NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 3,279,164 $124M 0.18% +165,454 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,019,566 $115M 0.01% +16,671 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,353,911 $51.4M 0.01% +38,688 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,160,814 $44M <0.01% +84,385 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 917,461 $34.8M <0.01% -8,728 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/ 880,628 $33.4M <0.01% -3,555 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 721,064 $27.4M 0.01% +84,173 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 628,662 $23.9M <0.01% -30,622 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 589,265 $22.4M 0.01% +44,588 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 533,888 $20.3M 0.01% -7,143 13F-HR Timeline Group BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 410,556 $15.6M 0.12% -325,901 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 401,039 $15.2M 0.03% +104,363 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 306,408 $12M 0.08% +160,324 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 248,098 $9.41M <0.01% -24,469 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 239,079 $9.07M +11,815 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 184,863 $7.01M 0.03% -14,433 13F-HR Timeline Group GQG Partners LLC More: the full row for GQG Partners LLC 175,726 $6.67M 0.01% +34,426 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 171,326 $6.5M 0.04% +66,716 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 161,359 $6.12M <0.01% -28,924 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 155,194 $5.89M <0.01% +43,009 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 152,608 $5.79M <0.01% -1,079 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 147,000 $5.58M -11,997 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 146,823 $5.57M <0.01% +23,775 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 130,000 $4.93M 0.03% 0 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 128,575 $4.88M 0.01% -3,788 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 115,808 $4.39M <0.01% +46,454 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 112,041 $4.27M 0.06% -1,801 13F-HR Timeline Arosa Capital Management LP More: the full row for Arosa Capital Management LP 110,000 $4.17M 2.68% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 107,783 $4.09M 0.02% +100,538 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 107,406 $4.08M <0.01% +8,291 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 106,717 $4.05M <0.01% +13,295 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 100,706 $3.83M <0.01% -108,600 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 98,297 $3.73M 0.04% +18,404 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 92,839 $3.52M 0.01% +76,171 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 89,519 $3.4M <0.01% +3,639 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 83,593 $3.17M 0.02% +4,210 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 74,982 $3.12M 2.66% +4,360 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 80,169 $3.04M 0.03% -1,745 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 79,179 $3M 0.06% +27,431 13F-HR Timeline Group LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 78,414 $2.98M 1.9% 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 77,031 $2.92M <0.01% new 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 74,370 $2.82M 0.04% -14,459 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 74,348 $2.82M 0.22% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 71,900 $2.73M <0.01% new 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 61,906 $2.35M <0.01% +10,314 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 56,125 $2.13M <0.01% -25,019 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 55,003 $2.09M <0.01% +2,117 13F-HR/A Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 52,540 $1.99M 0.03% -10,385 13F-HR/A Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 51,172 $1.94M 0.03% -1,491 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 47,601 $1.81M 0.03% -9,094 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 47,312 $1.8M <0.01% +13,922 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,132 $1.71M <0.01% -9,996 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 44,599 $1.69M <0.01% +1,127 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 42,934 $1.63M <0.01% +13,698 13F-HR Timeline Group Ativo Capital Management LLC More: the full row for Ativo Capital Management LLC 42,509 $1.61M 1.41% -2,704 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 39,306 $1.49M <0.01% +7,776 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,061 $1.37M 0.01% +776 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 35,936 $1.36M 0.01% -2,030 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 35,900 $1.36M <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,354 $1.34M <0.01% +107 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 33,977 $1.29M 0.02% +5,078 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 33,351 $1.27M 0.01% +2,520 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 32,101 $1.22M <0.01% +2,309 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 31,644 $1.2M 0.03% +4,769 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 30,556 $1.16M 0.02% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 30,701 $1.16M 0.05% +22,564 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 30,462 $1.16M <0.01% +4,200 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 29,425 $1.12M 0.02% +1,075 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 28,970 $1.1M <0.01% +9,952 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 28,705 $1.09M 0.02% +2,202 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 28,603 $1.09M 0.02% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,462 $1.08M 0.02% +787 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 28,181 $1.08M 0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 26,684 $1.01M <0.01% +1,529 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 26,640 $1.01M 0.16% +21,400 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 26,362 $1M 0.01% +1,220 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 26,291 $997K 0.01% +2,363 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,924 $984K <0.01% -25 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 24,335 $923K 0.1% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 24,104 $915K 0.03% +578 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,577 $857K <0.01% +3,855 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21,931 $832K 0.02% -3,182 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,893 $831K <0.01% +1,948 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 21,112 $824K 0.13% -31,076 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 21,102 $801K 0.31% -11 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 20,894 $793K <0.01% +5,245 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,544 $779K 0.19% -371 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,177 $766K <0.01% +7,176 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 19,972 $758K <0.01% +9,961 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 19,467 $739K <0.01% +2,498 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,368 $735K 0.01% +17,843 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 18,791 $713K <0.01% +1,958 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 18,389 $698K <0.01% +1,951 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 18,340 $696K 0.33% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,938 $681K <0.01% +1,209 13F-HR Timeline Group CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 17,340 $658K 0.03% -7,775 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,982 $644K <0.01% -1,908 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 16,307 $619K -599 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,898 $603K 0.02% +6,777 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15,837 $601K 0.01% -997 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,647 $594K 0.03% +1,662 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 15,050 $571K <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 14,384 $546K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 14,315 $543K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,805 $524K 0.03% -41 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,334 $506K 0.03% +1,941 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 13,133 $498K <0.01% +8,496 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,786 $485K <0.01% 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,689 $481K <0.01% +237 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 6,600 $478K 0.11% +2,947 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,251 $465K 0.06% +1,341 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 12,197 $463K 0.22% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,152 $461K <0.01% new 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 12,114 $460K 0.21% +4,245 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,882 $451K 0.01% +263 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,807 $448K <0.01% +944 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 11,663 $442K <0.01% +391 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,245 $427K <0.01% +1,793 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 11,143 $425K 0.01% +119 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 11,062 $420K 0.03% +2,679 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 10,717 $419K <0.01% +2,020 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,036 $419K <0.01% +369 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,858 $412K 0.03% -112 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 10,772 $409K 0.2% 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,739 $407K <0.01% +502 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,667 $405K 0.01% +724 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,161 $386K 0.02% +671 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,067 $382K <0.01% +803 13F-HR Timeline Group Canal Insurance CO More: the full row for Canal Insurance CO 10,000 $379K 0.09% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 9,875 $375K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,867 $374K <0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,223 $350K <0.01% +101 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,945 $339K 0.01% +200 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,894 $337K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,740 $332K <0.01% +1,359 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,714 $331K <0.01% +139 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,607 $327K <0.01% -2,383 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,155 $309K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,950 $302K 0.06% -350 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,783 $297K 0.01% +1,634 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,800 $296K 0.14% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,717 $293K 0.01% +1,159 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,625 $289K <0.01% -1,541 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,553 $287K 0.1% +34 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,479 $284K 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,343 $279K <0.01% +609 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,247 $275K <0.01% 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,236 $275K 0.06% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,197 $273K <0.01% +1,161 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,191 $273K 0.01% -75 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,069 $268K 0.24% 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 6,970 $264K <0.01% -4,403 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,948 $264K <0.01% +1 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 6,600 $250K 0.07% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,400 $243K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 6,359 $241K 0.02% +12 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,349 $241K 0.08% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,330 $240K 0.03% +910 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,256 $237K <0.01% +340 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,232 $236K 0.02% +130 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,212 $236K 0.05% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,150 $233K 0.01% -111,961 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 6,139 $233K <0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,091 $231K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,991 $227K 0.03% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,963 $226K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,936 $225K 0.02% -3,733 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,717 $217K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,628 $214K 0.04% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,582 $212K 0.1% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,430 $206K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,911 $186K 0.04% 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/ 4,766 $181K <0.01% +4,754 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,485 $170K <0.01% -1,419 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 3,928 $149K 0.04% -357 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,880 $147K <0.01% -32 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,726 $141K <0.01% +907 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,820 $107K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,795 $106K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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