.01% -3,910 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 74,375 $7.45M 2.13% +72,248 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 74,375 $7.45M 2.13% +4,548 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 73,017 $7.31M 1.63% +6,860 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 72,957 $7.31M 5.23% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 71,993 $7.21M 0.09% +4,190 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 70,784 $7.09M 0.69% +17,816 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 70,454 $7.06M 0.11% +1,233 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 68,130 $6.82M <0.01% +14,280 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 67,152 $6.73M 0.01% -1,587 13F-HR Timeline Group First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 66,923 $6.7M 2.38% +271 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,473 $6.56M 0.02% -3,425 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 64,984 $6.51M 0.03% -4,386 13F-HR/A Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 60,872 $6.1M 1.28% +1,332 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 59,205 $5.93M 0.69% -3,035 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 57,906 $5.8M 1.73% +8,613 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 57,868 $5.8M 0.93% +650 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 55,514 $5.56M 1.92% -135 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 55,162 $5.53M 0.03% -40,370 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 52,834 $5.29M 0.02% +19,731 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 52,684 $5.28M <0.01% -418 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,842 $5.19M 0.01% -62 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 44,163 $4.94M 4.63% +1,471 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 49,198 $4.93M 0.06% +2,283 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 49,175 $4.93M 0.27% -252 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 48,681 $4.88M 2.01% -229 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 48,351 $4.84M <0.01% -2,941 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 47,768 $4.78M 0.01% +16,100 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 47,100 $4.72M 0.01% +30,400 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 46,767 $4.68M 0.11% -3,771 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 46,015 $4.61M <0.01% +13,163 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 45,174 $4.53M +610 Timeline Copia Wealth Management More: the full row for Copia Wealth Management 44,913 $4.5M 3.09% +6,482 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 44,761 $4.48M 0.01% +7,567 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,405 $4.45M 0.02% +289 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 44,345 $4.44M 0.05% +169 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 43,457 $4.35M 0.01% +2,503 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,027 $4.21M 0.02% -389 13F-HR/A Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 40,550 $4.06M 2.26% -482 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,470 $4.05M 0.25% +3,517 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 40,427 $4.05M 2.05% -2,446 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 39,324 $3.94M 0.02% +4,197 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 35,079 $3.94M 0.65% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 38,464 $3.9M 0.01% +2,548 13F-HR 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 38,373 $3.84M 0.03% +10,079 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 38,012 $3.81M 0.88% -21,011 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 38,011 $3.81M 1.34% +4,528 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,244 $3.63M 0.02% +4,732 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 35,982 $3.6M <0.01% +1,850 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 34,302 $3.44M 1.61% +1,776 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 33,938 $3.4M 0.15% +597 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 33,334 $3.34M 2.15% +2,479 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 33,287 $3.33M 1.09% +1,020 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 33,550 $3.33M <0.01% 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,939 $3.3M 0.05% +9 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 32,859 $3.29M 0.03% -9,309 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 32,722 $3.28M 0.64% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 31,584 $3.16M 0.01% +7,556 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 31,371 $3.14M 0.21% +2,546 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 31,278 $3.13M 0.02% +1,106 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,923 $3.1M 0.18% +1,899 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 30,872 $3.09M 0.67% +40 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 30,810 $3.09M 0.25% +28,708 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 30,481 $3.05M 0.6% -1,429 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 29,459 $2.95M 0.86% +8,374 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 29,108 $2.92M 0.09% -2,349 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 28,864 $2.89M 2.58% -812 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 28,411 $2.85M 0.44% -889 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 28,336 $2.84M 0.66% +2,111 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 27,427 $2.75M 0.51% +5,855 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 27,403 $2.74M 0.02% +53 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 27,315 $2.74M <0.01% -2,028 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,240 $2.73M 0.01% 0 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 26,769 $2.68M 0.47% -2,480 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 26,538 $2.66M 0.93% +2,275 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 26,493 $2.65M 0.94% -1,009 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 26,048 $2.61M 0.52% -4,128 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 25,882 $2.59M 0.48% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,613 $2.57M 0.02% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,098 $2.51M 0.05% -357 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 25,082 $2.51M 0.48% +356 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,587 $2.46M <0.01% -492 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,339 $2.44M 0.18% +922 13F-HR/A Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 23,528 $2.36M 0.03% -16,213 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 23,655 $2.35M <0.01% +13,586 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 23,441 $2.35M 2.44% +570 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 23,332 $2.34M 1.54% +10,864 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 19,371 $2.32M 0.81% -1,072 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,455 $2.25M 0.05% +912 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,059 $2.21M 0.25% -31 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 22,054 $2.21M <0.01% -1,097 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,756 $2.18M 0.25% +31 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21,593 $2.16M 0.49% -1,477 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,491 $2.15M 0.01% -688 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 21,452 $2.15M 0.42% +18,998 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,054 $2.11M 0.14% +1,689 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 20,760 $2.08M 0.15% +28 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 20,743 $2.08M 0.1% -15,376 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 25,388 $2.07M 1.12% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,497 $2.05M 0.04% -3,335 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 20,403 $2.04M <0.01% -317 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 19,914 $1.99M 0.25% -5,423 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,748 $1.98M <0.01% -3,753 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 19,455 $1.95M 0.59% +3,505 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 19,367 $1.94M <0.01% +10,335 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 19,336 $1.94M 0.51% -1,283 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 19,247 $1.93M 0.61% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 19,161 $1.92M 0.13% -55 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 18,850 $1.89M 0.39% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,359 $1.84M 0.01% -2,265 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 17,558 $1.76M 0.23% -298 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,500 $1.75M 0.15% -74 13F-HR Timeline Group