BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,684,507 $1.32B 0.09% +233,320 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,493,839 $1.21B 0.06% +54,924 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,324,451 $568M 0.13% +225,427 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,873,111 $528M +190,416 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,695,411 $422M 0.07% +210,762 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,461,122 $306M 0.02% +2,633,114 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,209,858 $199M 0.03% +99,368 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,202,840 $198M 0.05% -124,422 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,990,479 $179M 0.04% +86,446 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,227,217 $110M 0.06% +43,177 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,153,710 $104M 0.13% +1,665 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,052,664 $94.6M 0.09% +265,279 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 996,780 $89.6M 0.08% +86,595 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 790,075 $71M 0.16% +17,073 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 789,156 $70.9M 0.02% +6,069 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 744,792 $66.9M 0.08% +18,740 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 732,893 $65.9M 0.05% +10,753 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 674,848 $60.6M 0.97% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 674,005 $60.6M 2.19% +6,702 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 665,844 $59.8M +44,794 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 555,088 $49.9M 0.08% -7,425 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 489,978 $44M 0.02% +16,630 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 472,791 $42.5M 0.19% -74,311 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 438,772 $39.4M 0.02% -14,952 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 351,463 $31.6M 5.31% -17,843 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 361,569 $30.9M 0.01% +42,214 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 341,020 $30.6M 0.33% +4,194 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 339,713 $30.5M 0.06% +56,625 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 305,589 $27.5M 0.03% -7,115 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 291,507 $26.2M 0.05% +14,820 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 253,046 $22.7M 0.27% -15,615 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 241,259 $21.7M 2.63% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 229,012 $20.6M 0.12% -12,699 13F-HR Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 223,913 $20.1M 4.36% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 221,110 $19.9M 0.86% +14,250 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 212,657 $19.1M 1.4% +1,055 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 201,338 $18.1M 0.05% -32,307 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 200,608 $18M 0.01% +38,326 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 199,990 $18M 0.3% +22,624 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 198,104 $17.8M 2.14% -2,288 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 197,558 $17.8M 1.63% -9,479 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 194,996 $17.5M 0.05% +116,333 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 192,718 $17.3M <0.01% +162,560 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 190,877 $17.2M 0.08% +104,539 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 188,709 $17M 0.07% -68,421 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 179,786 $16.2M 1.94% -5,480 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 166,788 $15M 0.08% +33,572 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 165,740 $14.9M 3.34% +60,960 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 161,395 $14.5M 0.27% +2,781 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 160,318 $14.4M 0.1% +103,683 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 159,417 $14.3M 0.27% -17,642 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 155,120 $13.9M 1.69% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 154,397 $13.9M 0.85% -9,098 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 154,000 $13.8M 0.08% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 152,188 $13.7M 0.29% -5,592 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 146,871 $13.2M 3.84% -5,541 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 143,310 $12.9M 0.06% +11,897 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 142,943 $12.8M 0.01% +102,248 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 141,543 $12.7M 0.2% -4,664 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 138,670 $12.5M 0.08% +2,894 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 133,375 $12.2M 1.73% -36,641 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 135,021 $12.1M 0.18% +10,351 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 132,296 $11.9M 0.71% +1,080 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 124,658 $11.2M 0.06% +2,150 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 124,520 $11.2M 0.87% +6,529 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 123,750 $11.1M 4.34% -5,262 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 124,276 $11M 4.95% +5,287 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 120,316 $10.8M 4.49% +412 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 116,333 $10.7M 0.02% +9,141 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 118,022 $10.6M 2.18% +367 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 114,095 $10.3M 0.44% +3,451 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 113,484 $10.2M <0.01% +13,860 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 110,683 $9.94M 0.01% +6,503 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 107,368 $9.65M 0.01% +1,142 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 106,887 $9.6M 1.87% +4,043 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 106,622 $9.58M 1.64% +1,951 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 106,545 $9.57M 2.36% +46,459 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 105,101 $9.44M 0.04% -16,500 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 104,513 $9.39M 0.03% -15,736 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 102,751 $9.23M 1.58% +7,896 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/ 101,698 $9.13M 0.01% +1,000 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 96,478 $8.67M 0.01% +2,627 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 96,201 $8.64M 0.85% +1,392 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 96,165 $8.64M 0.15% -1,641 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 92,862 $8.34M 0.05% +5,088 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 88,264 $7.93M 0.17% -3,392 13F-HR Timeline Group O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 88,038 $7.91M 2.8% +1,398 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 87,162 $7.83M 0.09% -1,733 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 87,095 $7.83M 0.2% +10,115 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 86,330 $7.76M 0.22% +42,535 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 85,166 $7.65M 0.01% +14,650 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 82,757 $7.44M -6,100 Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 81,875 $7.36M 0.05% 0 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 81,789 $7.35M 0.9% +614 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 80,833 $7.26M 1.78% -12,007 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 80,587 $7.24M 5.97% +3,903 13F-HR Timeline CX Institutional More: the full row for CX Institutional 79,988 $7.19M 0.21% -5,756 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 79,976 $7.19M 2.3% +963 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 78,949 $7.09M 0.08% -6,520 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 78,732 $7.07M <0.01% +50,142 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 78,633 $7.07M +5,813 Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 78,075 $7.02M 1.18% +4,833 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 77,590 $6.97M 0.98% +33,738 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 76,802 $6.9M +26,701 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 76,156 $6.84M 0.06% +1,119 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 75,247 $6.76M 0.02% -550 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 73,655 $6.62M <0.01% -747 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 73,129 $6.57M 0.16% +30,517 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 72,397 $6.5M 3.96% +4,730 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 72,138 $6.48M 1.47% -2,365 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 72,122 $6.48M 0.09% -1,370 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 71,175 $6.4M 0.03% -19,654 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 71,107 $6.39M 0.15% -64,154 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 70,045 $6.29M 0.32% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 69,526 $6.25M 0.16% -887 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 68,725 $6.17M 0.07% -5,531 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 67,727 $6.09M 1.22% +4,659 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 66,747 $6M 1.11% -1,147 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 65,900 $5.92M 1.42% +1,532 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 65,414 $5.88M 0.11% -553 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 64,437 $5.79M 1.41% -6,523 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 63,814 $5.73M 1.95% +6,486 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 63,566 $5.71M 0.05% +18,167 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 62,270 $5.59M 0.07% +11,973 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 61,198 $5.5M 0.21% +48,200 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 60,230 $5.42M 0.52% +634 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 60,180 $5.41M 0.01% +1,455 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 59,892 $5.38M 0.52% -335 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 58,664 $5.27M 0.01% -1,042 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 58,451 $5.25M 2.17% -2,195 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 56,299 $5.06M 0.2% -227 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 55,833 $5.02M 0.24% +1,565 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 55,714 $5.01M 2.81% -1,166 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 55,219 $4.96M 0.06% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 55,377 $4.9M 0.92% -950 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 54,465 $4.89M 0.32% -11,900 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 53,815 $4.84M 0.78% -594 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 53,448 $4.8M 1.07% +818 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 52,896 $4.75M 4.1% -424 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 52,536 $4.72M 1.38% -854 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 52,330 $4.7M 0.18% -5,801 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 52,138 $4.68M 1.65% -268 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 51,258 $4.61M 0.13% -1,943 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 50,935 $4.58M 3.74% -2,855 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,918 $4.58M 0.01% -4,224 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 50,823 $4.57M 1.68% +6,978 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 49,600 $4.46M 0.8% -1,476 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49,589 $4.46M 0.09% +12,495 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 49,317 $4.43M 0.02% -1,707 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 49,135 $4.41M 0.03% -11,211 13F-HR Timeline Group FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 46,418 $4.4M 2.87% -95 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 48,298 $4.34M 0.98% +1,818 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 48,203 $4.33M 1.04% +1,861 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 48,136 $4.33M <0.01% +17,379 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 47,580 $4.28M 0.26% +2,490 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 47,385 $4.26M 0.13% +2,272 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 45,861 $4.12M 0.06% +8,781 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 45,542 $4.09M 0.03% +3,572 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 45,470 $4.09M 0.04% -26,877 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 44,857 $4.03M 0.45% +366 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 44,700 $4.02M 6.56% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 44,678 $4.01M 0.24% -43,251 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 44,462 $3.99M 0.36% +10,148 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 44,318 $3.98M 0.08% -14,582 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 44,214 $3.97M -22,262 Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 44,045 $3.96M 2.16% -2,707 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 44,041 $3.96M 0.12% +1,068 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 42,661 $3.83M 2.09% +37,561 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 42,166 $3.79M 0.69% -4,694 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 41,890 $3.76M 0.26% -382 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 41,875 $3.76M 2.18% -6,025 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 40,723 $3.66M 0.23% +2,903 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 40,453 $3.63M 0.22% +2,863 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 40,248 $3.62M <0.01% +4,727 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,275 $3.61M 0.15% +9,327 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 40,088 $3.6M 0.04% +1,793 13F-HR Timeline INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 40,000 $3.59M 0.44% new 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 16,029 $3.59M 0.96% -213,741 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 39,709 $3.57M +5,933 Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 38,955 $3.5M 1% -348 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 37,902 $3.41M 0.02% +2,698 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 37,851 $3.4M 2.49% +1,681 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 36,959 $3.32M 0.04% +1,294 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 36,917 $3.32M 0.23% +1,612 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 36,276 $3.26M 0.08% -500 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 36,125 $3.25M 0.98% +4,093 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 37,074 $3.23M 1.94% -3,606 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 35,836 $3.22M 0.3% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 35,770 $3.21M 0.06% -12,895 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 35,607 $3.2M 0.7% 13F-HR Timeline SMITH, MOORE & CO. 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