BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,566,896 $197M 0.01% -319,005 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,363,977 $119M 0.01% +245,402 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,264,765 $80.2M 0.02% -46,900 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,539,569 $54.5M 0.01% +197,061 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,344,358 $47.6M 0.01% -78,253 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 882,139 $31.3M <0.01% -130,571 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 869,506 $30.8M 0.04% -40,804 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 626,882 $22.2M 0.07% -57,995 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 621,116 $22M 0.01% +13,764 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 573,868 $20.3M 0.01% -22,009 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 542,921 $19.2M 0.01% -10,625 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 495,768 $17.6M <0.01% +69,188 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 467,201 $16.5M <0.01% +26,116 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 445,236 $15.8M 2.07% +287,196 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 433,511 $15.4M 0.02% +90,128 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 432,764 $15.3M 0.05% -978 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 422,971 $15M 0.01% +12,521 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 363,840 $12.9M 1.1% +1,433 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 312,167 $11.1M 0.22% +33,560 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 311,997 $10.7M 0.01% -21,570 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 295,991 $10.5M -78,514 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 293,346 $10.4M 0.01% +8,331 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 283,421 $10M -4,366 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 264,022 $9.35M 0.03% +20,559 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 262,190 $9.29M 1.64% +50,685 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 242,081 $8.58M 0.02% +27,538 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 240,522 $8.52M 0.76% -5,245 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 229,117 $8.12M 0.02% +11,813 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 228,303 $8.09M 0.01% +25,559 13F-HR Timeline Group TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 212,330 $7.52M 2.8% +147 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 194,144 $6.88M 0.09% +11,699 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 171,238 $6.07M 0.02% -3,510 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 169,675 $6.01M 0.36% +120,170 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 141,959 $4.95M <0.01% +29,981 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 138,741 $4.92M 0.07% +76,712 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 134,685 $4.77M 0.01% +12,377 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 133,012 $4.71M 0.01% -8,078 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 132,743 $4.7M 0.32% +18,315 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 124,193 $4.4M <0.01% +18,258 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 119,785 $4.24M 0.83% +160 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 108,530 $3.85M 0.29% +7,312 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 108,023 $3.83M 0.01% -1,002 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 105,387 $3.73M 0.07% +5,034 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 102,972 $3.65M 1.64% -273 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 102,116 $3.62M <0.01% -707 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 96,766 $3.43M 1.4% -3,125 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 96,554 $3.42M 0.06% -1,250 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 95,366 $3.38M 0.02% +14,811 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 95,025 $3.37M 0.02% -192 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 90,049 $3.19M 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 87,017 $3.08M <0.01% -6,716 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 84,281 $2.99M <0.01% -6,387 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 80,854 $2.86M 0.01% +12,783 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 80,000 $2.83M 0.06% -30,000 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 74,600 $2.64M 0.02% +12,000 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 73,715 $2.61M 0.02% +4,921 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 70,454 $2.5M 0.02% +10,880 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 65,987 $2.34M 0.03% +135 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 65,870 $2.33M <0.01% -1,610 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 63,075 $2.23M 0.01% +1,898 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 62,240 $2.21M 0.05% -441 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 60,349 $2.14M 0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,855 $2.09M 0.01% +3,540 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 58,634 $2.08M <0.01% -95,968 13F-HR Timeline Group Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 52,104 $1.85M 0.24% +3,792 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 49,645 $1.76M 0.03% +1,895 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 47,594 $1.69M <0.01% +33,094 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 45,766 $1.62M 0.05% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 45,092 $1.6M 0.61% -95 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 44,973 $1.59M 0.02% -14,726 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 44,075 $1.56M 0.02% +6,093 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 43,855 $1.55M 0.2% +894 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 43,673 $1.55M 0.04% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,071 $1.51M <0.01% -625 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 42,253 $1.5M 0.04% -12,598 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 41,634 $1.48M 0.47% +8,007 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 38,976 $1.47M 0.25% new 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 41,205 $1.46M 0.02% +20,869 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 41,016 $1.45M 0.02% +311 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,690 $1.44M <0.01% +4,372 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 39,353 $1.39M 0.46% +10,750 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 38,135 $1.35M -372 Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 37,899 $1.34M 0.35% -2,595 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,653 $1.33M 0.07% +3,367 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,092 $1.24M 0.01% +3,771 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,096 $1.21M 0.01% -1,915 13F-HR/A Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 33,732 $1.2M 1.06% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 33,413 $1.18M 0.16% +3,763 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 31,900 $1.13M <0.01% +4,874 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,451 $1.11M 0.02% +12,570 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 30,799 $1.09M 0.02% +17,365 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 30,442 $1.08M 0.01% -6,418 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 30,050 $1.06M 0.03% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 28,890 $1.02M 0.31% -3,049 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,648 $1.02M 0.02% -1,317 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 28,018 $993K 0.17% +5,561 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,876 $988K <0.01% +1,757 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 27,657 $980K <0.01% -12,047 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 26,937 $954K <0.01% +895 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/ 26,821 $950K <0.01% -1,316 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 26,683 $945K 0.25% -7,436 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 26,561 $941K 0.36% +57 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 26,322 $933K <0.01% -8,947 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 26,240 $930K 0.04% +10,294 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,911 $918K <0.01% -471 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 25,782 $913K 0.01% +7,427 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 25,626 $908K 0.06% -772 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 25,542 $905K 0.67% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 25,119 $889K 0.02% +20,760 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,380 $864K <0.01% 0 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 23,957 $849K 0.42% +7,715 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 23,897 $847K <0.01% -1,374 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,642 $846K 0.02% -2,157 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 22,613 $801K 0.06% +3,255 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 22,334 $791K 0.14% -2,585 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 21,876 $775K 0.47% +3,949 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,309 $754K 0.01% +1,836 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,864 $735K 0.01% +4,364 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,396 $723K 0.02% -2,330 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 20,260 $718K 0.05% +1,158 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 20,080 $711K 0.24% +3,139 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 19,869 $704K 0.2% -180 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,760 $700K <0.01% +280 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,747 $700K <0.01% +730 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19,539 $692K 0.05% +16,634 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,463 $690K <0.01% +4,647 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,609 $659K 0.02% -11,545 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,558 $658K 0.08% -2,663 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 18,520 $656K 0.3% +4,117 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 18,412 $652K 0.08% +763 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 18,036 $639K 0.06% 0 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 18,002 $638K 0.34% +895 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,881 $634K 0.02% +1,212 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,840 $632K <0.01% +3,812 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 17,692 $626K 0.11% -131 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,567 $622K <0.01% 0 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,439 $618K 0.03% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 17,291 $613K 1.31% 0 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 16,818 $596K 0.49% -9,549 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,768 $594K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 16,574 $587K <0.01% +1,104 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,523 $585K 0.01% +8,234 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,248 $576K 0.02% -1,033 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,018 $568K 0.06% +1,605 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 15,811 $560K 0.13% +18 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,740 $558K 0.03% +4,747 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 15,651 $555K 0.14% -90,362 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 15,211 $539K 0.04% -13,410 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,187 $538K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,095 $535K 0.02% -1,500 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 14,968 $530K 0.15% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,957 $530K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 14,693 $521K 0.01% +2,097 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,531 $515K 0.01% +763 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,285 $506K 0.01% +108 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,122 $500K 0.04% -548 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,053 $498K 0.02% -630 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,853 $491K 0.02% -314 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,502 $478K <0.01% +171 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 13,349 $473K 0.12% -179 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 13,210 $468K 0.02% -1,068 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,021 $461K <0.01% +3,663 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 12,705 $450K 0.06% +1,524 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,534 $444K <0.01% +4,844 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 12,468 $442K 0.1% +129 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,447 $441K <0.01% +942 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,389 $439K 0.03% +232 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,327 $437K 0.01% 0 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 12,227 $433K 0.19% +16 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 12,101 $429K 0.14% +26 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,906 $422K 0.01% -1,413 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,867 $420K 0.04% +95 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 11,837 $419K <0.01% +1,745 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,553 $409K <0.01% 0 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 11,314 $401K 0.03% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 11,255 $399K 0.13% +663 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 10,984 $389K <0.01% -1,263 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10,854 $385K 0.11% +1,200 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,828 $384K 0.02% +534 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 10,807 $383K 0.01% +3,316 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,715 $380K 0.01% -2,678 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,658 $378K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,658 $378K 0.05% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,573 $375K <0.01% -1,627 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,020 $371K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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