MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,999,204 $968M 0.06% -520,144 13F-HR/A Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,247,975 $449M 5.47% +955,464 13F-HR/A Timeline Group P/E Global LLC More: the full row for P/E Global LLC 2,121,107 $293M 58.64% -94,200 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,731,950 $239M 11.16% -4,463 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,689,145 $234M 0.05% -42,846 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 1,647,586 $228M -264,232 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,374,343 $190M 0.12% +14,798 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,352,742 $187M 2.32% -70,312 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,300,844 $180M 0.01% +122,558 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,293,324 $179M 1.09% -32,673 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,143,302 $158M 1.16% +290,467 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,075,636 $149M 0.01% -61,688 13F-HR/A Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,016,554 $141M 3.64% -365,930 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 957,528 $132M 2.21% +23,030 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 918,205 $127M 5.15% -7,010 13F-HR Timeline Granger Management LLC More: the full row for Granger Management LLC 864,821 $120M 34.89% +550,500 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 864,189 $119M 17.38% -5,140 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 812,866 $112M 2.34% -1,529 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 788,333 $109M 0.23% +332,908 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 783,061 $108M 0.02% -179,797 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 767,573 $106M 0.17% +290,521 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 759,078 $105M 0.02% -1,033,867 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 737,744 $102M 0.12% +278,025 13F-HR Timeline Group Rector, Church-Wardens & Vestrymen of T… More: the full row for Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York 734,331 $102M 43.38% +389,229 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 727,030 $101M 0.04% +332,723 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 710,695 $98.2M 5.05% +212,000 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 708,231 $97.9M 0.08% -1,484,593 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 706,200 $97.6M 0.25% -90,360 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 699,426 $96.7M 0.06% +16,496 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 669,893 $92.6M 0.02% -114,056 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 614,643 $85M 0.26% +72,562 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 600,459 $83M 0.11% +108,072 13F-HR Timeline Group Verger Capital Management LLC More: the full row for Verger Capital Management LLC 548,305 $75.8M 24.6% +170,881 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 504,245 $69.7M 0.53% +81,783 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 496,559 $68.6M 5.9% -21,483 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 489,966 $67.7M 0.1% -3,975 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 483,931 $66.9M <0.01% -18,682 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 467,617 $64.5M 0.09% +54,331 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 463,217 $64M 0.07% -2,557 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 436,534 $60.3M 1.24% -5,932 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 430,898 $59.6M 0.02% +123,552 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 424,853 $58.7M 0.66% +10,166 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 421,957 $58.3M 0.02% -2,765 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 412,183 $57M 14.69% +8,754 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 405,964 $56.1M 2.23% +20,844 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 385,784 $53.3M 0.15% +43,647 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 374,108 $51.7M 2.88% -139,056 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 364,541 $50.4M 0.02% +35,665 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 357,345 $49.4M 0.01% -2,983 13F-HR Timeline Group BRANDYWINE MANAGERS, LLC group of 2 filers holding More: the full row for BRANDYWINE MANAGERS, LLC 355,394 $49.1M 0 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 343,630 $47.5M 0.19% +238,258 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 348,015 $47.1M 0.07% +75,953 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 317,697 $43.9M 0.17% -31,164 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 311,799 $43.1M 5.02% +35,696 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 309,198 $42.7M 0.07% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 300,669 $41.9M 0.06% +21,030 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 301,217 $41.6M 0.37% -84,493 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 283,035 $39.1M 0.05% -125 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 280,571 $38.8M 9.81% +48,799 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 279,951 $38.7M 0.06% +9,766 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 276,800 $38.3M 9.38% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 264,832 $36.6M 0.35% +106,889 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 260,477 $36M 0.66% +27,529 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 259,461 $35.9M -66,422 Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 244,331 $33.8M 4.5% +39 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 243,293 $33.5M 0.03% +91,844 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 215,623 $29.8M 0.04% -28,353 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 215,330 $29.8M 0.08% +165,188 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 211,381 $29.2M 0.66% -270 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 210,088 $29M 1.64% -8,380 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 209,982 $29M 0.02% +19,597 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 208,963 $28.9M 0.11% -412,154 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 207,698 $28.7M 2.93% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 204,224 $28.7M 6.01% +20,997 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 207,342 $28.7M 0.02% +30,155 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 206,907 $28.6M 0.49% -349 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 206,560 $28.4M 17.78% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 199,078 $27.5M 1.12% -1,117 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 197,870 $27.4M 3.49% -4,330 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 192,008 $26.4M <0.01% +16,304 13F-HR Timeline Group POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 190,449 $26.3M 0.09% +101,891 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 187,613 $26M -19,968 Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 187,610 $25.9M 0.5% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 182,147 $25.2M 0.11% +22,062 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 179,102 $24.8M 0.05% -6,512 13F-HR Timeline Group Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 177,429 $24.5M 4.04% -94,518 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 177,361 $24.5M 1.13% +169 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 162,943 $22.5M 0.01% +13,173 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 162,097 $22.4M 0.02% +132,902 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 161,031 $22.3M 0.04% -44,727 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 158,122 $21.9M <0.01% -256,815 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 156,494 $21.6M 0.24% +6,032 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 149,361 $20.6M 0.09% +5,684 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 141,815 $19.6M 1.16% +69,527 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 136,110 $18.8M 0.06% new 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 130,394 $18M 0.85% +1,956 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 126,717 $17.5M 1.25% +3,422 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 124,482 $17.2M 0.01% -4,024 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 119,573 $16.5M 3.66% -3,789 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 118,258 $16.3M 1.86% +29,120 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 114,149 $15.8M 0.05% +5,635 13F-HR Timeline Group Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 113,287 $15.7M 15.62% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 112,551 $15.6M 0.11% -2,252 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 111,525 $15.4M 0.03% +7,209 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 108,488 $15M 0.01% +417 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 106,048 $14.7M 0.02% +19,945 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 104,355 $14.4M 2.64% +23 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 101,516 $14M 0.1% +28,666 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 100,432 $13.9M 3.73% -2,492 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 99,943 $13.8M 0.09% +24,752 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 99,207 $13.7M 2.01% +6,163 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 96,747 $13.4M 0.55% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 94,968 $13.1M 0.01% -22,867 13F-HR Timeline Group Wind River Trust Co More: the full row for Wind River Trust Co 94,212 $13M 4.82% -3,667 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 93,293 $12.9M 0.66% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 92,706 $12.8M 0.05% +11,214 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 91,632 $12.7M 0.13% -11,082 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 89,595 $12.4M 0.65% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 88,185 $12.2M 0.02% +7,126 13F-HR Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 87,502 $12.1M 3.97% +731 13F-HR Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 85,000 $11.8M 1.21% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 84,748 $11.7M 0.04% -2,505 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 83,523 $11.5M 0.57% +8,990 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 83,076 $11.5M 2.37% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 83,018 $11.5M 0.97% -10 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 82,312 $11.4M 4.47% +3,537 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 81,489 $11.3M 0.88% -544 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 81,208 $11.2M 0.97% -25,217 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 81,072 $11.2M 8.84% -1,438 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 79,500 $11M 3.48% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 78,033 $10.8M 0.25% -2,768 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 76,994 $10.6M 0.04% -601 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 73,024 $10.1M 1.05% +1,931 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 71,708 $9.91M 0.23% +5,286 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,049 $9.41M 0.02% +56,099 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 65,000 $8.99M 0.07% new 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 64,887 $8.97M 2.4% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 64,264 $8.88M <0.01% +3,093 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 64,231 $8.88M 0.04% +1,859 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 63,515 $8.78M 0.06% +49,228 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 63,256 $8.74M 2.07% new 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 63,131 $8.73M 2.38% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 62,415 $8.63M 0.13% -3,229 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 61,395 $8.6M 1.15% +8,459 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 61,579 $8.51M 0.01% +6,538 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 60,843 $8.41M 4.67% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 59,977 $8.29M 0.75% -1,131 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 59,913 $8.28M 3.11% -970 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 58,884 $8.14M 0.59% -336 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,380 $7.93M 0.15% -92 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 54,862 $7.58M 1.42% 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 54,363 $7.52M 0.04% +467 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 52,922 $7.32M <0.01% -8,154 13F-HR Timeline Group EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 52,586 $7.27M 1.26% new 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 51,974 $7.24M 0.05% +18,330 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 51,958 $7.18M 1.72% -47 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 51,939 $7.18M 0.01% -93,269 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,479 $7.12M 0.01% -712 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 51,215 $7.08M 1% +807 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 50,275 $6.95M 0.29% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 49,606 $6.86M 0.01% -2,826 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 48,422 $6.69M 0.99% +30,748 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 48,136 $6.65M 0.28% +1,817 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,992 $6.63M 0.02% +1,084 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 47,524 $6.57M 1.4% -711 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 46,765 $6.46M 0.3% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 46,143 $6.38M 0.07% +3,911 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 45,991 $6.36M 0.51% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 45,893 $6.34M 0.31% -46,783 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 44,053 $6.09M 0.39% 0 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 43,700 $6.04M 2.75% -49,600 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 43,677 $6.04M 1.6% -1,620 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 43,581 $6.02M 0.07% -63 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,713 $5.9M 0.01% +284 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 42,593 $5.89M 0.53% +828 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 42,570 $5.88M 0.74% +760 13F-HR Timeline Independent Wealth Network Inc. 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