Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,500,000 $92.8M 0.91% new 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,421,225 $52.7M 4.79% +21,952 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,116,401 $41.4M <0.01% +217,443 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 903,796 $33.5M 0.01% +339,943 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 466,189 $17.3M +24,052 Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 403,016 $15M 0.24% +14,400 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 398,117 $14.8M 0.01% +5,710 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/ 310,249 $11.5M <0.01% -38,174 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 258,043 $9.57M 0.02% +40,668 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,091 $7.87M <0.01% +249 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 201,113 $7.46M 0.04% -32,893 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 173,234 $6.43M 2.41% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 162,436 $6.03M 1.02% +3,971 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 145,101 $5.38M 0.01% +5,513 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 133,561 $4.96M 0.18% +1,986 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 130,429 $4.84M 0.01% +2,405 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 125,424 $4.65M <0.01% +33,714 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 123,401 $4.58M <0.01% +35,522 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 114,313 $4.24M <0.01% +25,766 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 114,077 $4.23M <0.01% +4,275 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 102,973 $3.82M 0.01% +8,210 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 101,304 $3.76M 0.04% -87,571 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 99,100 $3.68M 1.19% +1,700 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 96,632 $3.59M 1.23% -28 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 94,797 $3.51M 0.01% -53,809 13F-HR/A Timeline Group NWAM LLC More: the full row for NWAM LLC 93,881 $3.25M 0.19% new 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 83,077 $3.08M 0.13% +67,220 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 75,779 $2.81M 1.71% -493 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 74,500 $2.76M <0.01% -6,318 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 74,311 $2.76M 0.01% -8,055 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 74,137 $2.75M 1.58% +1,881 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 65,579 $2.43M 0.38% +15,122 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 62,996 $2.34M <0.01% -5,494 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 60,238 $2.23M 0.62% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,762 $1.92M <0.01% +10,260 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,945 $1.85M 0.01% -25,610 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 48,654 $1.81M 0.02% +1,188 13F-HR Timeline Group Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 42,496 $1.58M 1.38% -184 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,575 $1.54M <0.01% +2,232 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 41,204 $1.53M 0.49% -16,014 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 40,869 $1.52M 0.97% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 40,450 $1.5M 0.06% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 34,887 $1.29M 0.41% +16,555 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 34,366 $1.27M 0.01% -13,580 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 32,938 $1.22M 0.03% -4,583 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,024 $1.19M 0.03% -25 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 30,903 $1.15M 0.48% -303 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 30,826 $1.14M 0.47% +1,962 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 29,077 $1.08M <0.01% +3,991 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 28,964 $1.07M 0.01% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 28,522 $1.06M 0.2% -23 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 25,863 $960K 0.01% +2,309 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 25,360 $941K 0.09% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 24,789 $920K 0.18% -3,051 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,961 $889K <0.01% +1,801 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 23,608 $876K 0.02% +1,922 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,252 $863K 0.03% -1,574 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 21,955 $815K 0.12% -38 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,688 $805K <0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 21,512 $798K 0.27% -1,076 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 20,825 $773K 0.32% +3,108 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 20,007 $742K 0.01% +548 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,073 $708K 0.02% -5,246 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 19,000 $705K 0.01% -6,000 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,997 $705K <0.01% +2,899 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 18,922 $702K 0.41% -3,078 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,809 $698K <0.01% -7,349 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 21,283 $698K 0.01% -1,970 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 18,526 $687K 0.1% +10,635 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 17,983 $665K 0.27% -216 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 18,350 $653K 0.28% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 17,275 $641K 0.3% +43 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 17,024 $632K <0.01% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,608 $616K 0.08% -354 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 16,361 $607K 0.1% -2,436 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,414 $603K 0.01% +2,950 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,177 $600K 0.01% +9,527 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 15,360 $570K 0.12% -4,000 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,910 $553K 0.02% +547 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 13,921 $517K 0.3% -427 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,561 $504K <0.01% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 13,203 $490K 0.21% -495 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 12,834 $476K 0.01% -16,880 13F-HR Timeline Group Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 12,331 $457K 0.08% -42 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 12,263 $455K 0.04% -158 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 12,151 $451K 0.45% +3,634 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 11,983 $445K <0.01% 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 11,967 $444K 0.03% +1,475 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,920 $442K <0.01% +9,691 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,750 $436K 0.05% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,583 $430K 0.02% -889 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 11,403 $423K <0.01% -1,300 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 11,359 $421K <0.01% +265 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,022 $409K <0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,772 $400K 0.04% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 10,640 $395K 0.29% new 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 10,169 $377K 0.11% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,056 $373K 0.11% -6,944 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,907 $368K <0.01% -9,021 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,804 $364K <0.01% -2,268 13F-HR/A Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,603 $356K 0.22% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,591 $356K 0.01% -789 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,589 $356K 0.14% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,264 $353K 0.01% -984 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,394 $349K <0.01% -46 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 9,248 $343K 0.02% +2,828 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,244 $343K <0.01% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,158 $340K 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,968 $333K 0.01% -4,991 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,641 $321K 0.01% -110 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,550 $317K 0.13% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,050 $299K 0.01% -350 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,793 $289K 0.02% +1,079 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,709 $286K 0.11% -2,546 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,643 $284K <0.01% +503 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,628 $283K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,578 $281K 0.01% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 7,454 $277K <0.01% -839 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,424 $275K <0.01% new 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,131 $264K 0.01% +1,326 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,025 $261K 0.01% -49 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,710 $249K 0.04% -105 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,587 $244K <0.01% -1,025 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,522 $242K 0.08% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,503 $241K 0.03% -4,585 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,463 $240K <0.01% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,414 $238K <0.01% -1,071 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,351 $236K 0.08% -53 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,320 $234K 0.02% +550 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,312 $234K 0.03% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,233 $231K <0.01% new 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,200 $230K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,142 $228K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,119 $227K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,926 $220K <0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,905 $219K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,721 $212K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,636 $209K 0.01% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,530 $205K 0.07% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,532 $205K 0.06% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,486 $204K <0.01% -3,434 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,396 $200K 0.04% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 5,393 $200K 0.04% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,391 $200K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 5,385 $200K <0.01% +582 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,024 $186K <0.01% +1,279 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,952 $184K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,734 $176K 0.01% -1,510 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 5,000 $169K 0.09% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,507 $167K 0.01% +3,500 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 4,484 $166K <0.01% +134 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,824 $141K 0.01% +781 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,729 $138K 0.02% +2,256 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,566 $95.2K 0.05% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,431 $90.2K 0.03% -152 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,121 $78.7K <0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,028 $75.2K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,740 $64.6K <0.01% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,702 $63.1K 0.04% +1,050 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,656 $61.3K 0.03% -5,657 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,400 $51.9K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,300 $48.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,254 $46.5K <0.01% -691 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,198 $44.4K <0.01% +291 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,177 $43.7K <0.01% +982 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,092 $40.5K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,016 $33.7K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 801 $29.7K <0.01% new 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 775 $28.8K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 761 $28.2K <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 747 $25.9K 0.02% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 650 $24.1K <0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 650 $24.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 624 $23.1K <0.01% +518 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 600 $22.3K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 576 $21.4K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 537 $19.9K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 531 $19.7K <0.01% -345 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 600 $19.4K <0.01% +300 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 500 $18.6K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 420 $15.6K <0.01% -65 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 398 $14.8K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 349 $12.9K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 337 $12.5K <0.01% 0 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 306 $11.3K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 279 $10.4K <0.01% -3 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 200 $7.42K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. 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