JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 137,197,754 $10.3B 0.6% -2,024,931 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,727,826 $356M 0.02% +45,834 13F-HR Timeline Group Investure, LLC More: the full row for Investure, LLC 3,287,302 $248M 15.47% 0 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 2,371,773 $179M +2,336,081 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,807,528 $136M 0.01% +553,632 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,016,000 $76.5M 6.66% -491,130 13F-HR Timeline Pennsylvania State University More: the full row for Pennsylvania State University 963,675 $72.6M 29.2% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,004,358 $69.2M 0.02% -187,853 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. 788,684 $59.4M 0.11% +75,700 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 716,362 $53.9M +73,684 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 692,131 $52.1M 0.05% -30,759 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 460,698 $34.7M 0.01% +84,168 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 384,185 $29M 2.77% 0 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 347,682 $26.2M 0.05% -135,768 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 249,000 $18.8M 1.66% -19,300 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 208,007 $15.7M 0.77% +6,538 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 204,173 $15.4M 0.44% -26,564 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 203,682 $15.3M 0.19% -44,011 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 200,297 $15.1M 0.61% +44,644 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 183,086 $13.8M 2.73% +880 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 177,270 $13.4M 0.6% +118,022 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 164,332 $12.4M 0.16% +9,981 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 156,941 $11.8M 0.33% +2,081 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 143,513 $10.8M <0.01% +14,676 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 133,715 $10.1M <0.01% -54,056 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 120,529 $9.08M 0.01% +9,629 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 112,661 $8.48M 0.01% +2,449 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 109,527 $8.25M <0.01% +77,244 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 102,893 $7.75M 0.07% -142 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 101,134 $7.62M 0.69% -260 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 96,920 $7.3M 1.76% -840 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 80,226 $6.04M 0.38% +6,095 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 78,722 $5.93M <0.01% -1,065 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 74,917 $5.72M 0.02% new 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 71,563 $5.39M 2.97% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 68,222 $5.12M 0.03% +30,490 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,944 $4.97M <0.01% +9,169 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 62,948 $4.74M 0.01% +178 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 61,204 $4.61M 0.01% +944 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 60,343 $4.54M 0.74% +5,343 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 56,363 $4.24M 1.51% +346 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 52,305 $3.94M 0.12% -17,941 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 52,078 $3.92M 0.04% -1,416 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 49,849 $3.75M <0.01% +1,989 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 49,641 $3.74M 0.01% +11,984 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 46,042 $3.47M 2.07% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 44,811 $3.37M 0.98% -213 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 43,219 $3.25M <0.01% +922 13F-HR/A Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,085 $3.24M 0.19% -2,118 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 40,705 $3.07M 0.11% +5,950 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 39,752 $2.99M 0.13% -1,086 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,233 $2.8M <0.01% +9,643 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 36,081 $2.72M 0.01% -19,908 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 35,883 $2.7M <0.01% -32,409 13F-HR Timeline Group Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 35,233 $2.65M 1.46% -11 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 34,814 $2.62M <0.01% -16,162 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 32,661 $2.46M <0.01% +26,305 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 32,364 $2.44M <0.01% +4,864 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 31,435 $2.37M 0.45% -2,348 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 29,810 $2.24M <0.01% +7,990 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 25,974 $1.96M 0.01% +137 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,629 $1.93M 0.03% -361 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,978 $1.88M 0.04% +912 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 23,006 $1.73M 0.57% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 22,819 $1.72M 0.1% -21,636 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 22,433 $1.69M 0.08% -1,516 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,062 $1.59M <0.01% -1,510 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 20,908 $1.57M 0.01% +461 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,189 $1.52M 0.04% +1,200 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 19,766 $1.49M <0.01% +11,314 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 19,469 $1.47M 0.07% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,338 $1.46M 0.02% +4,378 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 18,745 $1.41M 1.23% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 17,489 $1.32M <0.01% +2,351 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,063 $1.29M 0.03% -627 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 15,503 $1.17M 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,846 $1.12M 0.05% -37 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 14,264 $1.07M 0.29% -1,343 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,261 $1.07M <0.01% -2,007 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13,723 $1.03M 0.38% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 13,498 $1.02M 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 13,059 $983K 0.01% -2,894 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,811 $965K -449 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,797 $964K <0.01% -1,541 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,486 $940K <0.01% +5,170 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,069 $909K 0.01% +213 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 12,056 $909K <0.01% +2,202 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,975 $902K <0.01% -10 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,919 $898K 0.01% -814 13F-HR Timeline Group Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 11,889 $895K 0.39% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,751 $885K <0.01% +612 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,726 $883K <0.01% +244 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 11,573 $872K <0.01% -1,000 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,391 $858K <0.01% 0 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 10,631 $801K 0.12% +1,926 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,414 $784K <0.01% +2,816 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,372 $781K 0.05% -1,024 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,059 $768K <0.01% +9 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,933 $748K <0.01% +179 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,896 $745K <0.01% -2,045 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,880 $744K 0.02% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,675 $729K <0.01% -170 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,522 $717K 0.01% +66 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,366 $705K <0.01% -6,215 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 9,091 $685K 0.58% +249 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,769 $660K 0.01% +1,488 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,177 $616K 0.01% +7,921 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,162 $615K <0.01% -1,734 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 8,042 $606K 0.02% +1,266 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,008 $603K <0.01% +1,424 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,777 $586K 0.08% +101 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,684 $579K 0.05% +149 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,654 $576K 0.01% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,340 $553K 0.05% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,130 $537K <0.01% +61 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,114 $536K <0.01% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,108 $535K 0.06% -564 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,637 $500K 0.01% +2,812 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,576 $495K <0.01% +1,202 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,557 $494K 0.31% -324 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,515 $491K 0.01% +10 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,335 $477K 0.07% +1,554 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,303 $475K 0.06% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 5,971 $450K 0.47% -551 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,961 $449K 0.03% +100 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,888 $443K 0.01% +181 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,854 $441K 0.05% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,766 $434K 0.01% -380 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,759 $434K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,736 $432K 0.04% +3,573 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,701 $429K <0.01% -1,561 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,643 $425K 0.02% +166 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,590 $421K <0.01% +461 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,525 $416K 0.02% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,466 $412K <0.01% -1,379 13F-HR/A Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,423 $408K 0.47% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,244 $395K 0.05% +4,884 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,047 $380K <0.01% +114 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,044 $380K <0.01% -3,059 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 4,793 $361K 0.18% -368 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,702 $354K 0.09% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,698 $354K <0.01% -341 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,626 $348K 0.03% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,505 $339K 0.07% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,444 $335K 0.28% -135 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,364 $329K <0.01% -896 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,274 $322K <0.01% +1,124 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,236 $319K 0.03% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,027 $303K <0.01% +866 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,000 $301K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,970 $299K <0.01% +647 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,941 $297K <0.01% +2,740 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,877 $292K 0.01% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,728 $281K 0.05% +133 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,597 $271K 0.01% +661 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,461 $261K <0.01% -631 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,456 $260K <0.01% +797 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,406 $257K 0.03% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,402 $256K 0.06% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,400 $256K 0.03% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,396 $256K 0.05% +395 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,332 $251K 0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,217 $242K <0.01% +2,494 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,179 $239K 0.05% -428 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,170 $239K <0.01% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,161 $238K <0.01% -51 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,023 $228K 0.03% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,985 $225K 0.03% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,896 $218K 0.01% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,816 $212K <0.01% new 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,764 $208K 0.1% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,753 $207K 0.01% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,700 $203K 0.06% -894 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,694 $203K 0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,680 $202K <0.01% 0 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,447 $188K <0.01% +2,242 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,211 $167K <0.01% +897 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,109 $159K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,896 $143K <0.01% +146 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,698 $128K 0.01% -45 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,687 $127K <0.01% +1,377 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 1,435 $108K 0.1% 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,338 $101K 0.01% +13 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 1,248 $94K 0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,236 $93.1K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,147 $86.4K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. 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More: the full row for BARRETT & COMPANY, INC. 1,000 $75.3K 0.02% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 836 $63K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 834 $62.8K <0.01% new 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 774 $58.3K <0.01% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 727 $54.8K <0.01% -1,355 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 709 $53.4K 0.01% -13 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 708 $53.1K <0.01% -228 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 684 $51.5K 0.01% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 635 $47.8K <0.01% new 13F-HR Timeline