BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,471,962 $908M 0.08% -66,017 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,235,543 $899M 0.45% +2,158,009 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,057,004 $366M 0.03% +350,894 13F-HR/A Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 7,418,750 $301M 2.71% +1,464,000 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,834,131 $277M 4.53% +330 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,776,463 $274M 0.11% +1,191,666 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,604,605 $226M 0.02% +4,947,263 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 3,503,321 $142M +995,648 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,215,095 $131M 0.24% +181,546 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,961,851 $120M 0.03% +626,295 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,260,752 $91.4M 0.02% +370,196 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,159,366 $87.3M 1.47% -500,000 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,082,844 $84.2M 0.03% 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,772,519 $71.6M 0.06% +126,970 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 1,703,194 $68.8M 0.95% -51,136 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,606,273 $64.9M 0.01% -31,449 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,449,995 $58.6M 0.02% -439,681 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,434,537 $58M 0.08% +47,599 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,168,922 $47.2M 2.86% +59,524 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,106,540 $44.7M 0.18% +32,939 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 975,698 $39.5M 4.18% +10,056 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 940,226 $38M 0.06% -73,378 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 935,131 $37.8M 0.08% +145,314 13F-HR/A 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 $35.5M 0 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 823,822 $33.3M 0.01% +72,310 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 770,844 $31.1M 5.21% -734 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 753,850 $30.5M 0.69% +69,086 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 752,650 $30.4M 0.25% -589 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 732,630 $29.6M 0.06% -177,398 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 719,920 $29.1M 0.72% +41,857 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 711,000 $28.7M 4.72% -228,000 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 673,415 $27.5M 1.35% +29,724 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 640,544 $25.9M 0.81% -16,117 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 611,301 $24.7M 2.94% +19,145 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 582,668 $23.5M +8,342 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 569,255 $23M +525,892 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 568,946 $23M 0.03% -14,157 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 530,874 $21.5M +16,877 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 522,854 $21.1M +66,544 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 505,165 $20.4M 0.46% +32,790 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 498,717 $20.2M 2.43% +25,679 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 431,444 $17.5M 0.57% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 430,064 $17.4M 4.64% +6,864 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 426,124 $17.2M 0.06% +107,844 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 412,837 $16.7M <0.01% +110,947 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 400,912 $16.2M 0.05% -6,829 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 362,782 $14.7M 1.5% +524 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 355,704 $14.4M 0.06% -124 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 346,977 $14M 2.43% +19,405 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 344,794 $13.9M 0.05% +25,932 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 335,565 $13.6M 4.93% +15,575 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 320,127 $12.9M 3.31% +19,018 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 315,428 $12.7M 0.07% +62,509 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 312,970 $12.6M 0.06% -357,860 13F-HR Timeline Group Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 311,043 $12.6M 4.4% -1,623 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 299,529 $12.1M 0.8% -13,475 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 299,314 $12.1M 0.01% -18,106 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 291,455 $11.8M 3.75% +1,260 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 287,858 $11.6M 1.83% +12,542 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 285,632 $11.5M 0.03% +14,680 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 271,780 $11M 0.03% +20,945 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 261,881 $10.6M 0.6% -2,886 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 260,284 $10.5M 0.1% +12,076 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 259,696 $10.5M 0.34% -42,879 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 253,856 $10.3M 0.45% +4,280 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 218,062 $9.3M 0.06% +37,752 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 227,484 $9.19M 0.08% -12,522 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 226,034 $9.13M 0.07% -9,846 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 224,888 $9.12M 0.32% -11,747 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 224,559 $9.07M 4.59% -5,161 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 222,627 $9M 4.67% +11,294 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 205,417 $8.3M 1.32% -269 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 202,775 $8.19M 0.15% +142,997 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 197,078 $7.97M 0.02% +24,066 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 196,147 $7.93M 2.99% -7,427 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 194,810 $7.9M 0.09% +191,429 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 194,141 $7.85M 2.71% +9,138 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 183,533 $7.83M 0.02% -39,675 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 193,541 $7.82M 0.02% +3,410 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 191,659 $7.74M 2.75% +155,057 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 184,127 $7.44M 5.98% +1,282 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 178,979 $7.23M 0.25% +145,467 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 178,674 $7.22M 3.55% +56,445 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 177,430 $7.17M 4.99% -993 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 168,776 $6.82M 0.1% -19,228 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 159,404 $6.46M 1.59% -225 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 155,132 $6.27M 0.91% -5,940 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 147,860 $5.98M 3.64% +18,328 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 144,916 $5.86M 0.85% +819 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 144,627 $5.84M 1.49% -17,671 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 140,551 $5.68M +33,369 Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 132,464 $5.35M 1.43% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 130,923 $5.29M 0.7% -1,280 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 129,850 $5.25M 1.5% -5,897 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 129,667 $5.24M 0.01% +26,484 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 129,348 $5.23M 0.03% +25,879 13F-HR Timeline CX Institutional More: the full row for CX Institutional 126,363 $5.11M 0.2% +8,782 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 125,434 $5.07M 0.15% +16,560 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 121,564 $4.91M +22,116 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 121,052 $4.89M <0.01% +54,922 13F-HR Timeline Group CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 118,731 $4.81M 1.89% -7,816 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 118,686 $4.8M 2.8% +117,173 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 118,160 $4.79M 0.23% +262 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 118,265 $4.78M 0.01% +109,179 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 118,244 $4.78M 0.09% new 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 114,278 $4.62M 0.07% +15,667 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 111,515 $4.51M 0.73% -2,335 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 110,023 $4.45M 0.01% -2,099 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 108,228 $4.39M 0.14% -9,378 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 106,983 $4.32M 1.07% -11,303 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 106,371 $4.3M 1.91% 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 105,908 $4.28M 4.71% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 102,955 $4.16M 0.49% +8,276 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 96,360 $4.13M 0.86% -132 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 91,494 $4M 0.02% -5,561 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 92,025 $3.72M 0.68% +3,564 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 90,922 $3.67M 0.81% +19,302 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 90,402 $3.65M 0.02% +9,197 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 90,201 $3.65M 0.87% +200 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 84,692 $3.42M <0.01% +17,160 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 84,379 $3.41M 0.1% -13,838 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 83,054 $3.36M 0.29% +8,600 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 80,497 $3.25M 0.15% -963 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 78,477 $3.17M 0.06% -10,710 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 77,766 $3.14M 1.18% +4,050 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 77,411 $3.13M 1.66% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 77,289 $3.12M <0.01% -454 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 76,637 $3.1M 2.37% -391 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 75,545 $3.05M 0.77% -2,637 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 74,590 $3.01M 0.04% +66,962 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 74,361 $3M 0.09% +409 13F-HR/A Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 71,917 $2.91M +47,443 Timeline PFG Advisors More: the full row for PFG Advisors 71,027 $2.87M 0.18% +7,109 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 70,234 $2.84M 1.99% +5,706 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 69,115 $2.79M 0.01% +22,047 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 66,113 $2.67M 0.26% +1,148 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 65,469 $2.65M <0.01% +17,951 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 63,682 $2.57M 0.19% +2,238 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 62,590 $2.53M <0.01% +19,881 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 61,669 $2.49M 0.08% +7,006 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 61,230 $2.47M <0.01% +29,112 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 60,623 $2.45M <0.01% +38,000 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 60,041 $2.43M <0.01% +43,549 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 59,273 $2.4M 0.37% +2,165 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 58,985 $2.38M 0.75% +2,222 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 58,787 $2.38M +24,697 Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 58,844 $2.37M 1.03% +5,717 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 58,435 $2.36M 0.56% -370 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 57,208 $2.32M 0.08% -3,638 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 57,249 $2.31M 0.33% -10,706 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 55,887 $2.26M 0.2% +9,719 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 54,914 $2.22M 0.62% +9,956 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 54,163 $2.21M 0.03% +1,012 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 54,420 $2.2M 0.35% +579 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 52,905 $2.14M 0.81% +4,641 13F-HR/A Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 52,066 $2.1M 1.49% -7,631 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 50,629 $2.05M 0.21% +29,899 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 50,449 $2.05M 0.06% +5,918 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 50,588 $2.04M 0.13% -9,054 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 50,332 $2.03M 0.02% +12,086 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 48,587 $2.01M 0.29% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,604 $2M 0.15% +23,085 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 47,331 $1.91M 0.02% -92 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 47,110 $1.91M 6.31% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 46,131 $1.86M 0.17% -1,256 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 45,302 $1.83M 0.57% +1,874 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 44,440 $1.83M 0.23% -13,193 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 45,058 $1.82M 0.46% -251 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 44,771 $1.81M 0.02% +25,022 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 44,410 $1.8M 0.51% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 43,997 $1.78M 0.23% +996 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 44,079 $1.78M 0.01% -3,773 13F-HR/A Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 43,370 $1.75M 0.41% +31,210 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 43,100 $1.74M <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 42,425 $1.71M <0.01% +5,928 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 41,694 $1.68M 0.33% +2,033 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 41,490 $1.67M 0.74% +2,399 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 41,135 $1.66M 1.24% -2,425 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 40,571 $1.64M 0.1% -127,312 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40,086 $1.62M 0.26% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 39,988 $1.62M 0.08% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,778 $1.61M <0.01% -668 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,326 $1.59M <0.01% -20,017 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 38,845 $1.57M 0.29% +3,076 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 38,586 $1.56M 0.17% +6,623 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 38,127 $1.54M 0.02% -19,237 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 38,061 $1.54M 0.01% -14,953 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 38,023 $1.54M 0.68% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 36,615 $1.48M +655 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 36,319 $1.47M 0.01% -7,561 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 36,148 $1.47M 0.06% +875 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 36,259 $1.47M 0.03% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 36,195 $1.46M 0.3% -3,702 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 36,037 $1.46M 0.04% +20,634 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 35,892 $1.45M 0.07% -4,442 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35,883 $1.45M 0.18% +1,232 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 35,796 $1.45M 0.06% -1,832 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 35,723 $1.44M <0.01% +2,758 13F-HR/A Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 35,672 $1.44M 0.13% -100 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 35,388 $1.43M 0.75% 0 13F-HR Timeline