BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,457,943 $1.1B 0.08% +597,519 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,557,064 $969M 0.06% +394,758 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,810,145 $415M 0.11% +430,986 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,604,436 $400M +1,297 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,708,419 $336M 0.07% +417,396 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,441,650 $174M 0.05% +187,723 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,293,935 $164M 0.03% -151,443 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,788,894 $128M 0.03% +127,189 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,172,628 $83.8M 0.11% +74,431 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,053,364 $75.3M 0.05% +25,633 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 895,765 $64M 0.07% +69,887 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 844,512 $60.3M <0.01% +45,074 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 844,045 $60.3M 0.09% +76,586 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 788,964 $56.4M 0.15% +180,037 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 730,867 $52.2M 0.14% -1,840 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 729,589 $52.1M 0.93% +47,438 13F-HR/A Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 717,017 $51.2M -36,028 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 710,823 $50.8M 0.05% +32,531 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 696,254 $50.3M 2.02% +22,024 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 640,759 $45.8M 0.08% +152,586 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 552,802 $39.5M +26,398 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 549,045 $39.2M 0.18% +24,276 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 492,718 $35.2M 0.04% +56,268 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 449,471 $32.1M 0.02% +71,627 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 426,746 $30.5M 0.02% +17,296 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 408,663 $29.2M 0.41% +405,357 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 376,346 $26.9M 0.06% +19,028 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 329,755 $23.6M 3.34% -18,974 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 325,709 $23.3M 0.3% +10,867 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 322,441 $23M 0.12% +57,610 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 321,068 $22.9M 0.06% +39,701 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 285,990 $20.4M 3.97% +17,455 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 276,482 $19.8M 0.01% +67,447 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 276,391 $19.7M 0.03% +4,137 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 252,821 $18.1M 0.33% +4,774 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 236,819 $16.9M 0.01% +19,865 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 222,780 $15.9M 0.11% +17,209 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 215,600 $15.4M 1.34% -22,755 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 202,727 $14.5M 0.05% -2,462 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 200,035 $14.3M 1.84% -11,176 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 199,021 $14.2M 1.19% +2,052 13F-HR Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 194,800 $13.9M 4.5% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 191,021 $13.6M 1.71% -5,655 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 189,731 $13.6M 0.08% +8,366 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 183,006 $13.1M 1.43% +9,885 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 180,982 $12.9M 0.29% +6,207 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 165,513 $11.9M 1.37% +8,446 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 166,236 $11.9M 0.59% +3,380 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 162,489 $11.6M 0.76% -630 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 157,049 $11.2M 0.27% +472 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 154,807 $11.1M 0.24% +10,080 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 151,966 $10.9M 0.22% +338 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 149,478 $10.8M 0.01% +4,619 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 150,166 $10.7M 0.08% +48,711 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 145,991 $10.4M 2.74% +1,059 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 143,673 $10.3M 3.05% -2,873 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 133,215 $9.52M 0.18% 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 132,983 $9.5M 0.08% +118,324 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 130,609 $9.33M 0.05% +4,218 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 130,182 $9.3M 0.05% +1,013 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 124,777 $8.92M 0.61% +8,328 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 123,253 $8.81M 0.13% -994 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 119,691 $8.56M 0.14% -1,836 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 118,727 $8.48M 0.58% +1,963 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 118,359 $8.46M 4.13% +1,179 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 113,128 $8.08M 0.03% +15,805 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 113,098 $8.08M 0.01% -8,538 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 107,597 $7.69M 0.21% +900 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 105,590 $7.54M 0.06% +23,155 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 105,083 $7.51M 0.01% -3,187 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 103,229 $7.45M 1.82% +8,232 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 104,112 $7.44M 1.65% -503 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 103,225 $7.38M <0.01% +28,093 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 102,549 $7.33M 0.37% +3,019 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 102,526 $7.33M 1.43% -811 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 128,803 $7.26M 0.08% +93,754 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100,423 $7.17M 0.04% +2,744 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 101,451 $7.17M 0.17% +4,629 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 97,228 $6.95M 0.74% +1,923 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 95,181 $6.8M 0.01% +3,730 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/ 94,702 $6.76M 0.01% +3,780 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 93,283 $6.67M 0.01% +79,884 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 92,466 $6.61M 0.01% +10,695 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 92,250 $6.59M 1.48% +2,047 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 91,526 $6.54M 0.55% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 90,869 $6.49M 0.08% +860 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 90,213 $6.45M 2.08% +958 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 89,697 $6.41M 0.16% -6,083 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 89,420 $6.39M 0.17% -173 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 89,291 $6.38M 0.07% -634 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 89,159 $6.37M 2.02% +1,510 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 87,836 $6.28M 0.07% -4,065 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 86,506 $6.18M 1.25% -1,992 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 85,854 $6.13M 0.01% +7,625 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 83,826 $5.99M 3.84% -626 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 83,581 $5.92M 2.36% +2,116 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 87,696 $5.83M 1.64% +36,351 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 79,712 $5.7M 0.02% +9,612 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 78,603 $5.62M 0.33% -966 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 77,872 $5.56M 2.25% +5,301 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 76,402 $5.46M 0.01% +8,334 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 75,779 $5.41M 0.1% -10,836 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 75,251 $5.38M 0.15% +3,006 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 74,410 $5.32M 2.13% +1,363 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 73,763 $5.27M 0.11% +361 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 73,227 $5.18M 1.51% +2,598 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 72,275 $5.16M 0.11% +18,595 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,302 $5.09M 0.01% +50,700 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 71,145 $5.08M 0.3% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 70,775 $5.06M 0.36% +1,790 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 70,467 $5.03M 0.24% +2,356 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 70,249 $5.02M 0.06% +1,401 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 69,729 $4.98M 0.37% -1,673 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 68,392 $4.89M 0.01% +38,357 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 67,043 $4.79M 1.14% +780 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 66,986 $4.79M 0.14% +3,215 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 69,939 $4.78M 1.39% -883 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 66,103 $4.72M 2.91% -8,091 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 64,702 $4.62M 1.29% +2,833 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 63,974 $4.57M 3.47% 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 61,046 $4.36M 0.99% +1,905 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 60,732 $4.34M 2.22% 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 60,531 $4.32M 0.07% +1,066 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 59,342 $4.24M 0.56% -463 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 59,115 $4.22M 0.05% -24,772 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 59,108 $4.22M 2.82% -522 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 58,456 $4.18M 2.01% +1,833 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 57,112 $4.08M 0.87% -150 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 56,291 $4.02M 3.78% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 55,133 $3.94M 0.26% +3,140 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,946 $3.93M 0.04% +5,339 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 54,050 $3.86M +8,853 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 53,662 $3.83M +5,753 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 53,562 $3.83M <0.01% +5,975 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 53,439 $3.82M 0.17% +740 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 53,122 $3.8M 0.11% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 52,864 $3.78M 0.16% +3,965 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 52,848 $3.78M 0.01% +599 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 52,372 $3.74M 0.2% +6,104 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 51,708 $3.65M 0.09% +14,755 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 50,827 $3.63M 1.03% +4,749 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 50,370 $3.6M 0.01% -3,121 13F-HR/A Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 50,192 $3.59M 1.8% +2,148 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 49,615 $3.54M 1.38% +92 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 49,377 $3.53M 0.98% +1,913 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 48,679 $3.48M 0.01% -9,080 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 48,323 $3.45M 0.01% -2,105 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 48,005 $3.43M 0.04% +5,650 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 47,657 $3.41M 1.42% +1,779 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 47,471 $3.39M 2.22% -6,015 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 46,836 $3.35M 0.9% -2,743 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,422 $3.32M 0.13% -4,283 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 46,119 $3.3M 0.14% -4,348 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 45,913 $3.28M 0.09% new 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 45,767 $3.27M -8,812 Timeline Triumph Capital Management More: the full row for Triumph Capital Management 45,470 $3.25M 0.7% +31,286 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 44,617 $3.19M 0.38% +749 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44,492 $3.18M 0.21% +11,788 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 44,300 $3.17M 0.85% +170 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 43,775 $3.13M 1.3% +1,187 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 43,734 $3.12M 0.11% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 43,058 $3.08M 0.34% +4,829 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 42,694 $3.05M 0.99% +3,688 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 42,678 $3.05M 0.33% +17,227 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 42,330 $3.02M 0.04% -874 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 41,965 $3M 0.2% +176 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 46,264 $2.96M 2% +926 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 41,341 $2.95M 0.12% +1,930 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 40,541 $2.9M -4,632 Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 40,531 $2.9M 1.06% -1,406 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 40,072 $2.86M 0.04% +2,322 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 39,793 $2.84M <0.01% -1,874 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 39,748 $2.84M 0.07% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 39,635 $2.83M 1.34% +3,286 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 39,325 $2.81M <0.01% +3,003 13F-HR/A Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 39,179 $2.8M 0.02% -4,413 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 38,930 $2.78M 0.07% +9,449 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. 38,500 $2.75M 0.05% +661 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 38,152 $2.73M 0.09% +1,151 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,986 $2.71M 0.07% +154 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 37,020 $2.65M 2.24% -15 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 36,927 $2.64M 1.36% -1,682 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 36,256 $2.59M 0.11% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 36,177 $2.58M 0.52% -39 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 35,925 $2.57M 0.08% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 35,896 $2.56M 0.01% -1,760 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 35,673 $2.55M 0.49% +3,242 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 35,661 $2.55M 0.29% +21,866 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 35,553 $2.54M 0.08% +15,526 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 35,407 $2.53M 0.05% +716 13F-HR Timeline Group INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 35,272 $2.52M 1.77% -32,267 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 34,819 $2.49M <0.01% +1,300 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 34,754 $2.48M 1.18% +15 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 34,485 $2.46M 0.17% +2,794 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,300 $2.45M <0.01% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 34,088 $2.44M 0.68% +20,928 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 32,958 $2.35M 0.22% -596 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 32,760 $2.34M 1.08% -608 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 32,551 $2.33M 2.06% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 32,050 $2.29M 0.04% +676 13F-HR Timeline