BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,586,633 $110M 0.01% -59,222 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,196,094 $93.3M 2.74% -33,925 13F-HR Timeline 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 698,687 $29.7M 0.01% +506,856 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 688,467 $29.3M 0.01% -29,171 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 596,903 $25.4M <0.01% -89,982 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 520,174 $22.1M 0.01% -159,070 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 463,694 $19.7M 0.04% +13,833 13F-HR/A Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 451,967 $19.2M 2.23% +160,422 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 427,952 $18.2M 1.53% -9,123 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 421,091 $17.9M 0.83% +13,046 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 406,447 $17.3M 2.11% +5,390 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 308,096 $13.1M 0.01% -5,756 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 303,000 $12.9M 0.99% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 292,197 $12.4M 0.02% -5,550 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 281,487 $12M 0.7% -27,446 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 271,792 $11.5M 0.03% +12,516 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 262,670 $11.2M 1.22% -8,622 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 233,353 $9.43M 1.87% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 214,922 $9.13M 1.38% +30,737 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 202,754 $8.62M 0.15% +80,831 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 200,428 $8.52M 0.01% -22,826 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 197,144 $8.38M <0.01% -1,811 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 $7.73M 0.61% 0 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 171,185 $7.27M 1.37% +24,185 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 164,474 $6.99M 0.04% +2,458 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 159,045 $6.76M 0.36% +5,557 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 153,843 $6.54M 1.92% +48,271 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 148,130 $6.29M 3.1% -933 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 140,717 $5.98M 0.01% -2,240 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 136,674 $5.81M 0.15% -13,836 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 113,498 $4.82M 4.92% -8,577 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 100,986 $4.29M 0.01% -22,308 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 100,700 $4.28M 0.01% +13,200 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 90,971 $3.87M 3% -2,645 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 90,692 $3.85M 0.01% +40,409 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 80,729 $3.43M 0.01% -18,955 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 77,575 $3.3M 1.41% -371 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 73,730 $3.13M 2.47% 13F-HR/A Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 70,950 $3.01M 0.52% -119 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 69,087 $2.94M <0.01% -5,249 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 68,245 $2.9M 0.1% +42,723 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 67,736 $2.88M 0.02% -1,853 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 66,432 $2.82M <0.01% +2,157 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 61,737 $2.62M <0.01% +40,118 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 59,053 $2.51M 0.01% -2,245 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 58,404 $2.48M 1.51% +590 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 51,272 $2.18M 0.01% -797 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 46,616 $1.98M 0.01% +15,872 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,970 $1.91M 0.02% -7,524 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,497 $1.81M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 42,497 $1.81M 0.09% +114 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 40,445 $1.72M 0.21% +5,280 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 36,691 $1.56M 0.02% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 36,302 $1.55M 0.24% +26,302 13F-HR/A Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 34,534 $1.47M 0.14% -700 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,992 $1.44M 0.01% -43 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 32,844 $1.4M 0.75% -53 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 32,678 $1.39M 0.69% -2,953 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 30,565 $1.3M 0.1% -325 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 28,969 $1.23M 0.5% -328 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,178 $1.15M 0.33% -264 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 26,966 $1.15M 0.42% -3,395 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 24,723 $1.05M 0.31% +6,071 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 23,115 $982K 0.66% +6,882 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 23,064 $980K 0.07% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,644 $840K 0.01% +2,405 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 19,708 $837K <0.01% +2,501 13F-HR/A Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 19,492 $828K 0.17% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 18,352 $780K 0.04% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 17,840 $758K 0.01% -601 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 17,764 $755K 0.02% 0 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,389 $739K 0.02% -10,477 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 17,064 $725K <0.01% +2,365 13F-HR/A Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,893 $718K 0.04% -174 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,733 $711K <0.01% -271 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 16,075 $683K <0.01% +3,582 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,421 $655K 0.04% -60 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,645 $622K 0.11% -2,680 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 14,241 $605K 0.21% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,944 $592K 0.04% +952 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,894 $590K 0.01% -217 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,872 $589K 0.26% +1,787 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 12,767 $577K 0.13% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 13,561 $576K 0.33% -343 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 13,409 $569K 0.12% +466 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 12,619 $536K 0.34% +1,361 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 10,604 $526K 0.99% 13F-HR Timeline CLG LLC More: the full row for CLG LLC 12,000 $510K 0.13% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,633 $494K 0.11% +70 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 11,392 $484K <0.01% -2,608 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 11,360 $483K 0.17% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 11,225 $477K <0.01% +500 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 11,123 $473K 0.05% -190 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,100 $472K 0.03% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,083 $471K 0.03% -1,121 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,031 $469K 0.05% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,944 $465K 0.03% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,612 $451K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,386 $441K 0.01% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,001 $425K <0.01% -278 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,767 $415K 0.04% +236 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,205 $391K <0.01% +70 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,101 $387K 0.05% -75 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,938 $380K <0.01% -1,456 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,733 $371K 0.04% -1,208 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 8,695 $369K 0.01% 0 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,687 $369K 0.11% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,341 $367K <0.01% 0 13F-HR Timeline Group J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 8,562 $364K 0.2% -21,766 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 7,991 $354K <0.01% -146 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 8,250 $351K 0.23% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,144 $346K <0.01% -224 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 8,073 $343K <0.01% new 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,979 $337K 0.07% +55 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,863 $334K 0.02% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,449 $316K <0.01% -776 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,366 $313K 0.01% +471 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 7,235 $307K 0.01% +1,170 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,115 $302K 0.01% -2,050 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,327 $287K 1.25% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,286 $267K <0.01% new 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,254 $266K 0.17% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,121 $260K 0.02% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,908 $251K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,885 $250K <0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,873 $250K 0.01% -3 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 5,605 $248K 0.04% -608 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,824 $247K 0.01% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,740 $244K 0.05% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,668 $241K <0.01% +283 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,589 $239K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,610 $238K 0.01% -71 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 5,483 $233K 0.14% -254 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,150 $226K 0.02% -400 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,000 $212K 0.02% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,926 $209K 0.18% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,775 $203K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,761 $202K <0.01% -3,657 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,717 $200K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,122 $175K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,951 $168K <0.01% +215 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 3,660 $156K <0.01% new 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,315 $98.4K 0.03% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,637 $69.5K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,517 $64.5K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,317 $58.3K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,347 $57.2K <0.01% +1,337 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,246 $52.9K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,111 $47.2K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 923 $39.2K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 890 $37.8K <0.01% 0 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 820 $34.8K new Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 575 $25.9K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 485 $20.6K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 464 $19.7K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 457 $19.4K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 415 $17.6K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 312 $13.3K <0.01% +147 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 230 $9.77K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 209 $8.88K <0.01% -8 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 189 $8.03K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 115 $4.89K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 102 $4.33K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 85 $3.61K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71 $3.02K <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 68 $2.89K <0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 67 $2.85K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 50 $2K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 40 $1.7K <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 $1.49K <0.01% 0 13F-HR Timeline Group