BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,860,424 $1.13B 0.08% +7,072,058 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,162,306 $1B 0.06% +829,163 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,603,139 $426M 0.08% +38,404 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,379,159 $409M 0.12% +519,345 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,291,023 $326M 0.07% +429,692 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,445,378 $186M 0.03% +148,996 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,253,927 $171M 0.06% +210,447 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,661,705 $126M 0.03% +276,850 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,098,197 $83.5M 0.11% +76,881 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,027,731 $78.1M 0.06% +81,559 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 825,878 $62.8M 0.07% +211,339 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 799,438 $60.8M <0.01% +26,337 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 753,045 $57.2M +87,241 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 767,459 $56.8M 0.08% +106,554 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 732,707 $55.7M 0.17% +16,164 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 682,151 $51.9M 1.1% +28,274 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 678,292 $51.6M 0.05% +65,055 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 674,230 $51.2M 2.21% +16,361 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 608,927 $46.3M 0.13% +79,349 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 526,404 $40M +28,707 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 524,769 $39.9M 0.2% +26,866 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 488,173 $37.1M 0.07% -302 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 436,450 $33.2M 0.04% +88,210 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 409,450 $31.1M 0.02% +27,495 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 377,844 $28.7M 0.02% +50,519 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 357,318 $27.2M 0.06% +15,839 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 348,729 $26.5M 4.05% +52,092 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 330,187 $25.1M 0.18% -63,000 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 314,842 $23.9M 0.32% +5,161 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 281,367 $21.4M 0.06% -7,970 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 272,254 $20.7M 0.03% +14,116 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 268,535 $20.4M 4.15% +26,323 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 264,831 $20.1M 0.13% +20,339 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 248,047 $18.9M 0.37% +2,794 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 238,355 $18.1M 2.23% +184,020 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 216,954 $16.5M 0.01% -2,760 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 211,211 $16.1M 2.07% -17,089 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 209,035 $15.8M 0.01% +75,734 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 205,571 $15.6M 0.11% +32,101 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 205,189 $15.6M 0.07% +32,974 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 196,969 $15M 1.28% -5,712 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 196,676 $14.9M 2.13% -2,505 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 181,365 $13.8M 0.09% +30,256 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 174,775 $13.3M 0.32% +49,788 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 173,121 $13.2M 1.55% +13,966 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 163,119 $12.4M 0.83% +62 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 162,856 $12.4M 0.74% +8,554 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 157,067 $11.9M 1.46% +2,244 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 156,577 $11.9M 0.31% -9,859 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 151,628 $11.5M 0.28% -3,527 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 144,727 $11.2M 0.25% +23,874 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 146,546 $11.1M 3.44% +9,860 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 144,859 $11M 0.02% -2,502 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 144,932 $11M 3.11% +1,527 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 129,169 $9.82M 0.06% +3,202 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 126,391 $9.61M 0.06% +27,364 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 124,247 $9.44M 0.12% +25,504 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 121,527 $9.25M 0.16% +13,648 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 121,636 $9.25M 0.01% +32,466 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 117,180 $8.91M 4.4% +1,943 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 116,764 $8.88M 0.63% -8,607 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 116,449 $8.85M 0.66% +3,802 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 114,079 $8.82M 3.06% +2,242 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 108,270 $8.23M 0.01% +11,588 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 106,697 $8.11M 0.23% +6,699 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 104,615 $7.95M 1.79% -3,048 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 103,337 $7.85M 1.64% -1,757 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 101,455 $7.71M 0.07% +70,981 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 99,530 $7.57M 0.39% +4,399 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 97,679 $7.48M 0.05% +6,054 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 98,045 $7.45M 3.76% -2,900 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 97,323 $7.4M 0.03% +2,080 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 96,822 $7.36M 0.14% +13,126 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 95,780 $7.28M 0.19% -5,822 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 95,305 $7.24M 0.79% -1,907 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 94,997 $7.22M 1.88% +15,780 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 91,901 $6.99M 0.08% +9,450 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 91,451 $6.95M 0.01% +4,891 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/ 90,922 $6.91M 0.01% +14,724 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 90,203 $6.86M 1.6% +3,761 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 90,009 $6.84M 0.09% +8,621 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 89,925 $6.84M 0.08% +2,247 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 89,593 $6.81M 0.18% -6,340 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 89,255 $6.78M 2.18% +16,301 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 88,498 $6.73M 1.37% -2,383 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 87,649 $6.66M 2.17% -4,149 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 86,615 $6.58M 0.12% -7,210 13F-HR Timeline Group SFI Advisors, LLC More: the full row for SFI Advisors, LLC 84,452 $6.42M 4.09% -1,657 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 83,887 $6.38M 0.06% +4,993 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 82,435 $6.27M 0.06% +2,512 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 81,771 $6.22M 0.01% +441 13F-HR Timeline Group O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 81,465 $6.19M 2.6% +2,807 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 79,569 $6.05M 0.36% +179 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 78,229 $5.95M 0.01% -82,061 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 75,132 $5.71M <0.01% +30,731 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 74,194 $5.64M 3.88% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 73,047 $5.62M 2.35% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 73,402 $5.58M 0.13% +21,636 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 72,571 $5.52M 2.42% +1,404 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 72,245 $5.49M 0.17% -20,329 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 71,402 $5.43M 0.42% +7,725 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 71,145 $5.41M 0.31% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 70,629 $5.41M 1.75% +3,295 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 70,822 $5.38M 1.84% +189 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 70,100 $5.33M 0.02% -11,505 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 68,985 $5.24M 0.38% +3,841 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 68,848 $5.23M 0.07% +12,252 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 68,111 $5.18M 0.31% +34,373 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 68,068 $5.17M 0.01% +4,098 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 67,539 $5.12M 1.84% +34,515 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 66,263 $5.04M 1.16% -393 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 65,101 $4.95M 0.19% -14,407 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 63,771 $4.85M 0.16% +2,525 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 61,869 $4.7M 1.36% -18,754 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 59,805 $4.55M 0.64% -205 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 59,630 $4.53M 3% +636 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 59,465 $4.52M 0.07% +3,580 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 59,141 $4.5M 1.02% +4,088 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 57,759 $4.39M 0.01% +7,515 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 57,262 $4.35M 0.93% -650 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 56,623 $4.3M 2.08% +1,000 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 54,579 $4.15M +1,527 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 53,680 $4.08M 0.09% +7,726 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 53,491 $4.07M 0.02% +8,667 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 53,486 $4.07M 2.71% -18,183 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 52,699 $4.01M 0.19% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,249 $3.97M 0.01% -392 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 51,993 $3.95M 0.26% +10,683 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 51,345 $3.94M 1.2% +7,920 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 50,705 $3.85M 0.15% +882 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 50,467 $3.84M 0.17% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 50,428 $3.83M 0.02% +4,745 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 49,607 $3.77M 0.07% +10,865 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 49,579 $3.77M 1.03% +2,807 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 49,523 $3.76M 1.5% -4,888 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 48,899 $3.72M 0.16% +4,201 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 48,044 $3.65M 1.96% +2,578 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 47,909 $3.64M -3,925 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 47,587 $3.62M <0.01% +1,945 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 47,464 $3.61M 1.03% +781 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 47,444 $3.61M 0.16% -22,363 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 46,268 $3.52M 0.22% +528 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 46,078 $3.5M 1.02% +3,958 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 45,338 $3.49M 2.58% -296 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 45,878 $3.49M 1.5% +1,063 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 45,173 $3.44M +318 Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 45,197 $3.44M +9,855 Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 44,130 $3.35M 0.92% -5,085 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 43,868 $3.33M 0.39% +1,391 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 43,592 $3.3M 0.04% +8,401 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 43,204 $3.28M 0.05% +408 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 43,106 $3.28M 0.07% +885 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 42,588 $3.24M 1.38% -465 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 42,355 $3.22M 0.04% +12,682 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 41,937 $3.19M 1.32% -1,198 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 41,789 $3.18M 0.22% +1,258 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 41,667 $3.17M <0.01% -12,677 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 40,600 $3.09M 2.42% -8,300 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39,411 $3M 0.12% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 39,006 $2.96M 1.03% +381 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 38,609 $2.93M 1.55% +2,423 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 38,229 $2.91M 0.39% +1,384 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 37,839 $2.88M 0.06% +19,420 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,832 $2.88M 0.07% +17,431 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 37,750 $2.87M 0.04% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 37,656 $2.86M 0.01% +990 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 37,035 $2.82M 2.43% -7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 37,001 $2.81M 0.1% +9,621 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 36,953 $2.81M 0.07% +1,425 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 36,349 $2.76M 0.7% +4,626 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,322 $2.76M <0.01% +19,465 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 36,216 $2.75M 0.57% -510 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,179 $2.67M 0.17% -39 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 35,049 $2.66M 0.03% -4,676 13F-HR/A Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 34,739 $2.64M 1.26% +8,875 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,691 $2.64M 0.05% +153 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 34,631 $2.63M 0.6% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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