MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,615,053 $465M 0.03% +140,350 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,609,490 $463M 0.03% -26,474 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,391,970 $401M +86,773 Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,238,206 $356M 5.27% -84,852 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 873,000 $251M 1.62% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 806,286 $232M 0.06% +51,515 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 802,401 $231M 0.05% -13,321 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 732,278 $211M 2.55% +1,405 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 486,842 $140M 0.02% +67,942 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 454,731 $131M +64,466 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 390,130 $112M 0.12% +30,492 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 388,111 $112M 0.03% -19,807 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 379,402 $109M 5.84% +64,997 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 329,710 $95M 0.02% -16,804 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 294,054 $84.6M 0.05% -22,045 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 260,706 $75.1M 0.11% -11,469 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 218,362 $62.9M <0.01% -7,777 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 208,664 $60.1M 0.05% -1,727 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 206,148 $59.3M 0.08% -8,274 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 201,882 $58.1M 0.32% +14,802 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 194,534 $56M 0.15% +17,167 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 178,934 $51.5M 0.3% +12,790 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 172,838 $49.8M 3.01% +6,573 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 167,280 $48.2M 7.44% +3,755 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 156,758 $45.1M 0.1% -34,790 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 141,314 $40.7M 0.02% -13,391 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 140,935 $40.6M +72,691 Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 124,375 $35.8M 2.42% -2,899 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 120,958 $34.8M 0.08% +4,116 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 116,660 $31.8M 0.13% +6,586 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 110,037 $31.7M 0.05% -11,542 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 108,987 $31.4M 0.14% -3,510 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 99,679 $28.7M 0.36% +2,336 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 98,212 $28.3M 0.05% +1,610 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 96,578 $27.8M 0.04% +1,440 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 96,037 $27.6M 0.09% -1,940 13F-HR/A Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 93,357 $26.9M 1% +83,367 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 88,119 $25.4M 0.07% +100 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 87,982 $25.3M 3.42% +2,047 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 85,552 $24.6M 1.03% +12,573 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 83,447 $24.2M 9.19% +4,696 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 81,382 $23.4M 0.04% +45 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 79,970 $23M 0.02% -199 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 79,799 $23M 0.85% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 77,595 $22.3M 0.03% +1,917 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 72,117 $20.8M 0.01% +13,222 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 70,715 $20.4M 0.03% +7,979 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 67,201 $19.3M -5,386 Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 66,650 $19.2M 1.38% +4,147 13F-HR Timeline Group CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 64,079 $18.4M 1.59% +605 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 62,176 $17.9M 1.33% -457 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,047 $17.1M 0.02% +764 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 58,644 $16.9M 3.13% -10,133 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 56,201 $16.2M 0.25% +3,734 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 56,129 $16.2M 5.77% +1,220 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 55,397 $15.9M 0.51% -407 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 54,971 $15.8M 0.35% +20,991 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 54,583 $15.7M 0.02% -2,291 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 52,266 $15M 2.9% +1,618 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,990 $14.4M <0.01% -7,189 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 47,890 $13.8M 0.01% +4,969 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 46,147 $13.3M 0.78% -5,332 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 45,941 $13.2M +5,680 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 45,705 $13.2M 0.02% +744 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 45,493 $13.1M 0.07% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 45,234 $13M 0.11% +4,545 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,169 $12.7M 0.06% +2,115 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 43,971 $12.7M 0.02% +17,390 13F-HR/A Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 43,192 $12.4M 1.01% +3,548 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 42,461 $12.2M 4.75% +858 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 41,899 $12.1M <0.01% +416 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 41,063 $11.8M 0.3% -1,788 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 40,029 $11.5M 2.02% +4,651 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 39,547 $11.4M 0.2% +34,779 13F-HR/A Timeline Ballast, Inc. More: the full row for Ballast, Inc. 39,389 $11.3M 2.65% +504 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 37,716 $10.9M 0.38% +2,007 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 37,704 $10.9M 1.35% +114 13F-HR/A Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 37,439 $10.8M 6.79% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 35,982 $10.4M 3.69% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 32,827 $9.45M 0.75% +281 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 32,813 $9.45M 4.14% +4,493 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 32,618 $9.39M 2.74% +2,331 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 32,541 $9.37M -749 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 31,508 $9.07M 0.01% new 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 31,186 $8.99M 0.83% +7,705 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,972 $8.92M 0.07% +14,111 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 30,064 $8.65M 0.15% -1,831 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,901 $8.61M 0.19% +1,938 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 29,583 $8.52M 0.06% +19,547 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 29,493 $8.49M 5.22% +121 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 29,312 $8.44M 0.94% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 28,730 $8.27M 0.12% -1,744 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 28,287 $8.14M 1.2% +619 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 27,972 $8.05M 1.9% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 27,396 $7.91M 1.25% +23 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 27,464 $7.91M 0.73% +27,307 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 26,454 $7.61M 0.13% -647 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 26,429 $7.61M 0.06% -7,000 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 26,415 $7.6M 0.04% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 26,240 $7.55M 0.03% -8 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,887 $7.45M 0.05% +774 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 25,709 $7.4M 1.66% -51 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 25,379 $7.31M -1,093 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 25,373 $7.3M 0.84% -82 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 25,138 $7.24M 0.16% +817 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 24,986 $7.19M 2.53% -415 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,837 $7.15M 0.03% +273 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 24,585 $7.08M 0.06% +15,079 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 24,485 $7.05M 0.98% -1,532 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 24,367 $7.01M 4.46% +10,534 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 24,192 $6.96M 1.63% -307 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 23,899 $6.88M 1.76% -1,318 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 23,879 $6.87M 1.83% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 23,191 $6.68M 0.03% +1,696 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,704 $6.54M 2.63% -183 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,737 $6.51M 0.16% -969 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 22,537 $6.49M 2.31% +585 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,374 $6.44M <0.01% +12,183 13F-HR Timeline Group Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 22,180 $6.38M 2.75% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22,084 $6.36M 0.03% -568 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,908 $6.31M <0.01% -65 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,341 $6.14M 0.05% -1,051 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 21,318 $6.14M 3.21% -336 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 21,111 $6.08M 0.58% -1,192 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 20,474 $5.89M 1.19% +1,176 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,399 $5.87M <0.01% -89 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 23,259 $5.78M 0.64% +1,898 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 20,004 $5.76M 0.01% +213 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,759 $5.69M 0.04% +692 13F-HR Timeline Group VMS Asset Management Limited More: the full row for VMS Asset Management Limited 19,733 $5.68M 2.19% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 19,493 $5.61M 1.07% +507 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,475 $5.61M 1.29% +254 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,462 $5.6M 0.07% -6 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 19,358 $5.57M 0.15% -154 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,176 $5.52M 1.04% -1,066 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 19,016 $5.47M 0.36% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,713 $5.39M 0.11% +211 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,685 $5.38M 0.12% +1,195 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,347 $5.28M 0.15% -339 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 18,010 $5.18M <0.01% new 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,954 $5.17M 0.08% +311 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 17,788 $5.12M 0.97% -986 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 17,350 $4.99M 0.41% +817 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 17,183 $4.95M 1.13% -1,637 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,110 $4.93M 0.03% -634 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 16,920 $4.87M 0.02% +3,377 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 16,715 $4.81M 1.08% -1,316 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,643 $4.79M 0.01% +124 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,624 $4.79M 0.12% +16,607 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 16,595 $4.77M <0.01% +1,670 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16,490 $4.75M 0.45% +486 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,472 $4.74M 0.5% +20 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,431 $4.73M 0.11% -230 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,995 $4.6M 0.78% +80 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 15,781 $4.54M 0.05% -633 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 19,733 $4.52M 0.05% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,657 $4.51M 0.05% +4,422 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 15,549 $4.48M <0.01% +13,122 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,507 $4.46M 0.03% -67 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 15,456 $4.45M 2.88% +2,413 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,143 $4.36M 0.05% -34,593 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 15,000 $4.32M <0.01% new 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 14,833 $4.27M 3.97% +409 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,561 $4.19M 0.13% -409 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 14,466 $4.16M 2.23% -390 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 14,375 $4.14M 0.01% -398 13F-HR Timeline Group Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 14,288 $4.11M 1.3% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 14,215 $4.09M 2.37% +9,260 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,141 $4.07M 0.01% +11,884 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,149 $4.07M 0.01% +837 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 14,116 $4.06M 1.75% +1,695 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 14,104 $4.06M 0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,078 $4.05M 0.1% -321 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 13,806 $3.97M 0.79% -226 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,798 $3.97M 0.02% +1,377 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,610 $3.92M 0.26% -725 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for TD Waterhouse Canada Inc. 12,702 $3.65M 0.02% +661 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 12,681 $3.65M 1.13% -421 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 12,504 $3.6M 0.19% +3,691 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,363 $3.56M 0.02% +11,245 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 12,295 $3.54M 1.49% -118 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 12,262 $3.53M 0.55% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,217 $3.52M 0.01% -131 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,894 $3.42M 1.33% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 11,838 $3.41M 0.9% -412 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,793 $3.4M 0.08% -274 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,749 $3.38M 0.28% -224 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,715 $3.37M 0.54% 0 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 11,488 $3.31M 3.34% 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 10,947 $3.15M <0.01% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,942 $3.15M 0.12% -106 13F-HR Timeline