BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,207,405 $1.38B 0.02% +247,035 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,032,598 $782M 0.27% +592,677 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/ 2,420,212 $236M 0.02% +24,159 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,124,780 $207M 2.24% +925,500 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,284,224 $125M 3.68% -24,161 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 863,619 $84.1M 0.02% -12,061 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 474,817 $46.2M <0.01% -22,045 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 421,925 $41.1M <0.01% -16,283 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 289,495 $28.2M 0.11% -3,490 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 268,662 $26.2M +2,463 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 233,156 $22.7M 0.01% -3,355 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 231,135 $22.5M <0.01% +19,033 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 215,636 $21M <0.01% -34,699 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 158,331 $15.4M <0.01% +3,466 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 146,798 $14.3M 1.04% +54,516 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 146,572 $14.3M <0.01% +4,174 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 134,311 $13.1M 0.01% -3,249 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 106,947 $10.4M 0.01% +17,344 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 106,073 $10.3M <0.01% +2,285 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 95,799 $9.33M 1.77% +46,269 13F-HR/A Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 92,859 $9.05M 0.83% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 87,002 $8.47M 0.24% +17,686 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 68,910 $6.71M 0.05% +6,374 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 54,915 $5.35M <0.01% -33,054 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 52,099 $5.07M 0.03% -16,237 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 50,728 $4.94M 1.39% -4,367 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 48,826 $4.76M <0.01% +12,926 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 46,143 $4.49M <0.01% +7,319 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 45,737 $4.45M 0.07% -1,368 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. 44,600 $4.34M 0.01% +6,900 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,850 $4.27M <0.01% -6,013 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,845 $4.27M <0.01% -9,170 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 42,309 $4.12M 0.02% new 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 39,718 $3.87M 1.21% +6,250 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 38,484 $3.75M 0.01% +947 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 36,364 $3.55M <0.01% -5,882 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 36,318 $3.54M <0.01% -64,310 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 34,836 $3.39M 0.02% -1,533 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,639 $3.28M 0.01% -1,499 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 30,511 $2.97M <0.01% -9,733 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 29,167 $2.84M 0.7% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 27,450 $2.67M 0.55% -3,232 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 27,042 $2.63M 0.03% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,700 $2.6M 0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,981 $2.53M <0.01% -209 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,797 $2.51M 0.02% +21,995 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 25,461 $2.48M 0.01% +1,852 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,388 $2.28M <0.01% +5,666 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 22,238 $2.17M <0.01% -3,965 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,342 $2.08M 0.01% +3,879 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,516 $2M 0.01% +601 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 19,957 $1.94M 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 19,957 $1.94M 0.09% +289 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 19,649 $1.91M 0.35% -368 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,239 $1.87M 0.04% +388 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,006 $1.85M 0.01% +1,546 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 18,954 $1.85M <0.01% -422 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,207 $1.77M <0.01% -2,521 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 17,860 $1.74M 0.01% +1,069 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 17,479 $1.7M +567 Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 17,469 $1.7M 0.21% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,639 $1.62M <0.01% +16,279 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 16,454 $1.6M 0.17% -73 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,275 $1.59M 0.22% -1,896 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15,989 $1.56M 0.03% +13,631 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,940 $1.55M 0.15% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,860 $1.45M <0.01% +2,344 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 14,709 $1.43M 0.01% -985 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,367 $1.4M 0.01% -5,198 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 14,111 $1.38M <0.01% +305 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,106 $1.37M <0.01% +554 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 13,850 $1.35M 1.48% 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 13,149 $1.28M 0.93% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,854 $1.25M 0.01% +206 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,785 $1.25M 0.01% +1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,727 $1.24M 0.03% -200 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 12,675 $1.23M 0.14% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 12,639 $1.23M 0.87% +174 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,628 $1.23M 0.04% -531 13F-HR 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 12,572 $1.22M <0.01% -1,539 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,484 $1.22M <0.01% -97 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,257 $1.19M <0.01% -421 13F-HR/A Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,802 $1.15M 0.03% +75 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 11,729 $1.14M 0.64% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 11,703 $1.14M 0.27% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,002 $1.07M 0.01% -1 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,360 $1.01M <0.01% +295 13F-HR Timeline Group PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 10,031 $977K 1.02% +2 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,941 $967K 0.01% +3,490 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 9,913 $966K <0.01% +211 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/ 9,721 $946K <0.01% +7,013 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 9,045 $881K 0.35% -14 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,947 $871K 0.03% -103 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 8,637 $841K <0.01% -425 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,313 $810K 0.02% +2,313 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,279 $806K <0.01% +142 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,179 $797K 0.04% +5 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,672 $747K 0.01% -1,228 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,470 $728K 0.06% +2 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,238 $705K <0.01% -8,518 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 6,709 $653K 0.41% -100 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,504 $633K 0.01% -4,244 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,461 $630K 0.15% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,298 $627K <0.01% +774 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,430 $626K 0.08% -1,830 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,429 $626K 0.13% -31 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,120 $596K 0.11% -124 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,080 $592K <0.01% -246 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,062 $590K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,904 $575K 0.02% -748 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,871 $572K 0.01% +99 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,838 $569K 0.27% -170 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,805 $565K 0.32% -149 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,450 $531K <0.01% -130 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 5,357 $522K 0.15% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,085 $511K 0.03% -60 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,117 $498K <0.01% +27 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,039 $491K <0.01% -109 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,913 $478K 0.01% +751 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,880 $475K 0.03% +2 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,810 $469K <0.01% +2,523 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,790 $467K 0.01% +17 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,670 $455K <0.01% 0 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 4,646 $453K 0.45% -3,267 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,630 $451K 0.01% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,627 $451K 0.1% -134 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,349 $424K <0.01% 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 4,320 $421K 0.17% 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 4,193 $408K 0.12% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,164 $406K 0.04% -462 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,102 $400K 0.01% +1,280 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,039 $393K 0.01% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,015 $391K <0.01% -507 13F-HR/A Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 4,014 $391K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,004 $390K <0.01% -68 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 3,986 $388K <0.01% -2,601 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,929 $383K <0.01% +34 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,900 $380K 0.03% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,880 $378K 0.17% -23 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,873 $377K 0.01% -368 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,858 $376K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,748 $374K 0.02% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 3,827 $373K 0.43% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,684 $359K 0.02% -2 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. 3,616 $352K <0.01% -244 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,571 $348K 0.02% -184 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,400 $331K 0.03% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,380 $329K 0.02% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,338 $325K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,329 $324K 0.1% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,295 $321K 0.12% -860 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,272 $319K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,262 $318K 0.04% -70 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,261 $318K 0.01% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,220 $314K 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 $312K <0.01% 0 13F-HR Timeline Group CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 3,133 $305K 0.12% -138 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,047 $297K 0.01% +89 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,975 $290K 0.03% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,967 $289K 0.16% +21 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,950 $287K 0.1% +130 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,806 $273K 0.06% +16 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,760 $269K 0.01% -105 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,715 $264K <0.01% new 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,627 $261K 1.14% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,653 $258K <0.01% +1,095 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,895 $257K <0.01% +10 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,613 $256K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,573 $251K <0.01% +475 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,535 $247K 0.04% 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 2,534 $247K 0.03% -305 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 2,510 $244K 0.07% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,501 $244K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,500 $244K 0.01% new 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,499 $243K 0.08% +195 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,405 $234K 0.08% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,397 $233K <0.01% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,385 $232K <0.01% -100 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,349 $229K <0.01% -956 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,324 $226K 0.01% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,250 $219K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,249 $219K <0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,239 $218K 0.04% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,238 $218K 0.01% -674 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,217 $216K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,159 $213K 0.01% +1,951 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 2,172 $212K 0.08% -307 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,153 $210K 0.02% new 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,109 $205K 0.09% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,094 $204K 0.01% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,072 $202K 0.1% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,054 $200K <0.01% new 13F-HR/A Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,188 $200K <0.01% +438 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,000 $195K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,894 $184K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,680 $164K <0.01% 0 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 $162K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,625 $158K <0.01% -71 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,512 $147K 0.03% +692 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,478 $144K 0.05% 0 13F-HR Timeline