BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 25,173,381 $1.48B 0.1% -326,058 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 24,488,508 $1.44B 0.53% +278,739 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 11,645,278 $686M 0.04% +984,538 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,616,218 $567M 0.13% +940,837 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,938,139 $527M 2.56% 0 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,100,840 $301M +1,013,267 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,495,049 $263M 0.02% -1,915,629 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,214,610 $248M 0.31% +278,717 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,597,436 $212M 0.04% +308,957 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,110,647 $183M +2,495,140 Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,832,025 $167M 1.12% +1,611,000 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 2,778,347 $164M -868,512 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,722,598 $160M 2.12% +1,096,642 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,376,448 $140M -98,255 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,373,160 $140M +786,983 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,228,495 $131M 0.15% +227,929 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,969,091 $116M 0.02% +358,435 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,964,140 $116M 5.73% -4,326 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,871,750 $110M 0.5% 0 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,861,776 $110M 0.03% +325,331 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,856,098 $109M 0.06% +118,138 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,847,570 $109M 6.81% +30,612 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,699,405 $100M 0.09% +401,860 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,406,849 $82.9M 0.02% +204,070 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,058,974 $62.4M 0.99% +40,665 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,028,101 $60.6M 2.19% +44,143 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,006,445 $59.3M 0.07% -9,038 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 918,222 $54.2M 0.95% +41,396 13F-HR Timeline Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 904,346 $53.3M 0.14% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 878,989 $51.8M 0.05% -32,568 13F-HR Timeline Group Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 876,960 $51.8M 0 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 871,355 $51.3M 0.05% +34,205 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 844,313 $49.7M 0.1% +178,874 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 782,638 $46.1M 0.03% -711,194 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 774,824 $45.7M +283,872 Timeline First Interstate Bank More: the full row for First Interstate Bank 755,645 $44.5M 2.32% -7,742 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 743,811 $43.8M 0.17% -124 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 728,078 $42.9M 0.5% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 621,076 $36.6M 0.85% -9,578 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 615,859 $36.3M +127,548 Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 609,894 $35.9M 4.2% +3,872 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 594,414 $35M 3.85% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 577,813 $34M 0.54% +9,942 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 576,388 $34M 2.82% +24,981 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 570,265 $33.6M 0.05% +25,671 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 540,666 $31.9M 0.07% +60,882 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 501,911 $29.6M 0.02% +139,716 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 493,294 $29.1M 0.15% +159,869 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 470,344 $27.7M 0.05% +89,763 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 449,071 $26.5M 0.16% +144,563 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 403,005 $23.7M 2.22% +43,699 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 397,534 $23.4M 0.01% +123,392 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 385,411 $22.7M 0.04% -55,393 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 374,735 $22.1M 5.61% -1,218 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 367,703 $21.7M 3.64% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 327,596 $19.3M 3.29% -8,276 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 321,358 $18.9M 3.38% -4,453 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 320,363 $18.9M 0.09% -59,567 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 316,206 $18.6M 0.05% +42,993 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 312,551 $18.4M 0.04% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 287,085 $16.9M 1.53% +2,207 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 274,009 $16.1M 0.43% -17 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 267,076 $15.7M 0.01% +87,545 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 265,157 $15.6M 0.03% -181 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 267,397 $15.1M 2.13% -15,214 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 253,259 $14.9M 1.45% -2,718 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 246,013 $14.5M 0.06% +60,187 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 244,424 $14.4M 0.36% -16,855 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 239,684 $14.1M 1.4% -153,436 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 232,963 $13.7M +7,067 Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 217,871 $12.8M 5.77% +9,213 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 220,583 $12.7M 1.23% +13,687 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 214,811 $12.7M 0.47% +1,704 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 213,126 $12.6M 4.9% +1,849 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 210,835 $12.4M 4.06% -1,532 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 208,005 $12.3M +6,971 Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 200,760 $11.8M 4.2% +5,395 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 194,312 $11.4M 2.05% +457 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 192,783 $11.4M 0.16% +5,506 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 192,070 $11.3M 1.91% -18,407 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 183,114 $10.8M 1.1% -1,441 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 181,068 $10.7M 0.01% -138,270 13F-HR/A Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 173,705 $10.2M 5.72% +10,765 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 168,842 $9.95M 0.57% +137,029 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 168,759 $9.94M 3.37% -3,468 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 167,987 $9.9M 2.46% -331 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 167,112 $9.85M 0.85% +10,360 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 166,066 $9.78M 0.07% +168 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 165,720 $9.76M +14,962 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 164,041 $9.67M 0.21% -20,274 13F-HR Timeline CX Institutional More: the full row for CX Institutional 158,718 $9.35M 0.27% -3,487 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 153,589 $9.07M 2.03% +35 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 150,459 $8.88M 0.04% +16,497 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 149,999 $8.82M 0.27% +12,332 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 147,572 $8.69M 0.04% +11,158 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 146,296 $8.62M 3.34% -12,134 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 142,152 $8.38M 0.16% +13,705 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 141,738 $8.35M 0.33% +13,607 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 135,421 $7.98M 4.83% +3,088 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 131,020 $7.72M 0.18% -50,528 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 131,000 $7.72M 0.05% 0 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 134,699 $7.62M 0.95% +18,707 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 129,111 $7.61M 0.02% +3,764 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 128,553 $7.57M 0.74% -582 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 128,370 $7.56M 0.92% +9,927 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 127,441 $7.52M 0.18% +13,993 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 125,968 $7.42M 4.12% -769 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 123,193 $7.26M 1.09% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 120,474 $7.11M 3.87% +1,937 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 119,828 $7.06M 1.37% +45 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 117,147 $6.9M 2.04% -3,584 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 116,676 $6.87M 6.9% +1,403 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 115,725 $6.82M 0.45% -2,115 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 114,046 $6.72M 0.09% +1,574 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 112,518 $6.63M 0.04% +41,825 13F-HR Timeline Group Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 112,343 $6.62M 3.01% +3,131 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 112,054 $6.6M 0.69% +42,987 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 108,182 $6.37M 0.01% +17,019 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 107,163 $6.31M 0.05% +37,825 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 105,470 $6.21M 0.08% +3,182 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 104,767 $6.17M <0.01% +21,517 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 103,955 $6.14M 4.69% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 102,307 $6.04M 1.28% +1,531 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 102,030 $6.01M 1.19% +12,184 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 101,491 $5.98M 1.66% +634 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 100,944 $5.95M 0.06% +29,057 13F-HR Timeline Group TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 103,461 $5.95M 4.42% 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/ 100,409 $5.91M 0.01% -5,778 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 99,806 $5.89M 0.25% -2,245 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 99,925 $5.89M 0.03% +8,989 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 102,172 $5.87M +51,612 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 98,580 $5.81M 0.03% +7,590 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 98,567 $5.81M 3.59% +3,180 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 98,464 $5.8M <0.01% -10,805 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 96,275 $5.67M -3,960 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 95,378 $5.62M 0.01% +23,983 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 93,647 $5.52M <0.01% +11,368 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 92,965 $5.48M <0.01% +10,544 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 92,211 $5.43M 1.08% +2,832 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 91,892 $5.41M 0.83% -2,259 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 91,673 $5.4M <0.01% -4,755 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 90,821 $5.35M 1.4% +47,608 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 147,238 $5.33M 0.01% +17,514 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 88,770 $5.23M 0.12% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 87,772 $5.17M 0.03% +43,784 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 87,157 $5.14M 1.86% -1,603 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 86,536 $5.1M <0.01% +55,651 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 86,025 $5.07M 2.59% +357 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 85,334 $5.03M 0.16% +10,501 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 85,259 $5.02M 0.25% +2,627 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 83,344 $4.91M 0.3% +14,441 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 82,975 $4.89M 1% +188 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 82,494 $4.86M 0.03% -1,292 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 82,000 $4.83M 0.09% 0 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 81,210 $4.78M 0.06% +156 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 80,387 $4.74M <0.01% -1,052 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 80,270 $4.73M 0.02% +44,323 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 78,726 $4.64M 0.06% -3,399 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 75,003 $4.42M 0.07% +28,053 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 73,800 $4.35M +1,987 Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 73,639 $4.34M 1.94% +8,947 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 73,223 $4.31M 3.22% +2,716 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 73,087 $4.31M 0.01% +24,795 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 72,853 $4.3M 0.02% -6,274 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 72,530 $4.27M 0.09% -21,515 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 70,970 $4.18M 0.09% +61,963 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 70,891 $4.18M 2.77% +494 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 70,866 $4.18M 0.3% +8,743 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 70,524 $4.16M 0.16% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 68,816 $4.05M 0.02% +19,269 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 71,734 $4.04M 0.85% +1,501 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 68,336 $4.03M 1.2% +29,441 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 67,907 $4M 0.48% +5,366 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 65,521 $3.86M 0.05% +7,984 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 65,179 $3.84M <0.01% +23,467 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 64,929 $3.83M 2.5% -4,319 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 64,804 $3.82M 0.08% +532 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 64,450 $3.8M 0.19% +40,351 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 64,378 $3.79M 0.11% new 13F-HR Timeline Conservest Capital Advisors, Inc. 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More: the full row for Baird Financial Group, Inc. 62,115 $3.66M 0.01% +230 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 61,740 $3.64M 0.35% -1,150 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 61,621 $3.63M 0.04% +38,488 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 61,318 $3.61M 0.13% -3,422 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 58,780 $3.46M 1.35% -499 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 57,927 $3.41M 0.05% -1,764 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for Kovack Advisors, Inc. 53,677 $3.15M 0.15% -6,702 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 53,400 $3.15M <0.01% +35,200 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 53,394 $3.15M 0.98% -1,866 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 52,983 $3.12M 0.75% new 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 52,699 $3.1M 1.25% -137 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 52,416 $3.09M 0.2% +1,240 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 52,412 $3.09M 0.07% +1,438 13F-HR Timeline Group