ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,458,304 $223M 0.05% +110,083 13F-HR/A Timeline Group Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 623,606 $95.5M 0.97% +6,989 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 604,708 $92.6M 0.02% +12,282 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 583,160 $89.3M 0.45% -51,700 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 573,634 $87.9M 0.01% +352,891 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 472,254 $72.3M 0.13% new 13F-HR/A Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 314,245 $48.1M 1.2% +65,203 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 313,315 $48M 0.78% +11,770 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/ 302,199 $46.3M <0.01% -440,068 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 286,973 $44M 2.95% +3,391 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. 242,683 $37.1M 0.15% +68,708 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 241,080 $36.9M 0.41% -23,700 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 227,938 $34.9M <0.01% +21,887 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 195,051 $29.9M -171,190 Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 175,970 $27M 0.46% +152,236 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 169,073 $25.9M 0.01% +33,495 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 164,547 $25.2M 0.01% +6,207 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 140,415 $21.5M -147,818 Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 130,052 $19.9M 0.08% +8,136 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 122,956 $18.8M 0.64% -4,980 13F-HR/A Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 122,423 $18.8M <0.01% +1,092 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 117,261 $18M 0.06% -67,370 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 112,892 $17.3M 1.44% -4,525 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 109,990 $16.8M 0.01% -10,362 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 101,187 $15.5M <0.01% +18,512 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 100,925 $15.5M 5.79% +1,609 13F-HR/A Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 92,224 $14.1M 0.01% +2,891 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 86,417 $13.2M 1.32% +11,805 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 78,827 $12.1M 0.02% +42,963 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 77,179 $11.8M 0.53% -957 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 70,200 $10.8M 0.7% -78,100 13F-HR Timeline Inherent Management Corp. More: the full row for Inherent Management Corp. 60,650 $9.29M 5.65% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 53,264 $8.16M 0.26% -923 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 52,690 $8.07M 0.16% new 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 51,215 $7.85M 5.09% +1,606 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,482 $7.27M 0.01% +28,558 13F-HR Timeline Group FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 46,713 $7.16M 5.27% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 46,192 $7.08M 7.73% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 43,720 $6.7M 0.08% +728 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 41,546 $6.36M 2.42% +8,443 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 37,094 $5.68M 0.05% +34,894 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 34,627 $5.3M 0.09% +195 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 34,600 $5.3M <0.01% -3,800 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 33,679 $5.16M 0.04% +15,192 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 32,969 $5.05M 11.98% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 32,496 $4.98M 0.01% -10,227 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 31,086 $4.76M 0.4% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 30,557 $4.68M +655 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 30,422 $4.66M 0.01% -8,127 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 30,090 $4.61M 0.01% +14,365 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 29,260 $4.49M 0.04% -1,339 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 29,276 $4.48M 0.09% +26,491 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 29,109 $4.46M 0.08% 0 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 28,705 $4.4M 0.05% +420 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,842 $4.11M <0.01% +1,290 13F-HR Timeline Group Mount Capital Ltd More: the full row for Mount Capital Ltd 26,001 $3.98M 1.28% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 24,800 $3.8M 0.43% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 24,562 $3.76M 1.27% -796 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 23,452 $3.59M 0.25% +42 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 22,040 $3.38M 0.03% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 21,076 $3.23M 0.31% -15,445 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 21,076 $3.23M <0.01% -15,445 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 19,239 $2.95M 0.07% new 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. 18,935 $2.9M <0.01% 0 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 18,505 $2.83M 0.19% +889 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 17,700 $2.71M <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 17,660 $2.71M <0.01% -860 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,209 $2.64M 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,672 $2.55M 0.01% +32 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 16,621 $2.55M 1.86% +75 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,349 $2.5M 0.23% +4,843 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 14,689 $2.25M 0.31% -50,552 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,335 $1.74M 0.03% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 10,758 $1.65M 0.14% -11,850 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 10,631 $1.63M 0.2% -981 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 10,293 $1.58M 0.04% -4,347 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,247 $1.57M <0.01% +1,069 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 10,210 $1.56M 0.01% -19,384 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,190 $1.56M 0.01% -4,053 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 9,664 $1.48M <0.01% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,182 $1.41M 0.01% +2,178 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,153 $1.4M <0.01% -175 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,800 $1.35M 0.16% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 8,568 $1.31M 0.11% -6 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,006 $1.23M <0.01% -8,381 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,928 $1.21M 0.03% -14,477 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 7,711 $1.18M 0.63% +1,199 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. 7,623 $1.17M 0.03% +276 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 7,612 $1.17M 0.01% +6,137 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,268 $1.11M 0.05% -116 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,190 $1.1M 0.01% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 7,058 $1.08M <0.01% +1,434 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,518 $998K 0.05% +750 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,476 $992K <0.01% +155 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 6,429 $985K 0.77% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,354 $973K 0.01% 0 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 6,237 $955K +10 Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,072 $930K 0.02% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,977 $916K 0.01% -17,160 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,890 $902K 0.03% -1,208 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,663 $867K 0.24% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,615 $860K 0.02% 0 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,661 $857K 0.02% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,374 $823K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,365 $822K 0.03% -887 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,886 $749K <0.01% +242 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,800 $735K <0.01% -4,300 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,793 $734K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,793 $734K 0.03% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 4,666 $715K 0.21% -2,046 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 4,586 $702K <0.01% +320 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,254 $652K 0.02% +278 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,243 $650K 0.11% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,068 $623K 0.02% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,985 $610K 0.13% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,927 $602K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,866 $592K <0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,700 $567K 0.02% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,688 $565K 0.23% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,609 $553K +2,067 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,530 $541K <0.01% +245 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,477 $533K 0.01% -486 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,438 $527K 0.24% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,247 $497K 0.02% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,242 $497K 0.34% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,100 $475K 0.7% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,008 $469K 0.02% +69 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,050 $467K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,033 $464K 0.01% +2,022 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,002 $460K 0.04% -31 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,991 $458K 0.04% +907 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,901 $444K <0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,720 $417K 0.03% -216 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,661 $408K <0.01% -1,431 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,641 $405K 0.01% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,607 $399K <0.01% -4,017 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,605 $399K 0.03% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,583 $396K <0.01% -460 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,559 $392K 0.01% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,556 $392K <0.01% -265 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,532 $388K 0.02% -3,203 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 2,478 $380K 0.21% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,373 $363K 0.02% -5 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,331 $357K 0.11% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,287 $350K 0.02% +261 13F-HR/A Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,132 $327K 0.15% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,121 $325K 0.09% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,110 $323K 0.03% 0 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 2,087 $320K <0.01% -3,503 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,099 $319K <0.01% -737 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,015 $309K 0.07% +135 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,966 $301K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,963 $301K 0.01% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,942 $298K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,867 $285K 0.03% -186 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 1,819 $279K <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,812 $277K <0.01% +621 13F-HR/A Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,790 $274K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,775 $272K <0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,650 $253K 0.04% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,618 $248K 0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,614 $247K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,554 $242K 0.08% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,577 $242K 0.01% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,568 $240K 0.23% -100 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,500 $230K <0.01% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,498 $229K 0.03% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,470 $225K 0.03% 0 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,457 $223K 0.11% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,439 $220K 0.14% -40 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,438 $220K 0.03% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,309 $201K 0.01% 0 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,300 $199K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,274 $195K 0.02% 0 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,238 $190K <0.01% +1,149 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,051 $161K 0.01% +5 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 902 $138K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 878 $134K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 850 $130K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 796 $122K 0.02% +9 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 705 $108K <0.01% -21 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 617 $94.5K 0.04% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 600 $91.9K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 590 $90.4K 0.03% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 546 $83.6K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 450 $68.9K 0.06% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 440 $67.3K 0.02% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 431 $66K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 403 $62K 0.01% -105 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 374 $57.4K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 339 $51.9K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 300 $46K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 238 $36.5K <0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 235 $36K 0.03% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 215 $32.9K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 204 $31.2K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 200 $30.6K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 186 $28.5K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 178 $27.3K <0.01% -96 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 173 $26.5K <0.01% 0 13F-HR Timeline