BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,504,928 $443M 0.01% -816,752 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,724,602 $89.8M 0.01% +9,636 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,582,762 $82.4M 0.01% -115,626 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 668,550 $34.8M 0.01% +31,123 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 540,499 $28.1M 0.01% +160,380 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 452,238 $23.5M 0.04% +46,067 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 382,635 $19.9M 0.02% -481,803 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 282,063 $14.7M +225,860 Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 218,509 $11.4M 0.87% -5,034 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 212,601 $11.1M <0.01% -24,040 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/ 177,526 $9.24M <0.01% -37,721 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 173,062 $9.01M 0.1% +23,436 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 154,769 $8.06M 0.24% -6,081 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 142,123 $7.4M 0.09% -17,498 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,793 $6.81M 0.04% +18,837 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 115,816 $6.42M 4.69% +12,971 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 122,190 $6.36M 0.94% -517 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 116,807 $6.08M <0.01% -17,612 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 97,433 $5.07M 2.63% +11,077 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 95,900 $4.99M 0.2% +65,604 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 79,257 $4.13M 1.33% -118 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 65,515 $3.41M 0.02% +4,111 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 62,622 $3.26M 0.47% +1,973 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 60,763 $3.16M 0.04% -1,555 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 57,528 $2.99M 0.22% -25 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 57,376 $2.99M 0.66% +3,158 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 56,998 $2.97M 1.16% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 55,031 $2.86M 1.08% -268 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 55,000 $2.86M 0.15% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 51,462 $2.68M <0.01% 0 13F-HR/A Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 48,700 $2.57M 0.02% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 45,862 $2.39M 0.02% +20,534 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 45,804 $2.38M 0.98% -2,106 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 44,982 $2.34M 0.29% -349 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 43,933 $2.29M 0.09% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 42,227 $2.2M 0.93% +579 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 39,701 $2.06M 0.48% +4,718 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 39,543 $2.06M 1.05% -6,556 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 39,305 $2.05M 0.24% -14,791 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,979 $1.93M <0.01% -73 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 35,414 $1.84M 0.47% -3,295 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 34,791 $1.81M 0.36% -955 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,684 $1.81M 0.06% +3,376 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 32,997 $1.72M 0.81% -1,143 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 31,801 $1.68M <0.01% -1,224 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 30,000 $1.56M <0.01% -10,900 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,989 $1.51M <0.01% +1,790 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 28,112 $1.46M 0.22% +206 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,794 $1.45M <0.01% -1,459 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 26,276 $1.39M 0.26% +4,016 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 26,428 $1.38M 0.21% +1,632 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,275 $1.37M 0.03% -918 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 26,110 $1.36M 0.03% new 13F-HR Timeline Group Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 24,719 $1.29M 1.05% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,295 $1.26M 0.06% -9,167 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,012 $1.2M <0.01% -3,775 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 22,986 $1.2M 0.06% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 22,281 $1.16M 0.23% +2,863 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 22,220 $1.16M <0.01% -3,387 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 20,594 $1.07M <0.01% 13F-HR/A Timeline Group swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 21,165 $1M 1.08% +4,210 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,212 $1M <0.01% +6,265 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 18,971 $988K <0.01% 0 13F-HR Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 18,700 $974K 0.36% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 18,219 $948K 0.1% -90 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 18,117 $943K <0.01% -4,334 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 18,114 $943K 0.06% -1,612 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,923 $933K <0.01% +12,397 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 17,397 $906K <0.01% +645 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 17,352 $903K 0.38% 0 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,178 $894K 0.02% -32,255 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 17,024 $886K 0.01% +12,099 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,922 $881K <0.01% -142 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,569 $863K <0.01% +7,793 13F-HR Timeline Group TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 16,309 $849K 0.35% -1,431 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 15,681 $816K 0.09% -376 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 15,345 $799K 0.03% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 15,095 $786K 0.41% +84 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,076 $785K 0.03% +106 13F-HR/A Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 14,470 $753K 0.17% +75 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,346 $695K 0.27% +9,164 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,327 $694K <0.01% -274 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,000 $675K 0.07% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 12,455 $657K 0.34% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,112 $631K 0.01% -115 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,060 $628K <0.01% +7,323 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 11,998 $625K 0.58% +505 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,888 $619K 0.01% -3,490 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,608 $604K <0.01% +970 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,370 $592K 0.03% -618 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,357 $591K <0.01% -300 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 11,233 $585K 0.09% +4,083 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 11,000 $573K 0.06% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,948 $570K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,940 $570K 0.02% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 10,909 $568K 0.24% -133 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,686 $556K <0.01% +980 13F-HR/A Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,464 $545K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,388 $541K 0.04% +76 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 10,296 $536K 0.27% -1,212 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,079 $525K 0.01% -873 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 9,980 $520K new Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 9,502 $495K 0.04% +3,741 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,479 $493K <0.01% -1,256 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,400 $489K 0.04% -178 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 9,260 $489K 0.19% -438 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,370 $488K 0.19% -2,312 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 8,924 $465K 4.99% +190 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,507 $443K 0.24% 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 8,453 $440K 0.34% -2,763 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,150 $424K <0.01% -306 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,006 $417K 0.12% -440 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,994 $416K 0.03% -2,527 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,971 $415K 0.04% -245 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,904 $411K 0.01% +1,511 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,847 $409K <0.01% -6,715 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,824 $407K 0.05% -146 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,759 $404K 0.02% -300 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,741 $403K <0.01% -52 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,977 $402K 0.16% -1,335 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,433 $387K 0.01% new 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 7,259 $378K 0.17% -50 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,193 $374K <0.01% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,172 $373K 0.02% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 7,120 $371K 0.13% +584 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,985 $364K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,939 $361K <0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,823 $355K 0.02% -632 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,703 $349K 0.04% +1,040 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,519 $339K 0.02% +294 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 6,500 $338K 0.22% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,454 $336K 0.04% +14 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,443 $335K 0.01% +1,550 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,352 $331K 0.01% -1,699 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 6,242 $325K 0.05% -43 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,179 $322K 0.06% -4,749 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 6,084 $317K 0.35% 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,029 $315K 0.07% 0 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 5,968 $311K 0.01% -374 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 5,938 $309K 0.05% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,856 $305K <0.01% -10,006 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,487 $286K 0.02% +541 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,430 $283K 0.02% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,207 $271K +1,383 Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,201 $271K 0.01% +2,201 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,145 $268K 0.06% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,909 $261K 0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,000 $260K <0.01% 0 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 5,002 $260K 0.03% 0 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 4,907 $255K 1.19% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,798 $250K <0.01% -1,121 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,765 $248K <0.01% +454 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 4,730 $246K 0.13% -372 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,711 $245K <0.01% -4,630 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 4,682 $244K 0.05% -7,348 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,638 $241K <0.01% -4 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,607 $240K <0.01% +250 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,571 $238K 0.02% +956 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,513 $235K 0.01% -2,767 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,500 $234K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,500 $234K 0.03% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,467 $233K 0.07% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,462 $232K 0.05% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,372 $228K 0.14% -3,583 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,367 $227K 0.01% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,327 $225K 0.33% 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,016 $209K <0.01% +6 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,000 $208K 0.16% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,918 $204K 0.03% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,900 $203K 0.21% 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,878 $202K <0.01% -641 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,865 $201K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,209 $167K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,036 $158K 0.02% -499 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 2,919 $152K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,874 $150K <0.01% +204 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,642 $138K 0.12% 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,622 $137K <0.01% -400 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,555 $133K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,513 $131K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,350 $122K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,243 $117K 0.01% -1,446 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,197 $114K <0.01% -20 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,159 $112K <0.01% +723 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,100 $109K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,806 $94K 0.06% -62 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,800 $93.7K 0.01% -103 13F-HR Timeline OARSMAN CAPITAL, INC. 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