JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 139,222,685 $9.28B 0.63% +2,142,447 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,681,992 $323M 0.02% +3,316,755 13F-HR Timeline Group Investure, LLC More: the full row for Investure, LLC 3,287,302 $227M 11.11% new 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,835,478 $126M 2.13% +693,530 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 1,507,130 $104M 7.48% -186,752 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/ 1,253,896 $86.4M 0.01% +1,063,238 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,192,211 $78.6M 0.03% +381,194 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 722,890 $49.8M 0.05% -55,342 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. 712,984 $49.1M 0.14% +69,395 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 642,678 $44.3M +425,643 Timeline Korea Investment CORP More: the full row for Korea Investment CORP 483,450 $33.3M 0.07% -330,750 13F-HR Timeline SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 384,185 $26.5M 2.79% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 376,530 $25.9M 0.01% +222,430 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 268,300 $18.5M 1.84% -32,500 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 247,693 $17.1M 0.24% +70,218 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 230,737 $15.9M 0.5% +4,194 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 206,532 $14.2M 0.5% +99,509 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 201,469 $13.9M 0.78% +4,998 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 187,771 $12.9M <0.01% +54,056 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 182,206 $12.6M 2.75% +5,200 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 158,600 $10.9M 0.35% -1,025,379 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 155,653 $10.7M 0.48% +5,972 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 154,860 $10.7M 0.34% -58,561 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 154,351 $10.6M 0.17% +20,763 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 128,837 $8.88M <0.01% +33,905 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 110,900 $7.64M 0.01% -21,376 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 110,212 $7.59M 0.01% -6,445 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 103,035 $7.1M 0.08% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 101,394 $6.99M 0.74% +321 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 97,760 $6.74M 1.89% -6,195 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 79,787 $5.5M <0.01% +2,840 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 74,131 $5.11M 0.35% +191 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 $4.93M 3.64% -51,200 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 70,246 $4.84M 0.17% +5,342 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 37,732 $4.76M 0.03% +29,843 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 68,292 $4.71M <0.01% -10,227 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 62,770 $4.33M 0.01% +5,606 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 62,504 $4.31M 0.01% +5,401 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 60,260 $4.15M 0.01% -1,254 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 58,211 $4.01M 0.12% +5,067 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 59,248 $3.99M 0.19% -2,159,041 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,775 $3.91M <0.01% +4,391 13F-HR Timeline Group Mount Lucas Management LP More: the full row for Mount Lucas Management LP 56,017 $3.86M 1.43% -2,717 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 55,989 $3.86M 0.01% +2,538 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.79M 1.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 53,494 $3.69M 0.05% +1,022 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 51,968 $3.58M 0.06% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 50,976 $3.51M <0.01% +31,170 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 47,860 $3.3M <0.01% +2,204 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 46,042 $3.17M 2.12% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 45,203 $3.11M 0.21% +1,670 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 45,024 $3.1M 0.97% +21 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 44,455 $3.06M 0.12% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 40,838 $2.81M 0.14% +7,127 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 42,297 $2.78M <0.01% +828 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 39,026 $2.69M 0.19% new 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 37,657 $2.59M <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,692 $2.46M <0.01% -46,115 13F-HR Timeline Group Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 35,244 $2.43M 1.38% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 34,755 $2.39M 0.1% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,283 $2.22M <0.01% -651 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27,590 $1.9M <0.01% +14,479 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 33,783 $1.9M 0.6% +314 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 27,500 $1.89M <0.01% +7,388 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,990 $1.79M 0.03% -126 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 25,837 $1.78M 0.01% +13,900 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,066 $1.66M 0.04% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 23,949 $1.65M 0.11% +20,625 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,572 $1.56M <0.01% +1,328 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 22,005 $1.52M 0.03% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 21,820 $1.5M <0.01% +1,070 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 20,447 $1.41M 0.01% new 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,989 $1.31M 0.04% -478 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,690 $1.22M 0.03% -1,485 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,268 $1.12M <0.01% -1,775 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,953 $1.1M 0.01% -1,248 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 15,607 $1.08M 0.34% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 15,581 $1.07M <0.01% +1,471 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 15,503 $1.07M 0.03% 0 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,138 $1.04M <0.01% +764 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,960 $1.03M 0.01% -1,595 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,883 $1.03M 0.06% -91 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,338 $988K <0.01% +139 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 13,723 $945K 0.41% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 13,260 $914K +1,487 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,733 $877K 0.01% +8,159 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 12,573 $866K <0.01% +4,601 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,987 $826K 0.03% +296 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,985 $826K <0.01% -270 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,941 $823K 0.01% +5,970 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 11,889 $819K 0.42% +6,090 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,856 $817K 0.01% +411 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,396 $804K 0.05% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,482 $791K <0.01% -4,818 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 $785K <0.01% 0 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,139 $768K <0.01% +5,156 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,050 $699K <0.01% -7,533 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,896 $682K <0.01% +117 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,854 $679K <0.01% -340 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,845 $678K <0.01% -912 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,754 $672K <0.01% -125 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,456 $652K 0.02% +330 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 8,842 $609K 0.61% -188 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,705 $600K 0.1% +825 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,452 $582K <0.01% +6,704 13F-HR/A Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,218 $566K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,103 $558K <0.01% +5,028 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,676 $529K 0.08% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,672 $529K 0.07% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,654 $527K 0.01% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,601 $524K 0.04% +1,490 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,598 $524K <0.01% -57 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,535 $519K 0.05% +137 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,340 $506K 0.05% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,316 $504K <0.01% +3,509 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,281 $502K 0.01% -141 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,262 $500K <0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,114 $490K <0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,069 $487K <0.01% +809 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,881 $474K 0.25% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,845 $472K <0.01% -191,735 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 6,815 $470K 0.34% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,776 $467K 0.02% +60 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,584 $465K <0.01% +1 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,522 $449K 0.54% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,505 $448K 0.01% -65 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,356 $438K <0.01% +245 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 6,303 $434K 0.06% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,146 $424K 0.01% +760 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,759 $419K 0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,861 $404K 0.03% -181 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,854 $403K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,707 $393K 0.01% -1,027 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,525 $381K 0.03% +513 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,477 $377K 0.02% +388 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,423 $374K 0.48% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,374 $370K <0.01% +1,071 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,260 $362K <0.01% -350 13F-HR Timeline Group BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 5,161 $356K 0.19% -145 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,129 $353K <0.01% -2,807 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,039 $347K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,933 $340K <0.01% +4 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 4,870 $336K 0.08% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,781 $329K 0.06% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,579 $316K 0.29% -164 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,505 $310K 0.08% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,236 $292K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,092 $282K <0.01% +108 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 3,993 $275K 0.22% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,877 $267K 0.01% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,846 $265K 0.2% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,825 $264K <0.01% -3,063 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,607 $249K 0.06% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,595 $248K 0.05% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,594 $248K 0.08% -139 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,529 $243K <0.01% -17,194 13F-HR Timeline Group DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,406 $235K 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 $234K 0.06% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,400 $234K 0.03% -6,753 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,332 $230K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,323 $229K <0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,212 $221K <0.01% -102 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,187 $220K <0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,170 $218K <0.01% -306 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 3,161 $218K <0.01% 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,150 $217K <0.01% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,001 $214K 0.04% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,075 $212K 0.05% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,023 $208K 0.03% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,936 $202K 0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,680 $185K <0.01% -14,065 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,659 $183K <0.01% +2,428 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,163 $149K 0.01% new 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,082 $143K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,965 $135K <0.01% +1,765 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,808 $125K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,743 $123K 0.01% -43 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,750 $121K <0.01% +28 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,747 $120K 0.02% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,325 $91.3K 0.01% +47 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,314 $90.5K <0.01% +391 13F-HR Timeline Group Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 1,248 $86K 0.01% 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,236 $85.2K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,201 $82.8K <0.01% -1,400 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,061 $73.1K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,022 $70.4K 0.01% +967 13F-HR Timeline Blue Trust, Inc. 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