BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 23,957,013 $1.11B 0.02% +11,746,883 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,072,421 $280M 0.05% +1,364,993 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,493,225 $161M 0.02% +72,342 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/ 3,332,120 $154M 0.01% -261,735 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,246,974 $150M 0.01% +240,866 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,522,393 $116M +268,880 Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,513,034 $69.8M 1.32% +73,619 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,513,034 $69.8M 1.16% +73,619 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,298,004 $59.9M 0.01% -49,002 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 1,229,800 $56.7M 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,138,057 $52.5M 0.02% -47,025 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 757,648 $35M 0.12% +96,197 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 717,558 $33.1M <0.01% +133,898 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 610,806 $28.2M 0.05% +602,733 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 513,152 $23.7M 0.01% -15,389 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 472,526 $21.8M 0.24% -3,640 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 437,274 $20.2M 0.25% +108,994 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 398,753 $18.4M 0.07% +666 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 335,600 $15.5M 1.03% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 317,545 $14.7M <0.01% -231,386 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 276,703 $12.8M 0.04% -12,454 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 244,693 $11.3M 0.01% -3,162 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 243,926 $11.3M 0.01% +13,268 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 242,982 $11.2M 0.13% -259,081 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 202,124 $9.33M 0.21% -25,289 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 198,487 $9.16M <0.01% -3,016,871 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 174,814 $8.07M 0.35% +10,334 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 173,384 $8M 0.12% -60,183 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 165,815 $7.65M 0.02% +99,594 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 162,936 $7.52M 0.28% -2,349 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 152,647 $7.04M 2.18% +2,035 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 150,836 $6.96M 2.08% +6,094 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 148,780 $6.86M 0.01% +50,613 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 139,982 $6.46M 0.57% +2,122 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 136,333 $6.29M 0.04% +6,949 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 127,717 $5.89M 0.13% -9,156 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 121,275 $5.6M 1.86% +1,244 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 117,160 $5.41M 0.01% -20,428 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 112,159 $5.18M 0.15% +40,463 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 105,497 $4.87M 0.01% +53,059 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 104,360 $4.82M 0.01% +18,652 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 98,750 $4.56M 0.17% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 97,503 $4.5M 0.08% +48,535 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 97,500 $4.5M 1.81% 0 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 93,343 $4.31M 2.37% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 92,805 $4.28M 0.01% -1,450 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 91,744 $4.23M 0.02% +11,174 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 88,920 $4.1M 0.01% -41,620 13F-HR Timeline Group Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 86,957 $4.01M 0.05% -4,775 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 83,860 $3.87M 0.01% -393 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 83,487 $3.85M 1.13% +152 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 82,982 $3.83M 0.01% +38,331 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 79,308 $3.66M <0.01% +1,142 13F-HR Timeline Group Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 71,126 $3.28M 0.69% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 67,285 $3.1M <0.01% +2,754 13F-HR Timeline Group 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 62,428 $2.88M <0.01% +9 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,265 $2.69M 0.01% +2,821 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 57,562 $2.66M <0.01% -2,198 13F-HR/A Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 56,566 $2.61M 0.02% +25,591 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 49,747 $2.3M 0.87% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 49,591 $2.29M 0.03% -47,145 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 49,289 $2.27M 0.01% +13,109 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 47,928 $2.21M 0.08% +969 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 47,561 $2.19M <0.01% -1,100 13F-HR Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 46,989 $2.17M 0.11% -4,251 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 46,691 $2.15M 0.17% new 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 45,664 $2.11M 0.28% -3,750 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 45,078 $2.08M 0.05% -1,041 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 42,230 $1.95M 1.31% -13,680 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,781 $1.89M 1.25% -37,769 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 37,258 $1.72M 0.03% +27,126 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 37,000 $1.71M 0.17% -13,000 13F-HR Timeline Group Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 36,900 $1.7M 1.15% +27,700 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 36,783 $1.7M 0.38% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 36,064 $1.66M <0.01% +5,389 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 34,476 $1.59M 0.44% +5,757 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 31,610 $1.46M 1.01% +1,132 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 31,293 $1.44M 0.05% +576 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 30,956 $1.43M 0.3% -173 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,417 $1.4M 0.05% +6,026 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,173 $1.39M 0.01% +173 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 29,537 $1.36M <0.01% -1,222 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 28,393 $1.31M 0.7% -225 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 28,253 $1.3M 0.12% -37,473 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 27,187 $1.25M 0.21% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 26,804 $1.24M 0.22% +700 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 26,668 $1.23M 0.46% 0 13F-HR/A Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 26,573 $1.23M 0.37% +700 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 26,351 $1.22M 0.47% +262 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 26,254 $1.21M 0.06% -595 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,088 $1.2M 0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 25,945 $1.2M 0.01% +10,542 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 25,426 $1.17M <0.01% -22,867 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 25,000 $1.15M 0.13% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 24,773 $1.14M 0.06% +16,730 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 24,316 $1.12M <0.01% -397 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 23,805 $1.11M <0.01% +8,461 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 23,380 $1.08M 0.39% +4 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 23,153 $1.07M 0.17% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 22,355 $1.03M 0.04% +1,816 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 21,593 $996K <0.01% +14,135 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 21,231 $980K <0.01% new 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,532 $947K 0.03% +2,111 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 20,401 $941K 0.34% +1,119 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 20,246 $934K 0.23% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,203 $932K <0.01% -434 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 20,164 $930K 0.01% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 20,085 $927K 0.34% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 19,924 $919K 0.03% +288 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,510 $902K 0.67% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 18,479 $853K 0.25% -727 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18,264 $843K 0.17% -8,343 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 18,200 $840K <0.01% 0 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 17,889 $825K 0.44% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 17,508 $808K 0.05% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 17,375 $802K 0.18% +2,900 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 17,186 $793K 0.02% -174 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 16,051 $741K 0.45% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,805 $729K <0.01% +2,551 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,548 $717K -1,884 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 15,370 $709K <0.01% -145 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,938 $689K 0.02% -422 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 14,720 $679K 0.12% -1,176 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,279 $659K <0.01% -18,325 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,767 $635K <0.01% +2,943 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 13,698 $632K <0.01% -916 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 13,597 $627K 0.73% new 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,179 $608K <0.01% -13,629 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 13,150 $607K 0.29% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 12,775 $589K <0.01% +3,704 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,750 $588K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,671 $585K <0.01% -699 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 12,479 $576K 0.31% -6,630 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 12,134 $560K 0.21% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,936 $551K 0.01% +129 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,914 $550K <0.01% +1,058 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 11,364 $550K 0.18% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 11,715 $541K 0.13% -67,422 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 11,600 $535K 0.07% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,556 $533K 0.01% +498 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,550 $531K <0.01% -434 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,509 $531K 0.01% +2,821 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,707 $494K <0.01% +5,372 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 10,565 $487K 0.2% -500 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,502 $485K 0.06% +1,700 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 10,353 $478K <0.01% new 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 9,854 $455K 0.02% -13,951 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 9,750 $450K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,235 $426K <0.01% -3,269 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,111 $420K 0.01% +22 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,365 $386K 0.02% +569 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,247 $381K 0.04% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,164 $377K <0.01% -23,215 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 8,140 $376K 0.03% -3,500 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,966 $368K <0.01% +964 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,922 $363K 0.01% +132 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,860 $363K <0.01% new 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,520 $347K <0.01% +1,707 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,338 $339K 0.08% +400 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,100 $328K <0.01% +500 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,963 $321K 0.01% 0 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,843 $316K 0.03% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,785 $313K 0.21% -400 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,689 $309K <0.01% -880 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,638 $306K 0.07% +656 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 6,750 $304K 0.19% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 6,538 $302K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,486 $299K 0.01% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,462 $298K 0.03% +44 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6,270 $289K <0.01% -240 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,252 $288K 0.02% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 6,117 $282K 0.08% +1,144 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,107 $282K <0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,037 $279K <0.01% +5 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,002 $277K <0.01% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,700 $276K 0.11% +268 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,809 $268K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,773 $266K <0.01% 0 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 5,760 $266K 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,741 $265K <0.01% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,723 $264K 0.01% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,402 $249K 0.16% +27 13F-HR Timeline Lunt Capital Management, Inc. 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