BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,215,440 $90.1M 0.01% -353,626 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,075,077 $87.1M 0.02% -201,310 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,215,255 $47.4M 0.02% -292,931 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,558,710 $33.3M <0.01% -334,544 13F-HR/A Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,436,136 $30.7M 11.42% 0 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 833,300 $17.8M 0.71% -831,300 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 686,386 $14.7M <0.01% +5,828 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 569,234 $12.2M <0.01% +61,285 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 546,005 $11.7M 0.01% -11,423 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 488,807 $10.5M 3.9% +16,465 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 439,100 $9.39M 0.01% +17,000 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 429,681 $9.19M 4.83% +19,126 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 320,554 $6.85M 0.01% -52,582 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 286,271 $6.12M <0.01% -19,796 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 284,451 $6.08M 0.28% 0 13F-HR Timeline OLYMPUS WEALTH MANAGEMENT, LLC More: the full row for OLYMPUS WEALTH MANAGEMENT, LLC 272,874 $5.83M 2.12% -127,694 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 261,099 $5.58M 0.71% -19,925 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 242,271 $5.18M <0.01% -144,579 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 207,359 $4.43M 0.01% +22,185 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 202,057 $4.32M <0.01% -465,844 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 191,894 $4.1M <0.01% 0 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 191,088 $4.09M 0.01% +10,537 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 157,015 $3.36M 0.01% +44,212 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 144,447 $3.09M 0.79% -214,721 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 141,586 $3.03M 2.07% +11,394 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 139,552 $2.98M 0.01% +2,255 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 134,779 $2.88M 0.3% -1,592 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 123,712 $2.64M 1.3% +5,412 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 114,754 $2.45M 0.01% -7,886 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 113,259 $2.42M <0.01% 0 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 106,322 $2.27M 0.14% +57,222 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 102,218 $2.19M 0.14% -790 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 96,305 $2.06M 0.01% -1,728 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 94,518 $2.02M <0.01% -30,140 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 94,311 $2.02M 0.01% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 86,333 $1.9M 0.01% -1,819 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 88,204 $1.89M <0.01% +3,718 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 88,050 $1.88M <0.01% -33,870 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 83,839 $1.79M <0.01% -9,950 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 83,722 $1.79M <0.01% +65,190 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 72,894 $1.56M <0.01% -5,253 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 72,502 $1.55M <0.01% +1,062 13F-HR Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 70,900 $1.52M 0.1% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 63,667 $1.36M 0.56% +3,137 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 62,394 $1.33M 0.02% -8,435 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 60,254 $1.29M <0.01% -2,154 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 57,957 $1.24M 0.12% +22,790 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 57,449 $1.23M 0.02% +1,765 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 55,580 $1.19M <0.01% 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 52,781 $1.13M 0.03% +15,575 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 52,491 $1.12M 0.15% +7,470 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 51,315 $1.1M <0.01% +1,588 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 50,039 $1.07M 0.02% -2,500 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 48,259 $1.03M 0.07% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,668 $977K <0.01% +483 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 42,218 $936K 0.21% -6,807 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 43,468 $929K 0.01% -12,825 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 42,829 $916K <0.01% -2,694 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 42,380 $906K <0.01% -45,363 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 42,374 $906K 0.01% -9,300 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,236 $903K <0.01% +13,610 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 41,987 $898K 0.03% -141 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 37,799 $808K <0.01% -839 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 36,069 $771K <0.01% -3,762 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 32,619 $715K 0.15% +1,121 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 32,897 $703K 0.08% -5,211 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 31,334 $670K 0.01% -192 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 29,973 $641K 0.01% -4,343 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 29,635 $634K 0.01% +1,493 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 29,294 $626K 0.34% -35 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 28,912 $618K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,721 $571K 0.02% +226 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,108 $537K <0.01% +11,294 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 25,066 $536K <0.01% +8,833 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 25,005 $535K 0.51% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,793 $530K <0.01% new 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 24,462 $523K 0.04% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 23,075 $515K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,079 $515K <0.01% -3,159 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 23,450 $501K 0.11% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 23,146 $495K <0.01% -92,824 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 23,130 $495K 0.3% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 22,963 $491K <0.01% +1,538 13F-HR/A Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,941 $469K 0.01% +9,482 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 21,911 $468K 0.11% +76 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 21,552 $461K 0.11% -1,584 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 21,320 $456K 0.11% 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 21,222 $454K 0.73% +6,420 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,144 $452K <0.01% -4,673 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 21,055 $450K 0.01% -7,656 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 21,022 $449K <0.01% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,989 $449K 0.01% +1,707 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 20,939 $448K <0.01% new 13F-HR/A Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 20,714 $443K 0.06% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,585 $440K <0.01% +1,054 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,484 $438K 0.01% +3,071 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,403 $436K 0.02% -460 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 19,787 $423K 0.01% -4,109 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,238 $413K <0.01% +2,428 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 19,200 $410K <0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 18,903 $404K <0.01% +6,771 13F-HR/A Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 18,753 $401K 0.02% +150 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,565 $397K 0.02% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 18,493 $395K 0.05% +931 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 18,285 $391K 0.04% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 18,181 $389K 0.12% -966 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,063 $386K <0.01% +7,286 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 18,000 $385K 0.02% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17,249 $369K <0.01% +188 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 16,755 $358K 0.03% -3,056 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 16,716 $357K 0.05% -1,716 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 16,710 $357K 0.2% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,618 $355K 0.01% +837 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 16,278 $348K 0.01% +777 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,166 $346K <0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,609 $334K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,432 $330K <0.01% -384 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 15,163 $324K 0.07% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,986 $320K <0.01% new 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,130 $302K 0.01% -19,912 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,677 $292K 0.02% new 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 13,566 $290K <0.01% -9,091 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,984 $280K 0.02% -319,416 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 12,775 $273K 0.28% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 12,372 $263K 0.05% -62 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 12,141 $260K 0.16% new 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,999 $257K <0.01% +1,779 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,971 $256K <0.01% -598 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 11,927 $255K 0.01% -223 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,732 $251K 0.02% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,658 $249K <0.01% -206,898 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,590 $248K <0.01% -1,366 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 11,241 $240K 0.05% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,025 $236K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,938 $234K <0.01% 0 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,822 $231K 0.15% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,500 $224K 0.07% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,335 $221K 0.01% +361 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,293 $220K <0.01% +250 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,275 $220K <0.01% +484 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,150 $217K 0.04% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 9,757 $209K 0.07% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,713 $208K 0.01% -2,090 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,569 $205K <0.01% +482 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,397 $201K 0.05% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,058 $151K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6,670 $143K 0.08% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,106 $131K <0.01% +27 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,001 $107K <0.01% +229 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,600 $98.3K 0.09% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 4,040 $86.4K 0.05% -17,430 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,405 $72.8K 0.01% +94 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,053 $65.3K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,470 $52.8K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,360 $50.5K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,256 $48.2K <0.01% -94 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,179 $46.6K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,132 $45.6K <0.01% +98 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,966 $42K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,747 $38.4K 0.02% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,537 $32.9K 0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 1,334 $28.5K 0.03% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,298 $28K 0.02% -1 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,215 $26K 0.02% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,132 $24.4K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,109 $23.7K 0.01% +151 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,086 $23.2K <0.01% new 13F-HR Timeline Group Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 1,033 $22.1K 0.01% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 918 $19.6K 0.02% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 915 $19.6K <0.01% +9 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 696 $14.9K <0.01% -313 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 691 $14.8K 0.01% -115 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 640 $13.8K 0.01% 0 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 546 $12.2K <0.01% +27 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 566 $12.1K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 562 $12K <0.01% -441 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 561 $12K <0.01% +11 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 553 $11.8K 0.02% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 11,000 $11.1K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 463 $9.9K <0.01% +56 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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