MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,230,024 $286M 0.02% -45,132 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,317,763 $169M 0.01% -8,481 13F-HR/A 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 $120M 38.31% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 621,416 $79.6M 0.03% +618,908 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 535,424 $68.6M 0.01% -12,746 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 479,371 $61.4M 0.02% +2,397 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 473,029 $60.6M <0.01% +1,126 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 462,528 $59.2M 0.02% +40,005 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 368,323 $47.2M 0.01% +2,024 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 297,872 $38.1M 0.56% -1,041 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 291,733 $37.4M 5.57% -178,262 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 257,131 $32.9M <0.01% +1,878 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 221,713 $28.4M <0.01% -3,543 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 218,958 $28M 0.01% +41,167 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 153,686 $19.7M 0.83% +6,837 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 150,315 $19.2M <0.01% -42,478 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 144,900 $18.6M 0.33% +2,122 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 142,667 $18.3M 6.35% -7,013 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 138,059 $17.8M 0.01% -5,300 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 132,626 $17M 0.25% -3,173 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 130,850 $16.8M <0.01% +534 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 130,612 $16.7M 0.03% +151 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 122,717 $15.5M 0.02% +6,329 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 119,165 $15.3M <0.01% +3,489 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 118,241 $15.1M 0.6% -7,795 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 107,246 $13.7M 1.95% +8,692 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 107,184 $13.7M <0.01% -14,249 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 104,450 $13.4M 0.31% -420 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 85,802 $11M 2.78% +724 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 80,883 $10.4M 1.6% -1,166 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 80,578 $10.3M 10.51% -3,323 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,913 $10.2M 0.01% -508 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 257,207 $9.98M 0.14% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 65,515 $8.39M +60,717 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 64,625 $8.27M <0.01% -8,674 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 60,873 $7.79M 2.18% -266 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 58,368 $7.47M 0.14% +40,476 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 55,223 $7.07M 4.42% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54,209 $6.94M <0.01% -5,009 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 54,028 $6.92M 1.19% +170 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 51,795 $6.63M 1.95% +913 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 50,318 $6.44M 0.01% +32,495 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 49,831 $6.38M 2.29% -5,021 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 49,297 $6.31M 0.44% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 46,811 $5.99M 1.32% +15,970 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 46,560 $5.96M 2.74% +24,545 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 46,111 $5.9M 0.03% +377 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46,069 $5.9M 0.15% -421 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,901 $5.49M 0.02% +6,250 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 40,377 $5.17M 0.46% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 39,174 $5.05M 0.31% +4,775 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 39,087 $5M <0.01% -800 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 38,925 $4.98M 0.24% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 38,550 $4.94M 0.02% -4,680 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 35,759 $4.58M 0.08% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 35,278 $4.51M 1.02% +39 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 34,307 $4.39M 0.67% +141 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 33,745 $4.32M 0.01% +7,377 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,549 $4.17M 0.01% -3,272 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 32,009 $4.1M 1.32% +8,026 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 31,721 $4.06M 2.02% +756 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,664 $4.05M 0.02% -3,382 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 31,597 $4.05M +18,500 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 31,521 $4.04M <0.01% -1,224 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 29,479 $3.77M 0.01% +5,666 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 27,900 $3.57M <0.01% new 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 27,784 $3.56M 0.01% +584 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,151 $3.48M 0.01% -394 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 26,262 $3.36M 0.02% +1,195 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 25,840 $3.31M 0.19% +2,990 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 25,453 $3.26M 0.05% -5,594 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,829 $3.18M 0.01% -359 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,117 $3.09M <0.01% +4,676 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 22,785 $2.92M 0.02% +5,349 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 22,664 $2.9M 0.15% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,041 $2.82M <0.01% +778 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,987 $2.81M <0.01% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 21,970 $2.81M 0.03% -3,709 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,970 $2.81M 0.59% -1,200 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 20,731 $2.81M 0.16% +262 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 21,366 $2.74M 0.58% -1,098 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 21,300 $2.73M +4,900 Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 22,837 $2.61M 0.89% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 20,000 $2.56M 0.16% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,167 $2.45M 0.02% -134 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,152 $2.45M 0.1% -125,499 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,899 $2.42M 0.04% -3,354 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,415 $2.39M <0.01% +2,426 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 18,122 $2.32M 1.69% -492 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,053 $2.31M 0.04% -621 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,046 $2.31M 0.05% +4,525 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,420 $2.23M 0.01% +2,876 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16,636 $2.13M 0.01% +221 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 14,892 $1.91M <0.01% -3,063 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 14,409 $1.84M <0.01% +10,353 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 13,766 $1.83M 0.53% -16 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,318 $1.83M 0.01% -650 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 13,802 $1.77M 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,575 $1.74M 0.02% -37,110 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 13,451 $1.72M 0.4% +1,936 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 13,213 $1.69M 0.02% +8,404 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,086 $1.68M 0.03% +6,350 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 12,824 $1.64M <0.01% +136 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,619 $1.62M <0.01% +246 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,081 $1.6M <0.01% -388 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 12,454 $1.59M 0.01% -161 13F-HR/A Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 12,322 $1.58M 0.55% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,016 $1.54M 0.03% -221 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/ 11,664 $1.49M <0.01% +258 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,583 $1.48M 0.01% -178 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 11,088 $1.42M 0.19% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 11,001 $1.41M 0.36% -962 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,983 $1.41M 0.02% -2,859 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10,281 $1.32M 0.3% -447 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 10,048 $1.29M 0.69% +62 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,586 $1.23M 0.24% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,494 $1.22M <0.01% +1,160 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,355 $1.2M 0.07% +925 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,105 $1.17M 0.01% +6 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,005 $1.15M 0.01% -158 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,991 $1.15M 0.09% +445 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,938 $1.14M <0.01% +73 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,901 $1.14M 0.05% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 8,883 $1.14M <0.01% +5,064 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,518 $1.09M <0.01% +1,096 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,437 $1.08M 0.11% -19 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,396 $1.07M 0.01% +489 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,004 $1.06M 0.22% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 8,101 $1.04M 0.05% +4,325 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 8,074 $1.03M <0.01% -75 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,961 $1.02M 0.01% new 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,808 $1000K 0.01% -8 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 7,783 $996K 0.74% -219 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,570 $969K 0.06% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,172 $918K 0.07% +195 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,000 $896K <0.01% -8,400 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,834 $875K 0.56% -50 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,657 $865K <0.01% -2,600 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,500 $832K 0.02% +4,297 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,350 $813K 0.31% -2,110 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,342 $812K 0.01% +974 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,003 $800K 0.08% +844 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,978 $765K 0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,855 $750K 0.22% +300 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,849 $749K 0.08% -5,849 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,563 $712K 0.04% +760 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,536 $709K 0.06% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 5,530 $708K 0.14% +7 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,395 $691K 0.04% +105 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,333 $683K 0.26% +156 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,234 $670K 0.01% +109 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,224 $669K <0.01% +1,779 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,200 $666K 0.08% -1,975 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 5,054 $647K 0.46% -221 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,000 $640K 0.17% -262 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,909 $629K 0.02% -1,106 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,879 $625K <0.01% -25,538 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 4,878 $625K 0.12% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,666 $597K 0.14% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,465 $595K 0.09% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,643 $594K 0.15% -208 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,538 $581K 0.04% -596 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,538 $581K 0.03% +2,326 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,537 $581K 0.01% +48 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,363 $559K 0.32% +45 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,344 $556K 0.04% -171 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,317 $553K 0.01% -4,827 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,200 $538K 0.25% 0 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,189 $536K 0.02% -400 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,114 $527K 0.02% +2,017 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,093 $524K 0.01% +1,100 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,088 $523K 0.45% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,977 $509K <0.01% -1,441 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,976 $509K <0.01% -262 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,877 $496K 0.07% +515 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,868 $495K 0.19% -99 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 3,827 $490K <0.01% +115 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,800 $487K 0.03% -1,375 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,761 $482K 0.01% -365 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,740 $479K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,660 $469K 0.15% +229 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,618 $463K 0.03% -71 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 $460K 0.01% 0 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,533 $452K 0.22% -80 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,516 $450K 0.01% +466 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,509 $449K <0.01% -6,673 13F-HR/A Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 3,457 $446K 0.36% +339 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,475 $445K 0.03% -2 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,448 $441K 0.07% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,333 $427K 0.01% -186 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,331 $426K <0.01% +2,940 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,274 $419K 0.32% -30 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,089 $396K 0.01% -3,593 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,089 $396K 0.2% -2,637 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,052 $391K 0.03% +3 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,927 $375K 0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 2,902 $372K 0.31% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,900 $371K 0.27% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,854 $365K <0.01% +4 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,845 $364K 0.02% new 13F-HR/A Timeline