BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,437,493 $3.08B 0.23% +526,682 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,568,582 $468M 0.03% +166,054 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,784,138 $234M 0.05% +98,988 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,757,210 $231M 0.05% -46,061 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,416,698 $186M 2.8% +40,422 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,162,719 $153M 0.05% +82,232 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 979,961 $129M 0.01% -20,237 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 970,909 $127M 0.04% +100,064 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 884,576 $116M 5.54% -129,474 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 850,271 $112M 0.03% +31,454 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 616,173 $80.9M -157,984 Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 554,500 $72.8M 0.11% +208,500 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 528,367 $69.3M <0.01% -9,499 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 481,402 $63.2M 0.01% +18,084 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 477,929 $62.7M 0.06% +9,474 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 444,598 $58.3M 0.07% +101,184 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 414,424 $54.4M 0.04% -7,920 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 329,539 $43.5M 0.06% +32,861 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 294,498 $38.7M 0.16% +120,224 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 273,782 $35.9M 0.12% -33,873 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 227,885 $29.9M 0.06% -3,453 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 216,804 $28.5M 0.33% +829 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 215,512 $28.3M 0.02% -15,898 13F-HR Timeline Group TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 213,451 $28M 5.83% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 204,281 $26.8M 0.86% -139,579 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 192,922 $25.1M 0.16% +9,965 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 189,392 $24.9M 0.04% +173,064 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 164,210 $21.6M 0.03% -36,791 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 158,520 $20.8M 0.03% +41,721 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 157,286 $20.6M 0.06% -716 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 145,351 $19.1M 0.03% -734,838 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 144,194 $18.9M 3.68% -3,340 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 147,051 $18.9M 6.66% -92,100 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 139,712 $18.3M 0.28% 0 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 139,311 $18.3M 5.41% +2,120 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 137,751 $18.1M 0.04% -919 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 137,475 $18M 0.02% +10,751 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 136,810 $18M 0.38% +136,764 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 131,958 $17.3M 3.69% -2,030 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 128,307 $16.8M 0.03% -20,834 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 128,081 $16.8M 4.25% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 127,661 $16.8M 0.92% -19,650 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 116,627 $15.3M <0.01% +13,219 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 116,247 $15.3M 0.09% +1,541 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 115,528 $15.2M 0.39% +3,030 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 113,252 $14.9M +458 Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 110,878 $14.6M 5.53% +398 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 110,403 $14.5M 1.11% -3,634 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 105,693 $13.9M 3.35% +699 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 105,629 $13.8M 0.02% +1,979 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 102,566 $13.5M 6.52% +8,013 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 100,400 $13.2M 0.02% -13,644 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 95,861 $12.6M 0.14% 0 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 89,796 $11.8M 0.05% +4,702 13F-HR/A Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 89,420 $11.7M 1.76% +12,444 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 87,502 $11.5M 0.03% -3,945 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 79,875 $10.5M 0.01% +2,457 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 77,974 $10.2M +31,328 Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 77,442 $10.2M 0.67% +279 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 75,034 $9.85M 4.24% +2,907 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 74,456 $9.77M 2.04% +2,517 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 68,108 $8.94M 0.3% +1,315 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 62,622 $8.22M 0.04% -1,952 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 62,253 $8.19M 0.01% +11,454 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 62,208 $8.16M 0.09% +9,583 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 61,382 $8.06M 3.86% +223 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 59,951 $7.87M 0.24% +1,115 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 59,300 $7.78M 3.21% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 59,161 $7.76M 0.14% -2,178 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 57,058 $7.49M 1.76% -2,207 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 56,515 $7.42M 4.68% -1,199 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 55,364 $7.27M 0.03% +2,071 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 53,517 $7.02M 0.02% +49,125 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 70,912 $6.96M 2.81% +3,658 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 52,304 $6.86M 0.07% -877 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 52,058 $6.83M 1.35% -2,063 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 51,803 $6.8M 0.1% -9,564 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 51,000 $6.69M 3.33% -1,373 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 50,980 $6.69M 0.57% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 50,190 $6.59M 1.18% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,162 $6.45M 0.06% +1,168 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 47,294 $6.21M 0.4% +220 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 54,723 $6.01M 3.27% -5,485 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 45,815 $6.01M 0.54% -1,600 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 45,444 $5.96M 0.04% -18,649 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 45,187 $5.93M 0.05% -208 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,711 $5.87M 0.01% -3,747 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 46,079 $5.87M 0.69% +2,033 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 44,127 $5.79M 0.02% -1,652 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 43,586 $5.72M 0.05% +26 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 43,582 $5.72M 1.84% +479 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 42,789 $5.62M 0.07% +1 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 42,744 $5.61M 4.12% -3,888 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 40,627 $5.33M 0.99% +134 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 40,449 $5.31M <0.01% +30,265 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 38,565 $5.06M 0.05% +353 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 37,236 $4.89M 0.02% +780 13F-HR Timeline Group Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 36,970 $4.85M 0.36% -2,460 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 36,381 $4.77M 1.02% +30 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,056 $4.73M 0.08% -3,709 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 34,522 $4.53M 1.81% -178 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 34,311 $4.5M 0.52% +3,742 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,857 $4.44M 0.01% +7,572 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 33,655 $4.42M 0.14% +3,619 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 33,593 $4.41M 0.37% +1,253 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 33,491 $4.4M 0.38% +12,871 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 33,368 $4.38M 2.09% +5,531 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 33,250 $4.36M 1.5% -509 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 33,243 $4.36M 0.06% +1,307 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 33,112 $4.35M 1.41% -1,328 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 33,109 $4.35M 1.03% +3,613 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 32,847 $4.31M 4.21% -150 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 31,866 $4.18M 0.03% +658 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 31,471 $4.13M 0.02% +9,184 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 29,493 $3.87M 1.52% -436 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,400 $3.86M 0.14% +47 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 28,868 $3.79M 0.15% +5 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 28,227 $3.7M 2.19% -2,548 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 28,102 $3.69M 1.59% -54 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 28,097 $3.69M 1.21% +2,398 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 27,617 $3.62M 0.04% -383 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 27,609 $3.62M <0.01% -574 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 27,506 $3.61M 0.03% -556 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,485 $3.61M <0.01% +23,757 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 27,207 $3.57M 0.04% +1,058 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,110 $3.56M 0.04% +208 13F-HR Timeline Group City State Bank More: the full row for City State Bank 26,939 $3.54M 1.02% -860 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,846 $3.52M 0.02% -78 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,567 $3.49M 0.05% +772 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 25,774 $3.38M 0.04% -2,950 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,755 $3.38M 0.05% -599 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,622 $3.35M 0.08% -1,098 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 25,320 $3.32M 1.58% -730 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 25,058 $3.29M 0.99% -632 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 24,624 $3.23M 0.01% +1,888 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 23,545 $3M 0.69% +221 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 22,710 $2.98M 0.08% -802 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 22,509 $2.95M 0.61% +310 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 22,257 $2.92M 0.22% -65 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 22,013 $2.89M 1.03% +9,112 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 21,932 $2.88M 1.2% -130 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,896 $2.87M 0.02% +1,709 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 21,668 $2.84M 0.07% +497 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 21,233 $2.79M 0.01% -200 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 20,825 $2.73M 0.11% +11,594 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20,460 $2.69M 0.01% -55,603 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,160 $2.65M <0.01% +3,654 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 19,890 $2.61M 1.5% +107 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 19,581 $2.57M 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 19,155 $2.51M 0.02% -2,113 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 19,019 $2.5M 0.54% +221 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,648 $2.45M 1.64% -241 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,433 $2.42M 0.01% +2,316 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,936 $2.35M 0.17% +100 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,833 $2.34M 0.06% -1,835 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,730 $2.33M 0.14% -1,158 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 17,336 $2.28M 0.02% -485 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17,303 $2.27M 0.49% -918 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 17,258 $2.26M 0.3% +4,862 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 16,879 $2.22M 0.5% -60 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 16,713 $2.19M 0.95% -1,340 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 16,551 $2.17M 2.1% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 16,469 $2.16M 0.73% +55 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,387 $2.15M 0.02% +1 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 16,227 $2.13M 1.34% +44 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 16,196 $2.13M 0.1% -89 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,179 $2.12M 0.02% -1,892 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 15,896 $2.09M 0.25% -599 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,685 $2.06M <0.01% -30,374 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,679 $2.06M 0.01% -1,818 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 15,985 $2.05M 0.08% +2,258 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,125 $1.99M +706 Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 14,710 $1.93M 0.32% -2,609 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 14,510 $1.9M 0.92% 0 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) 14,350 $1.88M 0.05% new 13F-HR Timeline Group Novak & Powell Financial Services, Inc. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,551 $1.78M 0.03% -100 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,396 $1.76M 0.08% +7,344 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,380 $1.76M 1.24% -106 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,206 $1.73M 0.03% -1,071 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,077 $1.72M 0.04% +841 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 12,890 $1.69M 1.2% -1,618 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,881 $1.69M <0.01% +1,902 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 12,852 $1.69M 0.44% +20 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12,810 $1.68M 0.36% +691 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,702 $1.67M <0.01% -983 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,609 $1.65M 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,442 $1.63M 0.03% -905 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,441 $1.63M 0.13% -43 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 12,410 $1.63M 0.56% +441 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,265 $1.61M +1,674 Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,168 $1.6M 0.22% -100 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,149 $1.59M <0.01% +2,771 13F-HR Timeline Group