BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,885,901 $192M 0.02% -304,319 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,118,575 $102M 0.01% +111,536 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,311,665 $75.5M 0.03% +102,294 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,422,611 $46.4M -529,131 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,342,508 $43.8M 0.01% +195,221 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,012,710 $33.1M <0.01% +404,916 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 910,310 $29.7M 0.04% +63,747 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 684,877 $22.4M 0.08% +77,010 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 607,352 $19.8M 0.01% +2,911 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 595,877 $19.5M 0.01% +496,278 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 553,546 $18.1M 0.01% -106,689 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 441,085 $14.4M <0.01% +91,290 13F-HR Timeline Group Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 433,742 $14.2M 0.05% -14,246 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 426,580 $13.9M <0.01% -42,484 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 410,450 $13.4M 0.01% -48,156 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 374,505 $12.2M +21,554 Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 362,407 $11.8M 1.08% +14,469 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 343,383 $11.2M 0.02% -1,198 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 333,567 $10.9M 0.02% -50,231 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 287,787 $9.4M +20,162 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 285,015 $9.31M 0.01% +79,754 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 278,607 $9.1M 0.23% +137,847 13F-HR/A Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 245,767 $8.02M 0.78% -2,800 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 243,463 $7.95M 0.02% +23,375 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 217,304 $7.09M 0.02% -19,732 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 214,543 $7M 0.02% +7,340 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 212,183 $6.93M 2.77% +199,844 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 211,505 $6.91M 1.39% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 202,744 $6.62M 0.01% +22,383 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 182,445 $5.96M 0.09% +23,825 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 174,748 $5.71M 0.02% -961 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 158,040 $5.16M 0.75% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 154,602 $5.05M 0.01% +117,435 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 141,090 $4.61M 0.01% +14,792 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 122,308 $3.99M 0.01% +11,714 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 121,608 $3.98M 0.09% -4,260 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 119,625 $3.91M 0.86% +4,925 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 114,428 $3.74M 0.28% +12,903 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 111,978 $3.64M <0.01% +38,517 13F-HR Timeline Group Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 110,000 $3.59M 0.08% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 109,025 $3.56M 0.01% +7,729 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 106,265 $3.47M 0.02% +671 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 106,013 $3.46M 1.11% -15,925 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 105,935 $3.46M <0.01% +1,712 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 103,245 $3.37M 1.62% -1,961 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 102,823 $3.36M <0.01% -248 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 101,218 $3.3M 0.27% +24,291 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 100,353 $3.28M 0.06% +24,730 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 99,891 $3.26M 1.29% +140 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 97,804 $3.19M 0.06% +2,807 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 95,217 $3.11M 0.02% +7,492 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 93,733 $3.06M <0.01% -14,281 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 90,668 $2.96M <0.01% +5,782 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 80,555 $2.63M 0.02% -5,689 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 68,794 $2.25M 0.02% +10,182 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 68,071 $2.22M <0.01% +15,069 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 67,480 $2.2M <0.01% +3,918 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 65,852 $2.15M 0.03% -1,429 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 62,029 $2.08M 0.03% +2,545 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 62,681 $2.05M 0.06% +7,170 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 62,600 $2.04M 0.01% +16,800 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 61,177 $2M 0.01% +9,415 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 59,699 $1.95M 0.03% +1,429 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 59,574 $1.95M 0.02% +3,824 13F-HR/A Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,315 $1.81M 0.01% +17,551 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 54,851 $1.79M 0.05% -13,661 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,505 $1.62M 0.13% +3,711 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 48,312 $1.58M 0.2% +4,915 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 47,750 $1.56M 0.04% new 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 45,766 $1.49M 0.05% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 45,187 $1.48M 0.62% -1,079 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 45,011 $1.47M 0.2% +2,502 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 43,673 $1.43M 0.03% -45,747 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 42,961 $1.4M 0.19% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 42,643 $1.39M 0.3% -4,383 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,696 $1.37M <0.01% -6,765 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 41,644 $1.36M 0.11% +4,186 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,705 $1.33M 0.02% +1,652 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 40,494 $1.32M 0.39% -1,000 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 40,143 $1.31M -1,589 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 39,704 $1.3M <0.01% -73,806 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 38,507 $1.26M -3,865 Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,982 $1.24M 0.02% +2,850 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,860 $1.2M 0.01% -4,359 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,318 $1.19M <0.01% -1,007 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,011 $1.18M 0.01% -6,552 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 35,269 $1.15M 0.01% +14,200 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 34,286 $1.12M 0.07% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 34,119 $1.11M 0.09% +354 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 33,627 $1.1M 0.64% -7,916 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 31,939 $1.05M 0.29% +12 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 31,321 $1.02M 0.01% +6,669 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 30,154 $985K 0.04% -17,076 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,965 $978K 0.02% -31,717 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 29,650 $968K 0.15% +1,390 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 28,621 $934K 0.08% +263 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 28,603 $934K 0.37% -2,257 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/ 28,137 $919K <0.01% -281 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 27,026 $882K <0.01% +319 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 26,504 $865K 0.36% -322 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 26,398 $862K 0.08% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 26,382 $861K <0.01% -1,004 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 26,367 $861K 0.8% -1,023 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 26,119 $853K <0.01% +2,241 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,799 $851K 0.02% +11,915 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 26,042 $850K <0.01% -3,306 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 25,271 $825K <0.01% -4,472 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 24,919 $814K 0.16% +320 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 24,380 $796K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 23,275 $760K 0.03% +3,784 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,726 $742K 0.02% +1,349 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 22,457 $733K 0.16% +1,836 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,221 $693K 0.09% -1,792 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 20,336 $664K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 20,049 $655K 0.22% -859 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,480 $636K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,473 $636K 0.01% +13,922 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 19,358 $632K 0.06% +3,988 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 19,102 $624K 0.05% +1,084 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,017 $621K <0.01% -798 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 18,881 $616K 0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 18,355 $599K <0.01% -2,434 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 17,927 $592K 0.4% +7,590 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 18,036 $589K 0.06% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 17,823 $581K 0.16% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,649 $576K 0.08% +50 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,567 $575K <0.01% -2,120 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,439 $569K 0.03% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 17,291 $565K 1.36% -50 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,281 $564K 0.02% +552 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 17,107 $559K 0.35% -156 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 16,941 $553K 0.21% +4 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,669 $544K 0.02% -7,450 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,595 $542K 0.03% +945 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 16,242 $530K 0.29% +51 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,946 $521K 0.02% +144 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,500 $518K 0.01% +5,744 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 15,793 $517K 0.13% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 15,470 $505K <0.01% +1,650 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,187 $496K 0.02% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 15,155 $495K 0.07% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,816 $484K <0.01% -85,975 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,683 $479K 0.02% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 14,670 $479K 0.04% -170 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 14,500 $473K <0.01% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,413 $471K 0.06% -967 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 14,403 $470K 0.24% +3,096 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,278 $466K 0.02% -135 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14,167 $463K 0.02% -71,896 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,177 $463K 0.01% -1,577 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 14,028 $458K <0.01% -35,932 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,768 $450K 0.01% -3,560 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 13,528 $442K 0.12% -186 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,434 $439K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,393 $437K 0.01% -20 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,331 $435K <0.01% +1,161 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,319 $435K 0.01% +69 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,709 $415K <0.01% -939 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,596 $412K 0.01% +1,094 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 12,339 $403K 0.1% -2,439 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 12,327 $402K 0.01% -3,150 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 12,247 $400K <0.01% -2,045 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 12,211 $399K 0.19% -4,917 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,200 $398K <0.01% +46 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,157 $397K 0.03% +2,046 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 12,075 $394K 0.14% +1,317 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,772 $384K 0.04% -2,762 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,553 $377K <0.01% +326 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 11,506 $376K 0.1% +589 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,505 $376K <0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,444 $374K 0.01% -273 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 11,181 $365K 0.06% +225 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,993 $359K 0.01% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 10,862 $355K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,676 $349K 0.03% -2,982 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 10,650 $348K 0.15% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,592 $346K 0.14% +630 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,294 $336K 0.02% +919 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,250 $335K 0.01% -1,150 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 10,230 $334K 0.12% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,092 $330K <0.01% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. 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More: the full row for Jefferies Financial Group Inc. 9,051 $296K <0.01% +1,535 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 9,012 $294K 0.02% +156 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 9,000 $294K <0.01% 0 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,987 $293K 0.03% -77 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,847 $289K 0.01% -838 13F-HR Timeline