MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,678,085 $295M 0.02% -288,212 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,477,255 $163M 0.01% -28,682 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. 698,750 $77M 25.58% +18,750 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 552,093 $60.8M 0.01% +138,978 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 518,201 $57.1M 0.02% -32,673 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 473,474 $52.2M <0.01% -3,059,674 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 472,644 $52.1M <0.01% +1,286 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 429,593 $47.3M 0.01% -107,795 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 411,300 $45.3M 0.02% -146,302 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 317,244 $35M 6.35% +162,390 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 289,993 $32M 0.01% -137,135 13F-HR/A Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 288,710 $31.8M 0.51% +16,737 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 280,853 $30.9M 0.52% +127,528 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 224,707 $24.8M 0.69% +191,857 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 216,470 $23.9M 0.04% new 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 209,883 $23.1M 0.01% -61,667 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 199,511 $22.1M 0.02% -177,284 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 174,685 $19.2M 6.09% +3,207 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 154,832 $17.1M <0.01% -2,733 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 139,570 $15.4M 0.28% +9,016 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 126,211 $13.9M 0.03% +6,980 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 109,970 $12.1M 0.32% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 95,721 $10.5M 0.15% +45,792 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 93,950 $10.4M 0.01% +42,965 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 92,803 $10.2M 3.67% -606 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 88,293 $9.73M 2% +18,236 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 88,184 $9.72M 10.1% -7,036 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 84,591 $9.32M 0.39% new 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 84,208 $9.28M 2.99% +1,886 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 79,990 $8.81M 1.75% -572 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 76,347 $8.41M <0.01% -41,588 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 73,275 $8.07M <0.01% +35,183 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 71,011 $7.82M 0.02% -52,194 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 70,002 $7.71M 0.72% +277 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68,028 $7.5M 0.01% -203,147 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 64,569 $7.11M 0.28% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 60,388 $6.65M 0.4% +11,656 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 57,209 $6.3M 2.6% -3,665 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 56,316 $6.2M <0.01% -2,563 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 55,792 $6.15M 0.08% +11,396 13F-HR Timeline AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 55,500 $6.11M 2.45% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 52,593 $5.79M 1.23% +2,015 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 50,817 $5.6M 2.07% -45,771 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 50,694 $5.59M -6,485 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 50,296 $5.54M 0.02% +2,113 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49,633 $5.47M 0.03% +2,341 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 48,534 $5.35M 0.03% -5,770 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 50,592 $5.34M 0.55% +46,500 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,951 $4.95M 0.01% -15,711 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 43,912 $4.84M 0.55% -1,900 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 39,887 $4.39M <0.01% -525 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 38,504 $4.24M -414 Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 36,288 $4M 1.68% -319 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 33,968 $3.74M <0.01% +4,689 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,886 $3.73M 0.03% -992 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 33,071 $3.64M 0.09% +61 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 33,036 $3.64M 2.07% +585 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 32,770 $3.58M 0.03% +31,901 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 31,671 $3.49M 0.03% +7,090 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,701 $3.38M <0.01% +1,605 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 30,096 $3.32M 0.87% +17,761 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 29,865 $3.29M 1.1% +4,315 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,555 $3.15M 0.01% -120 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 28,180 $3.1M 2.11% +1,435 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26,770 $2.95M 0.13% +2,557 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 25,996 $2.86M 0.01% -180 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 25,554 $2.82M 0.15% -131 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 $2.76M 0.04% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,571 $2.72M 0.26% +583 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,523 $2.7M 0.01% +475 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. 23,615 $2.6M 0.06% -300 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 23,426 $2.58M 0.63% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,000 $2.53M 0.14% +3,935 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,569 $2.49M 0.02% +6,151 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 21,370 $2.35M 0.04% -18,635 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 21,294 $2.35M 0.41% +4,297 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 21,223 $2.34M 0.85% -5,775 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 21,068 $2.3M 2.33% +2,835 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 20,720 $2.28M 1.68% -15,956 13F-HR Timeline S&CO INC More: the full row for S&CO INC 20,000 $2.2M 0.15% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,831 $2.18M 0.07% +2,476 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 19,980 $2.18M 0.16% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,480 $2.15M 0.01% -10,555 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 19,300 $2.13M -44,400 Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 19,287 $2.13M 0.02% +10,432 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,017 $2.1M 0.06% -536 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,794 $2.07M <0.01% +1,145 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 18,667 $2.06M <0.01% +9,738 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,454 $2.03M 0.03% new 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 17,839 $1.97M 0.85% +3,814 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,672 $1.95M 0.02% +1,370 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,605 $1.94M 0.02% -1,836 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,534 $1.93M <0.01% -1,793 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 17,100 $1.88M <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,727 $1.84M 0.01% +223 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 16,418 $1.81M <0.01% -9,764 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,984 $1.76M <0.01% +3,793 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 15,909 $1.75M 0.02% -2,983 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 15,028 $1.66M 0.01% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 14,595 $1.61M 0.52% -928 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 14,396 $1.59M <0.01% new 13F-HR/A Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 14,239 $1.57M 0.58% -630 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,188 $1.56M <0.01% -1,452 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,994 $1.54M 0.07% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,578 $1.5M 0.01% +229 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,888 $1.42M 0.06% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,824 $1.41M 0.04% -3,719 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,652 $1.39M <0.01% +528 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 12,572 $1.39M 0.52% +22 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,502 $1.38M 0.03% +10,628 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,346 $1.36M <0.01% +3,703 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,324 $1.36M 0.01% 0 13F-HR/A Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 12,147 $1.34M 0.48% +1,244 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,873 $1.32M <0.01% +2,677 13F-HR/A Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,540 $1.27M <0.01% -40,032 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 11,385 $1.25M 0.85% -106 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/ 11,110 $1.22M <0.01% +155 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,957 $1.21M 0.08% +6,388 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,810 $1.19M 0.34% +110 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,783 $1.19M 0.32% +1,468 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,147 $1.12M 0.02% -1,270 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,841 $1.08M <0.01% -1,329 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,689 $1.07M 0.63% +1,468 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,717 $1.07M <0.01% 0 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,586 $1.06M 0.25% -64 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,530 $1.05M 0.01% -800 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,513 $1.05M 0.48% -808 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,451 $1.04M 0.01% -257 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,387 $1.03M 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,291 $1.02M 0.05% -548 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,929 $984K <0.01% +259 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,901 $981K 0.05% +3,600 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,685 $957K 0.01% +807 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,537 $941K 0.12% -195 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 8,508 $937K 0.71% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,512 $937K 0.08% +8,506 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 8,039 $886K 0.82% -486 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,011 $883K -56 Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,944 $875K 0.56% +4,991 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,742 $853K 0.01% +44 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 7,639 $842K 0.59% +1,166 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,620 $840K 0.13% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,515 $828K 0.66% -825 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,004 $818K 0.2% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,323 $808K 0.26% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,175 $791K 0.16% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,134 $786K 0.07% -315 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,122 $785K 0.01% +492 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,049 $777K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,977 $753K 0.08% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,741 $743K 0.02% +5,034 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,660 $734K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,615 $729K 0.03% -220 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,475 $713K 0.04% +3,935 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,454 $711K <0.01% -13,758 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,412 $706K 0.05% +1,025 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,241 $688K 0.01% -25 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,239 $687K <0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,055 $667K 0.25% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,849 $644K 0.09% -24 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,818 $641K 0.01% -750 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,705 $629K 0.04% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,631 $620K 0.02% +5,554 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,536 $610K 0.06% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,460 $602K 0.13% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,425 $598K 0.05% -100 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,153 $568K 0.06% -514 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,134 $566K 0.04% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,930 $543K 0.01% -13 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 4,878 $537K 0.12% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,851 $534K 0.15% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,835 $533K 0.41% -200 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,772 $526K 0.24% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,666 $514K 0.14% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,599 $507K 0.03% +670 13F-HR Timeline Koshinski Asset Management, Inc. 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