BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,542,946 $286M 0.02% +81,067 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,323,901 $145M 0.01% +539,222 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,304,892 $144M 0.03% +81,074 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,892,842 $126M 0.04% +475,044 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,247,077 $54.5M <0.01% +71,141 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 859,766 $37.6M 0.06% +267,726 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 764,580 $33.6M 0.06% -18,463 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 746,660 $32.6M 0.01% +145,827 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 738,736 $32.3M 0.02% -44,038 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 642,494 $28.1M 0.01% -107,991 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 627,506 $27.4M +128,272 Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 627,210 $27.4M 1.97% +42,272 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 590,437 $25.8M 0.03% +335,361 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 590,139 $25.8M 0.03% -47,096 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 533,079 $23.3M 0.09% -60,000 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,526,255 $22.3M 0.01% +36,557 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 501,079 $22.3M 0.05% -109,792 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 469,133 $20.5M <0.01% +86,923 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 443,374 $19.4M 1.21% -34,911 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 400,000 $17.5M 0.03% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 395,851 $17.2M 0.03% +62,013 13F-HR/A Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 317,982 $13.9M 3.33% +37,672 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 265,972 $11.6M 2.35% +10,549 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 248,797 $10.9M -60,418 Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 231,577 $10.1M 2.73% +2,675 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 228,449 $9.98M 0.01% -4,222 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 219,119 $9.57M 0.05% +49,341 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 205,032 $8.96M 0.03% +13,717 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 194,721 $8.51M 3.83% +14,928 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 193,696 $8.46M +9,645 Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 191,647 $8.37M 2.92% -25,295 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 165,460 $7.23M 0.04% +24,680 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 163,156 $7.13M 0.18% +102,384 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 156,390 $6.84M 0.33% +60,402 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 149,787 $6.54M 0.02% +25,520 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 143,416 $6.27M 1.57% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 143,214 $6.26M 0.28% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 142,294 $6.22M 2.28% -4,214 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 137,360 $6M 0.11% +25,517 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 122,656 $5.36M 0.02% -20,570 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 119,189 $5.21M 0.04% +33,304 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 114,253 $4.99M 0.04% +3,654 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 113,443 $4.96M +12,922 Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 112,336 $4.91M 0.13% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 111,155 $4.86M 1.39% +100,771 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 109,186 $4.77M 0.48% +1,703 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 107,995 $4.72M 1.3% +14,269 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 103,607 $4.53M 0.05% +42,409 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 99,416 $4.34M 0.55% +9,569 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 90,716 $3.96M 0.01% -6,716 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 89,840 $3.93M 0.05% -10,582 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 84,344 $3.66M <0.01% +19,776 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 80,828 $3.53M 0.85% -16 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 78,952 $3.45M 0.33% +4,006 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 77,992 $3.41M 0.05% -2,272 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 74,649 $3.26M 0.39% +6,579 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 74,065 $3.24M 1.34% -73,457 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 71,567 $3.13M 0.77% +9,370 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,446 $2.95M 0.03% -12,151 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 66,743 $2.92M 0.58% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 65,306 $2.85M 1.11% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 65,247 $2.85M 0.27% +6,220 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 65,000 $2.84M <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 64,740 $2.8M 0.02% +530 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 62,979 $2.75M 1.4% -1,171 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 62,432 $2.73M 0.09% +3,407 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 60,342 $2.64M 0.93% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 60,001 $2.62M 0.37% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 59,092 $2.58M 0.19% +5,852 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 58,879 $2.57M 0.39% +6,465 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 57,798 $2.53M 1.05% +221 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 57,410 $2.51M 0.1% +35,659 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 54,253 $2.37M 0.01% +28,621 13F-HR/A Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 54,210 $2.37M 0.1% +27,333 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 51,393 $2.25M -26,158 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 47,935 $2.09M <0.01% +8,141 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 47,805 $2.09M 0.27% -4,866 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 47,569 $2.08M 0.02% -822 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 47,344 $2.07M 0.07% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 43,875 $1.96M 0.03% +1,905 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 44,214 $1.93M 0.19% +22,107 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 42,712 $1.87M 0.15% -1,777 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 41,793 $1.83M 0.02% +2,201 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,284 $1.8M <0.01% -5,777 13F-HR Timeline Group Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 40,715 $1.78M 0.86% +3,944 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 40,463 $1.77M 0.13% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 39,266 $1.72M 0.05% +1,993 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 39,189 $1.71M <0.01% +8,034 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 38,957 $1.7M 0.14% +1,133 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 38,419 $1.68M 0.15% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,163 $1.67M <0.01% +4,983 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,881 $1.66M <0.01% +21,014 13F-HR Timeline Group Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 35,831 $1.57M 0.56% +3,343 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 35,450 $1.55M 0.28% +3,900 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 34,895 $1.52M 0.33% +15,392 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 33,980 $1.48M 0.12% +16,091 13F-HR Timeline Essex LLC More: the full row for Essex LLC 33,477 $1.46M 0.29% +1,224 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 33,454 $1.46M 0.08% -654 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,343 $1.46M <0.01% +5,789 13F-HR Timeline Group Grange Capital, LLC More: the full row for Grange Capital, LLC 32,664 $1.43M 1.49% -854 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,601 $1.42M 0.02% +1,500 13F-HR Timeline Group James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 32,303 $1.41M 1.28% +8,786 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,720 $1.39M 0.04% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,606 $1.38M <0.01% -41,523 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 31,601 $1.38M 0.01% new 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 30,595 $1.34M 0.03% -94,223 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 30,520 $1.33M <0.01% +7,738 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 30,470 $1.33M 0.28% -2,932 13F-HR/A Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 30,432 $1.33M 0.13% +3,962 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,017 $1.31M 0.01% +11,107 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 29,700 $1.3M 0.11% +7,211 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,151 $1.27M 0.04% -2,587 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 28,858 $1.26M 0.6% -3,850 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 28,800 $1.26M <0.01% -3,700 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 28,506 $1.25M 0.08% 0 13F-HR/A Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 27,765 $1.21M 0.03% +493 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 27,698 $1.21M 0.14% +14,148 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 27,580 $1.2M 1.06% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 27,453 $1.2M 0.03% +8,694 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 26,865 $1.17M 0.16% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 26,070 $1.14M 0.12% +975 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 25,693 $1.12M 0.14% -4,766 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,562 $1.12M <0.01% +157 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 25,468 $1.11M 0.19% +8,605 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 24,990 $1.09M 0.01% +8,268 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,905 $1.09M 0.04% +2,508 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,823 $1.08M 0.01% +518 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 24,662 $1.08M 0.75% -590 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,290 $1.06M 0.09% +1,200 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 24,157 $1.05M 0.06% -3,748 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 23,793 $1.04M 0.01% +2,223 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 23,683 $1.03M 0.08% +725 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 23,622 $1.03M 0.06% +10,312 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 23,124 $1.02M 0.53% +1,080 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23,302 $1.02M 0.05% +1,515 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,793 $996K 0.02% +11,576 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 22,683 $991K 0.27% +3,047 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 22,578 $986K 0.12% +256 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 22,158 $959K 0.14% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,763 $951K 0.02% +12,524 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 21,584 $943K <0.01% -4,302 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 21,323 $932K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,299 $932K <0.01% +10,487 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 21,212 $927K 0.01% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 21,081 $921K 0.05% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 20,875 $912K 0.53% -46,820 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 20,467 $894K 0.11% +928 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20,294 $887K 0.07% +8,159 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,235 $884K 0.01% -220 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,176 $882K <0.01% -35,175 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 19,987 $873K <0.01% -16,541 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,992 $873K 0.02% +9,751 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 19,787 $864K <0.01% +2,606 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 19,489 $851K 0.03% +9,194 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 19,383 $847K 0.18% +10,660 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,247 $841K 0.07% +9,077 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 19,284 $841K 0.16% +1,390 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 19,114 $835K 0.01% new 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 18,559 $811K 0.01% +2,345 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 18,203 $795K 0.24% +2,574 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,156 $793K <0.01% -3,265 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 18,038 $788K 0.02% +2,678 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 18,030 $788K 0.03% -200 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,065 $718K 0.01% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 16,420 $717K 0.36% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 15,850 $692K <0.01% -4,500 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 15,735 $687K 0.06% +2,496 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 15,714 $687K 0.66% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 15,706 $686K 0.06% +3,638 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,466 $676K 0.06% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15,355 $671K 0.08% +14,083 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. 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