MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,353,665 $90.1M 0.01% +446,026 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/ 5,829,897 $82.7M 0.01% -351,281 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,413,105 $62.6M 0.01% +2,460,983 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,563,691 $36.4M 0.01% -190,474 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 2,252,200 $31.9M 0.05% +2,217,800 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,200,000 $31.2M 0.64% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,747,956 $24.8M 0.41% +1,286,774 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,671,197 $23.7M 0.07% +94,843 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,402,794 $19.9M 0.01% +943,103 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,363,165 $19.3M 0.43% +222,139 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,212,252 $17.2M 9.08% +90,088 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,088,009 $15.4M 1.2% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 812,485 $11.5M 0.93% -39,497 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 749,444 $10.6M 2.73% +80,663 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 699,060 $9.91M <0.01% -402,999 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 574,703 $8.32M 0.03% +348,981 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 549,513 $7.79M 1.02% +212,613 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 493,267 $7M <0.01% -23,133 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 471,720 $6.69M 2.93% -141,931 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 427,415 $6.06M 0.04% +207,044 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 397,534 $5.64M 0.01% -32 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 391,097 $5.55M 0.06% -670,206 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 367,950 $5.22M 0.01% +340,546 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 360,682 $5.11M -452,395 Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 357,732 $5.07M <0.01% +256,398 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 356,061 $5.05M <0.01% -1,054 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 355,603 $5.04M 0.1% +178,414 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 337,425 $4.78M 0.88% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 309,085 $4.38M 0.01% +4,133 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 292,443 $4.15M <0.01% -116,590 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 289,992 $4.11M 0.03% +3,039 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 281,555 $3.99M 0.01% -76,495 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 274,000 $3.89M 3.5% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 268,216 $3.8M 0.01% +249,067 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 242,440 $3.44M 0.05% +228,093 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 239,947 $3.4M 0.07% +12,162 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 239,859 $3.4M <0.01% -56,312 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 230,555 $3.27M 0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 216,113 $3.06M 0.16% +32,254 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 202,873 $2.88M <0.01% +153,543 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 189,002 $2.68M 0.01% -148,672 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 182,895 $2.59M <0.01% -401,922 13F-HR Timeline Group Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 176,061 $2.5M 1.68% +106,629 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 170,507 $2.42M 0.4% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 168,152 $2.38M 0.01% +11,401 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 167,931 $2.38M 0.01% +23,557 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 166,362 $2.37M 0.38% -20,147 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 159,727 $2.26M 0.16% -5,069 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 158,328 $2.25M 0.05% -804 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 157,894 $2.24M 0.01% -195,317 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 157,585 $2.23M 2.58% +15,406 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 149,751 $2.12M 0.1% +6,185 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 144,911 $2.05M 0.43% +18,709 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 140,766 $2M 0.09% +17,214 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 140,306 $1.99M 0.06% +5,792 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 134,980 $1.96M 0.09% +130,938 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 135,100 $1.92M 0.23% +21,800 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 130,370 $1.85M 0.66% -15,675 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 128,443 $1.82M <0.01% +18,672 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 125,698 $1.78M 0.03% -68,375 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 117,228 $1.66M 0.01% +19,499 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 115,140 $1.63M 0.04% +97,654 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 113,305 $1.61M 0.08% -8,948 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 112,031 $1.59M 0.69% -2,352 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 110,274 $1.58M 1.06% +6,902 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 108,435 $1.54M 0.56% -26,193 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 107,364 $1.52M 0.02% -27,704 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 104,326 $1.48M 0.12% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 101,774 $1.44M 0.14% +4,723 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 100,000 $1.42M 0.05% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 99,406 $1.41M 0.01% -11,945 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 97,694 $1.39M 0.15% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 96,165 $1.36M 0.01% -38,447 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 95,716 $1.36M 0.01% -62,445 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 95,150 $1.35M 0.56% +15,200 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 92,810 $1.35M 0.33% +1,158 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 94,373 $1.34M 0.83% -12,263 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 92,095 $1.31M 0.02% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 91,907 $1.3M <0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 87,160 $1.24M <0.01% new 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 82,665 $1.17M 0.09% -10,393 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 77,525 $1.1M 1.09% 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 76,171 $1.08M 0.14% -294 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 73,243 $1.04M 0.26% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,133 $1.02M <0.01% +9,609 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 69,506 $986K 0.02% -3,722 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 68,506 $982K 0.24% -7,240 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 69,267 $982K <0.01% +56,323 13F-HR/A Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 71,845 $978K 0.17% +47,192 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 67,781 $972K <0.01% +42,970 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,600 $959K <0.01% -6,570 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 66,754 $947K 0.01% -1,777 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 65,425 $928K <0.01% +53,961 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 63,213 $896K 0.01% +17,413 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 62,797 $890K 0.33% +2,222 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 62,289 $883K 0.05% +15,398 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 59,253 $840K 0.02% +6,851 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 58,427 $828K 0.02% -39,421 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 57,886 $821K 0.03% -37,503 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 56,623 $803K 0.35% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 56,552 $802K <0.01% +22,257 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 52,320 $742K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 52,161 $740K <0.01% -7,509 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51,350 $728K 0.01% +5,374 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,867 $721K <0.01% +29,032 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 50,166 $711K 0.1% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 50,000 $710K <0.01% new 13F-HR/A Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 49,943 $708K 0.43% +10,631 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 49,330 $699K 0.05% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 49,273 $699K 0.7% +6,587 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 48,500 $688K 0.26% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 48,175 $683K 0.08% +15,985 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 47,992 $681K +26,414 Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 46,000 $652K 0.21% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 43,221 $613K 0.01% +11,103 13F-HR/A Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 43,218 $613K 0.11% +8,314 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 42,692 $605K 0.06% -130,467 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 42,500 $603K 0.02% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 39,063 $554K 0.01% +6,698 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,937 $552K 0.01% +15,618 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 37,509 $532K <0.01% -61,618 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 36,768 $521K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 35,560 $504K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 34,766 $493K 0.03% -391,478 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 34,270 $486K 0.22% +3,011 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 32,800 $465K 0.04% -3,200 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 32,548 $462K 0.07% -9,102 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 31,959 $453K 0.02% -8,250 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 31,828 $451K 0.1% -568 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 31,745 $450K 0.04% 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 31,607 $448K 0.34% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31,223 $443K <0.01% -10,448 13F-HR/A Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,475 $432K 0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 30,060 $426K 0.01% +15,166 13F-HR Timeline Group Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 29,274 $415K 0.24% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,087 $412K <0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 28,700 $407K 0.13% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 28,158 $399K 0.04% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 26,647 $377K 0.05% -1,928 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 26,160 $371K 0.01% -1,000 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 26,059 $370K 0.18% +1,247 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 25,073 $356K 0.08% -104 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,891 $353K <0.01% +806 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 24,400 $346K 0.02% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 24,360 $345K 0.19% +341 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,630 $335K <0.01% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 22,400 $318K 0.24% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,008 $312K 0.01% -1,890 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,341 $303K 0.01% -314 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,823 $295K <0.01% -31,718 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 20,680 $293K <0.01% +383 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 18,965 $269K 0.06% +812 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,692 $265K <0.01% -1,209 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 18,563 $263K 0.12% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 18,575 $263K 0.02% +721 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 18,305 $260K 0.27% -939 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,794 $252K <0.01% new 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 18,193 $250K 0.05% +528 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 17,576 $249K 0.03% +450 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,584 $235K <0.01% -14,638 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 16,536 $234K <0.01% +2,787 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 14,775 $210K 0.06% +169 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 14,932 $209K 0.08% new 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 14,395 $204K 0.04% -17,090 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 14,224 $202K 0.02% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,978 $198K <0.01% -62,753 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,454 $191K 0.01% -2,677 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 13,393 $190K 0.04% -223 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,300 $189K <0.01% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 13,135 $186K 0.14% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,067 $185K <0.01% new 13F-HR Timeline Group Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 12,976 $184K 0.19% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,854 $182K <0.01% -192 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 12,186 $173K 0.02% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,976 $170K <0.01% -997 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,429 $162K 0.01% -1,100 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11,230 $159K 0.02% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,153 $158K 0.01% +1,740 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 11,011 $156K 0.02% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,966 $155K <0.01% -13,962 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,432 $148K <0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,206 $145K 0.01% new 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,190 $144K 0.01% 0 13F-HR Timeline Ausdal Financial Partners, Inc. 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