BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,003,225 $494M 0.04% -860,525 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,163,623 $187M 0.01% -630,962 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,137,746 $141M 0.04% -429,011 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,838,316 $82.5M 0.09% -84,764 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,636,696 $73.4M 0.02% -679,571 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,585,707 $71.2M 0.01% -666,914 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,310,020 $58.8M 0.04% -286,454 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,144,105 $51.3M 0.01% -71,082 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,011,781 $45.4M 0.01% -89,703 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 829,581 $37.2M 0.01% -131,646 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 832,598 $36.6M 0.02% +54,600 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 674,054 $30.3M 0.04% -81,017 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 668,883 $30M 0.05% +58,664 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 626,136 $28.1M 3.12% +280,299 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 613,217 $27.5M 0.07% -116,097 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 561,367 $25.2M 0.04% -190,384 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 474,736 $21.3M 0.03% +68,884 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 460,350 $20.7M -77,511 Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 420,172 $18.9M 0.11% -71,491 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 412,337 $18.5M 4.95% +2,203 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 391,676 $17.6M 0.02% +4,694 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 382,841 $17.2M 0.05% +8,056 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 380,206 $17.1M 1.97% -378,774 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 374,214 $16.8M <0.01% -52,430 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 349,901 $15.7M 0.04% -191,132 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 287,374 $12.9M 0.07% -3,967 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 248,207 $11.1M 0.01% -6,049 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 245,704 $11.1M 0.02% -116,597 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 245,146 $11M 0.55% +15,848 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 232,785 $10.4M 0.51% -3,241 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 227,341 $10.2M 6.16% -5,211 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 180,235 $8.09M 0.91% -30,142 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 175,968 $7.9M 3.66% -5,551 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 166,757 $7.48M <0.01% +97,340 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 164,120 $7.36M 1.76% -6,421 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 163,410 $7.33M 0.03% -34,338 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 161,098 $7.23M 0.08% +139,363 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 125,494 $5.63M 0.29% +7,342 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 124,500 $5.59M <0.01% -463,600 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 117,925 $5.29M 0.01% -331,721 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 109,901 $4.93M 0.01% -77,183 13F-HR Timeline Group Econ Financial Services Corp More: the full row for Econ Financial Services Corp 109,421 $4.91M 2.28% +19,335 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 106,008 $4.76M 2.94% -490 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 102,832 $4.67M 1.99% -3,247 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 103,242 $4.63M 0.02% -4,393 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 101,275 $4.54M 0.54% -38,604 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 100,111 $4.49M 0.05% -3,926 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 96,266 $4.32M 0.14% +65,449 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 95,725 $4.3M -21,798 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 94,346 $4.23M 0.02% -20,960 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 95,041 $4.22M 0.03% -10,248 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 90,556 $4.06M <0.01% +30,817 13F-HR Timeline Group Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 83,368 $3.74M 2.52% +1,148 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/ 82,017 $3.68M <0.01% +3,281 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 80,749 $3.62M 0.05% -7,964 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 78,854 $3.54M 0.08% +3,504 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 78,790 $3.54M 0.07% +5,171 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 75,457 $3.37M 0.02% -53,257 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 74,515 $3.34M 0.11% -13,426 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 73,787 $3.31M 1.23% -4,218 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 71,820 $3.22M 1.81% -2,425 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 70,562 $3.17M 0.95% -710 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 68,439 $3.07M 0.09% -13,866 13F-HR/A Timeline Group Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 59,964 $2.88M 1.49% +12,083 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 63,896 $2.87M 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 62,869 $2.82M 0.86% +600 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 62,175 $2.79M 0.03% -4,035 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 62,155 $2.79M 0.19% -2,157 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 62,004 $2.78M 1.9% +1,335 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 58,357 $2.62M 0.45% -3,199 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 58,106 $2.61M 0.07% +9,332 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 57,660 $2.59M <0.01% -3,724 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 56,963 $2.56M 0.11% -41,240 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 54,869 $2.46M 0.19% -11,601 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,583 $2.4M <0.01% +40,226 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 52,120 $2.34M 0.01% +6,031 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 51,928 $2.33M 0.8% +409 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 49,439 $2.22M 0.29% -7,068 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 48,255 $2.17M 2.11% +2,037 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 47,965 $2.15M 0.5% -1,535 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 47,834 $2.15M 0.03% -1,059 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 47,245 $2.12M 0.28% +13,031 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 46,530 $2.09M <0.01% -5,247 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 45,916 $2.06M 0.05% -8,888 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 45,397 $2.04M 0.01% -1,965 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 45,221 $2.03M 0.99% -707 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 45,181 $2.03M 0.05% -6,879 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 45,101 $2.02M 0.41% -52,579 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 42,795 $1.92M 0.02% -648 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,748 $1.92M 0.01% -15,673 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 42,533 $1.91M 0.08% +1,027 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 42,262 $1.9M 0.01% +19,853 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 41,427 $1.86M 0.22% -708 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 40,159 $1.8M 0.03% +28,229 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 38,557 $1.78M 0.77% -1,034 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 36,660 $1.77M 0.04% -3,005 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 38,566 $1.73M 0.18% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,423 $1.72M 0.01% +403 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 37,860 $1.7M 1.17% -14,111 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 37,671 $1.69M 1.69% +789 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 37,429 $1.68M 0.19% -861 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 37,218 $1.67M 1.4% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 37,097 $1.66M 0.35% -7,874 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 37,021 $1.66M 0.07% -1,970 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 36,723 $1.65M 0.15% -46,123 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 35,987 $1.6M 0.67% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 35,103 $1.58M 0.05% -293 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 35,097 $1.57M 0.7% +3,397 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 33,631 $1.51M 0.63% +4,365 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,050 $1.48M 0.02% -3,534 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 32,166 $1.44M 0.3% -4,093 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 30,677 $1.38M 0.2% -8,499 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 28,766 $1.29M 0.05% -5,907 13F-HR/A Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 28,565 $1.28M 0.22% -7,661 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 28,411 $1.27M 0.02% -995 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,771 $1.25M 0.02% -249,221 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 26,992 $1.21M 0.01% +4,775 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 26,895 $1.21M 0.18% -10,214 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 26,245 $1.18M 0.47% +1,285 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 26,113 $1.17M 0.12% +138 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 26,106 $1.17M 0.06% -12,710 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 26,074 $1.17M 0.63% -5,255 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 25,606 $1.15M 0.06% +20,601 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 25,508 $1.14M 0.5% -5,574 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 25,045 $1.12M 0.05% +2,747 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 24,817 $1.11M 0.11% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 24,219 $1.09M 0.02% +2,487 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 24,023 $1.08M 0.83% +144 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 23,177 $1.04M 0.24% -7,674 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,036 $1.03M 0.02% -1,182 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,887 $1.03M <0.01% +8,857 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 22,882 $1.03M 2.08% +2,374 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 22,291 $1M 0.03% -21,125 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,388 $960K 0.02% +688 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 21,242 $953K 0.22% -9,063 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 20,829 $935K 0.58% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 20,792 $933K 0.07% -1,520 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 20,764 $932K 0.12% +323 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 20,241 $908K 0.02% -2,340 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,187 $906K <0.01% +15,463 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,016 $898K 0.01% -5,412 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 19,668 $883K 0.1% -1,194 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 19,193 $861K 0.09% -2,194 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,992 $852K <0.01% +558 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18,618 $835K 0.12% -2,716 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,864 $802K 0.02% -1,951 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 17,852 $801K 0.19% -1,990 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 17,638 $791K 0.2% -1,583 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,533 $787K 0.2% -293 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,439 $783K <0.01% -1,368 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 17,394 $780K 0.5% +17 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,363 $779K 0.02% -519 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 16,769 $752K <0.01% +14,337 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 16,721 $750K 0.06% +204 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16,567 $743K 0.02% -21,590 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 16,519 $741K 0.06% +7,884 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 16,400 $736K 0.16% +7 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,055 $720K <0.01% -629 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 15,449 $713K <0.01% -6,026 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,614 $702K 0.05% -532 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 15,571 $699K 0.65% +475 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,177 $681K 0.01% +638 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 15,127 $679K <0.01% -1,655 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 15,921 $668K 0.29% -6,398 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 14,587 $655K 0.2% -599 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14,532 $652K 0.39% -93 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 14,178 $636K 0.38% -7,149 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 13,836 $621K <0.01% new 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,398 $601K 0.02% -1,259 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 13,397 $601K 0.21% +184 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,392 $601K <0.01% 0 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 13,304 $597K 0.61% +583 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,202 $592K <0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 13,100 $588K 0.16% -1,343 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,818 $581K 0.18% -17 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12,897 $579K 0.1% +2,580 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 12,896 $579K 0.02% -55,600 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,813 $575K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,466 $559K <0.01% +2,391 13F-HR Timeline Savvy Advisors, Inc. 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