BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,675,697 $1.07B 0.08% +1,004,172 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,900,858 $654M 0.04% +621,334 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,163,455 $572M 0.15% +593,229 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,617,712 $290M 0.09% +292,319 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,346,685 $260M +238,982 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,292,383 $254M 0.05% +203,249 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,430,725 $158M 0.03% +235,464 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,096,735 $121M 0.31% +104,665 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 873,587 $96.8M 0.14% +174,597 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 784,859 $86.9M +206,446 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 767,824 $85.1M 0.09% +171,527 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 697,293 $77.2M +1,934 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 622,159 $68.9M 0.1% +88,148 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 516,187 $57.2M 3.54% -93,053 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 500,900 $55.5M 0.04% +100,100 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 482,881 $53.5M 0.03% +34,582 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 458,357 $50.8M 0.05% +46,562 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 447,548 $49.6M 0.05% +143,216 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 295,214 $32.7M 0.06% +21,046 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 284,465 $31.5M 0.09% +26,440 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 277,294 $30.7M 0.17% +25,446 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 265,067 $29.4M 0.45% +47,270 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 258,484 $28.6M 0.01% +220,201 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 251,084 $27.8M 0.13% +35,487 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 $26.5M 0 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 235,602 $26.1M 0.06% +21,286 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 225,184 $24.9M 12.61% +90,446 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 222,741 $24.7M 5.57% +20,456 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 248,255 $24.4M 0.16% +43,266 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 219,481 $24.3M 1.3% +81,915 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 208,896 $23.1M 0.08% +62,005 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 216,248 $22.9M <0.01% +60,631 13F-HR/A Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 197,355 $21.9M 11% -671 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 184,649 $20.5M 0.03% +67,965 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 181,096 $20.1M 0.22% new 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. 179,182 $19.8M 0.36% +149,951 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 157,150 $17.4M 0.21% +1,986 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 155,764 $17.3M 1.71% -69,109 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 148,090 $16.4M 4.76% +3,567 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 141,722 $15.7M +10,027 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 140,000 $15.5M 0.04% -130,000 13F-HR/A Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 133,935 $14.8M 7.38% -2,961 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 132,522 $14.7M 0.01% -340,728 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 125,252 $13.9M 0.07% +2,212 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 124,622 $13.8M 1.68% -14,833 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 122,934 $13.6M 0.17% +106,521 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 112,834 $12.5M 0.01% +32,423 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 109,166 $12.1M 2.49% +12,065 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. 103,741 $11.5M 0.01% +94,610 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 102,512 $11.4M 0.19% +32,704 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 99,086 $11M 2.2% +15,764 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 97,710 $10.8M 3.24% -2,753 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 97,369 $10.8M 0.03% +19,251 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 97,205 $10.8M 2.26% -10,519 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 94,851 $10.5M 0.68% +51,136 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 93,268 $10.3M 0.14% +11,771 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 92,426 $10.2M 0.06% 0 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 92,308 $10.2M 1.86% -5,069 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 92,000 $10.2M 1.29% new 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 91,061 $10.1M 5.18% +4,871 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 88,851 $9.84M 0.01% -11,770 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 88,487 $9.81M 0.16% +3,808 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 88,116 $9.76M 1.03% +9,298 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 86,859 $9.62M 7.67% +1,475 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 86,740 $9.61M 0.72% -12,444 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 85,052 $9.42M 6.29% +2,337 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 84,799 $9.39M 2.84% -781 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 80,726 $8.94M 0.07% +11,337 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 78,274 $8.89M 4.71% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 79,227 $8.78M 0.28% +4,847 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 77,901 $8.63M 1.7% +37,977 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 77,595 $8.6M 1.2% +9,726 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 77,035 $8.53M 0.65% +39,240 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 71,407 $7.91M 0.19% -6,700 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 70,737 $7.84M 5.04% +4,809 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 70,343 $7.72M 3.25% +8,308 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 69,602 $7.71M 0.17% +7,153 13F-HR/A Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 69,270 $7.68M 1.44% +34,118 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 68,878 $7.64M 7.08% -6,331 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 68,025 $7.54M 2.08% +9,822 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 66,230 $7.34M 5.41% +7,786 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 64,450 $7.14M 0.08% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 63,986 $7.09M 0.12% +12,431 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 55,333 $7.02M 0.55% +1,235 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 63,341 $7.02M 0.31% -9,264 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 62,239 $6.89M 4.02% +5,113 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 61,937 $6.86M 0.39% -3,088 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 61,849 $6.85M 0.03% -2,435 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 61,393 $6.8M 4.49% -527 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 59,076 $6.54M 0.48% -6,078 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 57,276 $6.35M 0.18% +9,151 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 56,899 $6.3M 1.6% +52,438 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 56,338 $6.24M 0.71% -4,124 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 56,147 $6.22M 1.57% +2,038 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 55,593 $6.16M 0.23% +2,502 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 55,568 $6.16M 0.63% -993 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 55,441 $6.14M 2.5% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 55,185 $6.11M 0.32% -8,639 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 55,052 $6.1M 0.13% +1,811 13F-HR/A Timeline PECAUT & CO. More: the full row for PECAUT & CO. 54,986 $6.09M 1.98% +7,639 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 54,806 $6.07M 0.14% -99,580 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 53,183 $6M 0.01% -26,155 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 53,504 $5.93M 0.85% -55,239 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 52,700 $5.84M 0.01% new 13F-HR Timeline Group tru Independence LLC More: the full row for tru Independence LLC 51,836 $5.74M 2.84% -2,691 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 49,806 $5.52M 5.29% 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 49,347 $5.47M 4.04% +570 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 49,050 $5.43M 0.07% +11,183 13F-HR Timeline Group Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 49,042 $5.43M 2.24% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48,603 $5.38M 0.18% +3,925 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 48,156 $5.33M 1.04% +19,076 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 47,956 $5.31M 0.08% +3,502 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 47,859 $5.3M 0.32% +6,652 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 47,618 $5.28M 0.1% +9,325 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 47,528 $5.27M <0.01% -1,375 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 47,135 $5.22M 0.3% +21 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 46,987 $5.21M 0.19% +1,846 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 46,155 $5.11M 1.8% -7,226 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 45,648 $5.06M 1.87% -5,543 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 45,583 $5.05M 0.62% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 45,524 $5.04M 1.16% -2,374 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 44,357 $4.91M 0.23% +27,073 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 43,684 $4.84M 0.05% -407 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 43,150 $4.78M 0.01% -1,942 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 43,001 $4.76M 0.16% +2,255 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 42,989 $4.76M 1.94% -2,796 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 42,672 $4.73M 0.14% +9,960 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 41,923 $4.64M 2.33% -4,884 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 41,335 $4.58M 0.1% +5,081 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 41,261 $4.57M 0.09% -551 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40,796 $4.52M 0.29% -2,092 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 40,488 $4.49M 0.05% +4,735 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 40,421 $4.48M 2.2% -2,754 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 39,566 $4.38M 0.17% -817 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 39,271 $4.35M 1.37% -513 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 38,900 $4.31M 0.14% +755 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 38,034 $4.3M 0.3% +2,632 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 37,974 $4.21M 0.57% -4,863 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 37,706 $4.18M 0.03% +4,734 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 37,399 $4.14M 0.21% +3,955 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 36,954 $4.09M 0.98% -2 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 36,518 $4.05M 0.73% +985 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,373 $4.03M 0.01% +5,564 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 30,973 $4.01M 0.11% -3,500 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 35,968 $3.98M 0.01% +2,861 13F-HR Timeline Group Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 35,195 $3.9M 2.13% -7,547 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 35,103 $3.89M 1.87% -973 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,907 $3.87M 0.02% +3,089 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 34,797 $3.85M 0.04% -626 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 34,460 $3.82M 1.21% +29,424 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 30,758 $3.81M 1% +1,436 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 34,164 $3.78M 0.01% +15,524 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 34,082 $3.78M 0.02% +6,015 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 33,987 $3.77M 0.61% -561 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 33,196 $3.68M 1.82% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 32,427 $3.59M 0.26% +1,352 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 31,894 $3.53M 0.11% +2,940 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 31,375 $3.48M 0.13% -775 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 31,246 $3.46M 0.01% new 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 31,241 $3.46M 0.21% -41,493 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 31,024 $3.44M 0.05% -10,111 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 30,509 $3.38M 0.02% +3,667 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 34,345 $3.38M 1.41% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 30,000 $3.32M 0.04% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 29,053 $3.22M 0.47% -1,723 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 28,991 $3.21M 0.01% +20,508 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 27,755 $3.07M 0.24% +2,486 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 27,542 $3.05M 1.17% +1,021 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 23,106 $3.03M 1.52% +1,818 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,303 $3.02M 0.14% +4,006 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 26,794 $2.97M 2.16% -4,462 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 26,650 $2.95M 0.22% +4,861 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,638 $2.95M 0.12% +17,334 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 26,525 $2.94M 2.56% +1,759 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 26,076 $2.89M 0.45% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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