BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,570,421 $442M 0.03% +2,747,090 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,263,512 $122M 0.03% +31,598 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,138,477 $110M 0.29% +29,508 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 759,514 $73.5M <0.01% +98,535 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 530,354 $51.3M 9.02% +59,950 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 373,790 $36.2M 0.35% +17,554 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 347,423 $33.6M +41,879 Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 266,430 $25.9M 0.05% +107,053 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 257,877 $25M 6.25% +19,105 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 228,881 $22.2M 0.08% +58,685 13F-HR/A Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 205,381 $19.9M +10,223 Timeline XML Financial, LLC More: the full row for XML Financial, LLC 184,228 $17.8M 1.44% +7,779 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 150,807 $14.6M 1.68% +7,483 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 145,358 $14M 0.24% +5,410 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 109,271 $10.6M 0.48% +6,359 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 106,215 $10.3M 2.13% +2,125 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 103,164 $9.99M <0.01% -839 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 95,217 $9.13M <0.01% +16,782 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 84,352 $8.17M 0.37% +1,980 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,292 $8.16M 0.01% +7,661 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 82,766 $8.01M 3.35% +6,495 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 81,757 $7.91M <0.01% +3,399 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 79,005 $7.65M <0.01% -24,373 13F-HR/A Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 78,056 $7.56M 3.84% +16,135 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 72,466 $7.01M 0.02% -14,843 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 67,781 $6.55M <0.01% -3,943 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66,658 $6.45M <0.01% +11,761 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 65,407 $6.33M <0.01% +32,423 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 65,063 $6.3M 0.36% +15,043 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 60,883 $5.89M 0.04% +49,982 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 59,771 $5.79M 0.03% +527 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 59,549 $5.76M 0.01% -66,786 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 57,787 $5.59M 0.75% -51,380 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 56,996 $5.52M 0.13% +3,671 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 53,154 $5.15M 0.11% -6,722 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 50,659 $4.91M 0.01% +8,847 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 50,701 $4.91M <0.01% +601 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 49,933 $4.83M 0.55% -2,985 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 46,001 $4.45M 1.9% +1,430 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,885 $3.76M 0.03% +2,179 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 38,554 $3.73M 0.25% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 37,705 $3.65M 0.05% +9,486 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 35,845 $3.47M <0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35,956 $3.46M <0.01% -1,363 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 35,653 $3.45M 0.02% -11,121 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,328 $3.42M 0.06% +27,645 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 34,268 $3.32M 2.79% -2,485 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 34,108 $3.3M 0.07% +2,800 13F-HR/A Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 32,784 $3.17M 1.38% -9,205 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 32,527 $3.15M 0.41% -9,767 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 31,089 $3.01M 0.63% -178,543 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 30,545 $2.96M 0.03% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 28,570 $2.77M 0.47% +1,700 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 26,388 $2.55M 0.15% +4,061 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 25,796 $2.5M 0.09% -1,010 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 25,532 $2.47M <0.01% -1,739 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 24,698 $2.39M <0.01% +773 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 23,990 $2.32M 0.07% +17,354 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,965 $2.22M 0.06% +2,729 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 22,351 $2.16M 0.47% -581 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 22,351 $2.16M 0.34% -581 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 18,610 $1.8M 0.19% -100 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 17,644 $1.71M 0.04% +14,150 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 16,978 $1.64M 0.67% +1,563 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 16,263 $1.57M 0.25% -2,010 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 16,226 $1.57M 0.01% -64 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,187 $1.56M 0.01% +1,504 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 15,973 $1.55M 1.15% -195 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 15,847 $1.54M 0.17% +130 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 14,720 $1.42M 0.05% +1,197 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,661 $1.42M 0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,301 $1.38M 0.01% +11 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 14,056 $1.36M 0.23% -1,524 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,931 $1.35M <0.01% -1,559 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,921 $1.35M 0.02% +31 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 13,750 $1.33M 0.23% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,472 $1.3M 0.15% +653 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 13,438 $1.3M <0.01% -249 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 13,254 $1.28M 0.64% -203 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 13,137 $1.27M 0.49% +1 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,890 $1.15M <0.01% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 11,889 $1.15M 0.86% -781 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,760 $1.14M 0.03% +6,838 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 11,411 $1.1M <0.01% +3,198 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,313 $1.1M <0.01% -1,535 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 10,728 $1.04M <0.01% +384 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,396 $1.01M 0.01% -1,228 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,280 $995K <0.01% -11,203 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 10,159 $983K 0.05% -157 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,875 $956K 0.01% -68 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,628 $835K 0.15% -1,361 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,296 $803K <0.01% new 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 8,135 $788K 0.26% -348 13F-HR/A Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,440 $720K 0.03% +287 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,275 $704K <0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,194 $696K 0.02% 0 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. 6,901 $668K 0.01% -129,417 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,023 $583K <0.01% -147 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,875 $569K 0.3% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,668 $549K 0.04% +445 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,538 $536K 0.22% -341 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,337 $517K 0.04% +479 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,275 $511K 0.07% -226 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,838 $473K <0.01% -22,641 13F-HR Timeline Group Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,805 $465K 0.4% -52 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,515 $437K 0.01% +167 13F-HR Timeline Group Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,360 $422K 0.29% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,356 $422K 0.21% -220 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,104 $397K 0.03% +291 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 4,102 $397K 0.08% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,044 $391K 0.02% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,874 $375K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,828 $371K 0.04% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,795 $367K 0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,792 $367K <0.01% +159 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,731 $361K 0.01% +26 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,702 $357K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,638 $352K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,412 $330K <0.01% -987 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,167 $307K <0.01% +3,011 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,153 $305K 0.01% +547 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,005 $291K 0.02% +934 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,934 $284K <0.01% -1,000 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,898 $281K 0.07% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,729 $266K <0.01% -37 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,698 $261K 0.01% +27 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,685 $260K 0.05% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,602 $252K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,590 $251K 0.01% -7 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,548 $247K 0.18% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,500 $242K 0.01% 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. 2,376 $230K <0.01% -394 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,314 $224K 0.13% +647 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,305 $223K 0.06% -470 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,268 $220K 0.05% -8 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,241 $217K <0.01% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,220 $215K <0.01% 0 13F-HR Timeline Group MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,220 $215K 0.02% +62 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,173 $210K 0.2% +5 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,157 $209K 0.05% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,152 $208K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,129 $206K 0.01% -499 13F-HR/A Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,953 $189K 0.08% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,943 $188K 0.04% -705 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,857 $180K <0.01% +763 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,773 $172K <0.01% +3 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,682 $163K 0.06% +49 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,552 $150K 0.01% +18 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 14,038,033 $145K 0.01% +13,893,012 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,475 $143K <0.01% 0 13F-HR Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,400 $136K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,381 $134K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,376 $133K <0.01% -2,600 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,349 $131K 0.06% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,085 $105K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 982 $95.1K 0.02% +45 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 797 $77.2K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 696 $67.4K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 575 $55.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 560 $54.2K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 473 $45.8K 0.04% +290 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 415 $40.2K 0.02% -45 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 407 $39.4K <0.01% -664 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400 $38.7K <0.01% +1 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 399 $38.6K <0.01% +5 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 375 $36.3K 0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 345 $33.4K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 341 $33K <0.01% +10 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 338 $32.7K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 325 $31.5K <0.01% +127 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 297 $28.7K <0.01% +3 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 275 $26.6K 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 $24.5K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 240 $23.2K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. 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