BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,635,964 $425M 0.03% -283,122 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,474,703 $383M 0.02% +11,200 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,323,058 $343M 5.17% -23,050 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,305,197 $339M 0.07% +105,050 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 815,722 $212M 0.04% -98,231 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 759,085 $197M 1.77% 0 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 754,771 $196M 0.06% +3,070 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 730,873 $190M 2.34% -7,128 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 418,900 $109M 0.02% -75,274 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 407,918 $106M 0.03% -11,072 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 390,265 $101M -11,216 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 359,638 $93.4M 0.11% +58,089 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 346,514 $90.7M 0.02% -35,233 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 316,099 $82.1M 0.05% -38,698 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 314,405 $81.6M 3.9% -45,902 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 272,175 $70.1M 0.1% +111,283 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 226,139 $58.7M <0.01% -24,735 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 214,422 $55.7M 0.07% -17,238 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 210,391 $54.6M 0.05% -4,682 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 191,548 $49.7M 0.12% -57,227 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 187,080 $48.6M 0.28% +164,469 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 177,367 $46M 0.13% +4,050 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 166,265 $43.2M 2.7% -7,263 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 166,144 $43.1M 0.27% +1,687 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 163,525 $42.5M 6.76% +8,610 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 154,705 $40.2M 0.02% -8,183 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 127,274 $33M 2.33% -862 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 125,400 $32.6M 0.03% +100,316 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 121,579 $31.5M 0.05% +96,218 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 116,842 $30.3M 0.08% -2,866 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 112,497 $29.2M 0.13% -4,422 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 110,074 $28.6M 0.12% new 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 97,977 $25.4M 0.09% -13,737 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 97,343 $25.3M 0.33% +1,150 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 96,602 $25.1M 0.05% -46,444 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 95,138 $24.7M 0.03% -4,131 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 88,019 $22.8M 0.06% -4,000 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 85,935 $22.3M 3.35% -613 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 81,337 $21.1M 0.04% -8,003 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 80,169 $20.8M 0.02% +3,291 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 78,751 $20.4M 8.81% +6,358 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 75,678 $19.6M 0.03% -1,319 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 72,979 $18.9M 0.82% +11,453 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 72,587 $18.8M -3,025 Timeline Marotta Asset Management More: the full row for Marotta Asset Management 68,777 $18.3M 3.45% +1,818 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 68,244 $17.8M -1,385 Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 63,910 $16.6M 0.91% +420 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 63,474 $16.5M 1.09% +228 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 62,736 $16.3M 0.03% -22,784 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 62,633 $16.3M 1.24% -2,517 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 62,503 $16.2M 1.19% -1,705 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 57,283 $15.4M 0.02% -2,549 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 58,895 $14.9M 0.01% +3,481 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 57,179 $14.8M <0.01% -626 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 56,874 $14.8M 0.02% -2,603 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 55,804 $14.5M 0.47% -49,644 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 54,909 $14.3M 5.29% +1,243 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 52,467 $13.6M 0.22% +4,375 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 51,479 $13.4M 0.49% -353,651 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 50,648 $13.1M 2.56% +1,130 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,736 $12.9M 0.12% +2,890 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 44,961 $11.7M 0.02% -368 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 42,921 $11.1M <0.01% +17,416 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 42,851 $11.1M 0.28% +908 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,054 $10.9M 0.05% -1,289 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 41,603 $10.8M 4.32% +1,626 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 41,483 $10.8M <0.01% -30 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 40,689 $10.6M 0.09% -1,546 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 40,261 $10.5M -770 Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 39,644 $10.3M 0.9% +2,133 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 38,885 $10.1M 2.46% +1,382 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 37,590 $9.76M 1.29% -441 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 35,709 $9.27M 0.33% +9,636 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 35,378 $9.18M 1.77% -1,450 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 33,980 $8.82M 0.21% +10,822 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 33,429 $8.68M 0.09% -4,643 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 33,290 $8.64M -2,812 Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 32,546 $8.45M 0.67% +1,147 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 31,895 $8.28M 0.17% -4,144 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 31,704 $8.23M 1.19% -1,355 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 30,666 $7.94M 1% -1,568 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 30,570 $7.94M 4.05% +14,908 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 30,474 $7.91M 0.12% +961 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 30,287 $7.86M 2.33% +207 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 29,372 $7.62M 4.81% -105 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 28,320 $7.35M 3.73% +2,593 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 27,373 $7.35M 1.21% -1,936 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 27,963 $7.26M 0.24% +1,458 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 27,668 $7.18M 1.08% +6,636 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 27,101 $7.04M 0.16% -98 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 26,581 $6.9M 0.01% -17,070 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 26,472 $6.87M -1,545 Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 26,248 $6.81M 0.03% -7,050 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 26,017 $6.75M 1.03% -1,809 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 25,760 $6.69M 1.57% +90 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 25,455 $6.61M 0.85% -1,725 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 25,401 $6.59M 2.36% -1,391 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 25,217 $6.55M 1.62% -1,684 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,113 $6.52M 0.04% +1,074 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,706 $6.41M 0.12% -1,652 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 24,564 $6.38M 0.02% -942 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 24,499 $6.36M 1.54% -624 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 24,321 $6.31M 0.14% -3,437 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 23,481 $6.11M 0.74% -4,495 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,887 $5.94M 2.3% +104 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22,652 $5.88M 0.03% -330 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,392 $5.81M 0.05% -297 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 22,303 $5.79M 0.57% -3,517 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,973 $5.7M <0.01% -2,077 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 21,952 $5.7M 2.05% +25 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 21,654 $5.62M 2.98% -1,511 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,495 $5.58M 0.02% +615 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,488 $5.32M <0.01% -4,286 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 21,361 $5.3M 0.63% +1,313 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 20,242 $5.25M 1.02% +137 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,127 $5.22M 0.2% +17,875 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,221 $5.2M 1.2% +43 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 19,791 $5.14M 0.01% -1,462 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 19,512 $5.07M 0.14% +986 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,468 $5.05M 0.07% -20 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 19,298 $5.01M 1.05% -253 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,067 $4.95M 0.04% +105 13F-HR Timeline Group Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 19,016 $4.94M 0.33% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 18,986 $4.93M 0.97% +193 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 18,820 $4.89M 1.11% -359 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 18,774 $4.87M 0.96% +16,791 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,686 $4.85M 0.15% -944 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,502 $4.8M 0.11% +210 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,744 $4.8M 1.67% +522 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,090 $4.7M 0.01% -16,874 13F-HR Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 18,031 $4.68M 1.09% -11,732 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 17,744 $4.61M 0.03% -1,265 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,643 $4.58M 0.09% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,490 $4.54M 0.12% -587 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 16,861 $4.38M 0.04% -1,655 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,661 $4.33M 0.11% +3,737 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16,533 $4.29M 0.36% +629 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,519 $4.29M 0.01% +2,966 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,452 $4.27M 0.46% -4,198 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,414 $4.26M 0.07% -1,054 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16,004 $4.15M 0.4% -1,982 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,915 $4.13M 0.74% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,574 $4.04M 0.03% +7,917 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,970 $3.89M 0.12% -2,045 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/ 14,925 $3.87M <0.01% -1,132 13F-HR Timeline Group Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 14,856 $3.86M 2.11% -208 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 14,773 $3.84M 0.01% -1,116 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 14,424 $3.74M 3.71% -47 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14,399 $3.74M 0.1% -827 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,335 $3.72M 0.26% -751 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 14,032 $3.65M 0.75% +45 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 13,833 $3.59M 2.27% -156 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,543 $3.52M 0.02% +931 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 13,270 $3.47M 0.8% -10,378 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,312 $3.46M 0.01% +1,095 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 13,102 $3.4M 1.09% +559 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 13,043 $3.39M 2.41% -75 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,879 $3.34M 0.1% +4,702 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 12,669 $3.29M 0.01% -473 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 12,421 $3.22M 1.54% +3,000 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,421 $3.22M 0.02% +126 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,414 $3.22M 0.22% +1,104 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 12,413 $3.22M 1.39% -9,432 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,407 $3.22M 0.04% -50 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,041 $3.21M 0.02% -261 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,348 $3.21M 0.01% -3,967 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 12,314 $3.2M 0.69% -4,991 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 12,314 $3.2M 0.64% -4,991 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,067 $3.18M 0.08% +207 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 12,250 $3.18M 0.86% -240 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. 12,110 $3.14M 0.01% new 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 11,973 $3.11M 0.26% +1,305 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 11,894 $3.09M 1.31% -208 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,817 $3.07M 0.38% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,715 $3.05M 0.49% -50 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,365 $2.95M <0.01% -1,658 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 11,235 $2.92M 0.03% -1,659 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,048 $2.87M 0.11% -74 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 10,947 $2.84M 0.01% +1,120 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 10,870 $2.82M 0.63% -236 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 10,856 $2.82M 0.84% +322 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 10,712 $2.78M 1.17% +61 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,263 $2.66M 1.04% +64 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,191 $2.65M <0.01% +1,290 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,036 $2.61M 0.02% +1,310 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,028 $2.6M 0.08% -186 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 10,018 $2.6M 0.05% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,990 $2.59M 0.17% -16,687 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,904 $2.57M 0.29% -48,908 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,876 $2.56M 0.03% -135 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,822 $2.55M <0.01% -221 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,629 $2.5M 0.01% -1,583 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 9,580 $2.49M 0.2% +300 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,550 $2.48M 0.29% -240 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,506 $2.47M 0.02% +85 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,448 $2.45M 1.02% -39 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,443 $2.45M 0.03% -2,277 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,367 $2.43M 0.13% -5 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,015 $2.42M 0.06% -118 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 9,311 $2.42M 0.07% -219 13F-HR Timeline Group