BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,298,097 $541M 0.01% +793,169 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,998,126 $116M 0.01% +273,524 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,489,849 $86.7M 0.01% -92,913 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 1,103,326 $64.2M 0.07% +720,691 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 847,231 $49.3M 0.01% +178,681 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/ 717,394 $41.8M <0.01% +539,868 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 682,193 $39.7M 0.99% +665,015 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 451,422 $26.3M 0.01% -89,077 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 406,035 $23.6M 0.01% +289,228 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 307,565 $17.9M 1.27% +250,037 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 242,391 $14.1M <0.01% +29,790 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 219,389 $12.8M 0.97% +880 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 173,102 $10.1M -108,961 Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 165,176 $9.61M 0.42% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 161,856 $9.42M 0.02% -290,382 13F-HR/A Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 152,571 $8.88M 0.11% +10,448 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 145,126 $8.45M 0.1% -27,936 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 139,266 $8.11M 0.26% -15,503 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 123,572 $7.19M 0.6% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 121,916 $7.1M 1.06% -274 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 116,898 $6.8M 0.05% -4,895 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 103,102 $6.33M 4.35% -12,714 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 89,065 $5.18M 2.79% -8,368 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 84,807 $4.94M 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 79,871 $4.65M 0.2% +55,576 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 78,734 $4.58M 1.22% -523 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 73,539 $4.28M 0.02% +8,024 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,728 $3.88M 0.02% +57,249 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 63,379 $3.69M 0.05% +17,517 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 57,229 $3.33M 0.04% -3,534 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 57,182 $3.33M 0.74% -194 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 56,998 $3.32M 0.49% -5,624 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 56,998 $3.31M 1.36% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 53,290 $3.1M 1.26% -1,741 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 52,879 $3.08M 0.01% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 51,462 $3M <0.01% 0 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 50,000 $2.91M 0.16% -5,000 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 108,458 $2.88M 0.02% +59,758 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 49,253 $2.87M 1.28% +3,449 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 47,803 $2.78M 0.09% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 46,514 $2.71M <0.01% +34,906 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 44,379 $2.58M 0.33% -603 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 44,239 $2.57M 0.1% +306 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 43,075 $2.51M 1.34% +3,532 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 41,696 $2.43M 1.1% -531 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 37,260 $2.17M 1.93% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,979 $2.15M <0.01% 0 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 36,233 $2.11M 1.38% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 35,960 $2.09M 0.07% +31,593 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,300 $2M <0.01% +4,300 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 33,169 $1.93M 0.39% -1,622 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 31,884 $1.86M 0.89% -1,113 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 31,606 $1.84M 0.22% -7,699 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 31,801 $1.83M <0.01% 0 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 31,007 $1.8M 0.46% -4,407 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 30,938 $1.8M <0.01% +20,252 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 29,673 $1.73M 0.06% -5,011 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,923 $1.68M <0.01% -66 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 28,172 $1.64M <0.01% +20,022 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 28,112 $1.64M 0.25% 0 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 28,107 $1.64M 0.33% +5,826 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,714 $1.61M <0.01% -80 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,501 $1.6M 0.08% +4,515 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 28,057 $1.58M 0.31% +1,781 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 26,239 $1.53M <0.01% +5,645 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,022 $1.51M 0.01% +19,083 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 24,548 $1.43M 1.21% -171 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 23,777 $1.38M <0.01% +1,557 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 22,086 $1.29M 0.2% -4,342 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,935 $1.28M <0.01% +2,723 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,093 $1.23M <0.01% +4,524 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,542 $1.2M 0.07% +2,428 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 20,526 $1.19M 0.48% +4,217 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 20,269 $1.18M 0.03% -6,006 13F-HR Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 18,700 $1.09M 0.4% 0 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 21,015 $1.08M 1.14% -150 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 18,474 $1.07M <0.01% -4,538 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 18,085 $1.05M <0.01% +688 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,024 $1.05M 0.01% +1,000 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,520 $1.02M <0.01% -403 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 16,965 $987K <0.01% +43 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,963 $987K 0.01% +3,636 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 16,307 $949K <0.01% -2,664 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,025 $933K 0.02% +5,085 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,430 $898K 0.01% new 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 15,349 $893K 0.17% +10,667 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 15,345 $893K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 15,302 $891K 0.04% +226 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,943 $870K 0.09% -738 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,414 $839K <0.01% new 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 14,193 $826K 0.45% -902 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,033 $817K <0.01% new 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 13,648 $794K 0.59% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 13,000 $784K 0.07% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,405 $780K 0.01% +2,457 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 13,250 $771K 0.18% -1,220 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,055 $760K 0.3% -291 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,854 $748K <0.01% -5,263 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 12,230 $738K 0.41% -225 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 12,629 $735K <0.01% +569 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,533 $729K 0.07% +12,250 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,981 $697K 0.01% -131 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 11,783 $686K 0.13% +6,638 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 11,642 $678K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,357 $661K <0.01% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 11,236 $654K 0.42% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 11,000 $640K 0.07% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 10,575 $615K 0.11% +4,396 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,488 $610K 0.03% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,464 $609K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,388 $605K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,274 $598K 0.01% -1,614 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 10,220 $595K 0.25% -689 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,211 $594K 0.57% -1,787 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,207 $594K 0.05% +2,448 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 10,109 $588K +129 Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 10,000 $582K 0.5% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,854 $569K 0.03% -1,516 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 9,758 $568K 0.19% +2,638 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,638 $561K <0.01% +1,897 13F-HR Timeline Group Dentgroup LLC More: the full row for Dentgroup LLC 9,439 $549K 0.41% +986 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,400 $547K 0.04% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,161 $533K 0.01% -918 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,997 $524K 0.03% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 8,687 $506K 0.2% -573 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 8,676 $505K 0.33% -8,676 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 8,643 $504K 5.2% -281 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 8,255 $480K 0.27% -252 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,223 $479K 0.23% -2,073 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,073 $470K 0.07% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,019 $467K 0.18% -1,351 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 7,977 $464K 0.2% +718 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 $464K 0.05% 0 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 7,876 $459K 0.23% 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,813 $455K 0.13% -193 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,561 $440K <0.01% -286 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,366 $429K 0.06% -458 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,252 $422K 0.07% -3,981 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,203 $420K 0.02% 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,193 $419K <0.01% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,960 $405K 0.01% -25 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,896 $401K 0.04% -2,606 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,823 $397K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,791 $395K 0.01% +348 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,518 $379K <0.01% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 6,500 $378K 0.25% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,260 $377K 0.16% -717 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,454 $376K 0.04% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 6,253 $364K <0.01% +1,615 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,236 $363K 0.02% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,172 $359K <0.01% +1,461 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,120 $356K <0.01% +5,119 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 6,060 $353K 0.4% -24 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,996 $349K 0.01% +1,483 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,029 $347K 0.09% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,869 $342K 0.02% -2,125 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 5,863 $341K 0.04% -12,356 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,850 $340K 0.19% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,808 $339K 0.01% -2,096 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 5,757 $335K 0.06% -485 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,698 $332K <0.01% +900 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 5,518 $321K <0.01% -338 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,420 $315K <0.01% +813 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 5,373 $313K 0.09% +906 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,349 $311K 0.02% -1,170 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,049 $294K 0.18% +677 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,000 $291K <0.01% 0 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 4,886 $284K 0.24% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,500 $262K 0.01% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,500 $262K 0.03% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,438 $258K <0.01% +560 13F-HR Timeline Group Lee Financial Co More: the full row for Lee Financial Co 4,428 $258K 0.04% +510 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,403 $256K 0.02% -1,084 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,386 $255K 0.05% -76 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,359 $254K 0.01% -21,751 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,327 $252K 0.37% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 4,324 $252K 0.13% -406 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,311 $251K <0.01% -454 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,016 $234K <0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,006 $233K 0.01% -903 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,000 $233K 0.18% 0 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,900 $227K 0.2% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,865 $225K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,826 $223K <0.01% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,763 $219K 0.04% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,715 $216K <0.01% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,656 $213K -1,551 Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,540 $206K 0.02% new 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 3,519 $205K 0.01% +600 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,514 $205K <0.01% +305 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,499 $204K 0.01% -1,072 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,000 $175K <0.01% -2,201 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,764 $161K <0.01% -110 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,622 $153K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,555 $149K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,513 $146K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,350 $137K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,100 $122K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,062 $121K 0.01% -181 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,959 $115K <0.01% -200 13F-HR/A Timeline Group