HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,685,253 $270M 0.16% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,524,710 $203M 0.07% -11,204,783 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,320,569 $193M 0.16% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,930,904 $111M 0.01% +1,116,860 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,853,632 $109M 0.08% new 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/ 1,159,227 $66.8M <0.01% -35,745 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 816,015 $47.1M 0.05% +18,594 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 639,418 $36.8M 0.8% +14,712 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 564,910 $32.5M 9.59% -10,865 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 486,453 $28M 2.76% +26,171 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 416,096 $24M 0.01% +139,079 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 389,274 $22.4M -110,661 Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 316,532 $18.2M 3.59% +12,563 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 282,705 $16.3M 1.75% -941 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 279,571 $16.1M <0.01% +27,228 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 272,871 $15.7M 0.02% -171,043 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 252,947 $14.6M 0.02% +227,276 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 238,875 $13.8M <0.01% +44,481 13F-HR/A 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 235,824 $13.6M 0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 233,458 $13.4M <0.01% +42,657 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 229,506 $13.2M 0.01% -31,283 13F-HR Timeline Group Financial Advisory Corp More: the full row for Financial Advisory Corp 222,454 $12.8M 1.78% -65,165 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 210,862 $12.1M 0.02% -237,430 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 202,515 $11.7M 0.65% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 192,339 $11.1M 0.04% +8,822 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 179,975 $10.4M <0.01% +40,364 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 179,561 $10.3M 1.31% -3,675 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 230,860 $9.68M <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 167,048 $9.62M <0.01% -37,970 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 154,885 $8.92M 0.55% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 140,467 $8.09M 0.22% -6,963 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 139,878 $8.06M 0.01% +23,562 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 136,205 $7.85M 0.19% new 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 115,125 $6.63M 1.97% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 112,456 $6.48M 0.07% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 112,058 $6.46M +27,793 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 107,873 $6.21M 0.01% +72,559 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 107,474 $6.19M 1.26% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 106,827 $6.15M 1.87% +18,302 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 106,085 $6.11M 0.26% -2,700 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 101,138 $5.83M 0.01% +148 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 96,225 $5.54M 0.03% +36,725 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 96,111 $5.54M 0.07% +1,195 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 89,533 $5.16M <0.01% +419 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 88,885 $5.12M 0.27% +65,015 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 87,105 $5.02M 0.03% -10,266 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 83,127 $4.79M 0.07% +114 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 81,608 $4.75M <0.01% +23,255 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 77,235 $4.45M 0.04% +39,077 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 74,287 $4.28M 0.8% +11,793 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 72,129 $4.16M 3.96% -2,119 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 70,360 $4.05M 0.59% +3,086 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 67,900 $3.91M 0.01% +21,919 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 63,178 $3.64M 3.08% -200 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 61,161 $3.52M 0.01% -7,839 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 56,932 $3.28M 0.64% +50,453 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 54,564 $3.14M +3,283 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 52,324 $3.01M 0.01% -4,887 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 52,300 $3.01M 0.3% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 49,704 $2.89M <0.01% -5,049 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 64,001 $2.79M <0.01% +19,108 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 44,971 $2.59M 0.06% +6,240 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 43,956 $2.53M 0.17% +495 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 42,252 $2.43M 0.07% +37,901 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 41,212 $2.37M 0.05% -12,113 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 39,989 $2.3M 0.01% +32,371 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 39,762 $2.29M 0.03% +1,031 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 39,087 $2.25M 0.02% -3,381 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 38,834 $2.17M 0.01% -1,119 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 37,418 $2.16M 1.28% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,868 $2.07M <0.01% -90,947 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 46,099 $1.97M 0.01% -20,419 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 33,435 $1.93M 0.46% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 33,067 $1.91M <0.01% -5,535 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 32,169 $1.85M 0.01% 0 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 32,100 $1.85M 1.24% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,992 $1.81M <0.01% -15,854 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 29,621 $1.71M 0.03% +6,894 13F-HR Timeline Group ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 28,000 $1.61M 0.37% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 27,772 $1.6M 0.07% +2,122 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 27,202 $1.57M 0.18% -463 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,120 $1.5M 0.01% -3,880 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 26,089 $1.5M <0.01% new 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 24,755 $1.43M 0.23% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,628 $1.42M <0.01% +10,448 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,354 $1.4M 0.01% -2,648 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 24,248 $1.4M 0.91% +2,750 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 23,849 $1.37M 0.01% +130 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,290 $1.34M 0.01% -2,942 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 22,784 $1.31M 0.01% +1,390 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,588 $1.3M <0.01% +1,972 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,288 $1.3M 0.02% -5,403 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 22,050 $1.27M 1.2% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 21,506 $1.24M 0.01% +116 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21,404 $1.23M 0.07% -2,042 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 21,261 $1.22M 0.03% -6,713 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 20,200 $1.16M <0.01% -5,700 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 20,157 $1.16M 0.06% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 18,828 $1.08M 0.38% -2,020 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,780 $1.08M 0.03% -3,000 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 16,934 $976K 0.3% -5,202 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,579 $955K 0.01% -2,121 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 16,519 $952K 0.4% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,446 $947K <0.01% +11,095 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 16,102 $928K 0.06% 0 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 15,750 $908K 0.11% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 15,690 $904K 0.31% +1,095 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,569 $897K 0.04% new 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,265 $879K <0.01% -631 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,326 $856K 0.01% +7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,945 $803K <0.01% +3,409 13F-HR/A Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 13,799 $795K 0.48% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,316 $767K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,655 $762K 0.04% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,497 $761K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,125 $756K 0.01% new 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 12,995 $749K 0.41% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,959 $747K <0.01% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 12,807 $738K 0.21% +6,656 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 12,688 $731K 0.19% -317 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,649 $729K 0.03% -579 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 12,514 $721K 0.22% -5,392 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,464 $718K 0.02% -1,037 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 12,249 $706K 0.34% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,080 $696K 0.09% -50 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 11,795 $680K <0.01% new 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 11,378 $655K 0.27% -5,299 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,293 $651K <0.01% -1,428 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,230 $647K 0.08% -67 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 11,227 $647K 0.67% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,078 $638K 0.02% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,874 $626K <0.01% -7,523 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,779 $621K <0.01% -824 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 10,756 $620K 0.2% +300 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,737 $619K <0.01% +58 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,673 $615K <0.01% +855 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,596 $610K 0.38% +2,622 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,430 $601K 0.17% +9,000 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,179 $586K <0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 10,000 $576K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,957 $574K <0.01% +7,719 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,507 $558K <0.01% +2,446 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,574 $552K <0.01% +331 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,497 $547K 0.01% new 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,493 $547K 0.01% new 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,913 $544K 0.03% 0 13F-HR/A Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 9,271 $534K 0.12% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,182 $529K 0.07% new 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 12,262 $527K 0.35% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 8,792 $506K 0.18% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,643 $498K <0.01% +2,123 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,415 $485K <0.01% +368 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,372 $482K 0.01% 0 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 8,094 $466K 0.46% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,075 $465K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,002 $461K 0.04% +36 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,768 $448K 0.01% +1,400 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 7,607 $438K <0.01% +1,610 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,368 $424K 0.02% -284 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,364 $424K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,977 $402K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,902 $398K 0.02% -7,761 13F-HR/A Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,896 $397K 0.06% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,800 $392K <0.01% -1,200 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,779 $391K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,722 $387K 0.01% -1,119 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 6,612 $367K 0.35% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,363 $367K <0.01% -489 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,200 $357K 0.1% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,231 $354K 0.03% -446 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,121 $353K 0.03% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,997 $346K 0.01% +652 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,947 $343K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,760 $332K <0.01% -5,104 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,658 $326K <0.01% 0 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,639 $325K <0.01% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 5,600 $323K <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,509 $317K 0.01% -41 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,500 $317K 0.01% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,487 $316K 0.04% 0 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. 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