MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,163,820 $713M 6.22% +242,086 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,793,171 $207M 0.01% -3,207,117 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,517,720 $176M 0.02% -57,877 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,250,547 $145M 5.19% +25,285 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/ 1,028,708 $119M 0.01% -44,492 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,000,669 $116M 0.11% -2,689 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 928,461 $107M -5,798 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 863,654 $99.9M 3.84% -69,207 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 773,443 $89.5M 0.17% -27,501 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 740,397 $85.7M 2.19% -33,446 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 700,993 $81.1M 0.7% -62,258 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 665,407 $77M 0.02% -11,416 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 642,360 $74.3M 0.01% -40,705 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 635,287 $73.5M 0.71% -19,313 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 621,511 $71.9M 3.22% -5,468 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 602,096 $69.7M 0.02% -29,293 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 584,941 $67.7M 2.7% -14,108 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 574,694 $66.5M 3.7% -43,351 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 553,298 $64M <0.01% -150,600 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 521,280 $60.3M 1.34% -53,454 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 519,425 $60.1M 0.1% +370,024 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 442,813 $51.2M 0.06% -3,116 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 345,180 $39.9M 0.01% +68,688 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 337,048 $39M 1.12% -30,773 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 312,942 $36M <0.01% -5,061 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 310,162 $35.9M 0.03% +28,844 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 300,583 $34.8M 0.03% +241,398 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 297,985 $34.5M 0.42% -1,372 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 297,390 $34.4M 0.02% +28,191 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 296,456 $34.3M 0.04% -10,110 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 287,920 $33.3M 1.55% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 287,622 $33.3M 0.01% +25,281 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 274,048 $31.7M 4.87% -9,392 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 263,678 $30.5M 2.66% +11,732 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 250,403 $29M 2.95% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 245,394 $28.4M 2.15% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 226,397 $26.2M 0.1% +10,243 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 209,476 $24.2M 0.01% +377 13F-HR Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 202,700 $23.5M 7.91% 0 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 197,248 $22.8M 0.01% -17,279 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 195,404 $22.6M 12.46% +1,435 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 168,411 $19.5M +11,934 Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 142,212 $16.5M 1.98% -4,911 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 141,191 $16.3M 0.15% new 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 130,011 $15M <0.01% -25,934 13F-HR Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 127,975 $14.8M 3.95% +5,410 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 127,817 $14.8M 2.67% -1,386 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 125,233 $14.5M 0.15% +251 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 121,957 $14.1M 0.02% -74,438 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 121,425 $14M 0.09% +121,231 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 118,762 $13.7M 0.01% -2,604 13F-HR Timeline Group Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 114,546 $13.3M 4.7% +2,462 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 110,080 $12.7M 1.39% -1,330 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 109,775 $12.7M 0.02% +745 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 106,670 $12.3M 0.05% -14,815 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 104,546 $12.1M 1.06% +21,678 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 103,661 $12M 5.43% +18,636 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 96,777 $11.2M 1.29% +7,056 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 95,827 $11.1M 0.02% -14,194 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94,000 $10.9M 0.03% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 87,412 $10.1M 3.02% -2,433 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 85,921 $9.94M 0.02% +1,097 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 82,926 $9.59M 5.78% -1,353 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 82,887 $9.59M 0.11% +36,346 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 78,510 $9.08M 1.83% -2,549 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 76,151 $8.81M 2.88% +119 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 75,484 $8.73M 0.34% +8,695 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 75,285 $8.71M 1.08% -649 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 75,193 $8.7M 2.23% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 74,695 $8.64M 0.02% +968 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 72,801 $8.42M 2.16% +4,456 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 74,410 $8.41M 0.02% -27 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,545 $8.28M 0.11% -76 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 70,149 $8.12M 3.23% -2,276 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 69,939 $8.09M 4.33% -1,312 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. 68,016 $7.87M 0.1% -315 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 67,881 $7.85M 1.49% +7,978 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 66,840 $7.73M 0.02% -6,918 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 65,109 $7.53M 1.11% -13,338 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 79,542 $7.5M 1.37% new 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 60,466 $7M 0.11% new 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 60,138 $6.96M 0.34% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 55,922 $6.47M 1.93% -1,428 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 54,636 $6.32M 0.16% +87 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 51,103 $5.91M 5.59% 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 51,042 $5.91M 4.08% -2,543 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 50,381 $5.83M -6,190 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 50,086 $5.79M 0.01% +1,655 13F-HR/A Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 49,598 $5.74M 1.94% +752 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,623 $5.63M 0.01% -3,580 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 45,120 $5.22M 0.15% -402 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 44,756 $5.18M 0.16% -840 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 43,494 $5.03M 1% -440 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $5.03M 0.74% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 42,807 $4.95M 3.37% +4,308 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 41,181 $4.76M 0.37% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 40,866 $4.73M 1.17% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 36,592 $4.23M 2.67% +1,251 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 34,584 $4M <0.01% +2,583 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 34,509 $3.99M 0.14% -4,212 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 34,070 $3.94M 0.2% +4,740 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 32,253 $3.73M 0.01% +1,257 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 32,206 $3.73M 0.02% -167 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 32,083 $3.71M 0.07% +14,942 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 31,281 $3.62M 0.87% -145 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 31,229 $3.61M 0.38% -1,200 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 16,029 $3.54M 0.95% -160,201 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 30,411 $3.52M <0.01% +1,817 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 29,606 $3.43M 0.07% +9,606 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 29,495 $3.42M 0.02% -1,917 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 29,360 $3.4M 0.17% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 28,347 $3.28M 0.26% -1,616 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 28,055 $3.25M <0.01% -2,483 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,033 $3.13M 0.01% +4,234 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 26,786 $3.1M 0.3% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 33,063 $3.09M 1.11% +15,299 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,736 $2.98M <0.01% -148,439 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,543 $2.96M 0.01% +5,705 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 25,386 $2.94M <0.01% +7,976 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 24,358 $2.82M 0.86% -482 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 23,886 $2.76M 0.48% 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,710 $2.74M <0.01% +16,537 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 23,515 $2.72M <0.01% -1,367 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,309 $2.7M 0.03% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 23,160 $2.68M 0.01% new 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 23,049 $2.67M 0.4% +95 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,800 $2.64M 0.02% 0 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,949 $2.54M -837 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 21,887 $2.53M 0.01% -4,521 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21,574 $2.5M 0.03% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,296 $2.47M 0.01% -1,475 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 21,470 $2.44M 0.07% +438 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 20,654 $2.39M 0.15% -882 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,404 $2.36M 0.04% +511 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,316 $2.35M 0.21% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 20,117 $2.33M 1.14% -1,674 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 20,024 $2.32M 0.03% +2,325 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 20,000 $2.31M 0.48% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 19,660 $2.27M <0.01% +7,918 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 19,232 $2.22M 0.01% new 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 19,185 $2.22M 0.89% +1,750 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 18,859 $2.18M 0.11% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 18,672 $2.16M 0.1% +414 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 18,540 $2.14M 0.39% -2,328 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 18,488 $2.14M <0.01% +3,170 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $2.08M 0.5% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 17,330 $2M <0.01% 0 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,957 $1.96M 0.53% +112 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,313 $1.89M <0.01% -783 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,334 $1.77M <0.01% +1,125 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 15,171 $1.75M 0.18% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 14,647 $1.69M 0.8% -17,598 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,416 $1.67M 0.01% -335 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,597 $1.66M <0.01% +2,677 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 14,240 $1.65M 0.84% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 14,029 $1.62M 1% +1,187 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,801 $1.6M 0.02% -170 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,696 $1.58M 0.01% +2,943 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 13,457 $1.56M 0.09% -639 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,329 $1.54M 0.02% -432 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 13,302 $1.54M 0.02% +415 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/ 13,275 $1.53M <0.01% +12,740 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 13,150 $1.52M 0.03% -95 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,922 $1.49M 0.07% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 12,793 $1.48M -694 Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,535 $1.45M 0.11% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,498 $1.45M <0.01% +51 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,080 $1.4M 0.16% -557 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,776 $1.36M <0.01% +927 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,564 $1.34M 0.01% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,140 $1.29M 0.04% -2 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,989 $1.27M 1% -608 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,901 $1.26M 0.01% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 10,893 $1.26M 0.11% 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 10,661 $1.23M <0.01% -74,245 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,291 $1.19M 0.02% -2,015 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 10,402 $1.17M 5.81% -311 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $1.17M 0.06% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,980 $1.15M 0.53% +230 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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Ltd, Zurich 9,000 $1.04M <0.01% 0 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 9,121 $1.03M 0.68% +2,182 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 8,579 $993K 0.08% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,616 $991K <0.01% -129 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,540 $988K 0.05% -47 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 8,492 $982K 0.01% +372 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,340 $965K 0.05% +85 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,274 $957K 0.15% -131 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,159 $944K 0.01% +3,777 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 8,144 $942K 0.14% +4,077 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,809 $903K 0.01% +1,775 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,771 $897K 0.31% -3,000 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,652 $885K 0.05% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,594 $879K 0.6% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,530 $871K 0.06% +850 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,355 $851K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,167 $829K 0.01% 0 13F-HR Timeline