PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,984,678 $592M 0.36% +11,936,743 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,479,715 $369M 0.03% +936,769 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,312,724 $213M 0.01% +988,823 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,033,297 $199M 0.06% +1,140,455 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,887,057 $192M 0.04% +582,165 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,823,222 $90M 0.04% +296,967 13F-HR Timeline Group Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 1,494,534 $73.8M 2.4% +1,447,190 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,492,275 $73.7M <0.01% +245,198 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,295,694 $64M 0.07% +435,928 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,091,591 $53.9M 0.04% +352,855 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,084,869 $53.6M 0.01% +615,736 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 964,671 $47.6M 0.01% +322,177 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 908,158 $44.9M 0.01% +161,498 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 774,301 $39.1M 0.06% +9,721 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 665,793 $32.9M 0.04% +75,356 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 661,864 $32.7M 0.33% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 643,556 $31.8M 2.1% +16,346 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 619,897 $30.6M 0.04% +29,758 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 570,588 $28.2M -56,918 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 529,862 $26.2M 0.05% +28,783 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 539,904 $25.1M 0.04% +144,053 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 447,060 $22.1M 0.34% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 433,079 $21.4M 0.07% -100,000 13F-HR Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 418,750 $20.7M 6.39% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 406,088 $20.1M 0.04% +256,301 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 396,088 $19.6M 0.05% +191,056 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 377,352 $18.6M 0.01% +183,656 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 333,672 $16.5M +84,875 Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 331,441 $16.4M 1.12% -111,933 13F-HR/A Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 319,561 $15.8M 3.48% +1,579 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 312,589 $15.4M 1.36% new 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 295,081 $14.6M 2.57% +29,109 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 288,944 $14.3M 0.58% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 288,603 $14.3M 0.01% +60,154 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 280,926 $13.9M 1.82% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 235,632 $11.6M 2.51% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 234,247 $11.6M 2.83% +2,670 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 204,472 $10.1M 0.05% +39,012 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 198,482 $9.8M 4.12% +3,761 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 193,703 $9.57M 3.54% new 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 187,115 $9.24M 0.41% +30,725 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 183,827 $9.08M 2.8% -7,820 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 182,386 $9.01M 0.02% +59,730 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 181,881 $8.98M 0.01% +170,097 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 158,737 $7.84M 0.93% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 157,546 $7.71M 0.01% +73,202 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 155,831 $7.7M 0.13% +18,471 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 150,301 $7.42M 0.17% -12,855 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 148,522 $7.34M 0.63% +39,336 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 143,421 $7.08M 1.61% +5 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 139,100 $6.87M 1% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 138,063 $6.82M 2.37% -4,231 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 135,816 $6.71M 1.4% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 127,810 $6.31M 1.56% +19,815 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 124,497 $6.15M 1.4% +13,342 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 120,672 $5.96M 0.07% +30,832 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 119,108 $5.88M 0.04% +4,855 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 118,096 $5.83M +4,653 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 115,285 $5.75M 0.04% +50,545 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 111,659 $5.51M 0.21% -31,555 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 111,066 $5.49M 0.01% +79,460 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 105,066 $5.19M 0.05% +1,459 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 101,885 $5.03M 0.01% +11,169 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 101,103 $4.99M 1.4% +95,663 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 100,392 $4.96M 0.41% +21,440 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 98,495 $4.86M 0.58% -921 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 82,576 $4.08M +31,183 Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 81,207 $4.01M 1.75% +18,228 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 80,387 $3.97M 0.03% +74,944 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 80,252 $3.96M 0.01% +49,732 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 79,485 $3.93M 0.45% +4,836 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 78,716 $3.89M 0.87% -2,112 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 78,258 $3.87M 0.05% +266 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 76,424 $3.77M 0.06% +54,661 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 76,126 $3.76M 0.04% +34,333 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 76,098 $3.76M 0.82% +4,531 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 75,055 $3.71M 1.32% +9,749 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 73,789 $3.64M 1.45% -276 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 73,093 $3.61M 0.12% +15,683 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 72,446 $3.58M 0.03% -46,743 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 72,142 $3.56M 0.51% +13,263 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 69,723 $3.44M 0.3% +4,476 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 69,080 $3.41M 0.03% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 69,067 $3.41M <0.01% +29,878 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,708 $3.34M 0.03% +262 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 67,084 $3.31M 0.01% new 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 65,000 $3.21M <0.01% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 64,294 $3.18M 0.07% +1,862 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 62,541 $3.09M 0.03% +14,972 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 60,966 $3.01M 0.2% +1,874 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 60,695 $3M 1.04% +353 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 60,399 $2.98M 0.11% +58,437 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 59,105 $2.92M 0.04% +15,230 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 58,808 $2.9M 0.06% +43,455 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 57,626 $2.85M 1.07% -172 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 56,935 $2.81M 0.45% +51,895 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 56,861 $2.81M 0.19% +16,398 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 52,830 $2.61M 1.3% +36,410 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 50,584 $2.5M 0.19% +20,884 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 50,355 $2.49M 0.61% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 49,565 $2.45M <0.01% +11,684 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 48,818 $2.41M 0.02% +48,650 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 45,433 $2.34M 0.31% +23,275 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 47,381 $2.34M 0.26% +19,683 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 46,984 $2.32M 0.09% -7,226 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 46,972 $2.32M 0.01% +25,673 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 46,855 $2.31M 0.05% +19,090 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 46,647 $2.3M 0.02% +15,046 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 44,795 $2.21M 0.16% +24,501 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 44,398 $2.19M 0.53% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 44,050 $2.18M 0.98% +3,335 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 43,871 $2.17M 0.11% +20,249 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 42,774 $2.11M <0.01% +4,611 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 42,747 $2.11M 0.01% +31,175 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,401 $2.09M 0.01% +12,384 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 41,783 $2.06M 0.06% +2,517 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 40,745 $2.01M 0.15% +1,788 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 40,510 $2M <0.01% -774 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 40,358 $1.99M 0.24% -7,447 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 39,342 $1.94M 0.01% +15,549 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 38,795 $1.92M 0.36% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 38,430 $1.9M 1.55% +10,850 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 42,712 $1.85M 0.15% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 35,544 $1.76M 0.01% +10,554 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 35,350 $1.75M 0.04% +6,199 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 35,284 $1.74M 0.43% +17,081 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 35,142 $1.74M 0.17% +4,710 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 34,370 $1.71M 0.27% -1,080 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 34,576 $1.71M 0.05% +15,087 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 33,912 $1.67M 1.62% +1,248 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33,334 $1.65M 0.19% +12,867 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,252 $1.64M 0.01% +8,429 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 33,234 $1.64M 0.3% -243 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 32,325 $1.6M 0.14% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 31,721 $1.57M <0.01% new 13F-HR/A Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 31,407 $1.55M 0.03% +8,614 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 31,332 $1.55M 0.73% +2,474 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 31,038 $1.53M 0.02% -1,563 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 29,866 $1.53M 0.03% +22,320 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 28,777 $1.5M 0.06% +7,696 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 29,699 $1.47M 0.11% +13,993 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 29,677 $1.47M 0.06% +4,772 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 29,577 $1.46M 1.31% -2,726 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 29,342 $1.45M 0.1% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 28,800 $1.42M <0.01% 0 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 28,652 $1.42M 0.03% +1,199 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 28,000 $1.38M 0.77% +19,629 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 27,967 $1.38M 0.51% -2,503 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 27,370 $1.35M 0.13% +1,300 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 26,973 $1.33M 0.02% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 26,865 $1.33M 0.17% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 26,698 $1.32M 0.09% +11,232 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,426 $1.31M 0.1% +7,179 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,211 $1.29M 0.02% +6,219 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 26,038 $1.29M <0.01% +476 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,809 $1.27M 0.03% -5,911 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 25,586 $1.26M 0.14% -107 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 25,004 $1.23M 0.6% +1,880 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 24,763 $1.22M 0.06% +606 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 24,519 $1.21M 0.77% -143 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,290 $1.2M 0.1% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,050 $1.19M <0.01% +5,894 13F-HR Timeline Group APS Management Group, Inc. More: the full row for APS Management Group, Inc. 23,151 $1.14M 1.01% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 22,980 $1.13M 0.12% +402 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 22,972 $1.13M 0.29% +289 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 22,140 $1.09M 0.72% +17,035 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 22,131 $1.09M 0.17% -22,083 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 22,050 $1.09M 0.09% -16,369 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 22,018 $1.09M 0.58% +1,143 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,992 $1.09M 0.02% +1,757 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 21,968 $1.09M <0.01% +1,792 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 21,810 $1.08M 0.01% +3,251 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,377 $1.06M 0.02% +4,312 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,488 $1.06M 0.01% +1,501 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,459 $1.06M <0.01% +8,972 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21,220 $1.05M 0.02% +3,182 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 20,299 $1M 0.19% +916 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 19,567 $966K 0.36% new 13F-HR Timeline James J. 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