JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,020,941 $435M 0.03% +2,799,228 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,301,707 $332M 0.02% +71,683 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/ 1,297,136 $187M 0.01% -20,627 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. 941,000 $136M 12.91% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 565,688 $81.5M 0.03% -55,728 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 515,323 $74.3M 0.01% -20,101 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 498,977 $71.9M 0.02% +19,606 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 474,915 $68.5M <0.01% +1,886 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 364,194 $52.5M 0.01% +145,236 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 356,891 $51.4M 0.02% -105,637 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 326,370 $47M -41,953 Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 292,755 $42.2M 5.5% +1,022 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 289,661 $41.8M 0.61% -8,211 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 279,715 $40.3M 0.01% +160,550 13F-HR Timeline Group Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 263,694 $38M 3.03% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 253,764 $36.6M 0.01% -3,367 13F-HR/A Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 182,916 $26.4M 3.57% +75,670 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 170,954 $24.6M 0.28% new 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 160,156 $23.1M 0.85% +6,470 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 155,503 $22.4M <0.01% +5,188 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 133,410 $19.2M 0.03% +2,798 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 126,356 $18.2M 0.24% -6,270 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 120,340 $17.4M 0.01% -17,719 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 118,546 $17.1M 0.64% +305 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 117,618 $17M 2.14% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 110,455 $15.9M 0.21% +52,087 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 104,450 $15.1M 0.32% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 101,651 $14.7M 0.71% +52,354 13F-HR Timeline 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 99,452 $14.3M <0.01% -7,732 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 96,170 $13.9M 0.02% -26,547 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 91,848 $13.2M 2.94% new 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 86,137 $12.4M 3.01% +335 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 84,484 $12.2M 0.61% 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 80,300 $11.6M 0.03% new 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 79,213 $11.4M 1.94% -1,670 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 77,939 $11.2M 14.15% -2,639 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 59,692 $9.85M 2.07% -1,181 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 64,732 $9.33M -783 Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 63,736 $9.19M 0.43% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 63,625 $9.17M <0.01% -1,000 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 58,531 $8.44M 1.32% +4,503 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 57,151 $8.24M 1.73% +10,340 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 56,461 $8.14M 5.85% +1,238 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 56,373 $8.13M 0.08% +43,160 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 55,531 $8.01M 0.01% +1,322 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 53,812 $7.76M 0.01% +3,494 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 51,268 $7.39M 2.33% -527 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 48,609 $7.01M 2.47% -1,222 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 46,560 $6.71M 3.18% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 43,371 $6.25M 0.03% -2,740 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 43,277 $6.24M 0.15% -2,792 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,087 $6.21M 0.02% +186 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 42,920 $6.19M 0.01% new 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,832 $6.03M <0.01% -89,018 13F-HR Timeline Group Berkeley, Inc More: the full row for Berkeley, Inc 40,413 $5.83M 1.85% +8,404 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 39,087 $5.63M <0.01% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 37,682 $5.43M 0.2% -1,243 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 37,055 $5.34M 0.03% 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 36,759 $5.3M 0.01% +8,975 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 35,913 $5.18M 1.17% +635 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 35,585 $5.13M <0.01% -44,328 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 35,483 $5.12M 0.09% -276 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 35,417 $5.11M 0.43% -4,960 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 34,800 $5.02M 0.01% +6,900 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 34,741 $5.01M 0.01% +2,192 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 34,429 $4.96M 2.42% +2,708 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 32,839 $4.73M 0.01% -906 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 32,522 $4.69M 3.47% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,474 $4.68M 0.03% +810 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 31,501 $4.54M <0.01% -20 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 29,588 $4.27M 0.03% +6,803 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,167 $4.2M 0.01% -312 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 29,000 $4.18M +7,700 Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 27,223 $3.89M <0.01% +12,814 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 25,840 $3.73M 0.2% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 25,523 $3.68M 0.41% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,351 $3.65M 0.05% -102 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,678 $3.56M 0.01% -151 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,401 $3.52M <0.01% +5,986 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,394 $3.52M <0.01% +277 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 23,663 $3.41M <0.01% +1,622 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,224 $3.35M 0.06% +5,178 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,222 $3.35M 0.01% +10,603 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 22,174 $3.2M 0.04% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 21,943 $3.16M 0.03% -27 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,735 $3.13M 0.64% -235 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,551 $3.11M 0.19% -1,113 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,995 $3.03M 0.01% +3,575 13F-HR Timeline S&CO INC More: the full row for S&CO INC 20,000 $2.88M 0.18% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,921 $2.87M 0.5% -2,916 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 19,551 $2.82M 0.11% new 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 19,156 $2.76M 1.56% 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 19,046 $2.75M 0.51% -2,320 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,977 $2.74M 0.03% -190 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,036 $2.6M 0.05% -17 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,884 $2.58M 0.01% +5,430 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 16,560 $2.39M 2.07% 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,423 $2.37M 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,399 $2.36M 0.01% -237 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,423 $2.27M <0.01% +3,342 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,196 $2.19M 0.01% -11,066 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 15,027 $2.17M <0.01% -12,124 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 13,877 $2M 0.45% +426 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,800 $1.99M <0.01% +6,800 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,554 $1.95M 0.07% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 13,453 $1.94M 0.01% -865 13F-HR/A Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,281 $1.91M -18,316 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,189 $1.9M <0.01% +365 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 13,159 $1.9M 0.5% -607 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,103 $1.89M 0.03% +17 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,684 $1.83M 0.01% -1,118 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 11,713 $1.69M 0.55% -609 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,471 $1.65M 0.02% -2,104 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,468 $1.65M 0.03% -548 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 11,436 $1.65M <0.01% -228 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 11,117 $1.6M 0.2% +29 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,806 $1.56M 0.11% +3,236 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,607 $1.53M 0.03% new 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 10,397 $1.5M 0.38% -604 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,323 $1.49M 0.01% +3,981 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,305 $1.49M <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,234 $1.48M <0.01% +1,296 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,168 $1.47M 0.32% -113 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 10,146 $1.46M 0.7% +98 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,586 $1.38M 0.26% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 9,559 $1.38M 0.98% +1,776 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,437 $1.36M 0.01% +432 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,379 $1.35M <0.01% +9,115 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,355 $1.35M 0.08% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,280 $1.34M 0.01% -1,703 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,257 $1.33M <0.01% +2,600 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,105 $1.31M 0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,946 $1.29M 0.01% +985 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,960 $1.29M 0.01% +564 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,904 $1.28M 0.06% +3 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 8,806 $1.27M 0.01% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,677 $1.25M <0.01% -817 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,624 $1.24M 0.02% +2,124 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,391 $1.21M <0.01% -127 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 8,385 $1.21M 0.51% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,251 $1.19M <0.01% +177 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,240 $1.19M 0.13% -197 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,117 $1.17M 0.05% +16 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,004 $1.16M 0.24% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 8,028 $1.16M 0.54% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,825 $1.13M 0.01% +17 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,610 $1.1M 0.69% 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,567 $1.09M <0.01% +5,310 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,172 $1.03M 0.08% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,834 $985K 0.6% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,543 $943K 0.04% +2,429 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,204 $916K 0.09% +201 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 6,324 $912K 0.56% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,271 $904K 0.33% -79 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,895 $851K 0.03% -33,279 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,569 $851K 0.13% +3,805 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,898 $850K 0.21% +898 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,855 $844K 0.24% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,849 $843K 0.06% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,818 $839K <0.01% +1,841 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,625 $811K 0.02% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,598 $807K 0.12% +1,133 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,578 $804K 0.3% +245 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,544 $799K 0.14% +14 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,475 $789K 0.01% +1,499 13F-HR Timeline Group CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,435 $784K 0.59% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,392 $777K <0.01% +168 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,363 $773K 0.06% -173 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,331 $769K 0.06% +1,713 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 5,320 $767K 0.64% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,292 $763K 0.04% -103 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,277 $761K <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 5,275 $760K <0.01% -9,617 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,200 $750K 0.09% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,074 $731K <0.01% +3,491 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,878 $703K 0.13% 0 13F-HR Timeline J.M. 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