BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,485,074 $162M 0.01% -94,562 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 923,652 $101M 0.03% +5,942 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 827,252 $90.5M 0.01% -83,615 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 407,580 $44.6M -113,603 Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 383,700 $42M 0.03% +178,900 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 375,173 $41M 0.01% +39,258 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 240,755 $26.3M 0.01% -22,006 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 212,254 $23.2M <0.01% +23,847 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 163,815 $17.9M 2.22% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 157,226 $17.2M <0.01% +720 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 148,215 $16.2M 0.02% +12,065 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 134,752 $14.7M <0.01% +6,119 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 118,312 $12.4M <0.01% -17,159 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 113,100 $12.4M 0.02% -18,254 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 97,235 $10.6M 0.03% -9,080 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 87,590 $9.58M 0.01% -41,907 13F-HR Timeline Group Kirkwood Financial Services More: the full row for Kirkwood Financial Services 82,702 $9.05M 3.1% +8,487 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 79,544 $8.7M 0.04% -4,898 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 73,840 $8.08M 0.06% +66,421 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68,155 $7.45M 0.01% -4,008 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 65,981 $7.22M -15,535 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 63,168 $6.91M 0.01% -13,336 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/ 60,643 $6.63M 0.01% +6,756 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 60,009 $6.56M 0.02% +3,424 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 54,587 $5.97M 0.01% -6,327 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 52,196 $5.71M 0.04% +1,931 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) 52,033 $5.69M 0.15% +11,248 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 43,505 $5.66M 0.04% -8,299 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 51,618 $5.64M 0.13% +1,128 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 48,055 $5.26M 1.18% -560 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,148 $4.94M <0.01% -12,704 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 40,835 $4.47M 1.54% -1,506 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 37,399 $4.09M 0.26% +445 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 36,777 $4.02M 0.01% +29,616 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 34,499 $3.77M 0.58% -20,271 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 34,452 $3.77M 0.15% +15,644 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 33,305 $3.64M <0.01% -1,060 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,204 $3.63M 0.01% -1,223 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 32,092 $3.51M 0.19% -631 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 30,708 $3.36M 0.63% +15,089 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 30,028 $3.28M 0.2% -2,180 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 28,949 $3.17M <0.01% -14,586 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,897 $3.05M <0.01% -7,236 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 27,396 $3M 0.01% +2,511 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 27,336 $2.99M 1.5% -394 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 27,288 $2.98M 1.46% -4,999 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,815 $2.93M <0.01% +11,803 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,312 $2.88M 0.14% -507 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 24,991 $2.73M 0.03% -16,560 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,746 $2.71M 0.03% -1,682 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 24,491 $2.68M +190 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,772 $2.6M <0.01% -998 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,453 $2.56M 0.04% -1,012 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 23,279 $2.55M -208 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23,168 $2.53M 0.28% +3,545 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,319 $2.44M 0.01% -650 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22,176 $2.43M 0.48% -939 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 20,571 $2.25M <0.01% -4,471 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 20,389 $2.23M 1.47% -1,808 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,305 $2.22M 0.03% +11,801 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,943 $2.18M 0.06% -135 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 19,861 $2.17M 0.02% -3,639 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,408 $2.12M <0.01% -181 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 18,832 $2.06M 0.04% +7,015 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 18,540 $2.03M 0.04% +2,902 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 18,535 $2.03M 2% -525 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,571 $1.81M 0.14% -717 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,184 $1.81M <0.01% -11,242 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,375 $1.79M 0.03% -5,791 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 16,076 $1.76M 0.01% +49 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 16,036 $1.75M 1.69% -1,414 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,907 $1.74M <0.01% +539 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 15,722 $1.72M <0.01% +817 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,379 $1.68M <0.01% -953 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 14,997 $1.64M 0.51% -841 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,977 $1.64M 0.23% -397 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,735 $1.61M 0.18% -3,536 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,719 $1.61M 0.01% +5,558 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,615 $1.6M 0.03% -599 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,832 $1.51M 0.05% -28 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,818 $1.51M 0.01% -68 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,990 $1.43M 0.01% -1,990 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,051 $1.43M 0.04% -50 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 12,899 $1.41M 0.66% -93 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 12,685 $1.39M <0.01% +4,564 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12,591 $1.38M 0.17% -80 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,547 $1.37M 0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,363 $1.35M <0.01% -209 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,166 $1.33M 0.05% +1,735 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,125 $1.33M <0.01% +8,765 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 11,962 $1.31M 0.08% -112 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,915 $1.3M 0.04% +2,245 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,738 $1.28M 0.14% +409 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,463 $1.25M <0.01% +1,980 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,439 $1.25M 0.02% +4,274 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,238 $1.23M 0.01% -529 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 11,010 $1.2M 0.11% -4,168 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,914 $1.19M 0.02% -8,896 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,840 $1.19M <0.01% +598 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,732 $1.17M <0.01% +732 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 10,606 $1.16M 0.04% +1,594 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,558 $1.15M 0.03% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,509 $1.15M <0.01% -61,461 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 10,447 $1.14M 0.29% -71 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,383 $1.14M 0.01% +258 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,114 $1.11M 0.02% +757 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,907 $1.08M 0.48% +1,769 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,768 $1.07M 0.08% +92 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,691 $1.06M 0.04% -80 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 9,624 $1.05M <0.01% -46,804 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 9,474 $1.04M 0.02% -20 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 9,437 $1.03M 0.41% -116 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,352 $1.02M 0.02% +795 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,891 $972K 0.01% +371 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,798 $962K 0.95% +364 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,789 $961K 0.2% +881 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,389 $917K 0.01% -7,536 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,378 $916K 0.06% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,173 $894K 0.01% -22 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 8,133 $889K 0.73% -271 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,086 $884K <0.01% +179 13F-HR/A Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,061 $882K 0.01% +4,215 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,024 $878K 0.01% -382 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,005 $875K +5,614 Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 7,697 $842K 0.29% -33 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,570 $828K <0.01% -11,076 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,550 $826K 0.03% -924 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,307 $819K 0.02% -721 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,475 $817K 0.29% -651 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,372 $806K 0.11% +1,157 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,287 $797K 0.32% -440 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,154 $782K 0.05% +118 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,949 $760K 0.13% +789 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,793 $743K 0 Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 6,554 $717K 0.29% -322 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,535 $715K 0.05% +1,219 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,455 $706K 0.01% +112 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,330 $692K <0.01% +264 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 6,096 $667K 0.01% -133 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,984 $654K 0.07% +615 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,959 $652K 0.04% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 5,945 $650K 0.01% -23,130 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,740 $628K <0.01% -813 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,722 $626K 0.02% -1,214 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,641 $617K 0.05% +288 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,570 $609K <0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,500 $601K 0.02% +510 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,365 $598K 0.17% -75 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 2,612 $575K 0.17% new 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,235 $572K 0.01% 0 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,219 $571K 0.03% +3,596 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,194 $568K <0.01% 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,108 $559K <0.01% -22 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,100 $558K 0.01% -3,329 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,969 $543K 0.03% -424 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,854 $531K <0.01% +116 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,853 $531K 0.16% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,818 $527K 0.01% -209 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $522K 0.23% 0 13F-HR Timeline Amount filed as zero, left out of ratios. DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,755 $520K 0.07% +389 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,725 $517K 0.43% -731 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,702 $514K <0.01% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,671 $507K <0.01% +259 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,150 $507K 0.01% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,608 $504K 0.02% +131 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,577 $501K 0.01% +116 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,500 $492K 0.05% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,470 $489K <0.01% -185 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 4,447 $486K 0.3% 0 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,414 $483K 0.07% -2,142 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,390 $480K <0.01% +757 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,289 $469K 0.11% -8 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,288 $469K 0.19% -4 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,201 $460K 0.2% +30 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,139 $453K 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,094 $448K 0.01% -396 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 4,040 $442K 0.14% +14 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,031 $441K <0.01% -79 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,480 $437K 0.01% -86 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,957 $437K 0.03% -3,497 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,970 $434K 0.13% -71 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,851 $421K 0.24% -421 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,832 $419K <0.01% +24 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,832 $419K 0.02% -413 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,820 $418K 0.03% -1,328 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,757 $411K 0.06% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,741 $409K 0.01% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,657 $400K 0.15% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,642 $398K 0.23% -120 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,582 $392K 0.03% +1,252 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,516 $388K 0.02% -273 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,500 $383K 0.09% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,499 $383K 0.01% -722 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,038 $361K 0.08% -83 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 3,291 $360K 0.17% +1,291 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,217 $352K <0.01% +271 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,200 $350K 0.05% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,157 $345K 0.01% -106 13F-HR Timeline Great Lakes Retirement, Inc. 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