Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,935 $989K 0.03% -410 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 13,772 $978K 0.53% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 13,685 $971K 0.01% -373,355 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,331 $946K 0.01% -10,974 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,130 $932K 0.01% +157 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 12,890 $915K 0.81% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 12,403 $880K 0.06% +12 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,945 $848K 0.03% +2,006 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 11,850 $841K 0.15% -726 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,748 $834K 0.17% -343 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 11,649 $827K <0.01% +65 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,623 $825K <0.01% -2,049 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 11,341 $805K 0.83% +7,430 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,300 $802K 0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,005 $789K 0.16% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,046 $784K 0.03% +592 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11,040 $784K 0.01% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 11,024 $782K 0.19% +1,292 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,017 $782K 0.05% +2,169 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,980 $779K 0.23% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,865 $771K 0.01% +400 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,713 $760K <0.01% -1,673 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,400 $738K 0.01% +213 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,292 $731K 0.03% +3,114 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,225 $726K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,821 $709K 0.02% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,741 $691K 0.06% +4,920 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 9,305 $660K 0.41% -301 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,276 $658K 0.01% +6 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 9,008 $639K 0.09% +606 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 8,998 $639K <0.01% -807 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 8,649 $614K 0.11% +5,639 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,608 $611K 0.01% +5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,553 $607K 0.36% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,406 $597K <0.01% -36 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,363 $594K 0.01% 0 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,356 $593K 0.09% +1,423 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 8,343 $592K 0.54% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 8,301 $589K +4,813 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,290 $588K <0.01% -5,867 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,150 $578K 0.12% -942 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,115 $576K 0.04% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,091 $574K 0.03% +81 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 8,070 $573K <0.01% +225 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,033 $570K 0.12% -1,274 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,923 $562K 0.17% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,876 $559K 0.01% +3,210 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,826 $556K 0.04% -572 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,717 $548K <0.01% +373 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,682 $545K <0.01% -16,547 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,484 $531K 0.01% +150 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,379 $524K <0.01% 0 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,356 $522K 0.09% -384 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,324 $520K 0.15% -14 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,317 $519K <0.01% +1,077 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,291 $518K 0.02% -599 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,063 $501K 0.1% -3 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 7,016 $498K 0.29% +1,814 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,890 $489K 0.07% -88 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,762 $480K 0.01% +42 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,678 $474K 0.03% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,651 $472K 0.04% +853 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,559 $466K 0.02% -15 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,381 $453K 0.01% -1,727 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,215 $441K 0.01% -26,986 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,165 $438K <0.01% +36 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,117 $434K 0.37% -100,663 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,089 $432K <0.01% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,088 $432K 0.2% -21,904 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,905 $419K 0.01% -107 13F-HR Timeline Group CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 5,886 $418K 0.02% +1,200 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 5,845 $415K <0.01% 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,811 $412K 0.16% -5,524 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,691 $404K <0.01% 13F-HR/A Timeline Group First Interstate Bank More: the full row for First Interstate Bank 5,677 $403K 0.02% -452 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 5,641 $400K 0.12% -214 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,590 $397K 0.03% -10,487 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,587 $397K 0.02% +1,765 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,570 $395K <0.01% +62 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,554 $394K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,553 $394K 0.01% +205 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,520 $392K 0.01% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,493 $390K 0.16% +1,069 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,358 $380K <0.01% +1,207 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 5,354 $380K <0.01% new 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,346 $379K <0.01% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,305 $377K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,241 $372K 0.01% -702 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,217 $370K 0.02% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 5,082 $361K 0.27% 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,060 $359K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,978 $353K 0.04% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,961 $352K <0.01% 0 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 4,950 $351K 0.32% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,924 $351K <0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,921 $349K <0.01% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,894 $347K <0.01% +109 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,875 $346K 0.01% -159 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 4,827 $344K <0.01% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,788 $340K 0.1% -416 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,628 $337K 0.27% +282 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,722 $335K 0.04% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,479 $332K 0.05% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,663 $331K 0.02% +45 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,600 $327K 0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,600 $327K 0.01% +439 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,532 $322K 0.12% +546 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,521 $321K 0.04% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,465 $317K <0.01% +4,424 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,382 $311K <0.01% +1,028 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,331 $307K 0.07% +250 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,148 $294K 0.38% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,146 $294K 0.04% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,143 $294K 0.02% +424 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 4,143 $294K 0.25% +110 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,954 $294K 0.03% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,075 $289K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,061 $288K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,066 $288K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,055 $288K <0.01% +92 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 3,896 $285K 0.07% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,003 $284K 0.13% -1 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,958 $281K 0.05% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,947 $280K 0.1% 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,927 $279K 0.12% +110 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,890 $276K 0.02% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,882 $276K 0.15% +858 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,875 $275K 0.04% +251 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,772 $268K 0.05% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,749 $266K 0.02% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 3,599 $255K 0.17% 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,469 $246K 0.06% +38 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,416 $242K <0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,351 $238K 0.03% -172 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,246 $230K 0.04% +8 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,222 $229K 0.03% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,183 $226K 0.02% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,167 $225K 0.04% -31 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,123 $222K 0.01% -96 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,220 $219K 0.19% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,032 $215K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,025 $215K <0.01% -24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,002 $213K <0.01% +61 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,000 $213K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,000 $213K 0.04% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,991 $212K 0.03% -29 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,982 $212K 0.01% -824 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,958 $210K 0.11% new 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 2,944 $209K 0.16% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,907 $206K 0.07% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,905 $206K 0.04% -2,930 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,881 $204K 0.01% +1,899 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,878 $204K <0.01% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,875 $204K 0.14% -360 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,834 $201K 0.09% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,833 $201K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,827 $201K 0.01% -589 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,827 $201K <0.01% -16,408 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,455 $174K 0.04% 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,375 $169K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,288 $162K <0.01% +11 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,838 $130K <0.01% new 13F-HR Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,820 $129K 0.13% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,701 $121K 0.01% -38 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,674 $119K <0.01% -240 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,840 $101K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,410 $100K <0.01% +676 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,274 $90.4K 0.02% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,207 $85.7K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,129 $80.1K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,123 $79.7K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,010 $71.7K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 996 $70.7K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 984 $70K <0.01% 0 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 891 $63.2K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 880 $62.5K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 876 $62.2K <0.01% +487 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 856 $60.8K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 842 $59.8K <0.01% +147 13F-HR Timeline Asset Management One Co., Ltd. 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