MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,275,156 $260M 0.02% -402,929 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/ 1,326,244 $152M 0.01% -151,011 13F-HR Timeline Group Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 941,000 $108M 23.34% +242,250 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 548,170 $62.6M 0.01% -3,923 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 476,974 $54.5M 0.02% -41,227 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 471,903 $53.9M <0.01% -741 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 469,995 $53.7M 7.32% +152,751 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 422,523 $48.3M 0.02% +11,223 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 366,299 $41.9M 0.01% -63,294 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 298,913 $34.2M 0.53% +10,203 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 255,253 $29.2M <0.01% -34,740 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 225,256 $25.7M <0.01% -248,218 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 192,793 $22M <0.01% +37,961 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 177,791 $20.3M <0.01% -32,092 13F-HR Timeline Group First International Bank & Trust More: the full row for First International Bank & Trust 149,680 $17.1M 5.95% -25,005 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 146,849 $16.8M 0.96% new 13F-HR/A Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 143,359 $16.6M 0.01% -56,152 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 144,651 $16.5M 0.61% +60,060 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 142,778 $16.3M 0.32% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 135,799 $15.5M 0.25% -3,771 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 130,461 $14.9M 0.03% +4,250 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 130,316 $14.9M <0.01% +74,000 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 126,036 $14.4M 0.58% -154,817 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 121,433 $13.9M <0.01% +102,766 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 116,388 $13.3M 0.02% +45,377 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 115,676 $13.2M <0.01% +39,329 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 104,870 $12M 0.3% -5,100 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 98,554 $11.3M 1.96% +10,261 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 85,078 $9.72M 2.81% +870 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 83,901 $9.59M 9.96% -4,283 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 82,049 $9.38M 1.49% +2,059 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 80,421 $9.19M 0.01% -13,529 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 75,297 $8.6M 0.47% +14,909 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 73,299 $8.38M <0.01% +24 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 69,955 $7.99M 0.69% -47 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 61,139 $6.99M 2.26% -31,664 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,218 $6.77M <0.01% -8,810 13F-HR Timeline Group AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 55,500 $6.34M 2.4% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 54,852 $6.22M 2.36% -2,357 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 53,858 $6.15M 1.13% +1,265 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 50,882 $5.81M 1.92% +65 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 50,685 $5.79M 0.07% -5,107 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46,490 $5.31M 0.13% -49,231 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 45,734 $5.23M -4,960 Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 43,230 $4.94M 0.02% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 40,377 $4.61M 0.46% -3,535 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 39,887 $4.56M <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,651 $4.19M 0.02% -12,982 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,821 $4.09M 0.01% -14,475 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 35,759 $4.09M 0.08% +2,688 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 35,239 $4.03M 0.99% +5,143 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 35,046 $4M 0.03% +1,160 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,111 $3.98M 0.03% +2,341 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,399 $3.97M 0.35% +9,828 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 34,166 $3.9M 0.63% +12,872 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 33,672 $3.85M 1.53% -2,616 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 32,745 $3.74M <0.01% -1,223 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 31,099 $3.55M 1.1% +1,234 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 31,047 $3.55M 0.08% -193,660 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 30,965 $3.54M 2.02% +2,785 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 30,841 $3.52M 0.86% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 30,417 $3.48M 0.01% -14,534 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,177 $3.22M 0.13% +1,407 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,545 $3.15M 0.01% +17,704 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,200 $3.11M 0.01% -1,355 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 26,368 $3.01M 0.01% +372 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 25,679 $2.93M 0.03% +610 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 25,188 $2.88M 0.01% +665 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,067 $2.86M 0.02% +5,587 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 23,983 $2.74M 0.98% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 23,812 $2.73M 2.42% +2,744 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,813 $2.72M <0.01% +7,829 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,264 $2.66M 0.06% -351 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 23,170 $2.65M 0.6% -256 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 22,850 $2.61M 0.16% -150 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 22,837 $2.61M 0.89% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 22,464 $2.57M 0.82% +1,241 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 20,469 $2.56M 0.16% +489 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 22,253 $2.54M 0.05% +9,751 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 22,015 $2.52M 1.21% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 21,263 $2.43M <0.01% -9,438 13F-HR Timeline S&CO INC More: the full row for S&CO INC 20,000 $2.29M 0.15% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 19,441 $2.22M <0.01% +647 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,301 $2.21M 0.02% +1,629 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 18,614 $2.14M 1.62% +10,106 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,674 $2.13M 0.05% -343 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 17,955 $2.05M <0.01% +1,537 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,892 $2.04M 0.03% +10,843 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,823 $2.04M <0.01% +289 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,436 $1.99M 0.02% +1,527 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 16,415 $1.88M 0.01% -312 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 16,400 $1.87M -2,900 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,989 $1.85M <0.01% +4,116 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,400 $1.76M <0.01% -1,700 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,968 $1.71M 0.01% -60 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,544 $1.66M 0.01% +966 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,842 $1.58M 0.02% -4,612 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,782 $1.57M 0.51% -457 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,521 $1.55M 0.04% -6,310 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,509 $1.54M 0.04% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 13,097 $1.5M +5,086 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,688 $1.45M <0.01% +36 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,615 $1.44M 0.01% -9,954 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,469 $1.44M <0.01% +929 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 12,506 $1.43M 0.47% +359 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,373 $1.41M <0.01% +27 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 12,322 $1.41M 0.51% -250 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,237 $1.4M 0.03% -587 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 12,000 $1.37M 0.08% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 11,963 $1.37M 0.4% -2,632 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,761 $1.34M 0.01% -563 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 11,698 $1.34M 0.07% +5,849 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,516 $1.32M 0.05% -1,372 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 11,515 $1.32M 0.34% +705 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/ 11,406 $1.3M <0.01% +296 13F-HR/A Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 11,361 $1.3M 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,728 $1.23M 0.3% -55 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,182 $1.16M 0.01% +35 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,986 $1.14M 0.59% +297 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,586 $1.1M 0.23% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,257 $1.06M <0.01% -460 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,163 $1.05M 0.01% -288 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,144 $1.04M 0.03% +5,462 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,099 $1.04M 0.01% -431 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,901 $1.02M 0.05% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,865 $1.01M 0.01% -10,422 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,546 $976K 0.08% +34 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 8,460 $967K 0.4% -1,053 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,456 $966K 0.11% -81 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,430 $963K 0.06% +2,725 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,334 $952K <0.01% +5,468 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,149 $931K <0.01% -780 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 8,002 $914K 0.77% -37 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,004 $907K 0.19% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,907 $903K 0.01% +4,425 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,816 $893K 0.01% +74 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,712 $881K <0.01% -973 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,422 $848K <0.01% +300 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,977 $842K 0.08% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,175 $820K 0.11% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,976 $797K 0.43% -968 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,884 $787K 0.57% -631 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,736 $770K 0.02% +76 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,682 $764K 0.02% +67 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,015 $687K 0.03% +384 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,978 $683K 0.01% +160 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,726 $654K 0.33% -27,310 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 5,720 $654K 0.44% -15,000 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,620 $642K 0.05% -1,514 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,555 $635K 0.2% -500 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,536 $633K 0.06% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,523 $631K 0.13% +63 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,418 $619K <0.01% -8,770 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,368 $613K <0.01% +3,026 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,290 $604K 0.04% +691 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 5,275 $603K 0.49% -2,364 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,262 $601K 0.17% -2,061 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,177 $592K 0.25% +405 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,175 $591K 0.04% -250 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,159 $590K 0.06% +6 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,134 $587K 0.04% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,125 $586K 0.01% +934 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,878 $557K 0.12% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,851 $554K 0.15% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,809 $549K 0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,803 $549K 0.04% +1,995 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 4,798 $548K -33,706 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,737 $545K 0.01% -12,868 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,666 $533K 0.13% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,589 $524K 0.02% -4,702 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,515 $516K 0.04% +75 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,489 $513K 0.01% -441 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,318 $493K 0.31% 0 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,238 $484K <0.01% +130 13F-HR Timeline Group Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,200 $480K 0.24% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,126 $472K 0.01% -2,115 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 4,092 $468K 0.04% -46,500 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,088 $467K 0.41% -45 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,061 $464K <0.01% -5,326 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,056 $463K <0.01% +6 13F-HR Timeline Group NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,967 $453K 0.19% -6 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,819 $436K <0.01% new 13F-HR/A Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,812 $436K 0.08% +37 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,776 $432K 0.02% -2,636 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,740 $427K 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,712 $424K <0.01% +129 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,689 $421K 0.04% -379 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,613 $413K 0.23% new 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,589 $410K 0.01% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,519 $402K 0.01% +248 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,494 $399K 0.2% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,477 $397K 0.03% -607 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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