JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 134,394,885 $8.3B 0.57% +575,364 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,228,063 $138M 2.49% -283,230 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 983,438 $60.8M <0.01% -352,743 13F-HR Timeline Group Korea Investment CORP More: the full row for Korea Investment CORP 814,200 $50.3M 0.11% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 809,350 $50M 1.09% +34,215 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 759,525 $46.9M 0.02% -56,326 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 749,392 $46.3M 0.06% +459,715 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 711,704 $44M 2.74% +671,216 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 668,270 $41.3M 3.35% -31,120 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. 616,799 $38.1M 0.13% -34,750 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 384,185 $23.8M 3.04% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 370,860 $22.9M 3.12% +225,933 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 370,675 $22.9M 0.85% +126,035 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 311,500 $19.2M 2.09% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 276,157 $17.1M 0.76% new 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 251,400 $15.5M 4.32% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 244,426 $15.1M <0.01% -36,744 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 226,087 $14M 0.37% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 214,675 $13.3M <0.01% -160,330 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 213,258 $13.2M 2.75% +5,813 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 204,506 $12.6M 0.51% +1,131 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 202,251 $12.5M 0.4% +16,066 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 190,600 $11.8M 0.02% +172,400 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 183,382 $11.3M 0.75% new 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/ 162,315 $10M <0.01% -678,543 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 147,541 $9.12M 0.4% +43,455 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 141,988 $8.77M <0.01% -15,247 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 124,351 $7.68M 0.16% +32,951 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 119,056 $7.36M 0.02% +9,653 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 116,623 $7.21M 0.01% -57 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 111,590 $6.89M 1.74% +3,000 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 110,864 $6.85M 3.29% -5,562,588 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 101,722 $6.28M 0.01% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 101,400 $6.26M <0.01% -27,414 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 100,084 $6.18M <0.01% +64,095 13F-HR/A Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 99,966 $6.18M 0.87% -3,300 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 95,562 $5.9M 0.39% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 80,772 $4.99M <0.01% -19,783 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 73,400 $4.53M 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 70,802 $4.37M 0.01% +47,923 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 67,363 $4.16M 0.31% +2,202 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 57,160 $3.53M 1.68% -5,738 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 56,707 $3.5M 0.01% +6,229 13F-HR Timeline Group Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.4M 1.02% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 53,970 $3.33M 1.14% -1,124 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 53,902 $3.33M 0.13% +3,697 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,850 $3.33M 0.01% +48,715 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 51,968 $3.21M 0.06% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 51,735 $3.2M 0.04% -684 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 49,354 $3.05M 0.01% -247,969 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 49,067 $3.03M 0.01% +37,303 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 48,413 $2.99M 0.01% +32,661 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 47,572 $2.94M 0.1% -462 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 44,099 $2.72M <0.01% +8,833 13F-HR/A Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 43,361 $2.68M 0.2% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 39,863 $2.46M 0.01% +1,889 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 35,176 $2.17M 0.01% -3,582 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 34,142 $2.11M 0.49% +359 13F-HR/A Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 33,982 $2.1M 0.24% -34,610 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 33,707 $2.08M 0.02% -9,221 13F-HR Timeline Group Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 33,580 $2.07M 1.04% -40 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,257 $2.05M 0.01% -97 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,689 $1.79M <0.01% +18,164 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,640 $1.58M 0.04% +1,082 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 25,035 $1.55M 0.37% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 23,532 $1.45M 0.01% -1,093 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,313 $1.44M 0.01% -35,058 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 22,358 $1.38M <0.01% +22,090 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,955 $1.29M <0.01% +1,258 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 20,320 $1.26M 0.08% -6,055 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,182 $1.06M 0.04% +78 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,686 $1.03M <0.01% -4,407 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 16,597 $1.03M <0.01% +4,878 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,561 $1.02M <0.01% +2,088 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 16,420 $1.01M 0.15% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,691 $969K <0.01% +5,813 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,060 $930K <0.01% +8,370 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,960 $924K 0.01% -2,843 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 14,407 $890K 0.01% +5,741 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,150 $874K <0.01% -2,248 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,989 $864K 0.05% -290 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 13,951 $862K 0.66% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13,723 $853K 0.53% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 13,163 $813K <0.01% -773 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,677 $783K 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,355 $743K new Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,011 $742K <0.01% -1,422 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 11,932 $737K <0.01% +271 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,432 $706K 0.02% -45 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,414 $705K <0.01% -14,453 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,309 $699K 0.05% +230 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,121 $687K 0.03% +168 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,031 $681K <0.01% +8,503 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 10,005 $618K 0.46% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,913 $612K <0.01% -2,495 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,396 $580K 0.04% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,872 $548K <0.01% +1,613 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 8,852 $547K 0.27% -124 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,807 $544K <0.01% -1,894 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,671 $536K 0.01% -8,321 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 8,584 $530K <0.01% +482 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,498 $525K <0.01% -1,235 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,354 $514K <0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,106 $501K 0.04% +1,875 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,346 $454K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,341 $454K <0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,340 $453K 0.07% -2,371 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,291 $450K <0.01% +112 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,114 $440K <0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,716 $415K 0.02% +700 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,683 $413K 0.01% 0 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,522 $403K 0.52% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,355 $393K 0.07% +1,529 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,303 $389K 0.06% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,114 $378K 0.03% -70 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,020 $372K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,009 $371K 0.04% +3,544 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,997 $370K <0.01% +33 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,967 $369K <0.01% -9,350 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,905 $365K 0.01% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,854 $362K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,725 $354K 0.01% +106 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,715 $353K 0.01% +30 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 5,442 $336K 0.01% +321 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,423 $335K 0.46% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 5,307 $328K 0.1% -750 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,304 $328K 0.01% -786 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,259 $325K <0.01% +1,193 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,244 $324K 0.04% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,096 $315K 0.08% -303 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,012 $310K 0.04% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,841 $299K <0.01% -356 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,595 $284K 0.11% -640 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,236 $262K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,951 $244K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,790 $234K <0.01% +1,849 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,703 $229K <0.01% new 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,584 $221K 0.12% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,559 $220K <0.01% -567 13F-HR/A Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,512 $217K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,485 $215K <0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,403 $210K <0.01% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,402 $210K 0.06% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,268 $202K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,880 $178K 0.22% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,618 $162K <0.01% +129 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,581 $159K <0.01% +1,558 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,264 $140K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,026 $125K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,888 $117K <0.01% 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,826 $113K <0.01% 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 1,816 $112K 0.09% -3,582 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,402 $86.6K <0.01% +262 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,317 $80.9K 0.05% +222 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,236 $76.4K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,199 $74.1K 0.03% -26 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,154 $71.3K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,104 $68.2K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,042 $64.4K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,016 $62.8K <0.01% +940 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 925 $57.1K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 886 $54.7K <0.01% +6 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 771 $47.6K 0.02% +54 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 705 $43.6K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 665 $41.1K <0.01% +81 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 630 $38.9K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 620 $38.3K <0.01% +10 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 597 $36.8K 0.02% -34,103 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 528 $32.6K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 442 $27.3K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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