LPL Financial LLC More: the full row for LPL Financial LLC 21,263,572 $651M 0.15% -760,641 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,158,383 $369M 0.02% +4,587,492 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,877,154 $302M 0.02% +825,934 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,426,088 $105M 0.06% +1,010,345 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 2,847,981 $86.5M -50,953 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,580,853 $79M 0.02% +693,331 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,028,720 $62.1M <0.01% +509,176 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,511,668 $46.3M 2.57% -19,146 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,390,852 $42.6M 0.1% +7,073 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,257,839 $38.5M 2.18% +23,542 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,124,767 $34.4M 0.16% +57,755 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,078,914 $33M 3.02% +16,466 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,064,312 $32.6M 5.49% +1,818 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,050,572 $32.2M 0.01% +128,234 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 968,970 $29.7M 0.21% +286,412 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 955,584 $29.2M 0.23% +215,640 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 953,743 $29.2M 0.09% -2,062 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 760,768 $23.3M 0.2% +99,674 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 754,052 $23.1M 0.01% +11,429 13F-HR/A Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 695,808 $21.3M 0.84% +68,154 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 690,416 $21.1M 0.02% +404,213 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 680,379 $20.8M 0.03% +92,110 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 638,441 $19.5M 4.14% +25,837 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 556,210 $17M 0.13% -33,572 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 552,973 $16.9M 3.3% +56,336 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 534,485 $16.4M 7.36% +39,018 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 511,925 $15.7M 1.55% -29,245 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 504,693 $15.4M 0.1% +102,487 13F-HR/A Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 501,057 $15.3M 0.03% 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 478,909 $14.8M 3.12% +14,947 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 453,578 $13.9M 2.87% +17,884 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 452,775 $13.9M 2.33% -59,635 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 428,464 $13.1M 0.11% -15,629 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 411,429 $12.6M 0.98% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 405,513 $12.4M 0.26% new 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 353,455 $10.8M 4.71% -4,042 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 346,631 $10.6M 0.06% +72,123 13F-HR Timeline Group Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 335,666 $10.3M 1.78% +18,746 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 335,248 $10.3M 0.02% -25,051 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 311,885 $9.68M 0.65% +162,604 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 313,922 $9.68M 1.11% -29,703 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 313,579 $9.6M 0.15% +16,629 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 310,003 $9.49M 1.15% +13,798 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 307,913 $9.43M 0.47% +6,446 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 297,499 $9.11M <0.01% -4,555 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 268,036 $8.2M 0.04% +14,766 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 240,522 $7.36M 4.71% -7,605 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 238,206 $7.29M <0.01% +225,256 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 234,002 $7.16M 0.08% +15,872 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 222,799 $6.82M 0.09% +76,122 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 216,670 $6.63M 0.9% +169,140 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 216,006 $6.61M 2.62% +2,238 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 213,173 $6.53M 3.62% +12,999 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 211,930 $6.49M 0.03% +4,064 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 210,816 $6.45M 0.01% +11,062 13F-HR/A Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 206,423 $6.32M 2.62% +172,849 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 205,764 $6.3M 0.28% 0 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 195,951 $6M 5.6% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 193,737 $5.93M 1.2% +6,997 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 191,166 $5.85M 0.01% -9,878 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 181,207 $5.55M 3.24% +31,444 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175,093 $5.36M 0.16% +8,998 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 170,990 $5.23M 0.03% +49,374 13F-HR/A Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 166,801 $5.11M 0.31% +505 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 164,695 $5.04M 0.18% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 162,287 $4.97M 0.44% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 156,209 $4.78M 0.58% +100,383 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 156,208 $4.78M 4.62% 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 153,596 $4.7M 0.49% +7,882 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 150,140 $4.65M 1.72% +12,031 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 151,459 $4.64M 2.32% +37,617 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 149,900 $4.59M 0.02% -31,900 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 148,674 $4.55M 2.45% +4,638 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 147,007 $4.5M 0.27% +7,390 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 138,844 $4.25M 2.47% +45,358 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 138,409 $4.24M 3.04% +1,286 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 137,009 $4.19M 3.05% +62,116 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 135,356 $4.14M 1.7% +110,779 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 134,765 $4.13M 0.02% +9,087 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 133,389 $4.08M 0.64% +63,198 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 130,944 $4.01M 0.7% +7,525 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 130,921 $4.01M 1.72% -282 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 123,644 $3.78M 0.09% -2,874 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 120,867 $3.7M 0.34% +3,002 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 120,703 $3.69M 0.27% +21,213 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 117,384 $3.59M <0.01% +20,636 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 111,671 $3.45M 1.43% +31,674 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 107,908 $3.37M new Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 108,060 $3.31M 0.05% +16,805 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 107,098 $3.28M 1.39% +19,661 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 105,888 $3.24M 0.03% -15,215 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 105,300 $3.22M 2.53% +3,044 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,341 $3.16M 0.01% +11,671 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 101,525 $3.11M 1.97% -10 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 100,670 $3.08M 2.63% +4,835 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 100,229 $3.07M 0.02% +9,817 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 98,510 $3.02M <0.01% +58,902 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 93,218 $2.85M <0.01% +59,503 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 92,844 $2.84M 1.39% +24,451 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 90,797 $2.78M <0.01% new 13F-HR Timeline Group ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 90,085 $2.76M 1.82% +34,301 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 88,492 $2.71M 1.64% +2,664 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 108,120 $2.67M 0.96% +30,566 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 85,308 $2.61M 0.04% -4,313 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 83,866 $2.57M 0.51% +9,088 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 82,444 $2.52M 0.17% -6,693 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 80,250 $2.46M 0.26% -20,904 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 80,170 $2.45M 0.24% +29,752 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 79,685 $2.44M <0.01% +19,975 13F-HR/A Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 78,326 $2.4M 0.06% +69,008 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 73,318 $2.24M 0.11% -111,722 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 72,628 $2.22M 0.03% +54,619 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 71,114 $2.18M 0.03% 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 68,836 $2.11M <0.01% +782 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 68,484 $2.1M 0.01% +22,261 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 66,783 $2.04M 0.29% -2,203 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 65,445 $2M <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 62,394 $1.91M <0.01% +673 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 61,113 $1.87M 0.15% +1,367 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 60,232 $1.84M 0.14% -16,815 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 58,637 $1.79M 0.35% +1,580 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 57,665 $1.77M 0.18% +19,920 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 57,501 $1.76M 2.64% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 55,811 $1.71M 0.07% +18,672 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 54,104 $1.66M 0.06% +21,931 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53,830 $1.65M <0.01% +1,989 13F-HR Timeline Group ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 51,990 $1.59M 1.37% -211 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 52,371 $1.59M 0.25% +34,042 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 51,863 $1.59M 0.01% +1,031 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 51,666 $1.58M 0.02% +17,233 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 51,501 $1.58M 0.11% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 50,625 $1.55M 0.01% new 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 50,223 $1.54M 0.15% +4,849 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 49,825 $1.53M 0.49% -44,662 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 48,386 $1.48M <0.01% +34,671 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,526 $1.45M <0.01% +25,533 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 47,262 $1.45M 0.73% +8,359 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 46,635 $1.43M 0.07% +3,065 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/ 46,068 $1.41M <0.01% +869 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 45,658 $1.4M 0.03% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 44,967 $1.38M 0.06% -1,389 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 44,853 $1.37M +1,413 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 44,794 $1.37M 0.03% +3,601 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 42,641 $1.31M 0.1% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 42,246 $1.29M 0.8% +19,722 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 40,992 $1.25M +6,878 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 40,647 $1.24M 0.05% +716 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 39,068 $1.2M <0.01% +15,709 13F-HR Timeline Group J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 38,922 $1.19M 0.68% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 36,633 $1.12M 0.34% -2,186 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 36,185 $1.11M 0.08% +3,215 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 35,899 $1.1M 0.18% -1,540 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 34,580 $1.06M 0.42% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 33,805 $1.03M 0.03% +11,341 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 32,744 $1M 0.57% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 31,988 $979K 0.01% -3,957 13F-HR Timeline Group Guardian Capital, LLC More: the full row for Guardian Capital, LLC 30,828 $944K 0.77% -16,586 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 30,723 $940K 0.46% +23,360 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 30,654 $938K 0.03% -6,732 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 30,571 $936K 0.43% +6,369 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 29,787 $912K 0.04% -1,625 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 29,731 $910K 0.04% +1,621 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 29,727 $910K 0.58% -2,206 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,961 $886K +1,751 Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 28,713 $879K 0.04% +2,682 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 27,008 $827K 0.67% +879 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,181 $825K 0.05% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 26,749 $819K 0.02% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 25,846 $791K 0.53% -2,337 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 25,830 $791K 0.02% +10,043 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 25,614 $784K 0.07% new 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 25,447 $779K 0.17% +1,424 13F-HR/A Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 25,149 $770K <0.01% +2,546 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 25,096 $768K 0.19% -32 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 24,958 $762K 0.5% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 24,171 $740K 0.56% +4,095 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 22,979 $703K 0.12% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,769 $697K <0.01% +2,389 13F-HR Timeline Group Entelevest, LLC More: the full row for Entelevest, LLC 22,606 $692K 0.61% +1,257 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 22,547 $690K 0.5% -8,582 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 22,538 $690K 0.12% +1,070 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 22,488 $688K 0.12% +1,954 13F-HR Timeline Claro Advisors Inc. 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