MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,228,296 $172M 0.01% -211,727 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,952,872 $104M 0.07% +1,749,840 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,777,796 $94.8M 0.01% +1,547,315 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/ 1,344,915 $71.8M 0.01% -388,172 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,289,684 $68.8M 0.02% -226,963 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,169,495 $62.4M 0.01% +178,562 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,117,000 $59.6M 0.05% +949,800 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 950,422 $50.7M -73,549 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 901,608 $48.1M 0.01% +247,278 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 729,683 $38.9M 0.01% -32,722 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 654,651 $34.9M 0.01% +23,099 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 437,370 $23.3M 0.36% +18,748 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 329,602 $17.6M <0.01% +1,009 13F-HR/A Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 329,189 $17.6M 0.01% +292,088 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 314,604 $16.8M 0.21% +28,820 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 313,680 $16.7M 0.02% +1,572 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 292,975 $15.6M 0.59% -6,555 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 286,729 $15.3M 0.21% +34,250 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 249,409 $13.3M 0.01% -75,742 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 226,743 $12.1M 0.28% +11,547 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 211,861 $11.5M 1.61% +9,117 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 196,921 $10.5M 0.01% +7,502 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 188,900 $10M <0.01% +1,647 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 188,193 $10M 0.02% -104,538 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 182,931 $9.76M 0.02% +72,326 13F-HR Timeline Group SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 182,281 $9.72M 2.97% +37,133 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 174,783 $9.32M 0.3% +1,510 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 141,094 $8.77M 0.06% +276 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 157,351 $8.4M 0.01% -47,593 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 147,719 $7.88M 0.01% -104,810 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 143,710 $7.56M <0.01% +25,866 13F-HR/A Timeline Group REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 141,001 $7.52M 5.99% -1,348 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 131,669 $7.02M 0.63% -5,214 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 130,230 $6.95M 2.72% -245 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 128,644 $6.86M 0.01% -8,931 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 111,615 $5.95M 0.5% +925 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 111,264 $5.94M 0.01% +10,232 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 110,088 $5.87M 0.02% -30,099 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 109,862 $5.86M 0.02% +218 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 109,202 $5.83M 0.02% -648 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 103,148 $5.5M 0.02% -22,744 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 102,280 $5.46M 0.58% +95,950 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 101,945 $5.44M <0.01% +100,793 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 101,934 $5.44M 2.53% -589 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 101,117 $5.39M 1.49% -6,228 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 99,803 $5.32M 0.23% -1,204 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 94,555 $5.04M 1.1% +30 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 90,906 $4.85M 0.02% -5,083 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 89,493 $4.77M 0.01% new 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 88,900 $4.74M 0.41% -4,265 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 87,920 $4.69M 0.91% +6,180 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 87,719 $4.68M 0.06% -3,188 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 83,942 $4.48M 0.21% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 83,467 $4.45M 0.01% -161,619 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 77,494 $4.13M 0.2% -139 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 74,648 $3.98M 0.02% -2,486,802 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,455 $3.97M <0.01% -10,232 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 72,178 $3.8M 0.25% -19,228 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 70,611 $3.77M 0.1% -11,248 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 69,918 $3.73M +4,631 Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 67,033 $3.58M 0.22% +1,197 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 66,939 $3.57M <0.01% -320 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 66,746 $3.56M <0.01% -24,599 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 66,566 $3.55M 0.05% -2,276 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 64,860 $3.46M -8,183 Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 64,057 $3.42M 0.25% -1,368 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,314 $3.32M 0.01% -5,363 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 62,310 $3.32M <0.01% -6,457 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 59,364 $3.17M <0.01% -31,162 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 57,676 $3.08M 0.18% -5,710 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 54,101 $2.93M 2.18% +164 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 54,231 $2.89M 0.8% +4,674 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 53,864 $2.87M 0.01% +3,719 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 51,859 $2.79M 0.11% +2,007 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 51,134 $2.73M 0.15% +288 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 50,890 $2.71M 0.15% +19,328 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 48,857 $2.61M 0.01% +1,341 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,531 $2.59M <0.01% -11,256 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 48,460 $2.59M 0.58% -510 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 48,476 $2.58M 0.06% -1,637 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 48,284 $2.58M 0.2% -579 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 44,651 $2.38M <0.01% +3,670 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,941 $2.29M 0.01% -3,332 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 42,437 $2.26M 0.76% -412 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 41,220 $2.16M -4,146 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 40,325 $2.15M <0.01% +32 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 39,978 $2.13M 0.07% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,494 $1.95M <0.01% -9,409 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 35,327 $1.88M -27,266 Timeline Destination Wealth Management More: the full row for Destination Wealth Management 35,247 $1.88M 0.05% +1,446 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 34,982 $1.87M 0.74% -5,270 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 34,768 $1.85M 0.03% -10 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 34,651 $1.85M <0.01% +1,481 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 34,295 $1.83M 0.24% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34,295 $1.83M 0.04% -618 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 33,596 $1.79M 0.09% -17,904 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,510 $1.79M 0.01% +11,520 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,226 $1.77M <0.01% +4,861 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 32,388 $1.73M 0.79% -100 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 31,372 $1.67M <0.01% -3,488 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 30,991 $1.65M 0.03% +20,655 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30,612 $1.63M 0.04% -40,632 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,782 $1.59M 0.17% +504 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 29,278 $1.56M 1.51% -2,105 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 29,005 $1.55M 0.03% +7,690 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 28,805 $1.54M 0.02% -570 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 28,799 $1.54M 0.31% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 28,291 $1.51M 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,047 $1.5M 0.04% +1,337 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 27,952 $1.49M 0.03% -158 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 27,829 $1.48M 0.03% +314 13F-HR/A Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 27,324 $1.46M 1.1% -663 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,270 $1.45M 0.01% +172 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 27,133 $1.45M 0.45% +477 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 26,981 $1.44M 0.2% -1,699 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 26,914 $1.44M 1.1% -16,389 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 26,900 $1.44M 0.97% -2,260 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,590 $1.42M 0.04% -193 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,485 $1.41M <0.01% +1,329 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 26,422 $1.41M 0.52% -2,655 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 26,370 $1.41M 0.04% -32,646 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 26,027 $1.39M 0.01% -842 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 25,273 $1.35M 0.38% -8,545 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 24,804 $1.32M 0.05% +489 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 24,637 $1.31M 0.05% +2,044 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,330 $1.3M 0.06% -515 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 24,106 $1.29M 0.88% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 24,099 $1.29M 0.01% -450 13F-HR Timeline Group Titiun Yejiel More: the full row for Titiun Yejiel 23,063 $1.23M 1.25% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 23,029 $1.23M 0.01% +14,800 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 22,907 $1.22M 0.29% +175 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 22,901 $1.22M 0.59% -66 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,747 $1.22M 0.01% +2,792 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 22,041 $1.18M 0.37% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 21,806 $1.16M 0.19% -537 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 21,444 $1.14M 0.06% -899 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,310 $1.14M 0.06% +10,294 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 21,092 $1.13M 0.29% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,852 $1.11M 0.06% -675 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,681 $1.1M 0.03% -340 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 20,206 $1.08M 0.06% -1,425 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 19,127 $1.02M 0.34% -1,157 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 19,053 $1.02M 0.02% -233 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 18,523 $988K 0.26% -247 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 18,229 $972K 0.61% -5,279 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 18,138 $968K 0.01% -10,504 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 17,945 $957K 0.31% -191 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 17,900 $955K 0.26% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 17,710 $945K 0.22% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 17,417 $929K 0.04% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 16,911 $919K 0.52% -1,426 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16,985 $906K 0.04% -183 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,736 $893K 0.2% +3,038 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 16,570 $884K 0.32% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,421 $876K 0.01% -4,808 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,392 $875K <0.01% -476 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 16,354 $873K 0.35% +52 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,070 $857K <0.01% -3,863 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 16,040 $856K 0.84% +26 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 16,000 $854K 0.4% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 15,750 $840K 0.3% -1,497 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 15,307 $817K <0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 15,045 $803K 0.01% +4,452 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 14,940 $797K 0.23% +200 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,898 $795K 0.01% +449 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,864 $793K <0.01% +6,314 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,695 $784K 0.01% +589 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 14,354 $771K 0.01% +1,437 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,316 $764K 0.02% -3,688 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,256 $761K 0.01% +41 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,239 $760K 0.02% +3,354 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,193 $757K <0.01% -12,720 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,113 $753K 0.02% +1,133 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 14,000 $747K 0.06% -3,500 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 13,976 $745K 0.04% -1,590 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,939 $744K 0.01% +1,256 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,802 $736K 0.03% -81 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 13,625 $727K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 11,961 $720K 0.24% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 13,450 $718K 0.21% -6,316 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 13,260 $707K 0.11% -2,259 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 13,164 $702K 0.04% -333 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 13,011 $694K 0.17% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,004 $694K 0.03% +3,035 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,911 $689K 0.16% -2,732 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,815 $684K 0.01% -2,996 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,604 $672K 0.04% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,406 $662K <0.01% new 13F-HR Timeline Group Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 12,213 $652K 0.79% +8 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 12,207 $651K 0.71% +487 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,163 $649K 0.01% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 12,105 $646K 0.44% -272 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 11,962 $638K 0.39% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,897 $635K 0.02% -2,332 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,141 $630K 0.03% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,811 $630K 0.2% +545 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 11,763 $627K 0.17% +4 13F-HR/A Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 11,615 $620K 0.06% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 11,612 $619K 0.06% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 11,519 $615K <0.01% -1,901 13F-HR Timeline