CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11,661,146 $296M 0.05% +1,388,805 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,566,916 $217M 0.25% +221,681 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 4,147,381 $105M 0.08% +4,092,047 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,105,985 $104M 1.45% +86,362 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,475,495 $88.1M 0.28% +62,800 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. 3,150,932 $79.9M 0.08% +2,065,400 13F-HR Timeline Group Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 3,100,000 $78.6M 0.58% -1,000,000 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,979,439 $75.5M +635,748 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,783,095 $45.2M 0.01% +300,251 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,745,804 $44.3M <0.01% +121,714 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,716,570 $43.5M <0.01% -1,716,573 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,561,811 $39.6M -43,780 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,534,886 $38.9M 0.07% +22,838 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 1,566,251 $37.4M 1.33% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,407,300 $35.7M 19.52% -288,300 13F-HR Timeline ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1,366,800 $34.6M 2.67% new 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/ 1,243,089 $31.5M <0.01% +56,434 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,136,179 $28.8M 0.13% +14,880 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 1,050,195 $26.6M 0.01% -111,296 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,045,988 $26.5M 0.02% -30,789 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,036,274 $26.3M 0.79% +26,918 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 935,204 $23.7M 0.22% -21,471 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 900,000 $22.8M 0.46% +270,410 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 868,662 $22M 0.06% +549,202 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 790,000 $20M 0.12% -268,237 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 773,281 $19.6M 0.01% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 750,070 $19M 1.33% -77,320 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 720,703 $18.3M <0.01% +21,994 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 679,019 $17.2M <0.01% +677,201 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 613,300 $15.5M 0.02% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 600,000 $15.2M 0.03% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 568,320 $14.4M <0.01% +480,285 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/ 557,401 $14.1M 0.02% +105,687 13F-HR/A Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 527,748 $13.4M 2.89% 0 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 515,493 $13.1M 3% +14,247 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 465,542 $11.8M 0.06% +162,090 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 435,000 $11M 0.02% new 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 432,300 $11M 0.01% -59,200 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 378,621 $9.6M 0.01% +100,208 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 373,600 $9.47M <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 372,950 $9.45M 0.08% +6,451 13F-HR Timeline Group Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 359,976 $9.13M 2.57% +4,561 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 334,677 $8.48M 0.2% +68,503 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 319,389 $8.1M 0.9% -4,020 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 316,200 $8.02M 3.76% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 314,448 $7.97M 0.91% +19,883 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 307,250 $7.79M <0.01% 0 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 298,800 $7.57M 0.06% -658,800 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 277,066 $7.02M 2.39% -9,391 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 250,962 $6.36M 4.84% -1,487 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 250,746 $6.33M 0.07% -392,227 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 246,675 $6.25M 0.01% -461 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 236,017 $5.96M 0.4% +4,384 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 223,898 $5.68M <0.01% -2,210,967 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 219,299 $5.56M <0.01% +113,535 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 214,700 $5.44M 0.1% -45,928 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 211,515 $5.36M 0.01% +2,501 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,792,297 $5.1M 0.32% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 189,122 $4.79M 0.01% +183,149 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 186,536 $4.73M 0.04% +10,033 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 186,000 $4.72M 2.06% +2,414 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 185,637 $4.71M 0.75% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 183,992 $4.66M 0.05% +114,153 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 182,610 $4.63M 2.64% +23,842 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 181,305 $4.6M 0.01% +152,112 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 181,291 $4.6M <0.01% +733 13F-HR Timeline Group rebel Financial LLC More: the full row for rebel Financial LLC 181,204 $4.59M 2.09% 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 178,980 $4.54M <0.01% -136,483 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 159,258 $4.04M 2.69% -432 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 157,673 $4M 2.25% +542 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 148,221 $3.76M 2.3% +36,786 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 144,899 $3.67M 0.05% +18,531 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 142,516 $3.61M 0.01% -31,749 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 134,469 $3.41M 0.04% +56,129 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 127,204 $3.23M 0.01% +13,799 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 114,017 $2.88M <0.01% +5,266 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 109,141 $2.77M 0.05% +83,197 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 109,063 $2.76M 0.01% +38,574 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 101,021 $2.56M 1.45% -8,626 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 92,724 $2.35M 1.44% +1,819 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 91,525 $2.32M 0.01% +58,775 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 87,630 $2.22M 0.29% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 87,230 $2.21M 0.41% -1,871 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,190 $2.13M <0.01% +10,121 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 82,335 $2.09M 0.72% -468 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 80,271 $2.03M 0.05% -3,237 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 80,038 $2.03M 1.16% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,104 $2.01M <0.01% -68,341 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 78,000 $1.98M 0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,099 $1.88M 0.01% -7,205 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 73,285 $1.86M 0.03% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 68,796 $1.74M <0.01% new 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 68,023 $1.72M 0.02% +31,191 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 66,402 $1.68M 0.71% +3,837 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 66,224 $1.68M 1.31% -4,635 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 65,299 $1.66M <0.01% -6,207 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 62,606 $1.59M 0.04% +4,250 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,522 $1.58M 0.01% -2,945 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 62,078 $1.56M 1.37% +1,315 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 60,856 $1.54M <0.01% -182,366 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 60,371 $1.53M 0.02% +9,520 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 58,285 $1.48M <0.01% +20,558 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 55,207 $1.4M <0.01% -9,139 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 51,778 $1.31M 0.85% +2,106 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 51,551 $1.31M 0.71% -5 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 51,140 $1.3M 0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,855 $1.24M <0.01% -378 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,765 $1.19M <0.01% +2,729 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 44,342 $1.12M 0.01% -23,322 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 43,807 $1.11M 0.03% +9,986 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 43,496 $1.1M 0.18% -5,316 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 43,087 $1.09M <0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 43,051 $1.09M 0.04% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 41,691 $1.06M <0.01% +19,116 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 41,446 $1.05M 0.07% -479 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 38,149 $963K 0.01% +27,155 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 37,772 $958K 0.02% +418 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 35,402 $897K 0.02% +1,314 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 34,183 $867K 0.03% +34,123 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 33,574 $851K 0.02% +1,641 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 33,351 $845K 0.03% +1,004 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,554 $779K 0.04% +2,268 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 29,562 $749K 0.25% -671 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,247 $716K 0.01% -1,479 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 28,200 $715K <0.01% -15,000 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 27,670 $701K 0.53% +5 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 27,208 $690K 0.01% -59,096 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 24,900 $631K 0.3% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,622 $599K -517 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,500 $596K 0.01% new 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23,012 $583K 0.22% -4,200 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 21,999 $558K 0.02% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,835 $554K 0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 21,365 $542K 0.14% +89 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,512 $520K <0.01% +229 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 20,449 $518K 0.06% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 19,477 $494K 0.13% -325 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 19,386 $491K 0.06% -11,172 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 18,000 $456K 0.81% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 17,950 $455K 0.06% -1,887 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,625 $447K <0.01% -862 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,546 $445K 0.08% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 17,319 $439K <0.01% -9,545 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 16,696 $423K 0.02% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,548 $419K 0.09% +266 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 16,500 $418K 0.03% -4,575 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,458 $417K 0.01% new 13F-HR Timeline Group Western Asset Management Company, LLC More: the full row for Western Asset Management Company, LLC 16,200 $411K 0.54% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,172 $410K 0.08% +7,075 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,122 $409K 0.03% -829 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,757 $374K <0.01% +3,794 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,777 $347K <0.01% +804 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 13,553 $344K 0.01% -1,283 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,532 $318K 0.02% -2,663 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 11,984 $304K 0.09% -1,294 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,343 $288K <0.01% +2,810 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 11,105 $282K <0.01% -731 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,978 $278K <0.01% new 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 10,838 $275K <0.01% +1,379 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,345 $262K 0.22% +1,229 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,034 $254K <0.01% -2 13F-HR Timeline Group Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 10,000 $254K 0.08% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 9,921 $251K 0.06% +152 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 9,842 $249K 0.12% +333 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 9,750 $247K 0.1% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,509 $241K <0.01% -389 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,371 $238K <0.01% +139 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,353 $237K <0.01% -306 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,320 $236K <0.01% new 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,787 $221K 0.1% +7 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,597 $218K 0.04% -7,166 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,574 $217K <0.01% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,326 $211K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,957 $202K <0.01% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 7,920 $201K 0.07% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,813 $198K 0.01% +334 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,533 $166K 0.14% -1,285 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5,907 $150K 0.08% +3,813 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,513 $140K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,284 $134K <0.01% -542 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,667 $93K <0.01% -1,009 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,423 $86.8K 0.01% +15 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,393 $86K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,630 $66.7K <0.01% +3 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,214 $56.1K <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. 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