BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,967,406 $891M 0.08% -522,021 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,208,144 $410M 0.31% +1,351,276 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,803,174 $359M 0.03% -674,423 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,415,130 $181M 0.04% +313,404 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 915,607 $117M 0.09% -450,165 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 884,128 $113M 0.03% +204,332 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 800,000 $102M 0.23% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 764,355 $97.8M 0.02% -441,817 13F-HR/A Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 720,665 $92.2M 0.04% +41,948 13F-HR/A Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 612,480 $78.3M 0 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 599,700 $76.7M 0.49% -26,631 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 529,604 $67.7M 0.01% -327,035 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 478,196 $61.2M <0.01% +163,798 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 403,863 $51.7M 0.02% -15,734 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 351,200 $44.9M 0.02% -64,881 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 334,588 $42.8M 0.02% -12,156 13F-HR Timeline Group Bronte Capital Management Pty Ltd. More: the full row for Bronte Capital Management Pty Ltd. 262,399 $39.3M 3.19% -2,187 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 277,807 $35.5M 0.08% +43,200 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 256,164 $32.8M 0.06% -1,699,033 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 194,516 $24.9M 0.04% +20,915 13F-HR Timeline Gray Foundation More: the full row for Gray Foundation 164,872 $21.1M 6.58% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 143,331 $18.3M 0.05% +1,480 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 141,186 $18.1M 0.23% +23,912 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 133,938 $17.1M 0.02% -5,898 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 127,045 $16.2M 1.29% -848 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 123,821 $15.8M 1.12% -4,877 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 120,344 $15.4M 0.03% +45,010 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 118,135 $15.1M <0.01% -34,026 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 116,059 $14.8M -8,629 Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 110,088 $14.1M 1.76% -29,659 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 105,933 $13.5M 0.02% +17,743 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 102,653 $13.2M 0.02% -5,440 13F-HR Timeline Group DAFNA Capital Management LLC More: the full row for DAFNA Capital Management LLC 102,500 $13.1M 3.72% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 97,956 $12.6M 0.03% +31,357 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 98,158 $12.6M 0.1% +3,923 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 91,336 $11.7M 0.03% -14,329 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 86,000 $11M 1.03% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 85,656 $11M 0.62% +2,675 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 82,064 $10.5M 1.16% -376 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 81,150 $10.4M 2.85% +49,075 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 80,510 $10.3M 0.01% -545 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 78,382 $10M 0.77% +2,579 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 73,443 $9.39M 4.26% -630 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 72,376 $9.26M 0.4% +25,656 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 71,996 $9.21M 0.02% +66,702 13F-HR/A Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 71,000 $9.08M 0.11% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 69,865 $8.94M 1.42% +4,358 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,626 $8.65M 0.01% +1,161 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 67,580 $8.64M 0.03% -1,650 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 65,053 $8.32M 0.03% +81 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 64,112 $8.2M 0.92% -1,148 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,921 $8.05M 0.02% -2,384 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 62,315 $7.97M 0.12% -1,944 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 59,752 $7.64M 1.14% -7,600 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 57,817 $7.39M 0.65% +1,967 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,849 $7.27M 0.01% -27,095 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. 54,801 $7.01M 0.01% new 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 54,433 $6.96M 0.93% +125 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 53,028 $6.78M <0.01% -3,941 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 51,190 $6.55M 0.58% -1,846 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 51,169 $6.54M 1.46% -340 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,457 $6.45M 0.02% -13,808 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 50,075 $6.4M 0.07% +4,356 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 49,067 $6.28M 0.01% -1,887 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 48,857 $6.25M -1,689 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,686 $5.84M 0.01% -7,201 13F-HR Timeline Group Sicart Associates LLC More: the full row for Sicart Associates LLC 45,503 $5.82M 2.01% -538 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 45,474 $5.82M 0.46% -1,288 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 44,711 $5.72M +819 Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 43,395 $5.55M 4.64% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 43,108 $5.51M 0.07% -4,294 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 43,082 $5.51M 0.17% +279 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 42,987 $5.5M 0.53% +1,725 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 42,349 $5.42M 0.61% +25 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,921 $5.36M 0.01% +1,160 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 41,676 $5.33M 0.01% -150,107 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 41,149 $5.26M 2.38% -330 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 39,667 $5.07M 0.4% -3,845 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 39,602 $5.07M 0.61% +331 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 37,880 $4.84M 0.53% +5,925 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 37,377 $4.78M 0.29% -2,272 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,547 $4.67M <0.01% -1,893 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 34,371 $4.4M 0.85% -2,384 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 34,363 $4.4M 0.07% -12,998 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 33,817 $4.33M 0.03% +1,580 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 33,758 $4.32M 0.17% 0 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 33,673 $4.31M 0.01% -1,437 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,589 $4.3M 0.03% -2,249 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 32,507 $4.16M <0.01% +201 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 32,402 $4.14M 0.43% -1,944 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30,906 $3.96M +1,782 Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 30,626 $3.92M 0.69% +928 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 29,053 $3.72M 0.19% +558 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,753 $3.68M 0.12% -2,283 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 28,366 $3.63M 0.03% +46 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 28,291 $3.62M 0.26% -689 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 27,561 $3.53M 0.02% -1,234 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 26,613 $3.4M 0.16% -85 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 25,552 $3.27M 2.7% -1,892 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,203 $3.22M 0.01% -2,870 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 24,000 $3.07M 1% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 23,806 $3.04M 1.66% -167 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 23,081 $2.95M 0.01% -686 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 22,274 $2.9M <0.01% +4,753 13F-HR/A Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 22,612 $2.89M 0.66% -525 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 22,522 $2.88M 0.35% +875 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,244 $2.85M <0.01% -3,135 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 22,082 $2.82M 0.03% +62 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 21,903 $2.8M 0.02% +51 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 21,852 $2.79M 0.24% -1,107 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 21,608 $2.76M 0.89% +125 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 21,500 $2.75M 3.45% +200 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 20,538 $2.63M 0.46% +18,804 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 20,489 $2.62M 0.12% -1,602 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20,563 $2.61M 0.08% +20,557 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 20,282 $2.59M 0.03% +2,806 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 20,220 $2.59M 0.69% +454 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 20,139 $2.58M 0.5% +814 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 20,002 $2.56M 0.06% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,849 $2.54M 0.08% +3,831 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 19,624 $2.51M 0.43% -32,624 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 19,496 $2.49M 0.09% -689 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 19,390 $2.48M 0.01% -381 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 18,496 $2.37M 0.19% -876 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18,430 $2.35M 0.5% +1,478 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,764 $2.33M <0.01% +7,136 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 18,180 $2.33M <0.01% -3 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 17,984 $2.3M 0.1% -44 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 17,582 $2.25M 0.29% -1,937 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 16,861 $2.16M 0.38% +1,337 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,860 $2.16M 0.02% +127 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16,847 $2.15M 0.34% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 16,750 $2.14M 0.7% +750 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 18,146 $2.14M 0.12% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,718 $2.14M <0.01% -63,759 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 16,707 $2.14M 0.13% +6,667 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,426 $2.1M 0.01% -1,303 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 16,282 $2.08M 0.19% -6,590 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 16,280 $2.08M 0.05% -1,000 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 16,229 $2.08M 0.36% +362 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,109 $2.06M <0.01% +446 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,081 $2.06M 0.01% -36,706 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 16,032 $2.05M 0.08% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,726 $2.01M 0.04% -1,142 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 15,682 $2.01M 1.56% -184 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,352 $1.96M 0.05% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,343 $1.96M 0.05% -887 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,297 $1.96M 0.03% -78 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,014 $1.96M 0.02% +1,237 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 15,292 $1.96M 0.13% -372 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,206 $1.94M <0.01% +1,604 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 15,193 $1.94M 0.25% +1,749 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 15,070 $1.93M 0.5% -540 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 15,013 $1.92M 0.01% +40 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,984 $1.92M 0.01% +1,195 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,920 $1.91M <0.01% +189 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 14,915 $1.91M 0.03% -2,041 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,847 $1.9M 0.04% -6,628 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,833 $1.9M 0.07% +5,177 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,749 $1.89M 0.01% -7 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 14,661 $1.88M 0.11% -281 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 14,496 $1.85M <0.01% -197 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 14,461 $1.85M 0.37% +4,500 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 14,139 $1.81M 1.29% -300 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,859 $1.77M 0.04% -431 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 13,640 $1.74M 0.75% -100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,575 $1.74M 0.59% -156 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13,452 $1.72M 1.27% -450 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 13,351 $1.71M 0.01% -43 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 13,244 $1.69M 0.02% -4,137 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,164 $1.68M 0.42% -597 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,053 $1.67M 0.26% +371 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 13,023 $1.67M 0.86% -53,120 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,800 $1.64M 0.28% +1,181 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 12,364 $1.58M 0.35% +4 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 12,156 $1.55M 0.32% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,027 $1.54M 0.38% -630 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 11,876 $1.52M 0.05% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 11,761 $1.5M 0.5% -55 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,647 $1.49M 0.05% -50 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,331 $1.45M 0.26% -808 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 11,137 $1.42M 0.87% -1,778 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,039 $1.41M 0.68% +621 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,026 $1.41M 0.01% -814 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 12,012 $1.41M 0.6% +1,664 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,985 $1.4M 0.1% +27 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,970 $1.4M 0.06% 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,900 $1.39M 0.15% -99 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 10,829 $1.39M -1,166 Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,817 $1.38M 0.02% -137 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 10,715 $1.37M 0.85% -627 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 10,700 $1.37M 9.84% 0 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 10,697 $1.37M 0.21% -150 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,651 $1.36M 0.04% +111 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,627 $1.36M 0.01% -734 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,517 $1.35M 0.13% -2,450 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,489 $1.34M 0.37% -2,031 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 10,180 $1.3M 0.74% -285 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,160 $1.3M 0.25% -159 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 10,831 $1.28M 0.69% -552 13F-HR Timeline