MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,164,218 $158M 0.01% +21,285 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,152,441 $83.4M <0.01% -68,700 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 836,373 $60.9M +5,529 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 503,790 $36.7M 0.01% +9,071 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/ 350,164 $25.5M <0.01% -17,310 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 281,311 $20.5M 0.01% -2,090 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 275,673 $20.1M <0.01% -23,471 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 268,210 $19.5M <0.01% +9,322 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 200,589 $14.6M <0.01% +3,556 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 193,685 $14.1M 0.79% -5,180 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 187,000 $12.7M 0.01% 0 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 148,387 $10.8M 0.01% -89,586 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 136,508 $9.94M 2.72% +4,190 13F-HR/A Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,383 $9.7M 1.49% new 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 115,621 $8.42M 0.04% +196 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 112,004 $8.16M 0.04% -4,682 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 104,512 $7.61M 0.84% -1,908 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 97,376 $7.09M 0.06% -2,754 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 93,457 $6.81M 0.2% -19,104 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 83,589 $6.09M 0.32% -31 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 82,675 $6.01M 2.84% -310 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 80,057 $5.83M 1.84% +5,457 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 75,467 $5.5M 0.01% +3,860 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 59,392 $4.33M 0.91% -2,792 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 59,300 $4.32M 0.03% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 57,778 $4.21M 0.03% +4,977 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 55,717 $4.06M 3.93% -956 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 55,592 $4.05M 0.02% +2,598 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 55,176 $4.02M 0.02% -3,457 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 53,158 $3.87M 0.25% -204,916 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 51,938 $3.78M 0.36% +22,956 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 50,894 $3.71M 1.04% +1,384 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 50,763 $3.7M 0.38% -8,403 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,470 $3.68M <0.01% +795 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 48,722 $3.55M 0.35% -105 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 48,614 $3.54M 0.6% -41,208 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 44,846 $3.27M 0.29% -32 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,612 $3.18M 0.01% +5,542 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 42,972 $3.13M 0.02% -589 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 41,051 $2.99M 0.01% -17,544 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 40,739 $2.97M 0.12% +402 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 40,594 $2.96M 0.06% -93 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 39,930 $2.91M 1.37% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,045 $2.84M <0.01% +4,129 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 37,420 $2.73M 0.03% +10,544 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 37,090 $2.7M <0.01% +252 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 34,709 $2.53M 0.05% -5,976 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 32,135 $2.34M 0.22% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 31,511 $2.3M <0.01% -164,499 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 29,796 $2.17M +2,028 Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 29,732 $2.17M 0.68% -705 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,272 $2.06M <0.01% +2,698 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,300 $1.99M 0.06% -874 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 26,091 $1.9M <0.01% -1,900 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 25,994 $1.89M 0.34% -856 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 25,084 $1.83M 0.01% +312 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,062 $1.75M <0.01% -2,238 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,990 $1.75M <0.01% +11,537 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,601 $1.72M <0.01% +959 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 23,567 $1.72M 0.21% -980 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 22,746 $1.66M 0.97% -293 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,132 $1.61M <0.01% +264 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,372 $1.56M <0.01% -8,359 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 21,320 $1.55M <0.01% +2,001 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,880 $1.52M <0.01% +808 13F-HR Timeline Group Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 20,737 $1.51M 1.15% -12 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,488 $1.49M <0.01% -4,375 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 20,158 $1.49M 0.18% -126 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,245 $1.47M 0.04% -4,430 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 20,241 $1.47M <0.01% +6 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 20,139 $1.47M 0.27% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,024 $1.46M <0.01% +1,717 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,996 $1.46M 0.02% -736 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,427 $1.42M 0.01% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,936 $1.38M 0.07% -389 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,896 $1.38M <0.01% -1,725 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 18,740 $1.36M 0.92% -6,840 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,596 $1.35M 0.02% -739 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 18,521 $1.35M 0.47% +196 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/ 18,290 $1.33M <0.01% +93 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,732 $1.29M <0.01% +880 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 17,069 $1.24M <0.01% -9,518 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 16,307 $1.19M <0.01% 0 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,006 $1.17M <0.01% -3,072 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 15,951 $1.16M 0.17% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 15,402 $1.12M 0.32% -822 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 15,345 $1.12M 0.04% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,541 $1.06M 0.09% -686 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,435 $1.05M <0.01% +545 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 13,819 $1.01M 0.76% -253 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,000 $970K 0.05% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 13,121 $956K 0.14% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,071 $952K 0.02% +190 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 12,788 $932K 0.39% +400 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 12,735 $928K 0.37% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,787 $918K <0.01% +2,477 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 12,327 $898K 0.31% -410 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 12,100 $881K 0.02% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 12,070 $879K 0.01% +5,330 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 11,760 $857K 0.29% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,700 $852K 0.08% -1,729 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,660 $849K 0.01% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 11,639 $848K 0.04% -130 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,251 $820K 0.31% -494 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,094 $808K <0.01% -4,329 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 11,058 $806K 0.03% +286 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 10,962 $799K 0.09% -2,341 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,884 $793K 0.04% +190 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,706 $780K <0.01% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 10,679 $771K 0.1% -275 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 10,481 $764K 0.2% -548 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,419 $759K <0.01% -1,504 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 10,282 $749K 0.09% +3,659 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 10,000 $728K 0.58% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 9,823 $716K <0.01% -3,205 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,663 $704K 0.01% +2,008 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 9,654 $703K 0.01% -459,533 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 9,597 $699K 0.03% -135 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,515 $693K 0.39% -483 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 9,498 $692K 5.29% 0 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,455 $689K 0.02% -455 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 9,450 $688K 0.21% +1,400 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,400 $685K 0.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,291 $677K <0.01% new 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9,291 $677K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,198 $670K 0.02% -150 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,097 $663K 0.01% +51 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 8,992 $655K 0.37% -175 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 8,971 $654K 0.05% +44 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 8,957 $653K 0.35% +192 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,842 $644K 0.05% +8 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,692 $633K <0.01% +536 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,670 $632K <0.01% -2,086 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 8,639 $629K <0.01% -1,012 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 8,607 $627K 0.34% -7,337 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 8,592 $626K 0.13% -26 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,570 $624K <0.01% -9,568 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,381 $611K 0.49% -1,820 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,755 $565K <0.01% +564 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,689 $560K <0.01% +123 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,591 $553K 0.14% +457 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,591 $553K 0.01% +457 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,563 $551K 0.01% -6,918 13F-HR Timeline Group ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 7,538 $549K 0.15% -197 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,261 $529K <0.01% -829 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,255 $529K 0.01% -288 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,193 $524K <0.01% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,190 $524K 0.07% +82 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 7,010 $511K 0.35% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,985 $509K 0.01% 0 13F-HR Timeline Group CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 6,933 $505K 0.43% -88 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,908 $503K 0.15% +2,012 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,855 $499K 0.01% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,729 $490K 0.16% -204 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,588 $480K 0.1% -1,120 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 6,500 $474K 0.31% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,358 $463K 0.01% +996 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,734 $458K 0.02% new 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 6,262 $456K 0.09% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,192 $451K <0.01% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,108 $445K 0.05% +708 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,092 $444K 0.01% new 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 6,092 $444K 0.28% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 6,085 $443K <0.01% +37 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,096 $439K 0.01% +776 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,029 $439K 0.08% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,991 $437K 0.02% +2,164 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 5,946 $433K 0.16% 0 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 5,871 $428K 0.33% -1,143 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,838 $425K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,749 $419K 0.09% +14 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,700 $415K <0.01% 0 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,600 $408K 0.03% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,540 $404K 0.04% +919 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,528 $403K <0.01% +329 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,440 $396K <0.01% -26,933 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,300 $386K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,155 $376K 0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,061 $369K 0.01% -1,664 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,021 $366K <0.01% 0 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,000 $364K <0.01% 0 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,000 $364K 0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,795 $349K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,721 $344K 0.01% +406 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,606 $336K 0.26% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,590 $334K 0.15% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,500 $328K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. 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