BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,451,187 $906M 0.07% -1,006,756 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,438,915 $842M 0.05% -118,149 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,099,024 $382M 0.1% +288,879 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,682,695 $356M +78,259 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,484,649 $281M 0.06% -223,770 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,327,262 $146M 0.04% -114,388 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,110,490 $132M 0.03% -183,445 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,904,033 $119M 0.03% +115,139 13F-HR/A Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,184,040 $74.2M 0.05% +130,676 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,152,045 $72.2M 0.1% -20,583 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 910,185 $57.1M 0.06% +14,420 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 828,008 $50.3M <0.01% -16,504 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 787,385 $49.4M 0.05% +294,667 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 783,087 $49.1M +66,070 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 773,002 $48.5M 0.12% -15,962 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 726,052 $45.5M 0.07% -117,993 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 722,140 $45.3M 0.04% +11,317 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 667,303 $44.7M 1.72% -28,951 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 621,050 $38.9M +68,248 Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 613,656 $38.5M 0.46% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 562,513 $35.3M 0.06% -78,246 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 547,102 $34.3M 0.16% -1,943 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 477,063 $29.9M 0.08% -253,804 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 473,348 $29.7M 0.02% +46,602 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 453,724 $28.4M 0.02% +4,253 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. 418,922 $26.3M 0.38% +10,259 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 369,306 $23.2M 4.22% +83,316 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 336,826 $21.1M 0.27% +11,117 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 312,704 $19.6M 0.03% +36,313 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 319,355 $19.4M 0.01% +42,873 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 283,088 $17.7M 0.05% -37,980 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 276,687 $17.3M 0.04% -99,659 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 241,711 $17.2M 0.11% +18,931 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 268,661 $17M 0.29% +15,840 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 257,130 $16.2M 0.08% -65,311 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 233,645 $14.6M 0.05% +30,918 13F-HR/A Timeline SAVA PENZISKO DRUSHTVO A.D. SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 229,770 $14.4M 4.4% +34,970 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 226,000 $14.2M 1.79% new 13F-HR Timeline Group Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 211,602 $13.3M 1.07% +12,581 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 207,037 $13M 1.36% +24,031 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 206,860 $13M 0.64% +40,624 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 200,392 $12.6M 1.68% +357 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 185,266 $11.6M 1.53% -5,755 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 177,366 $11.1M 0.22% +105,091 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 177,059 $11.1M 0.25% -3,923 13F-HR/A Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 175,500 $11M 0.01% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 170,016 $10.7M 1.17% +4,503 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 163,495 $10.2M 0.71% +1,006 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 162,282 $10.2M 0.01% -74,537 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 158,614 $9.94M 0.21% +3,807 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 157,780 $9.89M 0.23% +731 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 152,412 $9.55M 3.28% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 146,207 $9.16M 0.15% -5,759 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 135,776 $8.51M 0.06% +2,793 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 135,261 $8.48M 0.09% +95,513 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 133,216 $8.35M 0.05% -56,515 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 131,413 $8.24M 0.04% +1,231 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 131,216 $8.22M 0.56% +6,439 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 131,061 $8.21M 4.76% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 129,774 $8.13M 0.01% +37,308 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 129,012 $8.09M 3.86% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 124,670 $7.82M 0.13% +4,979 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 122,508 $7.68M 0.04% -8,101 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 118,989 $7.63M 4.05% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 121,601 $7.62M 0.03% +85,705 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 120,249 $7.54M 0.03% +7,121 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 119,904 $7.52M 3.77% +1,545 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 117,991 $7.4M 0.65% +26,465 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 117,655 $7.37M 1.74% +14,426 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 110,644 $6.94M 0.34% +8,095 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,192 $6.88M 0.02% -42,286 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 106,226 $6.66M 0.01% -6,872 13F-HR Timeline Group Maniro Ltd More: the full row for Maniro Ltd 104,780 $6.57M 1.99% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 104,671 $6.56M 1.29% +2,145 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 104,180 $6.53M <0.01% -903 13F-HR Timeline Group IAM Advisory, LLC More: the full row for IAM Advisory, LLC 102,844 $6.45M 1.44% -1,268 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/ 100,698 $6.31M 0.01% +5,996 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 99,624 $6.24M <0.01% -3,601 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 92,840 $6.22M 1.64% +5,144 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 98,748 $6.19M 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 97,806 $6.13M 0.21% -3,645 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 94,855 $5.95M 1.24% +2,605 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 94,809 $5.94M 0.65% -2,419 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 93,851 $5.88M 0.01% -1,330 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 91,656 $5.74M 0.14% +1,959 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 90,829 $5.69M 0.03% -59,337 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 88,895 $5.57M 0.07% -1,974 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 88,857 $5.57M +63,907 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 87,929 $5.51M 0.21% +44,871 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 87,774 $5.5M 0.04% -17,816 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 86,640 $5.43M 2.22% +3,059 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 86,338 $5.41M 0.04% +27,223 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 81,875 $5.39M 0.05% -46,928 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 85,861 $5.38M 0.32% +7,258 13F-HR Timeline CX Institutional More: the full row for CX Institutional 85,744 $5.37M 0.16% +75,500 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 85,469 $5.36M 0.07% -37,784 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 81,175 $5.09M 0.71% +59,805 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 80,630 $5.05M 0.13% -8,790 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 79,013 $4.95M 2.1% +1,141 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 78,663 $4.93M 0.01% +2,261 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 78,018 $4.92M 0.01% -22,405 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 76,980 $4.83M 0.13% -30,617 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 76,684 $4.81M 4.02% +46,199 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 75,797 $4.75M 0.02% +27,474 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 75,037 $4.7M 0.05% -14,254 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 74,503 $4.67M 1.18% +4,564 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 74,402 $4.66M <0.01% +34,609 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 74,256 $4.65M 0.07% +13,725 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 73,492 $4.61M 0.07% -271 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 73,242 $4.59M 0.9% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 72,820 $4.56M 0.05% -15,016 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 72,685 $4.56M 0.01% -13,169 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 60,227 $4.54M 0.45% +885 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 72,347 $4.53M 0.05% +2,098 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 70,960 $4.5M 1.25% -2,267 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 70,516 $4.42M 0.01% +2,124 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 70,413 $4.41M 0.13% +3,427 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 70,045 $4.39M 0.27% -1,100 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 67,894 $4.26M 0.97% +851 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 67,667 $4.24M 3.14% +3,693 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 66,476 $4.17M +12,426 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 66,430 $4.16M 0.2% -4,037 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 66,365 $4.16M 0.3% -4,410 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 65,967 $4.13M 0.08% -9,812 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 64,368 $4.03M 1.19% -334 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 63,068 $3.95M 0.89% +2,022 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 60,917 $3.82M 0.28% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 60,646 $3.8M 1.84% +2,190 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 60,346 $3.78M 0.04% +43,960 13F-HR Timeline Group Warner Group LLC More: the full row for Warner Group LLC 60,086 $3.77M 2.46% -6,017 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59,706 $3.74M 0.01% +11,027 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 59,596 $3.74M 0.4% +16,918 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 58,900 $3.69M 0.09% +7,192 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 58,725 $3.68M 0.01% +5,877 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 58,131 $3.64M 0.16% +5,267 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 57,328 $3.59M 1.5% +9,671 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 56,880 $3.57M 2.35% -2,228 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 56,635 $3.55M 0.1% +3,513 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 56,526 $3.54M 0.16% +10,407 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 56,327 $3.53M 0.79% -785 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 55,142 $3.46M <0.01% +28,714 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 54,409 $3.41M 0.64% +25,955 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 54,268 $3.4M 0.18% +1,896 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 53,790 $3.37M 3.25% -2,501 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 53,390 $3.35M 1.01% new 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 53,320 $3.34M 3.51% -30,506 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 53,201 $3.33M 0.1% +17,648 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 52,630 $3.3M 0.83% +1,803 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 52,406 $3.28M 1.33% +2,791 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 42,973 $3.22M 0.09% +6,717 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 51,076 $3.2M 0.68% -35,430 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 51,024 $3.2M 0.01% +654 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 50,297 $3.15M 0.04% +7,967 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 50,101 $3.14M -3,561 Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 49,024 $3.07M 0.19% +4,532 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 48,665 $3.05M 0.07% -84,550 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 47,900 $3M 1.47% -26,510 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 46,513 $3M 2% +249 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 46,860 $2.94M 0.6% +1,390 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 46,752 $2.93M 1.89% -719 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 46,480 $2.91M 0.76% -356 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 46,342 $2.9M 0.79% +2,042 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 46,106 $2.89M 0.11% +4,765 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 45,399 $2.85M 0.03% -9,547 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,113 $2.83M 0.1% -1,309 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 45,090 $2.83M 0.19% +3,125 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 44,491 $2.79M 0.34% -126 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 44,073 $2.76M 0.78% -5,304 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 43,852 $2.75M 0.43% +30,292 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 43,845 $2.75M 1.17% +70 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 43,795 $2.75M 0.11% +61 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 42,612 $2.67M 0.07% +3,682 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 42,272 $2.65M 0.2% -27,457 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 41,970 $2.63M 0.02% +15,104 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 34,224 $2.6M 0.25% +3,356 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 40,824 $2.56M 0.88% -1,870 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,695 $2.55M <0.01% -30,607 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 40,680 $2.55M 1.3% +3,753 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 40,625 $2.55M 1.53% +5,353 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 39,303 $2.46M 0.92% -1,228 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 38,295 $2.4M 0.03% -9,710 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 37,820 $2.37M 0.17% +8,820 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 37,590 $2.36M 0.17% +3,105 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 37,334 $2.34M 2.15% +314 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 32,939 $2.33M 1.24% -1,815 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,094 $2.33M 0.05% -892 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 37,080 $2.32M 0.04% +6,513 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 36,776 $2.31M 0.06% -38,475 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 36,577 $2.29M 0.47% +400 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 36,170 $2.27M 1.97% +3,619 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 35,665 $2.24M 0.03% -4,407 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 35,521 $2.23M <0.01% +702 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 35,305 $2.21M 0.17% +6,783 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 35,204 $2.21M 0.01% +5,687 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 34,752 $2.18M 0.18% +12,131 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 34,597 $2.17M 0.16% +7,970 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 34,551 $2.17M 0.02% +33,114 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 34,314 $2.15M 0.24% +20,451 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,164 $2.14M 0.04% -1,243 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 33,776 $2.12M -6,765 Timeline