Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 4,580,000 $175M 0.79% +2,880,000 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,724,031 $65.8M 4.11% +277,551 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,205,723 $46M 0.01% -80,826 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,038,618 $39.5M new Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 901,711 $34.4M <0.01% -202,439 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 457,845 $17.5M <0.01% +252,071 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 399,499 $15.3M <0.01% +98,075 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 332,880 $12.7M 0.63% +24,704 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 270,846 $10.3M 0.01% +151,454 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 266,971 $10.2M 0.37% -14,329 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 265,798 $10.2M 0.16% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 261,792 $10M 0.01% +43,568 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 259,672 $9.92M <0.01% +76,829 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 232,099 $8.86M 0.01% +1,761 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 231,062 $8.82M <0.01% -40,922 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 210,707 $8.05M 1.06% -30,536 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 165,618 $6.32M 0.01% +29,597 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 157,233 $6M 0.13% +128,920 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 156,914 $5.99M 0.11% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 150,305 $5.74M 0.3% -2,546 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 150,135 $5.73M 0.02% +2,992 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 146,688 $5.6M 0.02% -32,554 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 109,950 $4.2M <0.01% -12,974 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 109,812 $4.19M <0.01% -129,796 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 103,634 $3.96M <0.01% -8,029 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 100,071 $3.82M 1.07% +1,287 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 93,366 $3.57M 0.01% +55,205 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. 91,663 $3.5M 0.01% -95,896 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 88,246 $3.37M 0.01% +19,177 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,157 $3.18M 0.01% +3,145 13F-HR/A Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 79,830 $3.05M 1.42% +9,673 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 69,862 $2.67M 1.42% -16,223 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 64,000 $2.44M 0.09% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 59,692 $2.28M <0.01% +7,658 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 59,017 $2.25M 0.01% +3,843 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 57,309 $2.19M 0.02% +4,293 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 56,403 $2.15M <0.01% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 54,193 $2.07M <0.01% +15,816 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 53,169 $2.03M 0.25% +43,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 53,954 $2M <0.01% -49,636 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 51,637 $1.97M <0.01% -1,995 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 48,711 $1.86M 0.07% +9,201 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 48,145 $1.84M 0.04% -11,583 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 42,816 $1.64M 0.5% +869 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 41,820 $1.6M 1.22% +6,707 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 43,016 $1.59M 0.09% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 40,374 $1.54M 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 40,047 $1.53M 0.01% +741 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 37,091 $1.42M 0.13% +1,116 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 36,551 $1.4M 0.02% +16,479 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,451 $1.39M 0.01% -7,318 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,473 $1.35M <0.01% -7,599 13F-HR Timeline Group Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 35,082 $1.34M 0.66% +959 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,741 $1.33M 0.01% +28,854 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 33,957 $1.3M <0.01% +12,922 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 32,840 $1.25M 0.12% -1,102 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,917 $1.22M 0.03% -55,206 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 30,385 $1.16M 0.19% +172 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 30,258 $1.16M 0.39% +86 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,670 $1.13M 0.01% +4,508 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 29,212 $1.12M 0.26% +2,117 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 28,065 $1.07M 0.32% +628 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,649 $980K 0.02% -1,595 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 24,992 $954K 0.02% +16,792 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 22,809 $871K 0.2% -204 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 22,585 $863K 0.3% +9,705 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,006 $839K <0.01% -8,205 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 21,966 $839K <0.01% +10,087 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 21,070 $805K 0.01% -100,487 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 20,609 $784K 0.21% -1,860 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 20,523 $784K 0.02% +2,247 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,241 $773K <0.01% -7,869 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 19,514 $745K <0.01% +2,653 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,049 $727K 0.01% -104 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 18,252 $697K <0.01% +5,818 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18,180 $694K 0.04% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 18,081 $691K 0.1% -5,591 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,911 $684K 0.06% +234 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 17,894 $683K 0.02% -24,795 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,568 $671K 0.23% +444 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 17,258 $659K 0.12% 0 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/ 16,331 $622K <0.01% +11,719 13F-HR Timeline Group Integras Partners LLC More: the full row for Integras Partners LLC 16,175 $618K 0.34% +220 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 15,210 $581K 0.02% -154,872 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 15,133 $578K 0.01% +2,477 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 14,955 $571K 0.03% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,579 $557K <0.01% new 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,562 $556K 0.01% -60,729 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,308 $546K 0.01% new 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,807 $527K 0.01% -8,614 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 13,547 $517K 0.01% -3,773 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,890 $492K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,753 $487K 0.01% +366 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,532 $479K 0.01% new 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 12,275 $469K <0.01% -1,951 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,901 $454K 0.01% -6,486 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,835 $452K 0.05% +687 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 11,456 $438K 0.2% -1,324 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 11,049 $422K 0.01% -8,659 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,037 $422K <0.01% new 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 11,013 $421K 0.02% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,001 $420K <0.01% -475 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,776 $412K 0.03% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,720 $409K 0.11% +1,725 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,186 $389K 0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10,000 $382K <0.01% -26,700 13F-HR Timeline Group Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 10,000 $382K 0.17% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,995 $382K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,509 $381K 0.02% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9,910 $378K 0.02% -1,596 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9,841 $376K 0.04% +1,632 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,471 $362K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,258 $354K <0.01% -1,468 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,981 $343K 0.05% -404 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,765 $335K <0.01% -5,148 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,659 $331K 0.01% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 8,375 $330K 0.19% -100 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,597 $328K <0.01% +7,207 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 8,008 $327K 0.04% -16,620 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,101 $309K <0.01% -13,165 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,065 $308K 0.02% -35 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,763 $296K <0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,618 $291K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,221 $276K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,125 $272K 0.01% -5,483 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,021 $268K 0.01% +103 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,940 $265K <0.01% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6,685 $263K <0.01% -1,706 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 6,880 $263K <0.01% -4,641 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,772 $259K 0.01% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,715 $256K 0.04% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,681 $255K 0.12% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,517 $249K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,363 $243K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,309 $241K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,175 $236K <0.01% new 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,087 $232K 0.02% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,072 $232K <0.01% new 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 6,018 $230K 0.11% -8,075 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,997 $229K <0.01% new 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 5,953 $227K 0.06% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,950 $227K 0.06% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,904 $225K 0.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,743 $219K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,519 $211K 0.02% new 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 5,500 $210K 0.11% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,447 $208K 0.05% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,410 $207K 0.1% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,396 $206K 0.03% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,385 $206K 0.04% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,380 $205K 0.01% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,351 $204K 0.05% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,347 $204K <0.01% new 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,322 $203K 0.01% -97 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,227 $200K <0.01% +5,069 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,000 $191K 0.08% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,220 $165K <0.01% +917 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,147 $158K <0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,970 $152K 0.03% -32,000 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 3,375 $129K 0.1% -225 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,850 $109K <0.01% +1,209 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,525 $98.9K 0.01% -395 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,358 $90.1K <0.01% -219 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,350 $89.7K 0.01% +650 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,150 $82.1K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,121 $81K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,000 $76.4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,980 $75.6K <0.01% +597 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,915 $73.1K 0.06% +1,677 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,700 $64.9K 0.01% +1,585 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,450 $55.4K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,300 $49.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,300 $49.6K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,268 $48.4K <0.01% -71 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,193 $45.6K <0.01% -355 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,050 $40.1K 0.02% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,016 $38.8K <0.01% -1,135 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 747 $28.5K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 696 $26.6K <0.01% -300 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 629 $24K <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 613 $23.4K <0.01% +68 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 608 $23.2K <0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 576 $22K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 500 $19.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 500 $19.1K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. 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