JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,533,148 $390M 0.03% +2,998,594 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,966,297 $327M 0.02% -17,685 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,505,937 $166M 0.02% -2,306 13F-HR Timeline Group Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 680,000 $75M 17.85% +330,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 557,602 $61.5M 0.02% 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 550,874 $60.8M 0.02% +27,789 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 537,388 $59.3M 0.01% +88,412 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 471,358 $52M <0.01% +1,182 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 427,128 $47.1M 0.01% -50,523 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 413,115 $45.6M 0.01% -434,595 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 376,795 $41.5M 0.04% -206,246 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 271,973 $30M 0.45% +80,390 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 271,550 $29.9M 0.01% +50,817 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 271,175 $29.9M 0.03% +17,224 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 250,348 $27.6M 0.05% 0 13F-HR/A Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 426,229 $19.3M 13.27% +408,863 13F-HR Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 171,478 $18.9M 6.13% +15,231 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 157,565 $17.4M <0.01% -100,824 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 154,854 $17.1M 3.26% +10,447 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 153,325 $16.9M 0.47% -180,931 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 136,911 $15.1M 0.89% 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 130,554 $14.4M 0.28% +5,663 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 123,205 $13.6M 0.03% -5,590 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. 119,231 $13.2M 0.03% +9,208 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 117,935 $13M <0.01% -10,046 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 108,640 $12M 0.05% +32,554 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 109,970 $11.9M 0.29% -1,460 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 96,588 $10.7M 3.87% +49,890 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 95,220 $10.5M 11.09% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 93,409 $10.3M 2.67% +834 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 82,322 $9.08M 2.8% +1,215 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 80,562 $8.89M 1.37% +1,060 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 70,057 $7.73M 1.47% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 69,725 $7.69M 0.68% +1,049 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 64,418 $7.1M 0.08% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 63,700 $7.03M +54,100 Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 60,874 $6.71M 2.96% -6,135 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,662 $6.69M 0.01% +20,157 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 58,879 $6.49M <0.01% -15,036 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 57,179 $6.31M 0.03% -51,735 13F-HR Timeline Group AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 55,500 $6.12M 2.34% 0 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 55,184 $6.09M 2.1% +2,804 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 54,304 $5.99M 0.03% +1,485 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 51,572 $5.69M 0.01% +9,229 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 50,985 $5.62M 0.01% -3,337 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 50,578 $5.58M 1.16% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49,929 $5.51M 0.19% +329 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 48,732 $5.37M 0.41% +4,352 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 48,183 $5.31M 0.02% +124 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,292 $5.22M 0.03% -807 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 45,812 $5.05M 0.54% -885 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 44,396 $4.9M 0.06% +4,073 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 40,412 $4.46M <0.01% -1,618 13F-HR/A Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 40,005 $4.41M 0.06% +14,030 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 38,918 $4.29M +1,675 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 38,092 $4.2M <0.01% +16,905 13F-HR Timeline Group FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 36,676 $4.04M 3.21% +33,196 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 36,607 $4.04M 1.69% -343 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,878 $3.85M 0.04% +290 13F-HR/A Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 33,010 $3.64M 0.08% -1,149 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 32,850 $3.62M 0.13% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 32,451 $3.58M 1.59% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,035 $3.31M 0.02% +1,374 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 29,279 $3.23M <0.01% +2,893 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 29,096 $3.21M <0.01% -503 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,675 $3.16M 0.01% +64 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 26,998 $2.98M 1.04% 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 26,745 $2.95M 2.1% +1,856 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 26,182 $2.89M <0.01% +8,864 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,176 $2.89M 0.01% +332 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 25,685 $2.83M 0.13% +1,104 13F-HR/A Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 25,550 $2.82M 1.05% +2,228 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 25,069 $2.77M 0.05% +234 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,581 $2.71M 0.02% -2,793 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,472 $2.7M <0.01% +24,404 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,213 $2.67M 0.12% +2,708 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 24,053 $2.65M 0.06% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,048 $2.65M 0.01% +144 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 23,988 $2.64M 0.27% +1,083 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,915 $2.64M 0.06% -338 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 23,426 $2.58M 0.63% -421 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 21,975 $2.42M 0.51% -3,680 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 20,212 $2.23M <0.01% -408 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 20,000 $2.21M 0.15% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,553 $2.16M 0.06% -108 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,441 $2.14M 0.02% -6,035 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 19,327 $2.13M <0.01% -7,933 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 19,221 $2.12M 0.1% +485 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 19,065 $2.1M 0.11% -120 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,892 $2.08M 0.02% -3,307 13F-HR Timeline Group Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 18,233 $2.01M 2.15% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,649 $1.95M <0.01% -772 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,355 $1.91M 0.06% +911 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 16,997 $1.87M 0.32% +2,899 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,543 $1.82M 0.05% -421 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,418 $1.82M 0.01% +483 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,504 $1.82M 0.01% -699 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,302 $1.8M 0.02% +1,659 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,640 $1.72M <0.01% -3,154 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 15,523 $1.71M 0.57% +3,030 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 15,028 $1.66M 0.01% +490 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 14,869 $1.64M 0.66% +366 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 14,025 $1.55M 1.01% +3,116 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,349 $1.47M <0.01% -5,111 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 12,550 $1.38M 0.5% 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 12,368 $1.36M 0.03% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,335 $1.36M 0.35% +9,450 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,324 $1.36M 0.01% +638 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,191 $1.34M <0.01% +237 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,124 $1.34M <0.01% +753 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 11,536 $1.27M 0.02% 0 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 11,491 $1.27M 0.83% +63 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,417 $1.26M 0.02% -200 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,170 $1.23M <0.01% -970 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/ 10,955 $1.21M <0.01% +723 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,903 $1.2M 0.43% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,700 $1.18M 0.32% +330 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 10,594 $1.17M 0.21% -970 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,330 $1.14M 0.01% -4,428 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 10,321 $1.14M 0.51% +947 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,839 $1.09M 0.05% -93 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,717 $1.08M <0.01% -4,126 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 10,031 $1.07M 0.02% 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,708 $1.07M 0.01% -127 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,650 $1.06M 0.25% -90 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,440 $1.04M 0.24% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,315 $1.03M 0.26% +185 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,196 $1.01M <0.01% +2,007 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 8,929 $985K <0.01% -7,001 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,855 $977K 0.01% +20 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,732 $963K 0.12% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,670 $956K <0.01% +190 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,643 $953K <0.01% -3,333 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,525 $940K 0.89% 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 8,340 $920K 0.7% 13F-HR/A Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,221 $907K 0.53% +943 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,067 $890K new Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,004 $883K 0.2% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,878 $869K 0.01% -718 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,698 $849K 0.01% +160 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,449 $822K 0.1% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,323 $808K 0.26% -5,009 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,175 $791K 0.12% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,011 $773K 0.22% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,977 $759K 0.08% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,835 $754K 0.03% -608 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,630 $731K 0.01% +1,325 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 6,568 $725K 0.01% 0 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 6,473 $714K 0.53% +288 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,472 $714K <0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,660 $709K 0.02% +5 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,266 $691K 0.01% -226 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,055 $668K 0.25% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,873 $648K 0.1% -293,214 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,681 $627K 0.41% -1,905 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,667 $625K 0.07% -972 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,536 $611K 0.08% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,550 $610K 0.01% -1,582 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,525 $609K 0.05% -75 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,460 $602K 0.12% +139 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,387 $594K 0.04% +96 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,301 $585K 0.03% -2,600 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,035 $555K 0.41% -475 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,029 $555K 0.04% -9,217 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,008 $552K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,943 $545K 0.01% +538 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 4,878 $538K 0.12% -36 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,851 $535K 0.16% +188 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,666 $515K 0.14% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,655 $513K 0.01% -290 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,569 $504K 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,469 $493K 0.01% +882 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,440 $490K 0.04% +3 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,366 $482K <0.01% +1,468 13F-HR/A Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,318 $476K 0.26% +384 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,108 $463K 0.19% new 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,200 $463K 0.23% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 4,174 $460K 0.4% 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,163 $459K 0.44% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,151 $458K 0.09% 13F-HR Timeline Guardian Partners Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 3,912 $431K 0.19% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,861 $413K 0.21% +4,461 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,514 $388K -269 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,463 $382K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,450 $381K 0.01% 0 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,448 $380K 0.07% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,416 $377K <0.01% +104 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,323 $366K <0.01% -207 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,271 $361K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,273 $361K 0.05% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,242 $358K 0.33% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,173 $350K 0.03% +123 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,212 $345K 0.02% -194 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,110 $343K 0.01% 0 13F-HR Timeline Group