WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 91,805 $2.93M <0.01% +5,397 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 89,882 $2.87M <0.01% +4,660 13F-HR Timeline Group Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 89,035 $2.85M 0.84% -550 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 88,167 $2.82M 0.36% new 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 87,356 $2.79M 0.1% -11,291 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 87,211 $2.79M 0.01% +2,284 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 86,472 $2.77M 0.93% -7,012 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 82,772 $2.64M -5,234 Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 82,078 $2.62M 0.01% 0 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 80,997 $2.59M 0.07% +6,120 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 80,212 $2.56M 0.03% -7,982 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 79,314 $2.53M 0.1% 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 77,094 $2.46M <0.01% -181 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 77,013 $2.46M 0.02% +16,347 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 76,292 $2.44M 0.31% +1,166 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 74,350 $2.38M 0.01% +4,287 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 74,226 $2.37M 0.03% +4,788 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 74,198 $2.37M 0.09% +38 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 72,921 $2.33M 0.05% -47,909 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,668 $2.32M <0.01% -3,869 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 71,941 $2.3M 0.01% -7,064 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 69,557 $2.25M 0.01% 0 13F-HR Timeline Group Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 68,504 $2.19M 0.27% -82,605 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 65,640 $2.1M 0.03% -1,544 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 63,958 $2.04M 0.03% -2,029 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 60,822 $1.94M 0.02% +4,404 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 60,708 $1.94M 0.07% +4,554 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 60,632 $1.94M 0.4% +4,767 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 60,617 $1.94M 0.06% +44,091 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 59,696 $1.91M 0.39% +1,791 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 59,496 $1.9M 0.07% +1,819 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 58,744 $1.88M <0.01% +30,382 13F-HR Timeline Group Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 57,099 $1.82M 0.33% +4,366 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 54,859 $1.75M <0.01% +2,554 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 54,132 $1.73M 0.04% new 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 53,690 $1.71M 0.02% -16,500 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 53,457 $1.71M +16,717 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 53,389 $1.71M 0.03% -72 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 39,110 $1.7M 0.23% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 52,822 $1.69M 0.51% +2,784 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 52,200 $1.67M 1.07% +1,148 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 51,378 $1.64M 0.01% +34,902 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 51,066 $1.63M 0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 50,754 $1.62M 0.08% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 49,657 $1.59M 0.13% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 49,507 $1.58M 0.01% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 48,174 $1.54M 0.01% -2,873 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 47,445 $1.52M 0.03% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 47,385 $1.51M 0.1% -6,997 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 47,226 $1.51M 0.01% +8,226 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 46,119 $1.47M 0.04% -3,761 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 44,976 $1.44M 0.04% +4,179 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 44,168 $1.41M 0.06% +4,431 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 43,048 $1.38M 0.08% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 42,976 $1.37M 0.1% +25,716 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 42,569 $1.36M 0.01% -6,280 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,277 $1.35M <0.01% +2,373 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 41,953 $1.34M 0.01% +7,292 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 41,246 $1.32M 0.07% +10,328 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 40,786 $1.3M 0.06% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 40,600 $1.3M 0.01% +105 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 40,423 $1.29M 0.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 40,389 $1.29M <0.01% +1,329 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 40,276 $1.29M 0.01% -11,164 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 29,400 $1.28M 0.01% -4,300 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 39,935 $1.28M 0.01% -18,043 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 39,321 $1.26M 0.08% +6,475 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 38,392 $1.23M 0.01% +465 13F-HR Timeline Group DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 36,630 $1.17M 0.04% +4,978 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 36,417 $1.16M 0.29% +929 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,070 $1.15M <0.01% -546 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 36,036 $1.15M 0.14% +267 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 35,292 $1.13M 0.22% -562 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,508 $1.12M 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 34,479 $1.1M 0.01% -3,936 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,413 $1.1M 0.04% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 32,523 $1.04M 0.88% +18,420 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 31,907 $1.02M 0.06% +19,401 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 31,908 $1.02M 0.02% new 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 31,610 $1.01M 0.03% +122 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 31,435 $1M 0.62% +273 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 31,370 $1M 0.17% -542 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,037 $992K 0.01% +1,821 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 30,888 $987K 0.11% +80 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 30,574 $977K 0.02% +1,819 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 29,648 $948K 0.61% +435 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 30,605 $948K 0.06% +3,015 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,119 $931K 0.04% +4,476 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,973 $926K 0.01% +6,906 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 28,320 $905K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,210 $902K 0.01% -1,345 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 28,090 $898K 0.09% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 27,914 $892K 0.06% -1,619 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 27,914 $892K 0.01% -1,619 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 27,111 $866K 0.04% 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 27,127 $864K 0.02% -1,398 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,967 $862K 0.02% +2,703 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 26,650 $852K 0.01% +16,270 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 26,196 $837K 0.12% +234 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 25,992 $831K 0.01% -171 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 25,788 $824K 0.03% +1,370 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25,700 $821K 0.2% 0 13F-HR Timeline 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 25,549 $816K <0.01% -4,404 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 25,422 $812K 0.02% +614 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 25,410 $811K 0.1% -23,490 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 24,964 $798K 0.02% -620 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 24,573 $785K 0.03% -1,438 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 23,950 $765K <0.01% +3,579 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 23,726 $758K <0.01% -22,293 13F-HR/A Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 23,606 $754K 0.01% +1,805 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 23,574 $753K 0.04% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 23,330 $746K 0.03% +1,902 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 23,298 $745K <0.01% -31,834 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 23,262 $743K 0.01% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 22,858 $731K 0.19% -769 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 22,653 $724K 0.19% 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 22,599 $722K <0.01% +766 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,402 $716K 0.03% +214 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,133 $707K 0.01% +7,589 13F-HR/A Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 21,734 $695K 0.03% +3,590 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 21,240 $679K 0.01% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 20,984 $671K 0.07% +345 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 20,827 $665K 0.08% -18,082 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 20,417 $653K <0.01% +1,488 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 20,294 $649K <0.01% +463 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 20,186 $645K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,063 $641K 0.04% +2,898 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 19,904 $636K 0.02% -180 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 19,898 $636K <0.01% +3,772 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 19,880 $635K <0.01% +2 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 19,718 $630K 0.16% +2,276 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,150 $612K 0.04% +1,037 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 19,088 $610K 0.02% new 13F-HR/A Timeline Group Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 19,076 $610K 0.23% +1,626 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 19,059 $609K 0.01% +402 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 18,878 $603K 0.01% -3,033 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 18,036 $576K 0.02% -3,517 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 17,533 $560K 0.05% -1,032 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 16,969 $542K 0.02% -5,438 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 16,946 $542K 0.01% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 16,700 $533K <0.01% -105,460 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,653 $532K 0.03% +2,238 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,541 $529K <0.01% +42 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,404 $524K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16,227 $519K 0.06% -860 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 16,164 $517K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 16,106 $515K <0.01% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 15,865 $507K 0.01% -2,601 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 15,840 $506K 0.08% -70 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,803 $505K <0.01% +3,778 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,702 $502K 0.01% -628 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 15,593 $498K <0.01% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,523 $496K 0.03% -2,063 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 15,419 $493K 0.2% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,409 $492K <0.01% -1,115 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,394 $492K 0.02% +802 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,200 $486K 0.01% +20 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 15,182 $485K 0.01% -597 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 15,107 $483K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,930 $477K 0.02% +444 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,261 $456K 0.09% -1,188 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 14,020 $448K 0.06% -400 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 13,946 $446K 0.13% +1,893 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13,872 $443K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,836 $442K <0.01% -115 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13,749 $439K 0.12% +550 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,664 $437K 0.01% +98 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,624 $435K 0.03% -949 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,601 $435K 0.2% -784 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,491 $431K 0.05% +97 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,351 $427K <0.01% -225 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,339 $426K 0.01% -1,258 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 13,101 $419K 0.01% +2,188 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 13,049 $417K 0.04% -904 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 12,837 $410K 0.06% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,821 $410K <0.01% -7,638 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,789 $409K 0.01% +5,063 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 12,612 $403K 0.14% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,578 $402K 0.04% +452 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 12,393 $396K 0.09% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,216 $390K 0.04% +94 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,201 $390K 0.01% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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