NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42,290,494 $2.25B 1.84% +1,149,097 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,524,968 $720M 0.02% +6,066,425 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,179,874 $595M 0.11% -116,695 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,790,055 $362M 0.03% -891,279 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 6,758,625 $360M 0.33% +2,242,628 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,144,244 $327M 0.02% +6,268 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,413,359 $182M 0.01% +143,198 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,776,016 $148M 0.06% +23,339 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,793,263 $95.5M 0.17% +197,298 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,441,200 $76.7M 4.19% +378,200 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,390,111 $74M 0.13% +1,382,546 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,211,091 $64.5M 0.01% -714,869 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 937,050 $49.9M 1.33% +8,197 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 806,641 $43M 3.46% +235,900 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 755,656 $40.2M 0.02% +364,931 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 678,135 $36.1M 0.01% +59,169 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 650,709 $34.7M +297,494 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 647,767 $34.5M 0.01% +161,299 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 604,551 $32.2M 0.39% -4,159 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 573,994 $30.6M 1.08% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 504,169 $26.8M 0.13% +380,096 13F-HR/A Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 461,101 $24.6M 0.02% +31,630 13F-HR Timeline Group Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 451,750 $24.1M 9.44% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 433,009 $23.1M 0.08% -18,805 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 409,452 $21.8M <0.01% -1,289 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 396,715 $21.1M 0.01% +70,965 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 392,794 $20.9M 0.5% +15,457 13F-HR Timeline Group Goodman Financial Corp More: the full row for Goodman Financial Corp 250,686 $13.3M 2.88% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 232,693 $12.4M 2.52% new 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 226,749 $12.1M 0.24% -42,140 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 207,022 $11M 0.9% -29,183 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 206,252 $11M 2.91% +17,218 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 200,000 $10.7M 0.69% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 193,846 $10.3M 0.26% +75,596 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 177,671 $9.46M 0.68% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 177,404 $9.45M 0.12% -12,074 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 174,934 $9.32M <0.01% -1,298 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 172,657 $9.19M 0.1% new 13F-HR Timeline Group 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 165,881 $8.83M 0.01% +162,130 13F-HR Timeline Group Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 163,007 $8.68M 2.68% +3,536 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 163,000 $8.68M 0.2% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 158,323 $8.43M 0.02% +107,010 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 155,515 $8.28M 0.55% -6,678 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 152,654 $8.13M 1.2% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 152,491 $8.12M 0.04% +35,084 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 151,917 $8.09M 0.03% +70,848 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 151,870 $8.09M 0.01% -1,638 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 144,534 $7.7M 0.22% -1,787 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 137,401 $7.32M 0.01% -93,829 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 135,764 $7.23M 0.01% new 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/ 130,497 $6.95M 0.01% +10,496 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 121,459 $6.47M <0.01% +34,924 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 114,339 $6.09M 0.02% +14,512 13F-HR/A Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 108,549 $5.78M 2.07% -69,208 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 101,229 $5.39M 0.03% -260 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 99,295 $5.29M 0.05% +94,358 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 99,284 $5.29M 0.2% +99,050 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 99,014 $5.27M 0.04% -36,490 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 82,306 $4.38M <0.01% +39,522 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 82,088 $4.37M 0.05% +25,960 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 80,448 $4.28M 0.65% -17,734 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 79,280 $4.22M 0.14% +3,349 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 79,244 $4.22M <0.01% +37,778 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 74,797 $4.18M 2.33% +2,225 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 77,785 $4.15M 0.04% -10,682 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 71,420 $3.8M 0.02% +17,656 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 69,086 $3.68M 0.01% +60,622 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 67,937 $3.62M <0.01% +47,073 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 86,703 $3.44M 2.71% -545 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 63,413 $3.38M 0.02% +16,564 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 62,223 $3.31M 0.33% +5,000 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 57,628 $3.07M 0.02% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 52,927 $2.96M 2.59% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 46,176 $2.46M 0.01% -1,631 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 45,000 $2.4M 0.01% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,604 $2.11M <0.01% -88,597 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 38,900 $2.07M <0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 37,417 $1.99M <0.01% -3,497 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 36,857 $1.96M 1.88% -500 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 36,267 $1.93M 0.54% -6,305 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,938 $1.91M <0.01% -2,660 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 33,561 $1.79M 1.15% -875 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 32,543 $1.73M <0.01% -12,907 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 31,795 $1.69M 0.22% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 31,150 $1.66M 0.17% +7,060 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30,554 $1.63M 0.05% -3,871 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 30,470 $1.63M 0.4% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 30,414 $1.62M <0.01% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 27,896 $1.46M 0.98% -583 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 27,299 $1.45M 0.04% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,116 $1.44M 0.15% -63,832 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 26,453 $1.41M 0.19% -54 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 24,620 $1.31M 0.15% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 24,453 $1.3M 0.07% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24,166 $1.29M 0.14% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,053 $1.28M 0.01% +16,998 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 23,009 $1.23M 0.63% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,772 $1.21M 0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 22,540 $1.2M <0.01% +15,559 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 22,368 $1.19M 0.14% -2,142 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 22,096 $1.18M 0.18% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 21,681 $1.15M 0.19% +85 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 20,798 $1.11M <0.01% +174 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 20,516 $1.09M 0.04% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,391 $1.09M 0.03% +6,089 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20,435 $1.09M 0.05% -101 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 19,722 $1.05M <0.01% -154 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 19,082 $1.02M 0.23% -2,192 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 18,770 $1M 0.11% -1,750 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,642 $993K <0.01% new 13F-HR/A Timeline Group EWG Elevate Inc. More: the full row for EWG Elevate Inc. 18,477 $984K 0.37% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 18,458 $983K 1.06% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 17,709 $943K 0.03% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 17,326 $923K 0.19% +613 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 17,159 $914K 0.32% +613 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,328 $869K 0.06% +8,590 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,042 $854K 0.01% +4,062 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,635 $833K <0.01% +2,078 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 15,539 $827K 0.03% +12,839 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,184 $809K 0.05% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,015 $800K 0.04% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,785 $787K 0.03% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 14,274 $760K 0.07% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14,107 $751K 0.02% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 14,062 $749K 0.73% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 13,780 $734K 0.31% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,762 $680K <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,601 $671K <0.01% -11,835 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 11,800 $628K 0.23% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 11,465 $606K <0.01% new 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 11,300 $602K +5,766 Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 11,295 $601K 0.01% 0 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,038 $588K <0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,994 $585K <0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 10,234 $545K 0.08% +64 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,996 $532K 0.06% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 9,966 $531K 0.11% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 9,433 $502K 0.15% new 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 9,412 $501K 0.17% -3,175 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,320 $496K <0.01% -5,573 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,284 $494K 0.02% -9,602 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 9,267 $493K 0.33% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,204 $490K 0.05% -5,184 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 8,960 $477K 0.34% -1,641 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,947 $476K <0.01% -30 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 8,944 $476K <0.01% -17,494 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 8,853 $471K 0.04% +1,087 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 8,733 $465K 0.05% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,725 $465K 0.02% -1,478 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 8,576 $457K <0.01% -1,508 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,500 $453K <0.01% -68 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,393 $447K 0.23% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,294 $442K 0.01% +490 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,261 $439K <0.01% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 8,177 $435K 0.05% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,876 $420K 0.02% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,875 $419K 0.07% -210 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,610 $405K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,146 $381K 0.2% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,051 $375K 0.06% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,945 $370K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,842 $369K <0.01% +2,210 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,596 $351K <0.01% new 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 6,464 $344K 0.01% -1,559,193 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,400 $341K 0.24% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,116 $325K <0.01% -37 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 6,056 $323K 0.01% 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,891 $314K 0.31% +1,285 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,711 $304K 0.01% 0 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 5,669 $302K 0.22% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,334 $284K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,182 $276K <0.01% +338 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,054 $269K 0.02% -538 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,935 $263K 0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,870 $259K <0.01% 0 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 4,864 $259K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,806 $256K <0.01% +99 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,706 $251K 0.02% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,659 $248K 0.2% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,567 $243K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,486 $239K <0.01% +1,677 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,482 $239K 0.08% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,481 $239K <0.01% +42 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,450 $237K 0.08% -40 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,437 $236K 0.04% -231 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,339 $231K 0.01% +4,017 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,333 $231K <0.01% -383 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,287 $228K 0.01% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,186 $223K 0.02% -328 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,110 $219K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,072 $217K <0.01% -795 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,994 $213K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,992 $213K <0.01% +609 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,832 $204K 0.01% +1,803 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,803 $203K 0.03% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,692 $197K <0.01% -9,296 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,563 $190K <0.01% 0 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,485 $186K 0.02% +2,559 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,284 $175K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,161 $168K <0.01% -178 13F-HR Timeline