MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,333,143 $932M 0.06% +619,086 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,788,366 $589M 0.05% +521,199 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,564,735 $421M 0.09% +149,837 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,859,814 $367M 0.12% +712,262 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,861,331 $292M 0.06% +163,539 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,296,382 $174M 0.03% +384,777 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,043,480 $154M 0.05% +79,852 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,384,855 $105M 0.03% +71,343 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,021,316 $77.2M 0.1% +50,033 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 946,172 $71.6M 0.06% +122,428 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 773,101 $58.4M <0.01% -233,604 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 716,543 $54.2M 0.19% +3,885 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 665,804 $50.3M +50,473 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 660,905 $49.9M 0.09% +88,619 13F-HR/A Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 653,877 $49.4M 1.19% +42,044 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 657,869 $49M 2.29% +44,198 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 614,539 $46.4M 0.08% +76,908 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 613,237 $46.4M 0.05% +115,764 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 529,578 $40M 0.12% +84,692 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 488,475 $38.4M 0.08% +14,342 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 497,903 $37.6M 0.2% +38,845 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 497,697 $37.6M +3,045 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 393,187 $29.7M 0.18% +45,000 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 381,955 $28.9M 0.02% -11,733 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 348,240 $26.3M 0.03% +73,484 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 341,479 $25.8M 0.07% +27,835 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 327,325 $24.7M 0.02% +62,793 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 309,681 $23.4M 0.34% +13,946 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 296,637 $22.4M 3.62% +64,615 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 289,337 $21.9M 0.06% +54,445 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 272,577 $20.6M 3.16% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 258,138 $19.5M 0.03% +1,621 13F-HR Timeline Group Marks Wealth, LLC More: the full row for Marks Wealth, LLC 246,900 $18.7M 6.05% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 245,253 $18.5M 0.46% +20,302 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 244,492 $18.5M 0.14% +114,993 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 242,212 $18.3M 4.24% +101,187 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 228,300 $17.3M 2.41% -6,371 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 219,714 $16.6M 0.01% -35,530 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 202,681 $15.3M 1.4% -6,570 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 199,181 $14.5M 1.97% +5,615 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 173,470 $13.1M 0.11% +31,714 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 172,215 $13M 0.07% +46,670 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 166,436 $12.6M 0.44% -1,635 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 163,057 $12.3M 0.87% +15,129 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 160,290 $12.1M 0.02% +112,459 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 159,155 $12M 1.61% -322 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 155,155 $11.7M 0.35% +21,221 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 154,823 $11.7M 1.57% +11,564 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 154,302 $11.7M 1.1% -3,964 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 151,109 $11.4M 0.08% -11,098 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 147,361 $11.2M 0.02% -10,291 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 143,405 $10.8M 3.64% -1,199 13F-HR/A Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 136,686 $10.3M 3.6% -5,964 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 133,301 $9.94M 0.01% +63,375 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 130,049 $9.83M 0.61% +56,743 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 125,967 $9.52M 0.06% +14,803 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 125,371 $9.48M 0.69% +15,839 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 124,987 $9.45M 0.26% +15,091 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 120,853 $9.02M 0.23% +16,608 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 115,237 $8.71M 4.81% +119 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 112,936 $8.54M 0.05% +15,460 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 112,647 $8.51M 0.71% +2,529 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 111,837 $8.45M 3.42% +2,052 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 109,012 $8.24M 0.01% -7,066 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 107,879 $8.16M 0.15% +35,858 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 107,663 $8.14M 1.95% +18,871 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 105,094 $7.94M 1.8% -10,130 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 101,602 $7.68M 0.22% new 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 100,945 $7.63M 4.3% +30,006 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 99,998 $7.56M 0.23% +3,398 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 99,027 $7.48M 0.06% +9,771 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 98,743 $7.46M 0.1% -16,148 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 97,212 $7.35M 0.88% +22 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 96,682 $7.31M 0.01% +1,952 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 95,933 $7.25M 0.21% -18,321 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 95,243 $7.2M 0.03% +50,102 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 95,131 $7.19M 0.42% -379 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,825 $7.09M 0.12% -799 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 92,574 $7M 0.24% +86,494 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 91,798 $6.94M 2.32% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 90,881 $6.87M 1.53% +46,318 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 91,625 $6.81M 0.05% +82,483 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 89,170 $6.74M 0.01% +5,205 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 87,678 $6.63M 0.08% -24,329 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 86,560 $6.54M 0.01% +2,122 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 86,442 $6.53M 1.6% +615 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 86,109 $6.51M 4.5% -3,961 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 85,824 $6.49M 0.07% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 83,696 $6.33M 0.13% +727 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 82,451 $6.23M 0.08% +26,049 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 81,605 $6.17M 0.02% +7,440 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 81,388 $6.15M 0.08% +5,834 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,330 $6.15M 0.01% -15,464 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 80,623 $6.09M 1.91% +2,601 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 79,923 $6.04M 0.07% +87 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 79,508 $6.01M 0.26% +10,200 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 79,390 $6M 0.39% -3,937 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 79,217 $5.99M 1.73% +11,827 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 78,658 $5.97M 2.63% +12,979 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 78,894 $5.96M 0.06% -7,926 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/ 76,198 $5.76M 0.01% +3,929 13F-HR/A Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 72,954 $5.51M 1.83% +1,016 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 71,669 $5.42M 3.67% -26,237 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 71,167 $5.38M 2.56% -6,065 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 71,145 $5.38M 0.26% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 69,807 $5.28M 0.26% -816 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 67,334 $5.11M 1.84% -105 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 70,633 $5.11M 1.65% -1,531 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 66,656 $5.04M 1.26% -6,898 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 65,144 $4.92M 0.37% +15,335 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 63,970 $4.83M 0.01% +3,780 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 63,677 $4.81M 0.39% -2,262 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 61,246 $4.63M 0.16% +4,618 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 60,010 $4.54M 0.68% -250 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 58,994 $4.46M 3.11% -201 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 57,912 $4.38M 1.01% -3,000 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 56,596 $4.28M 0.06% -4,172 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 55,885 $4.22M 0.08% +8,989 13F-HR Timeline Group Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 55,623 $4.2M 2.2% -310 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 55,053 $4.16M 1.02% +2,888 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 54,411 $4.11M 1.81% -3,291 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 54,344 $4.11M <0.01% -653 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 54,335 $4.11M 0.56% -3,345 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 53,200 $4.02M 0.01% new 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 53,052 $4.01M -13,149 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,641 $3.98M 0.01% +5,000 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 51,834 $3.92M -11,932 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 51,766 $3.91M 0.1% +2,639 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 50,244 $3.8M 0.01% +3,524 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 49,823 $3.77M 0.16% +5,343 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 49,215 $3.72M 1.12% -20,637 13F-HR Timeline Florin Court Capital LLP More: the full row for Florin Court Capital LLP 48,900 $3.7M 3.78% -80,700 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 46,772 $3.54M 0.98% -3,630 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 46,683 $3.53M 1.11% +3,783 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 45,954 $3.47M 0.11% +15,802 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 45,634 $3.46M 3.2% -4,757 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 45,740 $3.46M 0.24% +2,308 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 45,683 $3.45M 0.02% +30 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 45,642 $3.45M <0.01% +14,539 13F-HR Timeline Group CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 45,466 $3.44M 2.1% +2,672 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 46,839 $3.4M 0.49% -770 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 44,855 $3.39M +27,401 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 44,824 $3.39M 0.01% +6,311 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 44,698 $3.38M 0.16% +1,174 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 44,403 $3.36M 0.15% +4,866 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 44,401 $3.36M <0.01% +15,830 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 44,216 $3.34M 0.08% -28,073 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 44,815 $3.28M 1.53% -5,485 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 43,135 $3.26M 1.52% -812 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 43,053 $3.25M 1.5% +2,238 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 42,829 $3.24M 0.4% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,796 $3.23M 0.05% +2,722 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 42,477 $3.21M 0.44% +5,804 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 42,221 $3.19M 0.07% +32,971 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 42,120 $3.18M 1.63% +1,440 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 43,425 $3.15M 1.09% +5,585 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 41,310 $3.12M 0.23% +3,707 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 40,531 $3.06M 0.23% +229 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 39,725 $3M 0.04% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 38,742 $2.93M 0.06% +15,535 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 38,625 $2.92M 1.05% -5,091 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 38,466 $2.91M 0.38% -403 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 37,042 $2.8M 2.48% -2,727 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 37,000 $2.8M 0.01% -4,600 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 36,845 $2.78M 0.53% +282 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 36,726 $2.78M 0.61% -623 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 36,666 $2.77M 0.01% +2,089 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 36,186 $2.73M 1.62% -36,227 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 35,528 $2.69M 0.07% -181 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 35,342 $2.67M +3,979 Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,218 $2.66M 0.19% +3,127 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 35,191 $2.66M 0.03% -37 13F-HR/A Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 35,075 $2.65M 0.24% -216 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,538 $2.61M 0.06% +494 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 34,247 $2.59M 0.25% +1,681 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 33,850 $2.56M 0.01% +3,840 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,738 $2.55M 0.2% +2,600 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 33,447 $2.53M 0.06% -3,438 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 33,368 $2.52M 1.21% +766 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 33,024 $2.5M 1.74% +25,702 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 32,292 $2.44M 0.52% -1,654 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,232 $2.44M <0.01% -2,990 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 32,146 $2.43M 1.15% -123 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 31,853 $2.41M 1.19% -233 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 31,512 $2.38M 0.15% +21,660 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 31,354 $2.37M 0.66% -61 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 31,331 $2.37M 0.05% +4,857 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 30,996 $2.35M 0.25% +5,290 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 30,474 $2.3M 0.02% +666 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 30,160 $2.28M 0.19% +1,249 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 29,821 $2.25M 0.24% -1,538 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 29,673 $2.24M 0.03% +9,853 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 29,479 $2.23M 0.77% +646 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 28,980 $2.19M 0.49% -325 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 28,674 $2.17M 0.63% -581 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 31,723 $2.13M 1.46% +4,414 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,093 $2.12M 0.09% -77 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 27,791 $2.1M 1.33% +1,568 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 27,435 $2.07M 0.03% -1,212 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 27,380 $2.07M 0.08% -41 13F-HR Timeline Group