BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 13,781,566 $1.36B 0.02% -149,610 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,684,000 $264M 1.8% -1,050,000 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,113,446 $208M 0.06% -147,811 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,030,212 $101M 0.01% -133,097 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 945,984 $93.1M <0.01% +501,291 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 786,480 $77.4M 0.13% +786,388 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 776,264 $76.6M 0.06% +745,236 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 719,900 $70.8M 0.23% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 310,990 $30.9M <0.01% -141,989 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 308,646 $30.4M +19,746 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 231,651 $22.8M <0.01% +5,751 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 217,217 $21.4M <0.01% +17,965 13F-HR Timeline Group Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 183,020 $18M 0.01% 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 183,017 $18M <0.01% +6,397 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 166,548 $16.4M 0.01% -2,250 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 165,149 $16.2M <0.01% +12,274 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 148,494 $14.6M <0.01% +46,194 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 138,873 $13.7M 0.01% +3,226 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 127,640 $12.6M 0.01% -319,883 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 125,906 $12.4M 0.04% -250 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 118,275 $11.6M 0.07% +2,893 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 115,873 $11.4M 0.28% +22,765 13F-HR Timeline KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 104,285 $10.3M 1.98% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 97,325 $9.57M 0.8% +5,314 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 83,187 $8.18M 0.01% -807 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 82,029 $8.07M <0.01% +78,839 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 78,965 $7.77M 0.89% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 60,434 $5.95M 0.07% +2,462 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 53,846 $5.3M 1.3% +2,440 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 49,180 $4.84M <0.01% +22,685 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 48,221 $4.74M <0.01% +1,080 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 47,800 $4.7M 0.01% -10,800 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,105 $4.54M 0.01% +7,867 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 44,915 $4.42M <0.01% -10,000 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 44,273 $4.36M 0.09% new 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 41,594 $4.09M 0.02% -776 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 41,137 $4.05M 0.02% +21,118 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,879 $3.82M <0.01% +5,419 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 38,556 $3.79M <0.01% -5,136 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,777 $3.72M 0.03% +2,600 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,985 $3.15M 0.01% -776 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 31,572 $3.11M <0.01% +5,381 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 30,196 $2.98M 0.01% +1,211 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 28,669 $2.82M <0.01% -1,214 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 27,984 $2.75M 0.01% +2,243 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,700 $2.63M 0.01% 0 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 26,685 $2.63M <0.01% -668 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 26,411 $2.6M 1.31% +3,492 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 25,401 $2.5M -745 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,303 $2.4M <0.01% +5,914 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,098 $2.37M 0.01% -3,856 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,952 $2.36M 0.01% +7,010 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 21,729 $2.14M <0.01% +181 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 21,367 $2.1M 0.47% new 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 21,133 $1.98M 2.29% 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 19,723 $1.94M 0.41% -9,484 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,703 $1.94M 0.03% +1,560 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 19,029 $1.87M 0.33% -5,863 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 18,977 $1.87M 0.08% +5,217 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 18,891 $1.86M 0.31% -758 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,820 $1.85M 0.01% -1,054 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18,516 $1.82M 0.03% +85 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,905 $1.76M 0.01% -1,831 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 17,109 $1.68M 1.1% +1,808 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 17,078 $1.68M 0.27% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,991 $1.67M 0.02% +13,076 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,921 $1.66M 0.05% +4,560 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 16,116 $1.59M <0.01% +1,412 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,125 $1.59M 0.2% -150 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,503 $1.53M <0.01% +712 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 15,135 $1.49M 0.15% -483 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,959 $1.37M <0.01% +1,247 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 13,563 $1.33M 1.21% +145 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,328 $1.31M <0.01% +1 13F-HR/A Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 12,675 $1.25M 0.14% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,493 $1.23M 0.01% -803 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,237 $1.2M 0.01% -1,064 13F-HR Timeline Group Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 12,166 $1.2M 1.39% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,129 $1.19M 0.03% -99 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,988 $1.18M <0.01% -2,171 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,951 $1.18M <0.01% -4,663 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 11,917 $1.17M 0.01% +3,754 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,781 $1.16M 0.07% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,744 $1.16M 0.01% +742 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 11,503 $1.13M 0.24% -200 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,003 $1.08M <0.01% +2,909 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 10,236 $1.01M <0.01% -5,125 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 9,931 $977K 0.96% -65 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,320 $917K 0.01% +8,720 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 9,150 $900K 0.3% +72 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,125 $898K 0.02% +174 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,784 $864K <0.01% -358 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/ 8,465 $832K <0.01% -3,224 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,300 $817K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,004 $787K 0.02% -233 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,954 $782K <0.01% 0 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,840 $771K <0.01% -3,739 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,486 $737K 0.06% -49 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,317 $720K 0.01% +760 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,290 $717K <0.01% +738 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,147 $703K 0.24% -79 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,961 $685K 0.01% -87 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,946 $683K 0.01% +156 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,815 $670K 0.01% +4,209 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 6,627 $652K 0.28% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,601 $649K <0.01% +1,800 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,461 $636K 0.14% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,276 $617K <0.01% +711 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,116 $602K <0.01% -204 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,978 $588K 0.01% -51 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 5,962 $587K 0.37% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 5,799 $571K 0.27% +52 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,774 $568K <0.01% -1,042 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,712 $562K 0.14% +355 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,624 $553K <0.01% +91 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,390 $530K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,271 $524K 0.03% +53 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,283 $520K 0.01% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,282 $520K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,000 $514K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,798 $472K <0.01% +179 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,790 $471K 0.01% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,630 $455K 0.01% 0 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,588 $451K 0.31% -18 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,582 $451K 0.09% -45 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,495 $446K <0.01% +1,742 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,468 $440K 0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 4,398 $433K 0.02% -687 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,352 $428K 0.02% -8 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,332 $426K <0.01% -117 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,014 $395K 0.01% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,963 $390K 0.12% -230 13F-HR Timeline 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 3,962 $390K <0.01% -189 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,900 $384K 0.03% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,858 $380K 0.01% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 3,833 $377K 0.37% +6 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,748 $374K 0.02% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,748 $370K 0.04% +3,397 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,721 $366K <0.01% +1,099 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,719 $366K 0.14% -7 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,679 $362K 0.01% -175 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,563 $351K 0.02% -12 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,557 $350K 0.26% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,539 $348K 0.02% +134 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,408 $342K 0.08% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,364 $331K <0.01% +20 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,338 $328K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,329 $327K 0.09% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,278 $322K <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,272 $322K <0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,228 $318K 0.04% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,220 $317K 0.01% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,212 $316K 0.02% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,118 $307K 0.04% +56 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,052 $303K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,008 $296K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,007 $296K <0.01% +33 13F-HR Timeline Group CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,993 $294K 0.1% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,983 $293K 0.06% -2,389 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,975 $293K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,942 $289K 0.01% -105 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,922 $287K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,906 $286K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,877 $283K <0.01% +725 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 2,850 $280K 0.03% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,836 $279K 0.14% +9 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,830 $278K 0.05% +24 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,770 $273K 0.04% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,695 $265K 0.08% -600 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,610 $257K 0.2% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,580 $254K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,573 $253K <0.01% +20 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,443 $252K 0.07% -256 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,550 $251K 0.01% +400 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,535 $249K 0.04% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,530 $249K <0.01% +41 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,500 $247K 0.09% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 2,510 $247K 0.07% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,452 $241K 0.01% +61 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,445 $241K 0.08% -460 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,441 $240K 0.01% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,421 $238K <0.01% -12,868 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,400 $236K 0.04% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,385 $235K <0.01% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,360 $232K 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,324 $229K 0.01% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,298 $226K 0.01% -5,524 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,267 $223K <0.01% -933 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,256 $222K <0.01% new 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,250 $221K 0.03% +11 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 2,248 $221K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,234 $220K <0.01% -1,630 13F-HR/A Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,219 $218K 0.01% +5 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,218 $218K <0.01% -131 13F-HR Timeline Group Harding Loevner LP More: the full row for Harding Loevner LP 2,150 $216K <0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,181 $215K 0.01% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,153 $212K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,130 $210K 0.01% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,126 $209K 0.08% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,109 $207K <0.01% -516 13F-HR Timeline