BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 11,282,169 $699M 0.01% -729,068 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 10,732,873 $665M 0.03% +4,588,868 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 10,360,043 $642M 0.09% +479,091 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/ 7,335,430 $454M 0.03% -1,135,142 13F-HR/A Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 6,220,643 $385M 0.31% -195,584 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,488,538 $278M 0.19% -369,412 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,850,937 $239M 0.01% -1,848,987 13F-HR/A Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,979,466 $185M 0.07% +237,256 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,229,890 $138M 0.02% +1,097,554 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,125,998 $132M 0.21% -5,338 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,178,763 $73M 0.01% -37,947 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 956,487 $59.2M 1.26% +16,161 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 848,734 $52.6M 8.35% +55,196 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 815,213 $50.5M 0.01% +72,204 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 747,608 $46.3M 0.01% +17,212 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 720,600 $44.6M 1.25% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 695,630 $42.9M 0.06% +597,496 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 669,946 $41.5M 3.13% -100,635 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 660,289 $40.9M 0.71% +182,440 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 572,960 $35.5M 0.01% -157,789 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 483,685 $30M <0.01% +65,883 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 453,931 $28.1M 0.42% +40,755 13F-HR Timeline Group Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 451,750 $28M 7.85% 0 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 414,447 $25.7M 0.08% -8,735 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 365,700 $22.7M 0.16% new 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 283,723 $17.6M 2.36% +5,456 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 264,809 $16.4M 0.18% -67,017 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 263,258 $16.3M 0.33% +83,768 13F-HR/A Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 259,226 $16.1M 3.13% -3,258 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/ 249,875 $15.5M 0.02% +125,711 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 241,030 $14.9M 1.94% +9,050 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 230,496 $14.3M 0.84% +6,963 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 225,628 $14M -245,709 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 217,536 $13.5M 0.01% new 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 214,886 $13.3M 0.72% +1,247 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 199,326 $12.3M 0.02% -2,396,409 13F-HR Timeline Group Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 198,945 $12.3M 2.91% -7,924 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 197,037 $12.2M 1.13% +3,471 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 193,297 $12M 0.38% +55,837 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 190,706 $11.8M 0.05% -306,977 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 168,099 $10.4M <0.01% +38,450 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 164,790 $10.2M 0.01% -66,661 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 162,765 $10.1M 0.46% -1,902 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 160,422 $9.94M 0.11% -4,649 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 133,453 $8.27M 0.2% -4,524 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 124,837 $7.73M 0.01% +5,697 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 119,701 $7.41M 0.04% +5,083 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 117,011 $7.25M 0.03% -6,158 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 111,026 $6.88M 0.02% +607 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 108,468 $6.72M 0.02% -30,398 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 106,211 $6.58M 2.06% +579 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 104,598 $6.48M <0.01% +16,684 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 99,439 $6.16M 0.12% -77,731 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 99,428 $6.16M 0.07% +3,897 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 94,642 $5.86M 0.02% +13,161 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 94,141 $5.83M 0.02% +34,169 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 92,458 $5.73M <0.01% -100,427 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 92,200 $5.71M 0.24% -481,794 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 90,958 $5.63M 0.09% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,919 $5.63M 0.01% +12,631 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 85,969 $5.32M 0.04% +10,522 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 80,999 $5.02M 0.09% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 80,052 $4.96M 0.69% +693 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 79,347 $4.91M 2.27% +1,795 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 77,061 $4.77M 0.02% -23,009 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 75,267 $4.66M 3.1% +14,032 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 74,282 $4.6M 0.11% +1,722 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 74,280 $4.6M 2.68% -95 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 69,065 $4.28M 4.72% +1,429 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 66,233 $4.1M 0.38% -160 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 63,893 $3.96M <0.01% -59,499 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 62,011 $3.84M 3.46% +8,271 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 61,699 $3.82M 0.37% +4,364 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 51,196 $3.17M 1.44% -6,739 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 49,716 $3.08M 0.69% -345 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 48,925 $3.03M 0.07% -6,386 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 48,646 $3.01M <0.01% +24,050 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 48,492 $3M <0.01% -25,330 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 48,416 $3M 0.01% +20,592 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 48,000 $2.97M 0.01% new 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 46,500 $2.88M 0.17% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 46,178 $2.86M <0.01% +3,551 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 44,713 $2.77M 0.07% +1,840 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. 43,134 $2.67M <0.01% -318,998 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 42,277 $2.62M 0.08% -180,875 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 42,212 $2.62M 0.01% +8,437 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 41,200 $2.6M 0.44% 0 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 39,375 $2.44M 0 Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 35,732 $2.21M 1.96% -650 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,641 $2.21M <0.01% -4,032 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 35,301 $2.19M 1.52% +1,560 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 33,184 $2.06M 0.93% +754 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 32,705 $2.03M 0.4% -3,723 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 30,557 $1.89M 0.3% +353 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 30,425 $1.88M 0.16% +408 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 30,000 $1.86M 0.09% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,908 $1.85M <0.01% +13,076 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 29,737 $1.84M 0.21% -989 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 29,587 $1.83M 0.54% +11,014 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 27,876 $1.72M 0.96% -4 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,613 $1.71M 0.16% -1 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 27,345 $1.69M 0.03% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 26,967 $1.67M 0.3% -4,823 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 26,444 $1.64M 0.2% -9 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 25,000 $1.55M 0.01% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 24,236 $1.5M 0.38% +2,236 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 23,972 $1.48M 0.07% -481 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 23,795 $1.47M 0.21% +1,991 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 23,792 $1.47M 0.15% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 23,311 $1.44M <0.01% +10,109 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 22,427 $1.39M 0.15% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,465 $1.38M <0.01% +4,301 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,755 $1.35M <0.01% -14,513 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 21,689 $1.34M 0.62% -1,300 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 21,235 $1.32M 0.12% -3,385 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,805 $1.29M 0.01% -47 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,628 $1.28M <0.01% -16,674 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,292 $1.26M <0.01% +7,438 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,129 $1.25M <0.01% -27,161 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 19,237 $1.19M 0.23% +1,005 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 18,680 $1.16M <0.01% -805 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,789 $1.1M 0.08% -2 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 17,709 $1.1M 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 17,040 $1.05M 0.05% -3,119 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 16,546 $1.02M 0.01% +127 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 16,515 $1.02M 0.18% -157 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,172 $1M <0.01% -2,927 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 16,145 $1M <0.01% -525 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16,115 $998K 0.1% -5,059 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 15,972 $989K 0.02% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,829 $980K 0.12% +9,492 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,422 $955K 0.01% -7,497 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 15,019 $930K <0.01% +43 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 15,182 $908K 0.02% 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,866 $861K -71,264 Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 13,780 $854K 0.32% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 13,770 $853K 0.08% -5,000 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 13,677 $847K <0.01% -12,084 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,298 $824K 0.02% +9,064 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,579 $779K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,406 $768K 0.01% +485 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,618 $720K <0.01% -271,913 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 11,295 $700K 0.01% 0 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 11,235 $696K 0.11% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 11,125 $689K 1.64% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 10,947 $678K <0.01% -468,584 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 10,629 $667K <0.01% -554 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,631 $658K 0.04% -5,573 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 10,178 $630K 0.11% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 10,170 $630K 0.08% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 9,996 $619K 0.08% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,915 $614K <0.01% +61 13F-HR Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 9,604 $595K 0.37% -104 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,452 $585K 0.03% new 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 9,421 $584K 0.14% -269 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,287 $575K <0.01% +333 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,091 $563K 0.34% +234 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,882 $550K 0.08% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 8,579 $531K 0.33% +881 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,203 $508K +508 Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 8,177 $506K 0.05% 0 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 8,144 $504K <0.01% -80 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,835 $485K 0.01% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,446 $461K 0.13% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,446 $461K 0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,372 $457K 0.03% -52 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,134 $442K <0.01% +157 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 7,098 $440K 0.27% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,051 $437K 0.06% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,942 $430K 0.01% +1,141 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,872 $426K 0.06% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,774 $420K 0.01% -176 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,537 $405K 0.03% -80 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,509 $403K <0.01% +64 13F-HR/A Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 6,400 $396K 0.24% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6,385 $395K 0.17% -4 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 6,306 $391K 0.1% -3,456 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,241 $387K 0.01% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,891 $365K 0.28% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,718 $354K <0.01% +518 13F-HR Timeline Group GHP Investment Advisors, Inc. 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