MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,559,411 $88.7M 0.01% +191,238 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,014,462 $57.7M 0.02% +39,904 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 489,567 $27.9M 0.44% +62,622 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 433,729 $24.7M <0.01% -43,187 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 179,023 $10.2M 0.01% +26,975 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 153,619 $8.74M 0.01% +8,601 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 149,987 $8.53M -494 Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 133,614 $7.6M 3.76% 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 129,640 $7.38M 4.37% +2,406 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 122,134 $6.95M <0.01% +2,493 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 93,442 $5.32M 0.58% +6,361 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 92,635 $5.27M 0.01% +3,171 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 89,713 $5.1M 2.85% +130 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 84,830 $4.83M 0.2% +33,473 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 83,853 $4.77M 0.01% +2,735 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 80,004 $4.55M 0.25% -876 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 79,802 $4.54M 0.01% -15,371 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 78,627 $4.47M 0.9% -8,854 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. 77,576 $4.41M <0.01% +58,566 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 77,349 $4.4M 0.56% +5,886 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 76,755 $4.37M 1.02% +7,059 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 73,259 $4.17M 0.03% +2,403 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 69,871 $3.98M 0.01% -11,506 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 68,277 $3.88M 3.31% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 67,898 $3.86M <0.01% +10,709 13F-HR Timeline Group Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 61,657 $3.51M 1.86% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 59,257 $3.37M <0.01% +33,973 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 55,001 $3.13M 0.04% -34,334 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 54,718 $3.11M 0.01% -624 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 51,917 $2.95M 2.37% 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 50,532 $2.87M 0.01% -765 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 47,281 $2.69M <0.01% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 46,980 $2.67M 1.1% +16,895 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 46,460 $2.64M 0.02% -4,953 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 44,363 $2.52M 0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 40,085 $2.28M <0.01% +10,128 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 37,949 $2.16M 0.02% +8,417 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,438 $1.9M <0.01% +109 13F-HR Timeline CX Institutional More: the full row for CX Institutional 33,041 $1.88M 0.06% +977 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 31,686 $1.8M 1.44% 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 30,121 $1.71M 0.21% -14,307 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 28,430 $1.62M -4,534 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,369 $1.61M 0.01% +8,512 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 27,902 $1.59M <0.01% -1,341 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 24,577 $1.58M 0.13% +3,297 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,468 $1.56M 0.04% +2,838 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 26,329 $1.5M <0.01% -137,695 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25,300 $1.44M <0.01% +35 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 25,271 $1.44M 0.15% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 25,050 $1.43M 0.07% +929 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 24,428 $1.39M 0.01% -30,223 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,963 $1.36M 0.03% +1,744 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 23,018 $1.31M <0.01% +553 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 22,455 $1.28M <0.01% -7,708 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21,691 $1.23M <0.01% -980 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,357 $1.1M 0.04% +8,136 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,198 $1.1M 0.3% +2,513 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 19,230 $1.09M 0.48% -600 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,199 $1.09M 0.01% +671 13F-HR Timeline CLG LLC More: the full row for CLG LLC 19,197 $1.09M 0.27% -12,627 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 18,589 $1.06M <0.01% -7,763 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 17,990 $1.02M 0.03% -3,631 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 17,172 $977K 0.15% -3,553 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 17,124 $974K 0.03% +3,535 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,668 $948K 0.01% +995 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,540 $941K <0.01% +10,680 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 16,400 $933K <0.01% -13,400 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 16,166 $920K 0.55% +1,339 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,127 $861K 0.04% -175 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 14,309 $814K <0.01% +2,785 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 14,610 $812K 0.02% new 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 13,716 $780K 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 13,336 $759K 0.01% +2,406 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 13,168 $749K 0.03% new 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 13,101 $745K 0.69% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,697 $722K <0.01% -5,384 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 12,691 $722K 0.08% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,053 $686K 0.01% +7,828 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,716 $669K 0.18% -375 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 11,050 $629K 0.1% -2,048 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 11,030 $627K 0.09% +1,071 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,756 $612K 0.03% -3,640 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 10,297 $586K 0.1% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,049 $568K 0.06% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,311 $568K 0.48% -3,357 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 9,740 $554K 0.2% +2,857 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,341 $549K 0.02% +1,316 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,552 $543K <0.01% -1,174 13F-HR/A Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 8,909 $507K 0.14% -1,801 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,752 $498K 0.03% +353 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,552 $486K 0.06% +61 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,442 $480K 0.02% +79 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,997 $455K 0.03% +294 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 7,896 $449K -1,014 Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,848 $446K <0.01% +1,700 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 7,712 $439K 0.16% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 8,286 $436K 0.42% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,513 $429K <0.01% +46 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 7,527 $428K <0.01% +4,618 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 7,490 $426K 0.38% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,320 $417K <0.01% +446 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,192 $409K <0.01% -4,995 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,977 $391K 0.01% -15,927 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,878 $391K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,750 $384K <0.01% +2 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,670 $379K 0.05% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,650 $378K <0.01% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,590 $375K 0.06% +577 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 6,393 $364K 0.28% -7,530 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,221 $354K 0.01% -2,583 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,220 $354K 0.24% +2,925 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,182 $352K 0.01% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 6,153 $350K 0.32% 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 6,100 $347K 0.48% -35,400 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,946 $338K <0.01% +12 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,860 $333K 0.02% -140 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,805 $330K 0.02% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,572 $317K 0.01% -27 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 5,547 $316K 0.17% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,513 $314K 0.11% +357 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,443 $310K <0.01% -448 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,427 $309K 0.02% +199 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,303 $302K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,255 $299K 0.02% -81 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,244 $298K 0.01% -24,525 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,015 $285K 0.03% 0 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. 4,980 $283K 0.01% +341 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,950 $282K <0.01% 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,900 $279K 0.09% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,890 $278K 0.12% -9 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,730 $269K 0.02% +29 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,375 $249K <0.01% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,354 $248K 0.1% -80 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,328 $246K 0.02% +4 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,171 $237K 0.01% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,120 $237K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,093 $233K <0.01% +872 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,085 $232K <0.01% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,060 $231K 0.13% +285 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,000 $228K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,005 $228K <0.01% +1,550 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,000 $228K 0.05% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,988 $227K <0.01% +1,590 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,891 $221K <0.01% 0 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 3,874 $220K <0.01% 0 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 3,987 $210K 0.04% +15 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,600 $205K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 3,536 $201K 0.13% -120 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,455 $197K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,195 $182K 0.01% -11 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,939 $167K 0.01% -121 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,869 $163K <0.01% -360 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,810 $162K 0.01% -237 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,500 $142K <0.01% -497 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,457 $140K <0.01% +17 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,396 $136K <0.01% +472 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,349 $134K <0.01% +560 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,020 $115K 0.03% 0 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,993 $113K <0.01% +57 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,810 $103K 0.01% +220 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,708 $97.2K <0.01% -362 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,556 $88.5K <0.01% -1,461 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,510 $85.9K <0.01% +350 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,478 $80.7K 0.03% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,355 $77.1K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,175 $66.8K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,113 $63.3K <0.01% -520 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,071 $60.9K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,060 $60.3K <0.01% -34 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 813 $53.5K <0.01% +328 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 845 $48.1K <0.01% -75 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 784 $44.6K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 761 $43.3K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 707 $40.2K 0.03% -299 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 672 $38.7K 0.01% -79 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 646 $36.8K <0.01% -66 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 643 $36.6K <0.01% +2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 643 $36.6K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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