MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,408,124 $182M 0.01% +2,043,913 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,181,611 $173M <0.01% +2,532,908 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,064,437 $127M 0.01% +2,975,882 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/ 1,697,246 $70.2M <0.01% -220,501 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 682,645 $28.2M <0.01% +250,665 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 567,183 $23.5M 2.85% -51,038 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 563,558 $23.3M 0.08% +77,755 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 500,118 $20.7M <0.01% -146,528 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 439,889 $18.2M <0.01% +414,755 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 415,435 $17.2M 0.21% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 381,913 $15.8M 0.01% +355,000 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 348,750 $14.4M <0.01% -76,699 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 341,517 $14.1M 0.2% new 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 310,124 $12.8M <0.01% -76,945 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 265,791 $10.9M 0.39% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 243,717 $10.1M 0.02% +24,878 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 190,421 $7.88M 0.35% +139,425 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 183,526 $7.51M <0.01% +14,389 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 172,602 $7.14M <0.01% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 151,467 $6.27M 0.01% -1,917 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 150,335 $6.24M <0.01% -49,251 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 122,408 $5.06M 1.18% +32,644 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 122,203 $5.06M 1.5% -2,184 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 100,766 $4.17M 0.09% -6,886 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 81,790 $3.38M 0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 79,142 $3.27M 0.02% -1,404 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 73,601 $3.04M 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 65,465 $2.71M 0.18% -110 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 64,285 $2.66M 0.14% -815 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 60,141 $2.49M <0.01% +15,429 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,254 $2.33M <0.01% +7,311 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 56,043 $2.32M 0.68% +3,863 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 53,632 $2.22M 0.25% -467 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 52,117 $2.16M <0.01% new 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 51,669 $2.14M 0.01% +17,581 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 51,185 $2.12M 0.02% -603 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 49,000 $2.03M 0.49% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 47,108 $1.95M 0.07% +1,326 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 46,957 $1.94M 0.01% -1,317 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 40,344 $1.67M <0.01% +5,786 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 37,977 $1.66M 1.11% +2,321 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35,119 $1.43M <0.01% -3,129 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 34,283 $1.42M 0.72% -9,778 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 33,310 $1.38M <0.01% -1,904 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 32,229 $1.33M 0.03% -9,105 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 31,775 $1.31M 0.07% +12,452 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 31,312 $1.3M 0.23% -128 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 30,347 $1.26M 0.02% -4,558 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 29,452 $1.22M 0.65% -137 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 29,307 $1.21M 0.1% +3,764 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 27,912 $1.15M <0.01% +10,968 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,381 $1.13M <0.01% -1,978 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 25,397 $1.05M 0.22% -148 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 24,685 $1.02M 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,068 $996K 0.02% +292 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/ 22,480 $929K <0.01% -1,716 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,115 $791K 0.01% -258 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 18,417 $762K 0.08% -610 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 18,180 $752K 0.28% 0 13F-HR/A Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 17,500 $740K 0.09% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,786 $736K <0.01% -7,407 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,935 $701K <0.01% -8,455 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 9,273 $673K 0.55% -4,026 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 15,630 $647K 0.12% -1,000 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 15,425 $638K 0.27% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 15,000 $621K 0.16% 0 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 14,697 $608K <0.01% -30,500 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 14,648 $606K 0.31% -600 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 14,552 $602K 0.04% -7,734 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 14,194 $587K <0.01% +489 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 13,524 $559K 0.06% 0 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 13,505 $559K 0.03% +410 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 13,289 $550K <0.01% -12,190 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,182 $545K <0.01% -21,337 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 13,000 $532K <0.01% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,613 $522K <0.01% -1,729 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,586 $521K <0.01% +242 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,005 $497K <0.01% +1,572 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 11,875 $491K <0.01% -225 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 10,650 $441K 0.1% +1,400 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 10,145 $420K <0.01% 0 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 10,054 $416K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,812 $406K <0.01% +360 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 9,632 $398K 0.14% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,521 $394K 0.01% -2,719 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,958 $371K 0.03% -694 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,916 $369K <0.01% +441 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 8,668 $359K <0.01% +2,167 13F-HR/A Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,463 $350K 0.13% -100 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,380 $347K 0.03% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,857 $325K 0.08% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,707 $319K <0.01% +236 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,320 $304K 0.18% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,194 $298K <0.01% -683 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,081 $293K 0.01% -191 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 7,041 $291K 0.17% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,980 $289K 0.01% +182 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 6,848 $283K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,808 $282K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,575 $272K <0.01% -323 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,562 $271K <0.01% +3,659 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,550 $271K <0.01% +172 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,285 $260K <0.01% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 6,019 $249K 0.14% -167 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,981 $247K <0.01% +1,981 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 5,945 $246K 0.11% -464 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 5,911 $245K <0.01% -978 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,822 $241K <0.01% -2,934 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,755 $238K 0.01% +8 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,612 $232K 0.03% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 5,550 $230K 0.05% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,514 $228K 0.05% -400 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,500 $228K 0.04% -70 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,371 $222K 0.04% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,184 $214K <0.01% +3,000 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,157 $213K 0.01% -9,325 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 5,055 $209K 0.14% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,980 $207K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,816 $199K <0.01% -2,117 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,798 $199K <0.01% +507 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,089 $169K <0.01% -56 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 4,000 $165K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,494 $145K <0.01% -494 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,369 $139K <0.01% +104 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,905 $120K 0.1% -136 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,832 $117K <0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,614 $108K 0.01% +51 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,583 $107K <0.01% +96 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,570 $106K <0.01% +50 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,529 $105K 0.04% -25,115 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,484 $103K 0.02% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,268 $93.8K <0.01% -333 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,223 $92K 0.06% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,031 $86.6K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,783 $73.8K 0.02% -242 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,780 $73.6K 0.04% -47 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,747 $73.5K <0.01% new 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,506 $62.3K 0.05% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,502 $62.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,230 $50.9K 0.02% -972 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,073 $44.4K <0.01% +101 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,000 $41.4K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 905 $37.4K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 900 $37.2K <0.01% 0 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 25,000 $37.1K 0.01% 0 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 867 $35.9K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 837 $34.6K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 670 $27.7K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 500 $21.2K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 500 $20.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 400 $16.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 396 $16.4K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 350 $14.5K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 310 $12.8K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 310 $12.8K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 302 $12.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 300 $12.4K <0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 302 $12.4K <0.01% +151 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,596 $11.6K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 272 $11.3K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 260 $10.8K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 175 $7.24K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 170 $7.04K <0.01% +45 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 160 $6.62K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 157 $6.5K <0.01% -76 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 150 $6.21K <0.01% 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 149 $6.16K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 147 $6.06K <0.01% -25 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 136 $6K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 102 $4.22K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 100 $4.12K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 81 $3.35K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 80 $3.31K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 76 $3.14K <0.01% new 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 59 $2.44K <0.01% -2,515 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 39 $1.61K <0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 36 $1.49K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 31 $1.27K <0.01% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 30 $1.24K <0.01% -75 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 15 $621 <0.01% -7 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8 $330 <0.01% 0 13F-HR/A Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5 $206 <0.01% -1,960 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $42 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $41 <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1 $41 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 17 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.