ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,236,139 $719M +2,639,537 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 9,151,803 $623M 0.04% +53,486 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/ 7,579,128 $533M 0.04% +3,691,520 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,645,825 $326M 0.1% +3,667,676 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,843,829 $270M 6.52% +3,047,010 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,549,159 $249M 1.21% -243,340 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,005,929 $211M 0.01% -387,042 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,867,259 $201M 0.05% +267,185 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,380,720 $167M 0.34% +501,422 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,155,955 $151M 0.2% +1,489,621 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,059,903 $145M 0.16% +1,390,128 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,501,248 $105M 0.07% +1,197,677 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,229,530 $86.4M 0.02% +429,717 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,214,097 $85.3M 0.24% +37,822 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,143,953 $80.4M 2.54% -158,657 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,119,616 $76.3M 3.31% -318,583 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,083,579 $76.1M 0.21% -385,737 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,049,342 $73.7M 0.07% +195,176 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 992,612 $69.8M 0.7% -14,497 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 940,191 $66.1M 0.07% +50,131 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 847,910 $59.6M +256,763 Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 807,195 $56.7M 18.04% +263,897 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 718,240 $50.5M 1.2% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 694,956 $48.8M 0.01% +252,492 13F-HR/A Timeline Group Korea Investment CORP More: the full row for Korea Investment CORP 680,378 $47.8M 0.1% +336,723 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 631,240 $44.4M 1.9% -1,592 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 606,247 $42.6M 4.18% +139,759 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 547,549 $38.5M 3.67% +36,907 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 520,683 $36.6M 0.36% -14,261 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 512,239 $36M 4.78% +60,435 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 492,537 $34.6M 1.08% +4,485 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 467,554 $32.9M 0.01% -9,689 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 436,911 $30.7M 0.09% -23,170 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 403,226 $28.3M 0.74% +114,090 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 358,678 $25.2M 16.27% -26,680 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 353,028 $24.8M 1.08% +4,465 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 299,662 $21.1M 0.01% -644 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 269,881 $19M 0.22% -2,701 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 268,835 $18.9M 7.83% +34,774 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 263,562 $18.5M 1.11% -3,002 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 233,964 $16.4M 0.23% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 220,420 $15.5M 0.02% -1,898 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 219,447 $15.4M 0.51% +23,533 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 217,784 $15.3M 0.04% +57,285 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 217,396 $15.3M 0.24% -2,708 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 216,245 $15.2M <0.01% -1,213 13F-HR/A Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 213,143 $15M 0.03% +1,198 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 208,269 $14.6M 0.01% +13,567 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 203,288 $14.4M <0.01% +628 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 192,049 $13.5M 0.03% -13,192 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 186,003 $13.1M 0.08% -2,561 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 172,138 $12.1M <0.01% -7,755 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 160,221 $11.3M 0.02% -743 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 155,915 $11M <0.01% +21,501 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 153,598 $10.8M 1.04% +30,316 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 151,867 $10.7M 4.16% -4,524 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 150,217 $10.6M 0.06% +72,596 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 148,118 $10.4M 0.01% -9,354 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 144,320 $10.1M 0.02% +20,159 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 143,183 $10.1M 0.01% +128,786 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 134,701 $9.47M 2.18% -2,861 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 133,775 $9.4M 0.67% +107,502 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 132,804 $9.33M 0.02% +34,170 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 127,792 $8.98M 0.55% 0 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 126,049 $8.86M 0.02% -13,076 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 124,476 $8.75M 2.18% -224 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 120,171 $8.44M 1.5% +4,203 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 120,023 $8.43M <0.01% -45,520 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 113,490 $7.97M 2.72% +2,787 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 108,972 $7.66M 0.95% +7,096 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 106,545 $7.49M 0.12% -11,638 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 100,230 $7.04M 1.98% +13,403 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 98,398 $6.91M <0.01% +60,596 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 96,321 $6.77M 0.03% -28,245 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 94,731 $6.66M 0.04% +71,205 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 88,606 $6.23M 0.07% +66,793 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 88,113 $6.19M 1.94% +2,325 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 86,675 $6.09M 0.13% 0 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 84,547 $6.03M 0.45% -11,963 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 81,544 $5.73M <0.01% -14,005 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 80,414 $5.65M 0.64% -31,505 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 76,685 $5.39M 2.16% +16,080 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 76,288 $5.36M 0.01% +3,000 13F-HR Timeline Group Quartz Partners, LLC More: the full row for Quartz Partners, LLC 73,362 $5.16M 1.99% +4,412 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 70,008 $4.92M 0.03% -9,959 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 68,115 $4.83M 3.12% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 68,152 $4.79M 0.05% +11,337 13F-HR Timeline Group Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 67,471 $4.74M 2.83% -10,252 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 67,214 $4.72M 0.47% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 66,935 $4.7M 0.06% -2,820 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 66,679 $4.69M 0.04% +30,520 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 65,726 $4.62M 0.67% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 64,441 $4.53M 0.1% +7,180 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 63,857 $4.49M 1.03% +928 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 58,409 $4.1M 0.21% +7,837 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 58,097 $4.08M 0.01% +17,795 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 57,695 $4.05M 0.07% +269 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 56,966 $4M +40,494 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 56,128 $3.94M 0.45% -4,360 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 55,000 $3.86M 1.06% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 54,994 $3.86M 0.15% +5,346 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 54,469 $3.83M 0.02% -1,373 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 53,779 $3.78M 0.02% +25,699 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 51,834 $3.64M 0.03% -8,862 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 51,350 $3.61M 0.06% -19,107 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 50,756 $3.57M 0.01% +14,796 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 50,665 $3.56M 0.43% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,543 $3.55M 0.2% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 50,501 $3.55M 0.06% +20,109 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 48,810 $3.43M 0.2% -768 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 47,246 $3.32M <0.01% -2,185 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 45,952 $3.13M <0.01% -61 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 41,258 $2.9M 0.43% +7,548 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 40,916 $2.88M <0.01% -19,341 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 40,147 $2.82M 0.32% -6,206 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 39,394 $2.77M 0.01% -745 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 38,388 $2.7M 0.09% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 38,093 $2.68M 0.06% new 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 37,850 $2.66M 1.66% -1,310 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 37,794 $2.66M <0.01% +3,738 13F-HR Timeline Group Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 37,604 $2.64M 5.8% +10,322 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 37,359 $2.63M 0.01% -4,255 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 36,580 $2.57M <0.01% -142,653 13F-HR Timeline Group TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 36,142 $2.54M 1.56% +1,057 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,616 $2.5M 0.02% +29,401 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 35,100 $2.47M 0.09% +7,658 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 69,277 $2.47M <0.01% +33,300 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 34,951 $2.46M 0.13% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 34,751 $2.44M 0.03% +26,875 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 33,801 $2.38M 0.01% 0 13F-HR/A Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 33,764 $2.37M 0.03% +14,401 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,522 $2.36M 0.09% +21,577 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 33,522 $2.36M 0.31% +25,166 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 33,337 $2.34M 0.69% +1,911 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32,844 $2.31M 1% +198 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 32,748 $2.3M <0.01% new 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 30,475 $2.14M 0.16% -412,097 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 30,435 $2.14M 1.36% -388 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,321 $2.13M <0.01% +5,020 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 30,097 $2.11M 0.29% -767 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 29,355 $2.06M <0.01% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 29,009 $2.04M <0.01% +17,386 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 28,617 $2.01M 0.02% -1,802 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 26,239 $2M 1.79% +1,020 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/ 23,934 $1.99M <0.01% +724 13F-HR Timeline Group Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 27,928 $1.96M 0.43% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 27,770 $1.95M 0.33% -1,830 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 27,209 $1.91M 1.77% 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 27,100 $1.9M 1.91% -3,460 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 26,516 $1.86M 0.62% +3,262 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 26,290 $1.85M 0.23% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 26,178 $1.84M 1% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,104 $1.83M 0.11% -3,163 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25,974 $1.83M 0.01% -8 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 25,135 $1.76M 0.23% -1,925 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 24,996 $1.76M <0.01% +16,926 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 24,883 $1.75M 0.76% +425 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 24,743 $1.74M 0.36% +440 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,442 $1.72M 0.02% +311 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 24,431 $1.72M <0.01% -66,746 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 24,173 $1.7M 0.71% -409 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 23,741 $1.67M +2,550 Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 22,027 $1.65M 1.24% +17,399 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 22,919 $1.61M 0.67% -92 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 22,857 $1.61M 0.3% +2,228 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 22,571 $1.6M <0.01% -17,023 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,772 $1.6M 0.03% +2,671 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 22,582 $1.59M 0.09% +407 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 22,476 $1.58M 0.31% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,075 $1.56M <0.01% +7,880 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 22,154 $1.56M 0.13% +16,564 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 22,046 $1.55M 0.37% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 21,962 $1.54M 0.2% -3,419 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,392 $1.5M 0.15% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 20,620 $1.45M 0.5% -115 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,516 $1.44M 0.02% -4,979 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18,504 $1.3M 0.08% +2,974 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,913 $1.26M <0.01% -226 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,842 $1.25M <0.01% +10,525 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 17,796 $1.25M 1.02% -216 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,663 $1.24M 0.07% +13,000 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17,528 $1.23M 0.29% +17,161 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,508 $1.23M 0.02% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 17,439 $1.23M 0.26% -2,449 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 16,970 $1.19M 0.56% +400 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 16,860 $1.18M 0.01% +5,820 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 16,456 $1.16M 0.1% -75 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 16,129 $1.13M 0.03% 0 13F-HR Timeline WEALTHGARDEN F.S. 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LLC 16,103 $1.13M 0.77% -1,367 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 15,790 $1.11M 0.02% -110 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,483 $1.09M 0.01% -9,640 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 14,834 $1.04M <0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,630 $1.03M 0.01% -167,008 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,392 $1.01M 0.02% -375 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 14,180 $996K 0.58% +21 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,909 $977K 0.03% -26 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,778 $968K <0.01% +2,129 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 13,685 $962K 0.01% 0 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. 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