CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 8,716,531 $201M 0.04% +1,474,305 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,138,237 $188M 0.24% +443,388 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 5,813,095 $135M 0.46% +257,600 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 4,100,000 $94.8M 0.72% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,895,071 $90M 1.4% +99,323 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,517,693 $81.3M <0.01% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,744,530 $63.4M -58,036 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,555,021 $59M 0.05% +889,300 13F-HR Timeline Group NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 1,961,900 $45.3M 9.26% -45,500 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,881,444 $43.5M <0.01% +121,028 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,716,109 $39.7M 0.07% +61,211 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,654,818 $38.2M -82,356 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,573,855 $36.4M 0.01% -1,047,349 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 1,205,802 $27.9M 0.01% +13,180 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,104,090 $25.5M 0.13% +70,620 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,054,676 $24.4M 0.02% -11,462 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,004,175 $23.2M 0.76% +21,305 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 993,157 $23M <0.01% -237,841 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 950,390 $22M 0.25% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 938,759 $21.7M 0.22% +49,418 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 702,034 $16.2M 1.21% -17,210 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 644,777 $14.9M <0.01% -1,213,978 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 624,924 $14.4M 0.07% new 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 617,300 $14.3M 0.01% -263,800 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 515,881 $11.9M <0.01% -1,520,919 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 498,418 $11.5M 2.72% +87,624 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 493,200 $11.4M 14.86% -823,600 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 477,432 $11M 0.01% +18,900 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/ 406,568 $9.4M 0.01% -3,801 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 395,152 $9.13M 0.19% -430,358 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 380,842 $8.8M 0.07% +13,829 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 346,969 $8.02M 2.48% +333 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 316,200 $7.31M 3.81% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 315,834 $7.3M 2.46% +17,350 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 309,625 $7.16M <0.01% +11,144 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 308,718 $7.13M 0.89% -4,882 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 307,908 $7.12M 0.02% -1,534 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 307,250 $7.1M <0.01% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 246,557 $5.7M 0.02% +234,345 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 245,815 $5.68M 0.35% -9,275 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 245,748 $5.68M 0.68% -3,149 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 239,396 $5.53M 4.37% +13,896 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 237,965 $5.5M 0.7% +34,612 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 237,492 $5.49M <0.01% +166,465 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 227,996 $5.27M 0.3% +14,651 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 211,076 $4.88M 0.01% +184,076 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 204,590 $4.73M 0.04% +73,401 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 203,257 $4.7M 0.12% +32,793 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 198,406 $4.59M 0.01% -29,043 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 178,787 $4.13M <0.01% +44 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 178,419 $4.12M 1.87% +16,081 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 165,560 $3.83M 1.86% +7,529 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 151,202 $3.49M <0.01% -33,830 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 148,586 $3.43M 0.01% +20,028 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 137,569 $3.18M <0.01% +35,038 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 134,078 $3.1M <0.01% 13F-HR/A Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 132,636 $3.07M 1.59% +37,644 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 126,116 $2.91M 0.04% +4,377 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 123,950 $2.86M 2.32% 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 121,421 $2.81M 0.42% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 106,532 $2.46M <0.01% +14,215 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 106,263 $2.46M 2.1% +2,723 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 104,161 $2.41M <0.01% +4,707 13F-HR/A Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 88,304 $2.04M 1.36% +19,914 13F-HR/A Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 87,630 $2.03M 0.29% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 87,252 $2.02M <0.01% -247,254 13F-HR/A Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 86,877 $2.01M 0.06% +26,116 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 86,823 $2.01M 0.77% -15,814 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 86,304 $1.99M 0.04% -3,521 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 84,377 $1.99M 0.01% +84,004 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 84,046 $1.94M 0.38% -13 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 81,016 $1.87M 0.01% +13,525 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 70,692 $1.63M <0.01% -907 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 70,520 $1.63M 1.3% +7,766 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 69,447 $1.6M 0.01% -13,679 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,890 $1.57M 0.01% -4,988 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 67,315 $1.56M 0.01% -3,023 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 61,169 $1.41M 0.66% +1,622 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 60,372 $1.4M 0.05% +1,470 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 59,557 $1.38M 0.02% -311 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 59,437 $1.37M 0.49% +899 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 57,706 $1.33M 1.32% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 57,296 $1.32M <0.01% +14,289 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 56,345 $1.3M 0.01% +9,421 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 55,948 $1.29M 0.02% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 54,000 $1.25M <0.01% 0 13F-HR Timeline Group Transform Wealth, LLC More: the full row for Transform Wealth, LLC 52,181 $1.21M 0.07% new 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 51,551 $1.19M 0.71% -135,062 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 49,420 $1.14M 0.01% +33,424 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 46,200 $1.07M <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 45,681 $1.06M <0.01% -1,060 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 45,033 $1.04M <0.01% -820,979 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 44,271 $1.02M <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 43,488 $1.01M 0.06% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 43,200 $998K <0.01% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 42,184 $975K 0.03% +1,754 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 39,868 $921K 0.12% -375,816 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 39,236 $907K <0.01% +473 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 37,725 $871K 0.02% +4,588 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 36,104 $834K 0.02% -16,930 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 35,971 $831K <0.01% -100,816 13F-HR/A Timeline Group Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 34,358 $794K 0.58% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 31,381 $725K 0.29% -1,182 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,926 $715K 0.01% -3,630 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 30,380 $702K 0.03% -434 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 30,012 $694K 0.44% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,131 $673K 0.02% +2,855 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 28,980 $670K 0.01% +4,286 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 28,159 $651K <0.01% +14,545 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 27,852 $644K 0.53% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 27,277 $630K 0.03% +1,641 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,101 $626K 0.01% +1,693 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26,511 $613K <0.01% +7,279 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,680 $593K +6,738 Timeline &PARTNERS More: the full row for &PARTNERS 25,359 $585K 0.01% -3,305 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 24,900 $575K 0.29% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 22,351 $517K 0.07% -1,076 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,835 $505K 0.01% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 21,432 $495K 1.61% -96,180 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,028 $486K 0.01% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 20,830 $481K 0.13% -414 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 20,785 $480K 0.02% -2,309 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 18,543 $429K 0.12% +4,705 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 18,470 $427K 0.08% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,203 $421K <0.01% -1,861 13F-HR Timeline Group Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 18,000 $416K 0.75% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,457 $403K 0.04% new 13F-HR Timeline Western Asset Management Company, LLC More: the full row for Western Asset Management Company, LLC 16,200 $374K 0.59% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 15,746 $364K 0.11% -467 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,732 $340K 0.02% +73 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 14,653 $339K 0.13% -473 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 14,293 $330K 0.03% -50 13F-HR Timeline Group FWG Investments, LLC. More: the full row for FWG Investments, LLC. 13,945 $322K 0.25% +176 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,727 $317K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 12,354 $286K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 12,041 $278K <0.01% -1,755 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,751 $272K <0.01% -830 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,700 $270K <0.01% -337,000 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,994 $254K 0.01% new 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,740 $248K <0.01% +2,246 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,679 $247K <0.01% -238 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,419 $241K <0.01% +1,098 13F-HR Timeline Group DRAVO BAY LLC More: the full row for DRAVO BAY LLC 10,330 $239K 0.12% +1,151 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,272 $237K <0.01% +2,580 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. 10,000 $232K <0.01% 0 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,953 $230K <0.01% +199 13F-HR/A Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 9,712 $224K 0.14% +1,244 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 9,002 $208K 0.21% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,658 $200K 0.08% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8,364 $193K 0.18% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,141 $188K <0.01% -1,956 13F-HR Timeline Group ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 8,000 $185K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,916 $160K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,759 $156K <0.01% -837 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,684 $154K <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,529 $128K 0.05% +562 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,112 $118K 0.02% -1,795 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,062 $93.9K <0.01% -2,102 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,896 $90K 0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,249 $75.1K <0.01% -4,512 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,835 $65.5K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,824 $65.3K 0.01% -243 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,489 $57.5K <0.01% +716 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,057 $47.5K 0.03% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,810 $42K <0.01% 0 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,750 $40.4K <0.01% -8,000 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,639 $37.7K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,454 $33.6K 0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,453 $33.6K <0.01% +272 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,377 $31.8K <0.01% +606 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,319 $30.5K <0.01% +1,229 13F-HR Timeline Cape Investment Advisory, Inc. 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