MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,321,968 $132M 0.01% +352,612 13F-HR/A Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,786,663 $84.9M 1.47% +720,340 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,133,200 $65M 0.28% +2,113,200 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/ 1,952,170 $59.4M <0.01% +1,174,860 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,795,156 $54.7M 0.11% -112,287 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,163,461 $35.4M 0.01% +316,553 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,157,180 $35.2M 0.01% +518,704 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 985,764 $30M 5.5% -16,121 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 897,500 $27.3M 0.75% new 13F-HR/A Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 679,794 $20.7M 6.93% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 669,616 $20.4M 1.05% -13,357 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 658,396 $20M 0.02% +130,929 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 618,505 $18.8M 0.03% -31,457 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 616,014 $18.8M <0.01% -54,737 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 615,733 $18.7M <0.01% +81,477 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 548,001 $16.7M 1.4% +227,443 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 536,076 $16.3M 0.02% -46,056 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 459,796 $14M 0.52% +42,821 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 450,999 $13.7M 0.8% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 443,133 $13.6M 0.02% +122,300 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 412,471 $12.6M 2.13% +9,125 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 323,234 $11.4M 1.41% +34,080 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 352,061 $10.7M +17,216 Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 325,858 $9.92M 2.37% +865 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 321,510 $9.79M +145,139 Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 314,877 $9.59M 0.66% +8,927 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 299,525 $9.12M 0.04% +9,894 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 274,628 $8.36M 0.16% 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 273,073 $8.32M 0.48% -8,339 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 270,000 $8.22M 0.08% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 269,855 $8.22M 0.36% +2,619 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 228,482 $6.96M 0.02% +9,210 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 222,274 $6.77M 2.5% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,724 $6.48M <0.01% -22,718 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 210,414 $6.46M 1.91% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 201,466 $6.13M <0.01% -183,635 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 200,485 $6.1M <0.01% +54,258 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 200,466 $6.1M 0.01% +20,812 13F-HR Timeline Group Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 197,630 $6.02M 3.19% +33,680 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 196,500 $5.98M 0.02% +101,900 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 187,198 $5.7M 0.04% +3,744 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 185,938 $5.66M <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 164,690 $5.01M <0.01% -1,594 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 162,800 $4.96M 0.22% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 154,143 $4.69M 0.55% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 128,100 $4.5M 0.25% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 142,320 $4.33M <0.01% -36,810 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 141,105 $4.3M 1.52% +4,918 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 134,700 $4.1M 0.01% +98,200 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 132,330 $4.06M 0.09% +2,330 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 123,286 $3.75M 0.01% +17,703 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 123,190 $3.75M 0.05% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 119,824 $3.65M <0.01% -1,366 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 118,778 $3.62M 0.04% -36,941 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 113,759 $3.46M 2.05% +6,571 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 109,544 $3.34M 1.55% +31,475 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 102,875 $3.13M 0.01% +9,008 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 101,644 $3.1M 0.02% +40,365 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 93,799 $2.87M <0.01% +362 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 93,652 $2.85M 1.1% -856 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 93,278 $2.84M 0.13% new 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 88,952 $2.71M 2.43% +5,652 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 88,265 $2.69M 0.1% +10,046 13F-HR Timeline Corecam AG More: the full row for Corecam AG 87,800 $2.67M 2.68% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 87,568 $2.67M 0.3% +3,137 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 86,938 $2.65M 1.91% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 80,000 $2.45M 0.02% new 13F-HR Timeline Group CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 75,181 $2.29M <0.01% +4,740 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 74,720 $2.28M 0.04% -1,369 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 74,026 $2.25M 0.03% +5,833 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 73,216 $2.23M 0.01% +14,879 13F-HR Timeline MetLife Inc in group MetLife Investment Management… More: the full row for MetLife Inc 71,590 $2.19M 18.05% -1,784 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 71,938 $2.19M 0.32% +9,578 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 61,371 $2.17M 0.36% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 70,400 $2.16M 0.02% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 70,172 $2.14M 0.43% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 69,225 $2.11M 0.02% new 13F-HR Timeline Group MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 69,050 $2.1M 1.49% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 66,444 $2.02M 0.71% +1,345 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 64,826 $1.97M 0.02% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 64,084 $1.95M 0.01% +10,947 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 63,311 $1.93M 0.5% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 62,647 $1.91M 0.47% -12,243 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 62,156 $1.89M 0.11% new 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 60,832 $1.85M 0.03% +16,347 13F-HR Timeline Group Blue Capital, Inc. More: the full row for Blue Capital, Inc. 57,451 $1.75M 1.25% -313 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 56,000 $1.71M 100% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 54,444 $1.66M 0.17% +4,534 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 52,279 $1.59M 0.18% +25,345 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 48,676 $1.48M <0.01% new 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 47,217 $1.44M 0.11% +642 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46,422 $1.41M 0.04% -1,519 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 44,774 $1.36M 0.1% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 44,381 $1.36M 0.02% +703 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,366 $1.35M 0.02% +28,582 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 43,297 $1.32M <0.01% new 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 42,347 $1.29M 0.85% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 41,361 $1.26M <0.01% +16,096 13F-HR/A Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 41,193 $1.25M 0.43% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 40,791 $1.24M 0.67% -30,678 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 40,204 $1.22M <0.01% -24,516 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 38,294 $1.17M <0.01% +288 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 37,663 $1.15M 0.03% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 37,548 $1.14M 0.23% -20 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 37,168 $1.13M 1.44% +69 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 36,425 $1.11M 0.99% 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 63,200 $1.11M 0.27% +55,300 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 36,172 $1.1M <0.01% +11,979 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 31,800 $968K 0.29% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 31,307 $953K 0.54% -1,922 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 27,554 $950K 0.25% +2,339 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 29,462 $897K 0.08% -3,750 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 29,017 $884K <0.01% -496 13F-HR/A Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 29,017 $884K 0.26% +35 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 28,924 $881K 0.01% new 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 27,923 $850K 0.17% +2,255 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 27,758 $845K <0.01% +27,608 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,543 $839K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 27,400 $834K <0.01% -277,174 13F-HR/A Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 27,245 $830K 0.01% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 26,730 $814K 0.01% +6,664 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 26,441 $805K 0.17% -2,450 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 26,417 $804K 0.37% -570 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 26,290 $801K 0.07% +2,576 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,287 $800K 0.09% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 26,075 $794K 0.49% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 25,995 $792K 0.03% +20,159 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 25,641 $781K 0.13% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 25,191 $767K 0.02% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,822 $756K <0.01% -533,563 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 24,048 $732K 0.07% +3,140 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 23,453 $714K 0.03% new 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 22,331 $680K 0.49% +9,808 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,516 $655K <0.01% -85 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 21,510 $655K 0.04% new 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 21,485 $654K 0.81% -35,462 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,249 $617K 0.01% +222 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,176 $614K 0.02% +1,950 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,106 $612K 0.01% +984 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,193 $584K <0.01% -837 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 19,001 $579K 0.01% +5,349 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,204 $569K 0.05% +311 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,697 $516K 0.02% -190,413 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,850 $513K <0.01% -61 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 15,930 $485K <0.01% -420 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 15,497 $472K 0.4% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,425 $470K 0.05% +2,992 13F-HR/A Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 15,250 $464K 0.36% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 14,830 $452K 0.08% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 12,390 $447K 0.12% +3,129 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,647 $446K 0.15% +6,374 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 14,260 $434K <0.01% +3,512 13F-HR/A Timeline Group 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 13,722 $418K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,107 $399K 0.01% +137 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 13,026 $397K <0.01% +314 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,090 $395K 0.14% new 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 12,610 $384K 0.33% +4,505 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 12,175 $371K 0.26% +710 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,164 $370K 0.01% -1,787 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,154 $370K 0.12% +413 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 11,986 $365K 0.3% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 11,893 $362K 0.04% 0 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 11,676 $356K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,456 $351K 0.02% +56 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 11,119 $339K 0.28% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 11,041 $336K 0.03% +1,389 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 9,131 $321K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,686 $295K 0.01% +1,133 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,141 $278K <0.01% +858 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 9,115 $278K 0.15% +1,917 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,051 $276K <0.01% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,979 $273K 0.01% +11 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,947 $272K <0.01% -1,477 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,882 $270K <0.01% +59 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 8,501 $259K 0.01% -1,473 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 8,393 $256K 0.08% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,351 $254K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,166 $249K <0.01% -275 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,072 $246K <0.01% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,900 $242K 0.01% 0 13F-HR Timeline Navigation Wealth Management, Inc. 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