BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 20,600,031 $2.26B 0.16% +3,444,466 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 5,574,718 $613M 0.03% +169,846 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,267,849 $469M 0.03% -70,081 13F-HR/A Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,620,114 $288M <0.01% +259,890 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,117,449 $233M +65,378 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,633,462 $180M -161,787 Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,276,600 $141M 0.14% +39,200 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,260,278 $139M 0.04% -22,949 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,188,488 $131M 0.03% +23,599 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,108,502 $122M 0.25% -191,986 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,031,783 $113M 2.18% -5,733 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 906,777 $99.7M 0.44% -51,283 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 870,971 $95.7M 0.02% -116,473 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 809,708 $89M 0.02% -403,642 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 722,269 $79.4M 2.96% +150,418 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 695,525 $76.4M 3.31% +471,102 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 692,532 $76.1M 0.67% -34,713 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 667,995 $73.4M <0.01% -487,551 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 635,191 $69.8M 0.25% +18,437 13F-HR Timeline Group MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 634,755 $69.8M 11.97% +24,700 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 570,290 $62.7M 0.12% -422,050 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 519,777 $57.1M 0.03% -100,122 13F-HR/A Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 494,425 $54.3M 0.04% -744,364 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 473,432 $52M 0.03% -34,672 13F-HR Timeline Group Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 473,000 $52M 0.31% +423,000 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 470,178 $51.8M 2.69% +248,482 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 468,132 $51.5M 0.01% -262,752 13F-HR/A 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 465,284 $51.1M 0.01% +10,593 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 464,304 $51M 0.5% +24,199 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 460,411 $50.6M 3.24% +17,036 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 454,648 $50M 1.33% +26,086 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 442,396 $48.6M 0.03% -8,448 13F-HR/A Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 417,145 $45.8M 0.04% +17,900 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 409,228 $45M 0.04% +354,023 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 404,715 $44.5M 0.05% -8,430 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 401,700 $44.2M 1.33% +29,832 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 387,143 $42.6M 0.16% -180 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 379,200 $41.7M 19.84% +60,700 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 370,537 $40.7M 4.57% +74,529 13F-HR Timeline Group Passaic Partners LLC More: the full row for Passaic Partners LLC 363,828 $40M 4.14% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 362,700 $39.9M 0.06% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 354,749 $39M 0.04% -11,464 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 351,740 $38.7M 0.06% -197,751 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 325,970 $35.8M 4.71% +11,650 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 316,647 $34.8M 0.22% +27,876 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 310,144 $34.1M 0.04% +39,222 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 289,333 $31.8M 0.01% +20,110 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 287,077 $31.6M 2.72% +5,541 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 277,486 $30.5M 0.05% +27,942 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 256,364 $28.2M 0.34% +13,961 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 243,726 $26.8M 0.03% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 240,261 $26.4M 0.06% +9,240 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 240,027 $26.4M 0.04% -3,306 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 233,207 $25.6M 0.46% -25,031 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 210,714 $23.2M 0.16% +75,420 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 208,642 $22.9M 1.69% +31,820 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 184,848 $20.5M 0.08% +1,617 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 179,740 $19.8M 0.03% +8,358 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 176,285 $19.4M 3.27% +42,410 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 175,126 $19.2M 6.14% +3,827 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 173,004 $19M 0.02% -85,493 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 172,867 $19M 1.96% +6,484 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 168,789 $18.6M 2.43% +5,923 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 165,244 $18.2M 5.09% +1,253 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 159,331 $17.5M 1.61% +3,225 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 156,078 $17.2M 0.01% -493,111 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 151,266 $16.6M 0.05% +34,426 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 149,688 $16.5M 0.04% -255,254 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 143,647 $15.8M 3.91% +19,457 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 143,479 $15.8M 0.35% +35,625 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 135,961 $14.9M 1.82% +5,736 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 134,504 $14.8M 0.02% -9,527 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 133,542 $14.7M 0.19% +3,009 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 133,199 $14.6M 1% -715 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 132,494 $14.6M 0.22% -1,702 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 126,194 $13.9M 2.76% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 125,472 $13.8M 0.02% +437 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 124,184 $13.6M 0.22% +64,688 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 120,208 $13.2M 0.01% +25,156 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 118,619 $13M 3.58% +4,387 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. 118,239 $13M 0.04% -39,434 13F-HR Timeline Group ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 115,876 $12.7M 1.84% -28,894 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 114,018 $12.5M 2.53% +9,008 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 113,616 $12.5M 1.44% +6,197 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 113,197 $12.4M 4.57% +6,021 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 109,194 $12M 3.18% +1,588 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 108,209 $11.9M 0.08% +8,137 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 105,254 $11.6M 0.02% -14,442 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 105,253 $11.6M 1% +103,349 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 105,082 $11.5M -4,654 Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 104,052 $11.4M 1.53% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 103,918 $11.4M 1.45% -4,562 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 103,588 $11.4M 1.5% +64 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 102,721 $11.3M 3.34% +2,885 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 100,744 $11.1M 0.17% +9,772 13F-HR Timeline Group Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 95,200 $10.5M 10.4% 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 94,519 $10.4M 2.45% +3,111 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 92,688 $10.2M 5.76% +1,297 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 90,764 $9.98M 0.01% -9,791 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 85,171 $9.36M 0.04% +1,384 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 84,444 $9.28M 1.7% +400 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 83,970 $9.25M 1.2% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 82,424 $9.06M 0.05% -25,682 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 81,171 $8.92M 0.07% -3,031 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 78,501 $8.63M 0.04% -26,555 13F-HR Timeline Group Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 77,874 $8.56M 4.7% +52,566 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 77,417 $8.51M 0.54% -2,960 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 77,089 $8.47M 5.95% -8,207 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 76,546 $8.41M 0.55% -2,848 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 75,784 $8.33M 1.35% +715 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 75,734 $8.32M 1.14% +3,112 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 74,381 $8.18M 1.02% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 72,906 $8.01M 0.27% +930 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 72,497 $7.97M 1.24% +2,751 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 72,253 $7.94M 0.95% +14,114 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 71,860 $7.9M 0.12% +2,313 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 70,425 $7.74M +7,113 Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 69,928 $7.71M 3.92% +1,033 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 69,035 $7.59M 3.27% +19,075 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 68,080 $7.48M 0.46% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 68,018 $7.48M +5,530 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 66,266 $7.28M <0.01% +20,608 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 66,131 $7.27M 0.01% -4,299 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 65,887 $7.24M 1.68% -4,085 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 65,199 $7.17M 0.01% +17,563 13F-HR Timeline Group STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 61,061 $6.71M 3.25% +2,613 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 60,665 $6.67M <0.01% -34,565 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 60,300 $6.63M 0.01% -6,200 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 59,484 $6.55M 5.06% +7,295 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 59,614 $6.55M 0.34% +425 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 58,786 $6.46M 0.03% -4,588 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 57,946 $6.37M 1.18% +7,268 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 57,661 $6.34M 0.06% -3,986 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 57,225 $6.29M 2.62% +2,782 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 56,436 $6.2M 2.19% -2,270 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 56,398 $6.2M 4.12% +444 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 56,341 $6.19M 0.79% +17,186 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 56,077 $6.16M 0.12% -5,444 13F-HR Timeline Group Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 55,983 $6.15M 2.95% +3,482 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 55,551 $6.11M 0.56% +153 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 54,136 $5.95M 0.06% +31,689 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 53,604 $5.89M 1.13% +1,300 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 53,323 $5.86M 4.31% +160 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 53,204 $5.85M 0.94% +493 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 52,533 $5.77M 0.58% +3,606 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 51,505 $5.66M 3.82% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 51,280 $5.64M 0.05% +1,354 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 51,104 $5.62M 0.12% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 50,056 $5.5M 0.19% +9,829 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 49,857 $5.49M 0.1% -1,189 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 49,441 $5.43M 2.92% -23,663 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 48,919 $5.38M 0.33% -1,564 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 48,907 $5.38M 2.5% -13,308 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 47,656 $5.24M 0.06% +1,368 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 46,903 $5.16M 1.02% -711 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/ 46,709 $5.13M 0.01% +30,690 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,579 $5.12M 0.01% -21,112 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 46,410 $5.1M 1.22% +23,884 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 46,345 $5.09M 1.21% +37 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 45,991 $5.05M 0.11% +33,215 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 45,815 $5.04M 0.02% +10,068 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 45,224 $4.97M 0.04% +13,063 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 44,294 $4.87M 1.17% -2,821 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 43,502 $4.78M 3.46% +36,133 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 43,113 $4.74M 1.06% -9,057 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 42,575 $4.68M 2.51% +246 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 41,994 $4.62M 0.01% +422 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 40,814 $4.49M 0.02% -139 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 41,685 $4.46M 0.11% +3,645 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 40,329 $4.43M 0.02% -1,386 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 39,760 $4.37M 0.11% +1,100 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 39,529 $4.34M 0.17% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 39,367 $4.33M 0.01% -1,282 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,978 $4.28M 0.01% +4,545 13F-HR/A Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 38,953 $4.28M 0.28% -2,318 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 38,885 $4.27M 0.1% +1,043 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 38,551 $4.24M 0.03% -219 13F-HR Timeline Stephenson & Company, Inc. 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