BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,823,331 $178M 0.01% +51,231 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,231,914 $121M 0.03% +120,717 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,108,969 $109M 0.29% +2,477 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 660,979 $64.7M <0.01% +37,395 13F-HR/A Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 470,404 $46M 8.32% +43,546 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 356,236 $34.9M 0.34% +34,327 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 305,544 $29.9M -22,554 Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 238,772 $23.4M 5.86% +4,895 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 209,632 $20.5M 4.1% -24,557 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 195,158 $19.1M <0.01% -4,367 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 176,449 $17.3M 1.41% -5,635 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 170,196 $16.7M 0.06% -9,729 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 159,377 $15.6M 0.02% +19,297 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 145,021 $14.2M 0.46% +21,288 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 143,324 $14M 1.62% +6,595 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 140,919 $13.8M 0.12% +9,207 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 139,948 $13.7M 0.25% +3,417 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. 136,318 $13.3M 0.26% -2,787 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 126,335 $12.4M 0.02% +75,309 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 109,167 $10.7M 1.42% +9,329 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 104,090 $10.2M 2.06% +10,799 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 104,003 $10.2M <0.01% -2,312 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 103,378 $10.1M <0.01% +17,770 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 102,912 $10.1M 0.46% +6,735 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 91,425 $8.95M 0.01% +41,587 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,309 $8.54M 0.02% +7,851 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 82,372 $8.06M 0.37% +3,311 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 78,435 $7.67M <0.01% +19,317 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 78,358 $7.67M <0.01% +3,471 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 76,271 $7.5M 3.18% +9,865 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 76,631 $7.5M 0.01% +11,633 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 71,724 $7.02M <0.01% +49,209 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 61,921 $6.06M 3.56% +13,026 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 59,858 $5.95M 0.55% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 59,876 $5.86M 0.1% new 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 59,244 $5.8M 0.03% +1,603 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54,897 $5.37M <0.01% +37,311 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 53,325 $5.22M 0.13% +289 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 52,918 $5.18M 0.67% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,100 $4.9M <0.01% +5,308 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 50,020 $4.89M 0.28% +11,545 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 48,240 $4.72M 1.42% +2,343 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 46,774 $4.58M 0.03% -22,186 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 44,571 $4.36M 1.77% +3,064 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 42,294 $4.14M 0.54% +4,626 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 41,989 $4.13M 1.75% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,812 $4.1M 0.01% +1,126 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 37,319 $3.65M <0.01% +2,135 13F-HR Timeline Group SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 36,753 $3.6M 2.97% +3,546 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,706 $3.59M 0.04% +1,121 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 32,984 $3.23M <0.01% +13,395 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 31,308 $3.06M 0.07% +175 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 28,219 $2.77M 0.04% -820 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 27,479 $2.69M 0.02% +3,327 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 27,271 $2.67M <0.01% -1,795 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 26,870 $2.63M 0.45% -4,247 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 26,806 $2.62M 0.1% -2,928 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,925 $2.34M <0.01% -12,399 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 22,932 $2.24M 0.49% -90,714 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 22,932 $2.24M 0.35% -90,714 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 22,327 $2.18M 0.13% +2,813 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 21,483 $2.1M <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 20,236 $1.98M 0.05% +2,192 13F-HR/A Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 18,710 $1.83M 0.2% +1,365 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 18,273 $1.79M 0.28% -835 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,290 $1.59M 0.01% -374 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 16,168 $1.59M 1.12% -1,556 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 15,717 $1.54M 0.21% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 15,699 $1.54M <0.01% new 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,580 $1.52M 0.26% 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 15,490 $1.52M <0.01% +4,871 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 15,415 $1.51M 0.59% +513 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,683 $1.44M 0.02% +327 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,290 $1.4M 0.01% +734 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,890 $1.36M 0.02% +594 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,750 $1.35M 0.24% 0 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,687 $1.34M <0.01% -539 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 13,523 $1.32M 0.04% -793 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 13,457 $1.32M 0.65% +64 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,136 $1.29M 0.5% -280 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,848 $1.26M <0.01% +1,178 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,819 $1.25M 0.14% -301 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 12,670 $1.24M 0.9% -1,662 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,890 $1.16M <0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,624 $1.14M 0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,289 $1.1M <0.01% -14,528 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,901 $1.07M 0.01% +329 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,344 $1.01M <0.01% +5,927 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,316 $1.01M 0.05% -48 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 9,989 $977K 0.18% -1,942 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,943 $973K 0.01% -503 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,483 $830K 0.3% +293 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 8,213 $804K <0.01% +2,299 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,683 $752K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,641 $748K 0.01% +382 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,275 $712K <0.01% -112 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,194 $704K 0.02% -65 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,153 $700K 0.03% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,636 $649K 0.02% -74,748 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,170 $604K <0.01% -691 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 6,162 $603K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,879 $575K 0.24% -70 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,875 $575K 0.31% +1,048 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,501 $538K 0.08% -2,337 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,223 $511K 0.04% +642 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,995 $489K 0.01% -1,389 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,922 $482K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,858 $475K 0.04% +1,017 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,857 $475K 0.39% -46 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 4,696 $460K <0.01% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,576 $448K 0.24% -32 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,399 $430K <0.01% -996 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,348 $425K 0.01% +21 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,102 $401K 0.08% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,009 $392K 0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,976 $389K 0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,934 $385K <0.01% -28 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,874 $379K 0.01% +1,586 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,813 $373K 0.03% +907 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,705 $363K 0.01% +297 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,702 $362K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,633 $358K <0.01% +4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,494 $342K 0.01% +350 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,002 $294K <0.01% +56 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,965 $290K 0.03% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,775 $272K 0.07% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,770 $271K <0.01% +1,811 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,766 $271K <0.01% +37 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,671 $261K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,648 $259K 0.06% -1,565 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,628 $257K 0.01% -484 13F-HR Timeline Group Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 2,619 $256K 0.22% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,606 $255K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,597 $254K 0.01% +15 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,276 $223K 0.05% -4 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 2,259 $221K 0.13% -1,900 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,220 $217K <0.01% new 13F-HR Timeline Group Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,168 $212K 0.19% 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,164 $212K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,159 $211K <0.01% -214 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,158 $211K 0.03% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,152 $211K <0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,071 $203K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,770 $173K <0.01% -301 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,667 $163K 0.12% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,633 $160K 0.07% -107 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,534 $150K 0.01% -212 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,475 $144K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $137K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,381 $135K 0.03% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,340 $131K 0.06% -11,210 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,094 $107K <0.01% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,085 $106K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,071 $105K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 937 $91.7K 0.02% -347 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 696 $68.1K 0.03% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 575 $56.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 560 $54.8K 0.01% +9 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 555 $54K 0.05% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 488 $47.8K <0.01% new 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 460 $45K 0.02% +60 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 399 $39K <0.01% +369 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 394 $38.5K <0.01% +5 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 375 $36.7K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 345 $33.8K <0.01% -178 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 331 $32.4K <0.01% +40 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 304 $29.7K <0.01% -5,019 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 294 $28.8K <0.01% +3 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 275 $27K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 259 $25K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 253 $24.8K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 240 $23.5K <0.01% 0 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 206 $20.2K 0.01% -4,984 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 198 $19.4K <0.01% -4 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 183 $17.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 156 $15.3K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 126 $12.3K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 105 $10.3K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 105 $10.3K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 96 $9.39K <0.01% -122 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 68 $6.65K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 55 $5.41K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 51 $4.99K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 36 $3.52K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 28 $2.74K <0.01% -6,891 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 23 $2.25K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19 $1.86K <0.01% -11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11 $1.08K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10 $979 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $392 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $98 <0.01% 0 13F-HR Timeline