BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,948,132 $2.89B 0.21% +379,485 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,665,584 $443M 0.03% +61,297 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,970,137 $238M +219,818 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,932,970 $234M 0.05% +121,796 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,623,706 $196M 3.06% +117,664 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,279,151 $155M 0.05% +42,507 13F-HR Timeline Group Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 1,081,995 $131M +1,031,269 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 964,644 $117M 0.01% -3,952 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 931,719 $113M 0.03% -24,612 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 918,506 $111M 0.03% -72,990 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 669,100 $80.8M 0.07% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 579,925 $70.1M 0.01% +49,666 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 554,302 $67M 3.77% -238,279 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 462,752 $55.9M 0.05% -7,035 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 450,804 $54.5M -116,073 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 439,490 $52M <0.01% -34,245 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 417,604 $50.5M 0.05% -31,821 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 333,523 $40.3M 0.16% +12,658 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 287,995 $34.8M 0.02% -80,513 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 267,713 $32.3M 0.36% +267,667 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 256,745 $31M 0.05% -67,049 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 253,016 $30.6M 0.1% -17,817 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 245,185 $29.6M 0.05% -3,466 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 212,792 $25.7M 0.08% +12,230 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 212,119 $25.6M 0.2% -3,161 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. 202,755 $24.5M 0.01% -6,126 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 207,300 $24.3M 0.03% -1,369 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 193,484 $23.4M 0.78% -9,630 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 178,031 $21.5M 4.39% +49,950 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 166,330 $20.1M 0.06% -2,135 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 154,987 $18.7M +44,840 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 151,450 $18.3M 0.05% +9,650 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 150,228 $18.1M 0.03% -5,675 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 145,284 $17.6M 3.01% +13,115 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 145,240 $17.5M 3.43% -790 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 144,203 $17.4M <0.01% +43,756 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 143,602 $17.3M 5.05% +2,570 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 141,654 $17.1M 0.02% -33,040 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 138,679 $16.8M 0.24% 0 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 133,399 $16.1M 0.02% +1,884 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 132,878 $16.1M 0.62% -42,396 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 125,674 $15.2M +2,551 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 120,922 $14.6M 0.08% +2,952 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 119,728 $14.5M +38,740 Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 114,275 $13.8M 5.12% +2,886 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 110,931 $13.4M 0.36% -2,001 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 103,999 $12.6M 0.02% -44,754 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 103,527 $12.5M 0.05% +8,059 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 103,156 $12.5M 3.2% -1,286 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 102,669 $12.4M 6.14% -127 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 100,902 $12.2M 0.91% -8,254 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 95,861 $11.6M 0.14% 0 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 93,490 $11.3M 0.02% -36,297 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 92,079 $11.1M 0.02% -34,083 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 91,748 $10.8M 0.01% +7,677 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 88,050 $10.6M 1.53% -232 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 87,810 $10.6M 0.01% -10,170 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 84,626 $10.2M 0.03% -1,487 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 83,692 $10.1M 3.35% +3,016 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 79,403 $9.59M 0.01% +46,872 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 78,423 $9.47M 0.01% +2,648 13F-HR Timeline Group CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 78,063 $9.43M 0.8% 0 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 65,452 $7.91M 0.1% +215 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 65,095 $7.86M 0.22% -695 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 61,912 $7.48M 3.75% +680 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 60,063 $7.26M 0.83% -4,281 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 59,085 $7.14M 1.62% +2,591 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 58,839 $7.11M 0.09% +10,622 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 58,818 $7.11M 0.12% +95 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 50,752 $6.77M 0.04% +30,277 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 53,561 $6.47M 0.03% +1 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 51,872 $6.27M 0.61% +4,180 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 51,646 $6.24M 0.12% -1,069 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 51,132 $6.18M 4.11% -751 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 50,692 $6.12M 1.05% +502 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 50,549 $6.11M 0.06% -1,042 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 49,427 $5.97M 0.01% +15,314 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 49,357 $5.96M 0.01% +26,589 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 49,322 $5.96M 0.14% -18,412 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,443 $5.85M <0.01% +5,070 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,036 $5.8M 0.05% +5,593 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 47,928 $5.79M 2.03% -95,496 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 47,542 $5.74M 0.05% +1,363 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 47,426 $5.73M 0.38% -1,750 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 47,272 $5.71M 1.69% +2,080 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 46,101 $5.57M 0.04% +568 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 42,292 $5.36M 0.07% -555 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 43,619 $5.27M 3.12% +746 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,864 $5.18M 0.02% -15,221 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,248 $5.1M 0.01% +25,652 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 41,686 $5.04M 0.03% +22,660 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 41,246 $4.98M 0.01% -3,377 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 40,849 $4.94M 0.9% +1,437 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 54,064 $4.89M 0.01% -59,050 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 40,151 $4.85M 2.42% -8,568 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 39,708 $4.8M 2.09% +2,009 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 38,771 $4.68M 1.49% +3,889 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 38,504 $4.65M 0.02% +1,735 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 38,290 $4.63M 0.11% new 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 37,935 $4.58M 0.47% -3,014 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 37,220 $4.5M 0.06% +2,525 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 36,611 $4.42M 0.99% +85 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 36,024 $4.35M 0.36% +1,593 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 35,526 $4.29M 1.34% +1,677 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 35,004 $4.23M 0.7% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 34,725 $4.2M 0.05% -2,037 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 32,707 $3.95M 3.65% -90 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 31,819 $3.84M 1.34% -4,221 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 31,463 $3.8M 0.14% +1,690 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 31,246 $3.77M 0.02% -973 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 31,039 $3.75M 0.13% +1,190 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 30,978 $3.74M <0.01% +14,410 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 30,418 $3.67M 1.07% +6,913 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 30,333 $3.66M <0.01% +2,510 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,655 $3.58M 0.03% +558 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 28,611 $3.46M 0.04% +726 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28,265 $3.41M 0.01% -25,944 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 28,260 $3.41M 0.02% +9,494 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 28,222 $3.41M 3.49% +487 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 27,832 $3.36M 1.32% -1,301 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,795 $3.36M 0.01% -4,302 13F-HR/A Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 27,738 $3.35M 0.1% +238 13F-HR Timeline City State Bank More: the full row for City State Bank 27,721 $3.35M 0.87% +736 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 27,577 $3.33M 1.49% +214 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 26,339 $3.18M 1.09% +2,867 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,198 $3.16M 0.01% +197 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 24,616 $3.13M 0.68% +814 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25,547 $3.09M 0.05% -138 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,208 $3.05M 0.02% +1,376 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,866 $3M 0.04% -2,908 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 24,595 $2.97M 0.07% -880 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 24,521 $2.96M 0.43% new 13F-HR Timeline Group Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 23,738 $2.87M <0.01% +13,082 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 23,385 $2.83M 0.14% +847 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 23,092 $2.79M 0.02% -23,805 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 23,474 $2.78M 0.12% -14,310 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 21,904 $2.75M 0.52% -499 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 21,831 $2.64M <0.01% +366 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,812 $2.64M 0.07% -944 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) 21,688 $2.62M 0.07% +138 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 21,436 $2.59M 1.03% -651 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 20,900 $2.53M 0.24% +1,898 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 20,947 $2.53M 0.2% -717 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,925 $2.53M 0.02% 0 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 20,696 $2.5M 0.17% -207 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 20,026 $2.42M 1.28% -48 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,736 $2.38M 0.06% -1,947 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,728 $2.38M <0.01% +2,006 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 18,625 $2.25M 1.53% -23 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,509 $2.24M 0.03% -7,195 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,181 $2.2M <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 17,971 $2.17M 0.02% -514 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 17,863 $2.16M 0.85% +12,438 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,617 $2.13M 0.16% -21,817 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 17,469 $2.11M 0.11% -63 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 17,350 $2.1M 0.12% -438 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 16,981 $2.05M 0.42% -107 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 16,467 $1.99M 0.44% -244 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 16,214 $1.96M <0.01% -536 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,168 $1.95M 0.01% +688 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 16,118 $1.95M 1.44% -336 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 15,882 $1.92M 0.59% -338 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 15,788 $1.91M 0.43% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 15,670 $1.89M 0.2% +3,301 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,409 $1.86M 0.02% +13,707 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,390 $1.86M 0.15% -1,751 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,368 $1.86M 0.02% +6,910 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,010 $1.81M 0.02% -9,613 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,731 $1.78M 0.03% +6,287 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 14,639 $1.77M 0.03% +5,267 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,577 $1.76M 0.03% +1,087 13F-HR/A Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 14,570 $1.76M 1.46% -25 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,478 $1.75M 0.02% -135 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,464 $1.75M 0.03% +570 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,227 $1.72M 0.01% -138 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,442 $1.72M 0.06% -1,005 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 14,182 $1.71M -260 Timeline Novak & Powell Financial Services, Inc. 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COLE ADVISORS, INC. 13,524 $1.63M 0.06% -990 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,270 $1.6M 0.09% -517 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,249 $1.6M 1.17% +76 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 13,209 $1.6M 0.64% -1,983 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,108 $1.58M 0.02% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12,899 $1.56M 0.07% +5,944 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,609 $1.52M <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,524 $1.51M 0.02% -8,089 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 12,488 $1.51M 0.82% -1,365 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,437 $1.5M 0.03% +452 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 12,402 $1.5M 0.89% +50 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,353 $1.49M 0.12% +11 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 12,334 $1.49M 0.54% -141 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 12,294 $1.49M 0.88% -663 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12,162 $1.47M 0.21% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,096 $1.46M <0.01% +507 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,058 $1.46M 0.03% new 13F-HR/A Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 12,004 $1.45M 0.36% +186 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 11,941 $1.44M 0.47% +13 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 11,932 $1.44M 0.68% +91 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 11,889 $1.44M 0.15% 0 13F-HR Timeline