BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,517,348 $116M 0.01% -69,285 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,151,643 $99.3M 2.88% -44,451 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 692,049 $31.9M 0.01% -6,638 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 655,122 $30.2M 0.01% +134,948 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 630,227 $29.1M 0.01% -58,240 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 573,021 $26.4M 0.01% -23,882 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 459,652 $21.2M 0.04% -4,042 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 437,991 $20.2M 1.81% -13,976 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 435,565 $20.1M 0.9% +14,474 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 430,687 $19.9M 1.67% +2,735 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 407,472 $18.8M 2.39% +1,025 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 303,000 $14M 1.06% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 301,484 $13.9M 0.01% -6,612 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 277,222 $12.8M 0.02% -14,975 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 272,801 $12.6M 0.7% -8,686 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 244,650 $11.3M 1.21% -18,020 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 231,757 $10.7M 1.56% +16,835 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 231,378 $10.7M 0.03% -40,414 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 225,661 $10.4M 0.07% +22,907 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 208,685 $9.63M 0.5% +49,640 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 192,912 $8.58M 1.67% +21,727 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 171,284 $7.9M <0.01% -25,860 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 166,959 $7.7M 0.01% -33,469 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 233,353 $7.2M 1.29% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 146,753 $6.77M 3.35% -1,377 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 140,639 $6.43M 0.01% -78 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 118,418 $5.46M 0.03% -46,056 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 115,676 $5.34M 5.2% +2,178 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 106,324 $4.9M 0.12% -30,350 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 104,026 $4.8M 0.01% +3,040 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 93,884 $4.33M 3.38% +2,913 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 92,609 $4.27M 1.72% +34,205 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 79,445 $3.66M <0.01% -11,247 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 76,589 $3.53M 0.01% -4,140 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 70,950 $3.27M 0.54% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 70,657 $3.26M 0.12% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 68,916 $3.18M <0.01% +2,484 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 68,716 $3.17M 0.04% new 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 65,800 $3.04M 1.32% -11,775 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 60,893 $2.81M 3.93% 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,161 $2.73M <0.01% -9,926 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 58,640 $2.71M 0.01% -9,096 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 57,623 $2.66M 0.01% -1,430 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,479 $2.33M 0.01% -793 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 50,600 $2.25M <0.01% -11,137 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 46,991 $2.21M 0.02% +2,021 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 44,799 $2.07M 0.15% +14,234 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 44,065 $2.03M 0.05% +1,568 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 43,586 $2.01M 0.02% +1,089 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 40,445 $1.87M 0.23% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 39,601 $1.83M 0.08% +29,215 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,779 $1.79M <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 33,892 $1.56M 0.01% -100 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 32,853 $1.52M 0.14% -1,681 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 32,611 $1.5M 0.84% -233 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 32,227 $1.49M 1.14% -41,503 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 31,231 $1.44M 0.7% -1,447 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 31,002 $1.43M +30,182 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 29,312 $1.35M <0.01% -17,304 13F-HR/A Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 28,869 $1.33M 0.54% -100 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 28,545 $1.32M 0.17% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 28,498 $1.31M 0.48% +1,532 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 27,654 $1.28M 1.22% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 27,509 $1.27M <0.01% +19,436 13F-HR Timeline Group EQ LLC More: the full row for EQ LLC 26,476 $1.22M 0.34% -702 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,400 $1.22M <0.01% -74,300 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 24,465 $1.13M 0.76% +1,350 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 23,929 $1.1M 0.08% +865 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,415 $988K <0.01% +1,707 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 22,144 $985K 0.15% -14,158 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,903 $964K 0.01% +1,259 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 20,652 $953K 0.05% +2,300 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,320 $891K 0.02% +1,931 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 19,270 $889K <0.01% +3,195 13F-HR/A Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 18,264 $843K 0.03% +500 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 17,535 $809K 0.01% -305 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 16,864 $778K <0.01% +5,472 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,776 $774K <0.01% -288 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 16,200 $747K 0.21% -8,523 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,784 $728K 0.04% -1,109 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,391 $710K <0.01% -1,342 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,011 $692K 0.04% -410 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 14,689 $677K 0.21% +1,280 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,645 $676K 0.11% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 14,636 $675K 0.22% +3,276 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 14,351 $662K 0.7% +3,747 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 14,241 $657K 0.23% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,791 $636K <0.01% +2,566 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 13,550 $625K 0.36% -11 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 13,399 $618K 0.04% -545 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,315 $614K 0.01% -579 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 13,307 $614K 0.41% +688 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,166 $607K 0.27% -706 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 12,767 $581K 0.12% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 12,000 $554K 0.14% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 11,684 $539K 0.29% +3,122 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,432 $527K 0.12% -201 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 11,123 $513K 0.06% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,100 $512K 0.09% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,083 $511K 0.03% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,031 $509K 0.06% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,888 $502K 0.04% -56 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,612 $490K 0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,337 $477K <0.01% +336 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,755 $450K 0.01% +2,389 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,101 $420K 0.06% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 9,065 $418K 0.28% +815 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 8,953 $413K 0.36% -10,539 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 8,933 $412K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,866 $409K <0.01% new 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,712 $402K <0.01% -226 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 8,687 $401K 0.12% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,626 $398K <0.01% +482 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,636 $398K <0.01% +645 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,541 $394K <0.01% +2,255 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,167 $377K 0.01% +2,259 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,077 $373K <0.01% -1,128 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,863 $363K 0.02% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,852 $362K 0.04% -881 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,407 $342K <0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,056 $325K <0.01% -2,285 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,979 $321K 0.07% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,458 $298K 0.24% +975 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,257 $289K 0.16% +3 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,212 $287K <0.01% +544 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,327 $284K 0.95% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,121 $282K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,065 $280K 0.01% -1,170 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,885 $271K <0.01% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,869 $271K 0.01% -4 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,805 $268K 0.01% -1,310 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,765 $266K 0.01% +155 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,740 $265K 0.05% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,824 $259K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,589 $258K <0.01% 0 13F-HR/A Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,446 $251K 0.04% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,404 $249K 0.04% +629 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,313 $245K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,340 $245K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,150 $238K 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,000 $231K 0.02% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,952 $228K 0.05% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,926 $227K 0.2% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,810 $222K 0.05% +93 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 4,625 $213K 0.04% -980 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 4,613 $213K 0.15% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,122 $190K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,089 $142K <0.01% -862 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,835 $84.6K <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 $75.5K <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 $60.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,246 $57.5K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 990 $45.7K <0.01% +100 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 923 $42.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 575 $27K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 485 $22.4K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 464 $21.4K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 415 $19.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 380 $17.5K <0.01% +68 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 344 $15.9K <0.01% +135 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 293 $13.5K <0.01% -164 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 $10.6K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 221 $10.2K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 189 $8.72K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 115 $5.3K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 102 $4.71K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 100 $4.61K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 75 $3.46K <0.01% -1,272 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 71 $3.27K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 67 $3.09K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 62 $2.86K <0.01% new 13F-HR Timeline Group 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 $1.89K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 40 $1.85K <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 $1.61K <0.01% 0 13F-HR Timeline Group