BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,053,063 $1.21B 0.02% -177,894 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,903,794 $594M 0.24% -390,064 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/ 2,539,651 $219M 0.02% +150,774 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,349,163 $116M 2.87% +132,284 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,199,299 $103M 1.36% -60 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 915,169 $78.8M 0.02% +898,892 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 526,157 $45.3M <0.01% -3,581 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 523,580 $45.1M <0.01% +32,673 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 314,949 $27.1M 0.12% +20,356 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 276,073 $23.8M <0.01% +15,364 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 275,151 $23.7M <0.01% -29,372 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 239,766 $20.6M +13,840 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 219,254 $18.9M <0.01% -25,638 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 152,995 $13.2M <0.01% -3,763 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 140,172 $12.1M 0.94% +48,194 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 131,116 $11.3M 0.01% +2,691 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 130,476 $11.2M <0.01% -13,082 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 115,760 $9.97M <0.01% 0 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 94,521 $8.14M <0.01% -17,329 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 87,969 $7.57M 0.01% -8,590 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 87,573 $7.54M 0.16% -14,872 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 85,648 $7.37M 0.01% -8,878 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 85,288 $7.34M 0.06% -6,757 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 67,069 $5.77M 0.27% +646 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 66,248 $5.7M 0.05% +280 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 54,469 $4.69M <0.01% -276 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 53,935 $4.64M 1.39% +724 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. 48,500 $4.18M 0.01% -1,747 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 47,123 $4.06M <0.01% +66 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 43,250 $3.72M <0.01% new 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 43,132 $3.71M 0.01% -56,981 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 42,126 $3.63M 0.19% -307 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 42,049 $3.62M <0.01% -201 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 37,103 $3.19M 0.01% +705 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 36,711 $3.16M 0.78% -2,199 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,915 $3.09M 0.01% -699 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 35,355 $3.04M <0.01% +13,133 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,714 $2.99M 0.02% +5,182 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,370 $2.79M <0.01% +7,014 13F-HR/A Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 31,055 $2.67M 0.98% +1,979 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27,830 $2.4M <0.01% +6,418 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 26,024 $2.24M 0.01% +3,600 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 25,082 $2.16M 0.82% +231 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,623 $2.12M <0.01% +12,054 13F-HR Timeline Group Family Firm, Inc. More: the full row for Family Firm, Inc. 22,381 $1.93M 0.46% +955 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,154 $1.82M 0.01% +4,029 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 20,771 $1.79M 0.36% -2,545 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,567 $1.77M 0.02% -274 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 19,966 $1.72M 0.01% -4,814 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,525 $1.68M 0.04% -398 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 19,426 $1.67M 0.27% +150 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 17,846 $1.54M <0.01% +3,102 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 17,271 $1.49M 0.05% -466 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,516 $1.42M <0.01% +1,021 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,396 $1.41M 0.01% -6,424 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 16,175 $1.39M 0.17% +217 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,940 $1.37M 0.13% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,694 $1.35M 0.01% -1,636 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,629 $1.35M 0.01% +7,488 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,553 $1.34M 0.22% -3,642 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,062 $1.3M 0.04% -507 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,730 $1.27M <0.01% -1,523 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 14,020 $1.21M <0.01% +1,493 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,817 $1.19M <0.01% -1,976 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,759 $1.18M <0.01% -150 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,361 $1.15M <0.01% +995 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,948 $1.11M <0.01% +129 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,853 $1.11M 0.01% +1,764 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,722 $1.1M 0.01% -215 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 12,675 $1.09M 0.14% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,614 $1.09M 0.03% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 12,568 $1.08M <0.01% -480 13F-HR/A Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 11,942 $1.03M 0.78% +590 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 11,703 $1.01M 0.27% -16 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,557 $995K 0.01% +921 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,121 $957K <0.01% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,091 $955K 0.06% -5,150 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 10,547 $946K 1.08% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,744 $920K <0.01% +2,033 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,314 $888K <0.01% +157 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,064 $866K 0.04% +64 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,899 $852K <0.01% +344 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,720 $836K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 9,412 $810K <0.01% -65 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,260 $797K 0.12% +760 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 9,059 $780K 0.35% +78 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,756 $727K 0.01% +575 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,411 $724K 0.04% -1,699 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,960 $686K 0.02% +490 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 7,909 $681K 0.08% -5,637 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,907 $681K <0.01% -1,357 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 7,867 $677K 1.11% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,468 $643K 0.06% -185 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,331 $631K <0.01% +495 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 6,809 $586K 0.31% -100 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,805 $586K 0.01% -194 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,583 $573K <0.01% -514 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,292 $542K 0.13% +661 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,289 $541K 0.01% -7,871 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 6,162 $530K 0.34% +906 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,104 $525K <0.01% +3,570 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,085 $524K 0.22% -200 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,995 $516K 0.29% +702 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,760 $496K -119 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,655 $487K <0.01% +282 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,580 $480K <0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,437 $468K 0.02% -6 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,357 $461K 0.15% -190 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,318 $458K 0.02% +4,972 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,302 $456K <0.01% +21 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,246 $452K 0.02% -7,499 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,132 $443K <0.01% +685 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,108 $440K 0.03% -28 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,086 $438K <0.01% +172 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,067 $436K 0.03% -1,154 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,203 $432K 0.03% -202 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,924 $423K 0.16% -31 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,846 $417K 0.01% +1 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,768 $411K 0.1% -75 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,673 $402K <0.01% +650 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,630 $399K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,629 $399K 0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,626 $398K 0.05% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 4,471 $385K 0.13% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,428 $381K <0.01% -1,123 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,388 $378K <0.01% -131 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,350 $374K <0.01% -1,883 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 4,150 $357K 0.3% +450 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,982 $343K 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,965 $341K 0.01% +225 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,922 $338K 0.17% -976 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,900 $336K 0.03% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,860 $332K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,792 $326K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,748 $323K 0.04% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,752 $323K 0.02% +12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,748 $321K 0.02% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,677 $317K 0.02% +29 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,634 $313K 0.01% +453 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,512 $302K 0.2% +438 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,484 $300K 0.12% -3,794 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,400 $293K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,362 $289K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,329 $288K 0.12% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,338 $287K 0.07% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,316 $285K <0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,305 $285K <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,272 $282K <0.01% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 3,271 $282K 0.14% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,261 $281K 0.01% new 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 3,200 $275K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,975 $256K 0.03% -170 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,952 $254K 0.02% -117 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,946 $254K 0.1% +7 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,896 $249K 0.01% +272 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,885 $249K 0.09% -730 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,865 $247K 0.01% -990 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,822 $243K 0.01% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,790 $240K 0.06% -1,064 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,750 $237K 0.09% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,736 $236K <0.01% -10,462 13F-HR/A Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,627 $226K 0.15% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,616 $225K <0.01% -83 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,609 $225K <0.01% new 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 2,510 $216K 0.07% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,506 $216K <0.01% new 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,396 $206K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,325 $200K 0.01% new 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,324 $200K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,098 $181K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,049 $176K 0.06% -240 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,028 $175K <0.01% -23 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,000 $172K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,952 $168K <0.01% +251 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 1,948 $168K 0.06% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,750 $150K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,685 $145K <0.01% -40 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,667 $144K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,479 $127K <0.01% +406 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,458 $126K <0.01% -71 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,400 $121K <0.01% 0 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,283 $110K 0.11% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,200 $103K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,127 $97K <0.01% -28 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,117 $96.2K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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