BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,820,346 $240M 0.02% +832,179 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,808,763 $240M 0.02% +586,668 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 4,821,327 $148M 0.17% +161,979 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 4,260,951 $131M 0.36% +156,680 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,763,701 $116M 0.02% +1,325,471 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,359,523 $103M 4.22% +216,835 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,206,530 $98.6M 0.44% 0 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 2,632,459 $80.9M 0.14% 0 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 2,260,833 $69.5M 1.16% -953,750 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,011,704 $61.9M 1.41% +39,300 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,609,721 $49.5M 0.01% +124,899 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,509,722 $46.4M 0.04% -115,876 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,440,456 $44.3M 0.01% -199,953 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,360,310 $41.8M <0.01% +297,519 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,280,778 $39.4M 2.26% +108,502 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,166,150 $35.9M 0.06% +600,150 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,144,958 $35.2M 0.04% +8,483 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,087,114 $33.4M <0.01% +259,158 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,051,216 $32.3M 0.01% +177,598 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 866,296 $26.6M 0.21% +276,400 13F-HR Timeline ARES MANAGEMENT LLC in group ARES MANAGEMENT LLC More: the full row for ARES MANAGEMENT LLC 821,100 $25.2M 1.29% +30,000 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 801,460 $24.6M 0.01% +41,965 13F-HR Timeline Group Progeny 3, Inc. More: the full row for Progeny 3, Inc. 772,156 $23.7M 1.33% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 749,175 $23M 0.01% +2,439 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 719,282 $22.1M 0.01% +125,179 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 646,277 $19.9M 9.08% +190,431 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 614,888 $18.9M 0.01% -18,418 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 579,983 $17.8M 0.24% -148,907 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 575,036 $17.7M +148,495 Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 572,136 $17.6M 0.01% +120,094 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 562,834 $17.3M 0.19% +29,000 13F-HR Timeline Group NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 530,268 $16.3M 1.95% +193,200 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 528,412 $16.2M 1.51% +16,610 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 475,000 $14.6M 0.27% +25,000 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 467,195 $14.4M 0.02% -191,409 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 464,465 $14.3M 1.53% -128 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 448,489 $13.8M 0.02% +6,606 13F-HR/A Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 390,129 $12M 1.61% -3,854 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 384,423 $11.8M 0.05% +196,187 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 355,221 $10.9M 0.02% -3,704 13F-HR Timeline Group SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 345,165 $10.6M 2.95% -11,800 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 341,892 $10.5M <0.01% +129,892 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 336,127 $10.3M 0.02% +130,702 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 328,859 $10.1M 0.01% +9,305 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 320,942 $9.87M 7.8% +19,865 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 303,781 $9.34M 0.97% -7,110 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 278,395 $8.56M 1.05% +127,997 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 246,633 $7.58M 0.21% -40,442 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 245,290 $7.54M 0.06% +9,269 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 242,577 $7.46M 0.56% +16,683 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 234,313 $7.39M 0.22% +184,520 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 234,636 $7.22M 0.77% +8,716 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 232,174 $7.14M 0.01% +116,651 13F-HR Timeline Group LGT CAPITAL PARTNERS LTD. in group LGT CAPITAL PARTNERS LTD. More: the full row for LGT CAPITAL PARTNERS LTD. 229,000 $7.04M 0.31% 0 13F-HR Timeline Group BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 228,914 $7.04M 1.76% -52,384 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 214,551 $6.6M 0.08% +202,919 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 208,260 $6.4M 0.07% +2,855 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 205,249 $6.31M 0.04% -99,585 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 205,172 $6.31M 0.02% -12,094 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 198,887 $6.27M <0.01% +143,294 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 201,269 $6.19M 0.01% -7,955 13F-HR/A Timeline Group John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 198,389 $6.1M 4.31% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 196,736 $6.05M 0.01% -385,324 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 189,656 $5.98M 1.24% +3,926 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 190,811 $5.87M 0.02% +96,246 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 190,702 $5.86M <0.01% -3,142 13F-HR/A Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 189,085 $5.81M 0.73% +24,905 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 187,981 $5.78M 2.06% +1,885 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 186,012 $5.72M 0.86% -10,726 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 185,700 $5.71M 0.08% +110,546 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 185,327 $5.7M 0.1% -6,627 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 179,380 $5.52M 0.32% -2,454 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 178,910 $5.49M 0.01% -3,370 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 177,498 $5.46M 0.19% +2,866 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 176,931 $5.44M 1.37% -4,561 13F-HR Timeline Callodine Capital Management, LP More: the full row for Callodine Capital Management, LP 172,213 $5.3M 0.55% -27,787 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 157,347 $4.96M 0.61% +9,822 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 160,104 $4.92M 2.54% +4,284 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 159,605 $4.91M 0.18% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 158,746 $4.88M 0.01% +4,115 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 149,005 $4.58M 0.17% +2,903 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 148,660 $4.57M 0.35% -105,969 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 144,186 $4.54M 0.02% +77,676 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 145,861 $4.49M 0.28% -170,987 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 135,025 $4.15M 0.1% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 132,051 $4.14M 0.36% +19,488 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 133,551 $4.11M 0.33% +9,067 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 130,189 $4.1M 1.75% -1,867 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 128,992 $3.97M 0.15% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 128,917 $3.96M 2.54% 0 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 127,638 $3.92M 0.36% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 125,756 $3.87M +34,298 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 125,688 $3.86M 0.03% -212 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 121,979 $3.84M 0.97% -350 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 113,991 $3.43M +22,415 Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 109,547 $3.37M 0.04% +48,303 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 107,973 $3.32M 0.8% +5,969 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 105,047 $3.23M 0.01% -2,419 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 101,020 $3.11M <0.01% new 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 100,112 $3.08M 0.03% -73,424 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 99,250 $3.05M 1.02% +8,425 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 94,742 $2.99M 0.96% -777 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 95,961 $2.95M 0.16% -11,000 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 93,443 $2.87M 0.12% -488 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 92,691 $2.85M 0.07% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 90,513 $2.78M <0.01% +12,450 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 86,244 $2.65M 0.05% -14,329 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 86,236 $2.65M 0.08% -2,952 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,458 $2.57M 0.1% -1,361 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 80,645 $2.54M 0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 82,279 $2.53M <0.01% +36,415 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 81,970 $2.52M 1.56% -674 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 80,996 $2.49M 0.58% +532 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 79,778 $2.45M <0.01% new 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 77,636 $2.39M 1.04% +3,004 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 75,072 $2.37M 0.11% +1,293 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 76,774 $2.36M 0.17% +1,324 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 76,426 $2.35M 0.02% -49,029 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 74,326 $2.29M 0.26% -754 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 69,700 $2.14M 0.29% +9,650 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 68,995 $2.12M <0.01% new 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 65,371 $2.01M <0.01% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 64,185 $1.97M 1.55% +940 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 62,903 $1.93M 0.3% +688 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 62,232 $1.91M <0.01% +18,033 13F-HR Timeline Group Steadtrust LLC More: the full row for Steadtrust LLC 61,000 $1.88M 1.47% 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,438 $1.86M 0.01% +3,231 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 60,119 $1.85M 0.14% +12,093 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 60,000 $1.84M 0.18% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 58,939 $1.81M 0.02% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 58,681 $1.8M 0.15% +1,968 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 56,423 $1.74M 0.07% -18,636 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 52,846 $1.71M 0.15% -1,204 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 55,224 $1.7M <0.01% +562 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 55,138 $1.7M <0.01% +926 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 54,968 $1.69M 0.1% +561 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 54,915 $1.69M <0.01% +8,248 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 53,900 $1.66M 1.21% -800 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 53,667 $1.65M 1.37% -5,211 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 53,324 $1.64M 0.17% -97 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 53,230 $1.64M 0.03% +4,252 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 52,958 $1.63M 0.01% +7,150 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 51,762 $1.59M 0.1% +1,951 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 50,350 $1.55M 0.22% 0 13F-HR/A Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 48,587 $1.49M 0.13% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 48,286 $1.48M 0.33% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 47,467 $1.46M 0.33% -1,470 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 47,218 $1.45M 0.14% +6,928 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,752 $1.43M <0.01% +1,177 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 45,638 $1.4M <0.01% +26,736 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 45,531 $1.4M 0.01% +2,353 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 45,464 $1.4M <0.01% +36,710 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 44,739 $1.38M 0.56% +3,248 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 43,716 $1.34M 0.39% -29,330 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 43,690 $1.34M 1.3% -1,076 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 43,619 $1.34M <0.01% -1,416 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 42,558 $1.31M 0.03% -2,768 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 42,054 $1.29M 0.03% +1,781 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 41,168 $1.29M 0.02% +1,992 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 40,715 $1.28M 0.06% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 41,514 $1.28M 0.11% +4,375 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 41,488 $1.28M <0.01% +4,059 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,466 $1.28M 0.01% -6,357 13F-HR Timeline Williams Jones Wealth Management, LLC. 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