JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,763,153 $561M 0.04% -742,548 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,832,913 $115M 0.11% new 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 4,121,700 $101M 2.34% +4,052,002 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,080,012 $84.8M 0.01% -701 13F-HR Timeline Group Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 1,894,547 $77.2M 0.27% +5,544 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 1,663,100 $67.8M 0.16% +569,707 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,575,218 $64.2M 0.18% -743 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,534,679 $62.5M 0.01% +21,113 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,476,200 $60.2M 0.01% -396,990 13F-HR/A Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,468,325 $59.8M 0.05% +1,116,521 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,440,774 $58.7M 0.01% -414,610 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,354,824 $55.2M 0.03% -920,334 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,164,952 $47.5M <0.01% -505,036 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 852,439 $34.7M 2.14% +13,177 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 839,600 $34.2M 0.14% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 686,467 $28M 0.01% -171,733 13F-HR Timeline Group State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 600,351 $24.5M 0.09% -6,574 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 573,130 $23.4M +430,136 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 554,189 $22.6M 1.08% +5,887 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 551,909 $22.5M 0.2% new 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 503,030 $20.5M 0.5% -1,787 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 503,030 $20.5M 0.42% -1,787 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 502,069 $20.5M 0.02% -389,234 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 472,808 $19.3M <0.01% +30,396 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 454,282 $18.5M 0.01% -28,293 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 437,412 $17.8M 0.03% +124,720 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 394,513 $16.1M 0.02% -49,441 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 351,800 $14.3M 6.96% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 341,242 $13.9M 0.01% +311,736 13F-HR/A Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 318,413 $13M 0.02% -108,542 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 301,000 $12.3M 5.92% -77,100 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 249,416 $10.2M <0.01% -142,730 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 244,798 $9.98M 0.02% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 213,739 $8.71M 0.01% new 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 204,911 $8.35M 0.24% +61,551 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 203,000 $8.27M 0.04% 0 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. 201,200 $8.16M 0.03% -91,500 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 180,678 $7.36M -52,239 Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 173,187 $7.06M <0.01% -481 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 160,960 $6.56M 0.01% +93,381 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 150,158 $6.12M 0.2% +18,988 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 145,586 $5.77M 0.47% +8,724 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 134,800 $5.49M 0.22% -97,000 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 133,911 $5.46M 0.13% +4,986 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 130,731 $5.33M <0.01% -7,358 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 128,675 $5.24M 0.53% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 127,560 $5.2M 0.03% +84,380 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 125,550 $5.12M 0.94% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 120,165 $4.9M 0.25% -5,658 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 119,011 $4.85M 0.64% -3,391 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 117,320 $4.78M 0.06% +101,000 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 105,349 $4.41M 0.01% 0 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 105,819 $4.31M 0.01% -4,293 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 105,281 $4.29M 0.45% +7,795 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 98,684 $4.02M <0.01% -150,583 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 98,636 $4.02M 0.01% -3,904 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 97,700 $3.98M 0.07% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 89,927 $3.66M 0.02% -1,458 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 89,455 $3.65M <0.01% +494 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 86,827 $3.54M 0.23% -2,204 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 86,763 $3.54M 1.07% -147 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 86,205 $3.51M 0.25% new 13F-HR Timeline COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 84,350 $3.44M 0.02% -100,000 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 81,708 $3.31M <0.01% -76,263 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 80,593 $3.28M <0.01% +3,697 13F-HR Timeline Group Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 79,825 $3.25M 0.44% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 78,915 $3.22M <0.01% +19,813 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 78,114 $3.18M 0.03% +2,226 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 77,287 $3.15M 0.01% +10,376 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 72,822 $2.97M <0.01% -7,741 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 72,523 $2.96M 0.4% +3,616 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 71,506 $2.92M 0.03% -13,555 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 68,234 $2.78M 0.01% -22,099 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 64,488 $2.63M 0.21% +3,619 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 58,427 $2.38M 1.36% -12,985 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 54,950 $2.24M <0.01% +43,600 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 53,635 $2.18M 0.12% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 53,570 $2.18M 0.99% -940 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,050 $2.12M <0.01% -30 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 49,905 $2.03M 0.13% -1,017 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 48,000 $1.96M 0.37% 0 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 47,090 $1.92M 2.06% +2,485 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 46,855 $1.9M 0.06% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 45,697 $1.88M 0.02% +30,176 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 44,846 $1.83M 1.57% +1,354 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 43,960 $1.79M <0.01% 0 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 43,789 $1.78M 0.73% +1,316 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 42,084 $1.71M <0.01% +5,965 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 40,825 $1.66M 1.17% +2,384 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 40,330 $1.64M 0.97% -57,589 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,407 $1.61M <0.01% -34,205 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 39,000 $1.59M 0.11% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 37,477 $1.53M 0.01% +9,697 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 37,361 $1.52M <0.01% -2,946 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 35,290 $1.44M 0.65% -919 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 34,880 $1.42M 0.18% -32,301 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 34,795 $1.42M <0.01% -211 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,177 $1.39M 0.05% -733 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 34,050 $1.39M 0.49% -433,875 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 32,349 $1.32M <0.01% +1,174 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 31,740 $1.29M 0.68% -9,660 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 31,453 $1.28M <0.01% 0 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/ 30,720 $1.26M <0.01% -171,206 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,777 $1.25M 0.01% +16,024 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 28,605 $1.17M 0.26% -17 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 24,793 $1.06M 0.96% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,482 $998K <0.01% +474 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 24,214 $987K <0.01% -8,889 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 24,155 $984K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,088 $941K 0.02% -620 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 23,100 $939K 1.05% new 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 22,230 $906K <0.01% +4,070 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 21,431 $873K 0.19% +1,120 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 21,363 $871K 0.12% -124,366 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 20,891 $851K 0.28% -33,365 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 20,666 $842K 0.3% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 20,200 $823K 0.02% 0 13F-HR/A Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 19,793 $807K 0.15% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 19,665 $801K 0.17% -1,825 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 19,233 $784K <0.01% +1,603 13F-HR/A Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 19,172 $781K 0.64% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 18,641 $760K 0.1% -3,491 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,325 $747K 0.02% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 18,068 $736K 0.02% -1,085 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 17,473 $712K 0.02% +6,836 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 17,455 $711K 0.16% -200 13F-HR/A Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 17,315 $706K 0.01% new 13F-HR Timeline Group Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 17,215 $667K 0.27% +121 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16,089 $656K <0.01% new 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,001 $652K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,816 $645K -1,763 Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,696 $640K 0.04% -748 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 14,831 $635K 0.19% +6,678 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,378 $627K 0.02% 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. 15,165 $618K <0.01% +514 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,388 $586K <0.01% +309 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,639 $556K <0.01% +638 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 13,588 $554K 0.32% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13,142 $536K 0.14% -1,219 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 12,991 $529K 0.05% new 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 12,531 $511K 0.02% 0 13F-HR/A Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 12,106 $493K <0.01% -1,534 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 11,963 $487K 0.05% -249,187 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,652 $475K <0.01% +1,089 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 11,611 $473K 0.14% -105 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 11,481 $468K 0.01% +511 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 11,320 $461K <0.01% -286 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 11,100 $452K 0.01% 0 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,080 $452K 0.1% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 10,892 $444K 0.27% +4,086 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,784 $439K 0.01% -197 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,478 $427K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,436 $425K 0.01% +1 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,165 $414K 0.01% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,064 $410K 0.04% -1,288 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,994 $404K 0.09% -113 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,441 $385K 0.29% new 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 8,679 $354K 0.28% +3,498 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 8,578 $350K 0.06% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,463 $345K 0.02% -8,275 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,212 $335K 0.04% +169 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,102 $330K <0.01% -2,387 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,395 $301K <0.01% -898 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 7,214 $295K <0.01% 0 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,139 $291K 0.01% -284 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,020 $286K 0.13% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,000 $285K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,934 $283K <0.01% -23,870 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 6,613 $276K 0.13% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 6,641 $271K 0.14% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,360 $259K <0.01% 0 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 6,225 $254K 0.08% +650 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,225 $254K 0.01% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 6,200 $253K 0.13% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,122 $249K 0.01% -258 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,103 $249K <0.01% 0 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,095 $248K 0.04% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,906 $241K <0.01% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 5,898 $240K 0.13% -1,497 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,822 $236K <0.01% +641 13F-HR/A Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,770 $235K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,589 $228K <0.01% -2,990 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,560 $226K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,286 $215K <0.01% -263 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 5,205 $212K 0.07% new 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 5,133 $209K 0.08% +149 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,116 $208K <0.01% 0 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 5,000 $204K 0.03% 0 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,000 $204K 0.03% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,000 $204K 0.12% new 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 4,979 $203K 0.1% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,926 $201K 0.11% -4 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,912 $200K 0.11% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,883 $199K <0.01% -7,094 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,270 $174K <0.01% -230 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,694 $151K 0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 3,503 $143K <0.01% +169 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,406 $139K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,171 $129K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,154 $129K 0.1% -669 13F-HR Timeline