BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,464,379 $97.4M 0.01% -52,969 13F-HR Timeline Group Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 1,069,738 $42.3M 0.02% 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 702,594 $27.8M <0.01% +10,545 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 692,247 $27.4M 0.01% +37,125 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 633,252 $25M 0.01% +3,025 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 579,180 $22.9M <0.01% +6,159 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 452,642 $17.9M 1.36% +21,955 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 451,588 $17.9M 0.03% -8,064 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 408,474 $16.1M 1.85% +1,002 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 308,814 $12.2M 0.01% +7,330 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 303,000 $12M 0.72% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 300,563 $11.9M 0.02% +69,185 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 281,590 $11.1M 1.88% +48,237 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 269,458 $10.7M 0.01% -7,764 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 250,000 $9.88M 0.96% +5,350 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 218,453 $8.64M 0.06% +212,388 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 216,245 $8.55M 0.34% -219,320 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 211,478 $8.36M 0.61% -226,513 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 206,312 $8.16M 1.32% +13,400 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 187,913 $7.43M 0.01% +20,954 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 181,946 $7.19M 0.58% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 155,792 $6.16M <0.01% -15,492 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 146,753 $5.8M 2.69% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 133,340 $5.27M 0.01% -7,299 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 126,498 $5M 0.24% -82,187 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 124,487 $4.92M 1.6% +31,878 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 118,926 $4.7M 3.93% +3,250 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 114,576 $4.53M 0.02% -3,842 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 104,866 $4.15M 0.01% +840 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 96,550 $3.82M 0.02% -129,111 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 92,517 $3.66M 0.4% -139,240 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 89,915 $3.55M 3.15% -3,969 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 80,126 $3.17M 0.13% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 78,651 $3.11M 0.1% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 78,194 $3.09M 0.01% +71,138 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 76,224 $3.01M 0.01% +25,745 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 75,717 $2.99M <0.01% -872 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 73,413 $2.91M 0.36% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 70,810 $2.8M 0.09% +153 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 68,690 $2.72M <0.01% -226 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 65,919 $2.61M 1.03% +119 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 65,599 $2.59M 0.01% +6,959 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 54,893 $2.17M 0.11% -217,908 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 53,893 $2.13M 0.12% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 53,544 $2.12M <0.01% -4,079 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 50,722 $2.01M <0.01% -8,439 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 44,892 $1.77M 0.03% +827 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 44,781 $1.77M 0.02% +1,195 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 43,867 $1.73M 0.11% -932 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 43,313 $1.71M <0.01% -7,287 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 41,045 $1.63M 0.19% +600 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 41,244 $1.63M 0.06% +1,643 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,327 $1.55M <0.01% +10,015 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 35,974 $1.42M <0.01% new 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 35,661 $1.41M 0.01% +26,728 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 34,540 $1.37M 0.48% +6,042 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,002 $1.3M 0.01% -890 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 32,937 $1.3M 0.96% +710 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 32,231 $1.27M 0.62% -380 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 31,168 $1.23M 0.56% -63 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 30,135 $1.19M -867 Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 29,305 $1.16M 0.15% +7,161 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 29,193 $1.15M 1.44% -31,700 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 28,692 $1.13M 0.13% +147 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 27,979 $1.11M 0.41% -890 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,713 $1.1M <0.01% +204 13F-HR Timeline Group HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 27,171 $1.07M 0.79% -483 13F-HR Timeline EQ LLC More: the full row for EQ LLC 26,868 $1.06M 0.26% +392 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 25,786 $1.02M 0.7% +1,321 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 25,095 $992K 0.01% +4,192 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23,442 $927K <0.01% +2,027 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 21,597 $854K 0.01% +4,062 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,581 $774K 0.01% -27,410 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,792 $703K 0.04% +4,393 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 17,764 $702K 0.02% -500 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,062 $674K <0.01% -2,208 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,024 $673K <0.01% +248 13F-HR/A Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,152 $638K 0.16% -48 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,513 $613K 0.01% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,398 $609K <0.01% +7 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,232 $602K 0.01% -4,088 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,011 $593K 0.03% 0 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 14,636 $579K 0.16% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 14,241 $563K 0.16% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,210 $562K 0.07% -435 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,691 $541K <0.01% -100 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 13,346 $528K 0.29% +39 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 13,257 $524K 0.24% +1,573 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 13,220 $523K 0.27% -330 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,166 $520K 0.2% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 12,767 $511K 0.11% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,706 $502K 0.01% -609 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 12,355 $488K <0.01% new 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 12,094 $478K 0.16% -2,595 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 12,011 $475K <0.01% -4,853 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 12,000 $474K 0.1% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,470 $453K <0.01% +1,133 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,432 $452K 0.09% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 11,123 $440K 0.04% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,100 $439K 0.06% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 11,083 $438K 0.02% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,031 $436K 0.04% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,905 $431K 0.03% +17 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 10,612 $419K <0.01% new 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 9,465 $374K 0.21% +400 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,113 $360K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,101 $360K 0.05% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,866 $359K <0.01% +230 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,905 $352K 0.27% -48 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,695 $344K 0.01% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,687 $343K 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,610 $340K 0.01% -1,145 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,569 $339K <0.01% -297 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,366 $331K <0.01% -30,413 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,300 $328K 0.02% +3,300 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,113 $321K 0.01% -54 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,019 $317K <0.01% -522 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,896 $312K <0.01% -816 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,863 $311K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,774 $307K <0.01% -303 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,302 $289K <0.01% -105 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,152 $283K 0.03% -700 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,100 $281K <0.01% -112 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,979 $278K 0.05% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,446 $251K 0.04% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,327 $250K 0.77% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,257 $247K 0.11% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,121 $242K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,832 $240K 0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,979 $236K 0.01% +155 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 5,851 $235K 0.04% +1,226 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 5,938 $235K 0.04% +1,128 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,885 $233K <0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,866 $232K <0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,805 $229K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,765 $228K <0.01% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,740 $227K 0.04% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,674 $224K 0.03% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,589 $221K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,340 $219K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,139 $203K 0.01% -15,513 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,401 $174K 0.1% -2,057 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,042 $160K <0.01% -80 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,213 $127K <0.01% +124 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,033 $80.4K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,637 $64.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,317 $53.4K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,320 $52.2K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,287 $50.9K <0.01% +41 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,184 $46.8K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,045 $41.3K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 990 $39.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 923 $36.5K 0.01% 0 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 577 $22.8K <0.01% +197 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 489 $19.4K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 485 $19.2K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 464 $18.3K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 419 $16.6K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 318 $12.6K <0.01% -26 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 230 $9.09K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 221 $8.74K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 185 $7.41K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 174 $6.88K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 115 $4.55K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 102 $4.06K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $3.95K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 68 $2.71K <0.01% -3 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 50 $2K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 41 $1.62K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 40 $1.58K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35 $1.38K <0.01% 0 13F-HR Timeline Group