MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,921,734 $579M 5.77% -66,413 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,000,288 $489M 0.03% +3,011,183 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 1,575,597 $154M 0.02% -34,437 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,225,262 $116M 5.01% -376,115 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/ 1,073,200 $105M 0.01% -1,611,037 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,065,470 $104M 3.29% -389,648 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,003,358 $98.1M 0.1% -59,874 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 934,259 $91.3M +55,534 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 932,861 $91.2M 3.9% +8,215 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 800,944 $78.3M 0.19% -1,039,371 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 787,900 $77M 1.82% new 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 773,843 $75.6M 2.19% -64,363 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 763,251 $74.6M 0.68% -40,151 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 703,898 $68.8M <0.01% -31,936 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 683,065 $66.8M 0.01% +39,204 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 676,823 $66.1M 0.02% -1,209,144 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 654,600 $64M 0.74% -20,859 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 631,389 $61.7M 0.02% -1,143,526 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 626,979 $61.3M 3.67% -4,340 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 618,045 $60.4M 3.52% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 599,049 $58.5M 2.55% -1,470 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 574,734 $56.2M 1.36% -1,208,382 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 445,929 $43.6M 0.06% -21,326 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 408,006 $39.9M 2.83% -120,248 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 367,821 $35.9M 1.12% -12,028 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 350,000 $34.2M 0.38% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 318,003 $30M <0.01% -1,838 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 306,566 $30M 0.04% -588,114 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 299,357 $29.3M 0.41% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 283,440 $27.7M 4.88% -6,932 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 281,318 $27.5M 0.02% +5,680 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 276,492 $27M 0.01% -119,344 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 269,199 $26.3M 0.02% -1,134 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 262,341 $25.6M 0.01% -75,698 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 251,946 $24.6M 2.38% +20,426 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 250,403 $24.5M 2.63% -2,348 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 216,154 $21.1M 0.08% +28,620 13F-HR/A Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 214,527 $21M 0.01% -466,996 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 209,099 $20.4M 0.01% -5,275 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 $19.8M 7.5% +24,100 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 193,969 $19M 11.53% +1,503 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 176,230 $17.2M 5.26% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 174,175 $17M 0.02% +104,690 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 156,477 $15.3M +50,976 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 155,945 $15.2M <0.01% -21,846 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 150,852 $14.7M +6,701 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 149,401 $14.6M 0.03% -206,812 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 147,123 $14.4M 1.91% +15,103 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 196,395 $12.8M 0.02% +78,998 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 129,203 $12.6M 2.49% -4,427 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 124,982 $12.2M 0.14% -5,925 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 122,565 $12M 3.66% +3,400 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 121,485 $11.9M 0.05% -3,106 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. 121,366 $11.9M 0.01% -18,528 13F-HR Timeline Group Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 112,084 $11M 4.37% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 111,410 $10.9M 1.24% +1,081 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 110,021 $10.8M 0.02% -10,907 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 109,030 $10.7M 0.02% +6,660 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94,000 $9.19M 0.03% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 89,845 $8.78M 2.47% -17,369 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 89,721 $8.77M 1.16% -2,345 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 85,025 $8.31M 4.52% -11,585 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 84,906 $8.3M 0.01% +82,082 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 84,824 $8.29M 0.01% -50,943 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 84,279 $8.24M 5.51% -5,443 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 82,868 $8.1M 0.85% +73,049 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 81,059 $7.92M 1.82% -4,971 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 78,447 $7.67M 1.15% +416 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 76,319 $7.46M 0.04% +75,221 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 76,032 $7.43M 2.68% -3,874 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 75,934 $7.42M 1.02% -940 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 74,437 $7.42M 0.02% +22,729 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 73,758 $7.21M 0.03% -3,533 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 73,727 $7.21M 0.02% +5,670 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 72,425 $7.08M 3.17% +41,616 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,621 $7M 0.11% +486 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 40,429 $6.98M 0.04% -9,473 13F-HR Timeline Group Obsido Oy More: the full row for Obsido Oy 71,251 $6.96M 4.21% -922 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 68,345 $6.68M 1.78% +200 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. 68,331 $6.68M 0.1% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 66,789 $6.53M 0.31% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 63,974 $6.25M 0.01% -1,491,164 13F-HR Timeline Group Jacobs Equity LLC More: the full row for Jacobs Equity LLC 53,585 $6.03M 5.4% +9,360 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 59,903 $5.85M 1.44% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 59,185 $5.78M 0.01% -68,671 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 57,350 $5.6M 1.87% -2,959 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 56,571 $5.53M +8,289 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 54,549 $5.33M 0.15% -70 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,203 $5.1M 0.01% +7,549 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 48,846 $4.77M 1.88% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,431 $4.73M 0.01% +1,743 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 46,541 $4.55M 0.06% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 45,596 $4.46M 0.16% -596 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 45,522 $4.45M 0.14% -1,204 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 43,934 $4.29M 0.99% -361 13F-HR/A Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $4.25M 0.68% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 42,483 $4.15M 0.01% +31,156 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 41,181 $4.02M 0.32% -1,494 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 40,866 $3.99M 1.1% -591 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 38,721 $3.78M 0.14% -4,184 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 38,558 $3.77M 0.07% +35,909 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 38,499 $3.76M 3.13% 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 35,341 $3.45M 2.51% +919 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 32,429 $3.17M 0.36% -564 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 32,373 $3.16M 0.02% -1,526 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 32,245 $3.15M 0.7% -508 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 32,001 $3.13M <0.01% -27,025 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 31,426 $3.07M 1.27% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 31,412 $3.06M 0.02% -21,172 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 30,996 $3.03M 0.01% 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 30,538 $2.98M <0.01% -1,025 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 29,963 $2.93M 0.25% -1,262 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 29,682 $2.9M 0.16% -525 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 29,330 $2.87M 0.17% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 28,594 $2.79M <0.01% +3,448 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 26,786 $2.62M 0.29% +10,449 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,408 $2.58M 0.01% -28,852 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 24,882 $2.43M <0.01% new 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 24,840 $2.43M 0.83% -719 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 23,755 $2.32M <0.01% +434 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,389 $2.29M 0.15% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 22,954 $2.24M 0.37% +2,738 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 22,800 $2.23M 0.02% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,799 $2.23M 0.01% -31,556 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 22,786 $2.23M -16,383 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,771 $2.23M 0.01% -6,149 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 21,032 $2.21M 0.07% -1,978 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 21,791 $2.13M 1.15% +1,121 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 21,574 $2.11M 0.03% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 21,536 $2.1M 0.15% -39,873 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,103 $2.06M <0.01% -30,306 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 20,868 $2.04M 0.41% -4,777 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 20,316 $1.99M 0.2% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 20,000 $1.95M 0.05% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,893 $1.94M 0.04% +2,315 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,838 $1.94M 0.01% -5,147 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,276 $1.88M 0.07% +12,940 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 18,859 $1.84M 0.11% -408 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 18,258 $1.78M 0.09% new 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 18,149 $1.77M 0.4% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.76M 0.49% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17,699 $1.73M 0.04% +1,668 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 17,435 $1.7M 0.78% -90 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,410 $1.7M <0.01% -196 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 17,330 $1.69M <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,141 $1.68M 0.03% +16,623 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,096 $1.67M <0.01% -40,722 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,845 $1.65M 0.54% +313 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 16,358 $1.6M 0.12% -1,010 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,318 $1.5M <0.01% +623 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,800 $1.45M <0.01% new 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,751 $1.44M <0.01% -730 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 17,764 $1.41M 0.76% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 14,260 $1.4M 0.84% +13,796 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 14,240 $1.39M 0.82% +4,060 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 14,209 $1.39M <0.01% +1,312 13F-HR/A Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 14,096 $1.38M 0.09% -1,696 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,971 $1.37M 0.02% -5,569 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,761 $1.34M 0.02% -61 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 13,487 $1.32M +3,537 Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,245 $1.29M 0.03% -411 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,083 $1.28M 0.01% +3,205 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,922 $1.26M 0.07% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,887 $1.26M 0.01% -28,619 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 12,842 $1.26M 0.92% +7,842 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,637 $1.24M 0.16% +2,261 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,535 $1.23M 0.1% -703 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,447 $1.22M <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,306 $1.2M 0.03% +367 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,920 $1.17M <0.01% -8,361 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,742 $1.15M <0.01% +2,326 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,597 $1.13M 0.97% -157 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,564 $1.13M 0.01% -20,181 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,492 $1.12M <0.01% -1,476 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 11,279 $1.1M 0.1% 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 11,142 $1.09M 0.04% +493 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,901 $1.07M 0.01% -215 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 10,849 $1.06M <0.01% +2,495 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,753 $1.05M 0.01% +7,433 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 10,771 $1.05M 0.49% -729 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 10,713 $1.05M 5.7% -70,350 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $986K 0.05% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,750 $953K 0.56% 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,603 $939K 0.32% +2,618 13F-HR Timeline Bank Julius Baer & Co. 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Ltd, Zurich 9,000 $880K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,937 $873K <0.01% +2,460 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,700 $850K <0.01% -422 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,587 $839K 0.05% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,745 $832K <0.01% +1,466 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,405 $821K 0.1% -4,416 13F-HR/A Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,255 $807K 0.05% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 8,120 $794K 0.01% +1,370 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,652 $748K 0.05% 0 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 7,594 $742K 0.56% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 11,445 $726K 0.31% +6,490 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,355 $719K 0.03% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,173 $701K <0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,167 $700K 0.01% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,008 $685K 0.88% 0 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 6,939 $683K 0.46% new 13F-HR Timeline