BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,845,141 $399M 0.04% +2,312,050 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,165,052 $284M 0.02% +272,945 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,354,942 $229M 0.09% +700,521 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,799,851 $123M 0.03% +456,320 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,633,600 $111M 0.04% -156,903 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,325,951 $90.4M 0.02% +419,798 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 813,423 $55.5M 0.19% +218,355 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 802,079 $54.7M 0.01% +180,581 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 523,597 $35.7M +88,682 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 502,918 $34.3M 0.08% +143,305 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 424,996 $29M 2.36% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 406,770 $27.7M 0.04% +132,678 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 310,500 $21.2M 0.03% +75,114 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 295,482 $20.2M 0.02% +120,764 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 294,465 $20.1M +91,755 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 281,793 $19.2M 0.08% -1,000 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 262,675 $17.9M 0.56% +13,114 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 253,251 $17.3M 1.73% -7,169 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 241,611 $16.5M 0.03% +16,309 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 239,400 $16.3M 0 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 232,166 $15.8M 0.02% +71,134 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 206,239 $14.1M 0.05% +64,907 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 177,835 $12.1M 9.18% +2,562 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 170,172 $11.6M 0.07% +58,309 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 162,698 $11.1M 4.13% +61,662 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 162,635 $11.1M 1.63% +45,366 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 158,175 $10.8M 0.31% +5,704 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 156,508 $10.7M 0.06% +41,432 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 145,612 $9.93M 4.14% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 145,535 $9.93M 0.09% +15,189 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 130,603 $8.91M 6.43% +45,505 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 126,122 $8.6M 0.06% +25,539 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 120,006 $8.19M 0.63% +62,247 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 119,801 $8.17M 0.07% +18,064 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 119,093 $8.12M 0.26% +13,849 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 115,111 $7.85M <0.01% +29,227 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 97,469 $7.5M 0.42% +83,628 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 98,815 $6.74M 1.52% +54,955 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 97,762 $6.67M 2.6% +126 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 89,765 $6.12M 0.02% +25,778 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 88,965 $6.07M 0.15% +21,740 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 87,934 $6M 1.98% +6,308 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 84,611 $5.77M 0.02% +19,230 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 82,392 $5.62M 0.13% +11,247 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 82,399 $5.62M 1.55% +23,366 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 74,467 $5.08M 0.02% +15,978 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 73,233 $5M 0.43% -16,554 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 72,657 $4.96M 0.36% -7,339 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 69,314 $4.73M 0.01% +11,004 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 68,525 $4.67M 0.03% +16,491 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 68,483 $4.67M 0.41% +2,947 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 66,307 $4.52M 2.95% new 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 65,431 $4.46M 3.29% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 59,308 $4.41M 0.18% +8,691 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 64,500 $4.4M 0.02% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 62,685 $4.28M 0.27% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 60,614 $4.13M 0.69% +1,247 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 57,629 $3.93M 0.15% +51,094 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 56,534 $3.86M 2.51% +2,913 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 55,253 $3.77M 2.34% -32,298 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,213 $3.77M 0.01% +19,699 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 54,244 $3.7M 0.1% -14,856 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 53,896 $3.68M 0.34% +2,963 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 53,795 $3.67M 0.2% +22,384 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 53,595 $3.56M 0.67% +35,730 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 52,076 $3.55M 1.5% +1,410 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 51,827 $3.54M 1.1% +47,379 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 50,362 $3.44M 0.5% +4,428 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 50,249 $3.43M 0.14% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 49,618 $3.38M 0.97% -130,531 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 49,278 $3.36M 1.01% +45,202 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 47,477 $3.24M 1.61% -5,156 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 47,089 $3.21M 1.03% +18,575 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 46,609 $3.18M 0.88% +18,866 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 46,092 $3.14M 0.79% -287 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 45,587 $3.11M 1.09% +7,671 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 45,555 $3.11M 1.27% +21,750 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 44,855 $3.06M 0.39% +42,005 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 44,341 $3.02M <0.01% -753 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 43,747 $2.98M 0.04% +9,393 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 43,026 $2.93M <0.01% -601 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 42,132 $2.87M 0.03% +6,692 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 41,295 $2.82M 0.21% +451 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 40,960 $2.79M 1.04% +13,807 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 40,709 $2.78M <0.01% -9,942 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,598 $2.77M <0.01% -113,023 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 39,407 $2.69M 0.36% +21,502 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 39,340 $2.68M 0.42% +9,493 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 38,642 $2.64M 1.41% +1,514 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 38,397 $2.62M 0.07% +1,596 13F-HR Timeline Group PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 38,340 $2.62M 4.62% +2,961 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 37,282 $2.54M 0.05% -6,030 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 37,234 $2.54M 0.18% +21,485 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,374 $2.48M 0.03% +2,118 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 36,102 $2.46M 1.31% +3,443 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 35,824 $2.44M 1.35% +26,346 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 35,294 $2.41M 0.08% +1,497 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 35,206 $2.4M 1.28% +5,143 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 32,887 $2.24M 0.15% +2,979 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 31,535 $2.15M 0.42% +3,103 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,402 $2.15M 0.02% +9,644 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,506 $2.12M 0.06% +3,233 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 30,524 $2.08M 0.06% +2,626 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 30,460 $2.08M 0.59% +2,714 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 30,127 $2.05M 1.43% new 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 29,751 $2.03M 0.02% +8,697 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 29,364 $2M 0.02% +93 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,083 $1.98M 0.07% +2,591 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 28,628 $1.95M 1.31% -1,101 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 28,282 $1.93M 0.23% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 28,237 $1.93M 0.53% +1,979 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 27,681 $1.89M 0.01% +2,112 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 27,252 $1.86M 0.02% new 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 27,188 $1.85M 0.16% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 27,133 $1.85M 0.03% +11,793 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 26,070 $1.78M 0.08% 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 25,897 $1.77M 1.03% +9,321 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 25,007 $1.71M 0.03% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 24,593 $1.68M 1.04% +1,449 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 24,035 $1.64M 1.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24,009 $1.64M <0.01% +2,225 13F-HR Timeline Group Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 23,291 $1.59M 1.11% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 22,668 $1.55M 1.57% -715 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 22,073 $1.51M 0.16% +3,968 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 21,190 $1.45M 0.15% +2,616 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,967 $1.43M 0.02% +4,394 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 20,806 $1.42M <0.01% +2,791 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 20,386 $1.39M 0.1% +1,515 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 19,106 $1.3M 0.06% +16,066 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 18,888 $1.29M 0.11% +5,642 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,868 $1.29M 0.02% +11,024 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 18,840 $1.29M 0.31% +585 13F-HR/A Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 18,784 $1.28M 0.47% +12,739 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,776 $1.28M +6,725 Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,963 $1.25M 0.54% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 18,278 $1.25M 0.57% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 17,464 $1.19M <0.01% +9,374 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,361 $1.18M 0.01% +4,146 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,957 $1.16M 0.04% +2,473 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. 16,816 $1.15M 0.02% +1,922 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 16,696 $1.14M 0.6% +2,988 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,884 $1.08M 0.02% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 15,676 $1.07M 0.09% +15,245 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 15,368 $1.05M 0.86% +8,439 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 15,314 $1.05M 0.77% +7,752 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 13,344 $1.03M 0.19% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 14,881 $1.02M 0.07% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 11,410 $1.01M 0.25% -21,750 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 14,281 $974K 0.21% +4,944 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,236 $971K 0.01% +10,767 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,011 $956K 0.03% +3,504 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 12,186 $939K 0.31% -36 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,655 $932K 0.09% +2,551 13F-HR/A Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 13,385 $913K 0.23% +533 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 13,327 $909K 0.55% +578 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,260 $904K 0.3% +1,517 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,238 $903K 0.25% -1,681 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,981 $885K 0.44% +6,796 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,696 $866K 0.05% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 12,506 $853K 0.67% +5,376 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,445 $849K 0.29% +7,885 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 12,203 $832K 0.65% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,118 $827K 0.03% -7,930 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,697 $798K 0.02% -1,198 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,610 $792K 0.04% -5,003 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,442 $780K 0.03% new 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,303 $771K <0.01% -20,677 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 11,125 $759K <0.01% +76 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,001 $750K <0.01% +3,799 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,955 $747K 0.11% -61,931 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 10,806 $737K 0.13% +7 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,699 $730K <0.01% -24,450 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 10,652 $727K 0.32% -72 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,614 $724K 0.01% -599 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,380 $708K 0.05% +1,061 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,260 $700K 0.03% +3,753 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 10,145 $692K 0.25% +154 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,056 $686K 0.05% +2,793 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 9,963 $680K 0.41% -8,497 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,100 $679K 0.09% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,524 $650K 0.02% -397 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 9,317 $636K 0.59% +9,236 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,184 $626K 0.01% 0 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 8,952 $611K 0.56% +2,811 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,851 $604K 0.46% -350 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 8,805 $601K <0.01% new 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,695 $593K 0.28% +279 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,685 $592K 0.07% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,639 $589K 0.29% +2,385 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,366 $571K 0.04% +4,907 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,248 $563K 0.08% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,922 $562K 0.11% +1,697 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,075 $551K 0.27% -555 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,937 $541K 0.25% +1,307 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,925 $541K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,706 $526K 0.04% +2,972 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 7,557 $515K 0.19% -726 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,394 $504K 0.07% +306 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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