MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,845,100 $220M 0.01% +149,909 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 7,374,483 $207M 0.01% +7,369,216 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,637,634 $158M 0.04% +355,157 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,121,070 $87.8M 0.21% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,167,671 $60.8M 0.04% +198,372 13F-HR/A Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,620,248 $45.5M 0.19% +917,173 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,556,637 $43.7M 2.66% +19,903 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,457,155 $40.9M 0.01% +89,369 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,164,616 $32.7M 2.14% +41,605 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,114,037 $31.3M 2.29% -41,761 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,050,555 $29.5M 3.36% -20,626 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 965,864 $27.1M 0.15% +2,218 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 859,178 $24.1M 0.89% +37,415 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 759,975 $21.3M <0.01% +537,000 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 644,354 $18.1M 0.18% -20,089 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 635,783 $18M 2.66% +25,661 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 622,541 $17.5M 0.01% -29,020 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 606,018 $17M 0.67% +130,070 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 599,282 $16.8M 3.96% +9,701 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 570,325 $16M 0.14% -4,563 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 565,318 $15.9M 1.84% +29,386 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 548,434 $15.4M 0.02% +22,059 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 531,851 $14.9M 0.18% new 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 494,071 $13.9M 7.45% +9,991 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 472,305 $13.3M 2.62% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 470,247 $13.2M 0.16% -3,904 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 448,656 $12.6M 2.95% +116,484 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 437,012 $12.3M 2.72% new 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 436,084 $12.2M -54,047 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 435,523 $12.2M 0.06% +2,804 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 428,563 $12M 6.07% +395,047 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 372,915 $10.5M 0.61% +109,324 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 345,677 $9.7M 1.64% +11,099 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 322,366 $9.05M 4.3% -6,324 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 317,329 $8.9M <0.01% -57,362 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 303,933 $8.53M 0.09% +143,063 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 293,747 $8.24M 0.07% +187,131 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 290,158 $8.14M 0.15% -130,310 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 270,686 $7.6M 1.44% +8,895 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 257,482 $7.22M 1.04% -5,826 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 247,483 $6.94M 4.5% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 246,435 $6.91M 0.01% +32,044 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 244,935 $6.87M 0.02% -8,818 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 216,508 $6.08M 2.51% +1,000 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 211,563 $5.94M 1.29% +1,599 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 210,496 $5.91M 0.04% +26,942 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/ 209,575 $5.88M <0.01% +113,038 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 209,240 $5.87M 0.02% +302 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 205,764 $5.77M 0.33% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 204,310 $5.73M 0.1% +108,000 13F-HR/A Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 200,182 $5.62M 1.15% +7,625 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 195,943 $5.5M 3.35% +8,344 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 195,638 $5.49M 0.92% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 179,200 $5.03M 1.21% +45,373 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 174,368 $4.89M 0.01% -7,165 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 161,710 $4.54M 0.24% -77,503 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 148,138 $4.16M 2.6% +19,398 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 144,340 $4.05M 0.28% +1,046 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 130,465 $3.93M 1.77% +13,002 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 139,971 $3.93M 2.67% +2,798 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 138,022 $3.87M 2.38% +6,333 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 137,203 $3.85M 0.28% +124,176 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 137,007 $3.84M 1.12% +44,017 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 130,604 $3.66M 0.11% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 129,200 $3.63M 1.63% +4,345 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 127,623 $3.58M 0.13% -34,072 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 119,401 $3.35M 0.04% +6,938 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 117,811 $3.31M 0.33% +2,085 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 114,036 $3.2M 1.36% +105,746 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 99,897 $2.93M 1.95% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 97,357 $2.73M 0.01% +21,259 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 91,904 $2.58M 2.58% -2,088 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 89,205 $2.5M 2% +5,834 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 88,300 $2.48M <0.01% +5,400 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 87,146 $2.45M 0.01% +10,935 13F-HR Timeline Wealth High Governance Asset Management… More: the full row for Wealth High Governance Asset Management Ltda. 82,443 $2.31M 0.41% 13F-HR/A Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 81,615 $2.29M 1.51% +64,569 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 80,578 $2.26M 1% +7,573 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 78,236 $2.2M 0.31% -13,857 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 75,945 $2.13M 0.17% +26,080 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 75,842 $2.13M 1.5% +13,977 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 72,770 $2.04M 0.12% -1,687 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 72,270 $2.03M 0.03% +59,032 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 71,817 $2.02M 0.17% +12,230 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 69,822 $1.96M 0.09% +6,183 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 68,213 $1.91M 0.31% +114 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 64,067 $1.83M 0.41% +1,402 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 63,901 $1.79M <0.01% +6,650 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 60,080 $1.69M <0.01% +51,585 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 59,498 $1.67M <0.01% -10,616 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 58,914 $1.65M 0.13% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 57,057 $1.6M 0.36% -15,300 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 55,325 $1.55M 0.77% -5,504 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 49,585 $1.43M 1.33% 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 50,709 $1.42M 1.42% +13,729 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 50,388 $1.41M 0.69% -3,765 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 50,239 $1.41M 0.01% +2,086 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 47,065 $1.32M 0.02% +14,542 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 46,907 $1.32M 0.01% new 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 46,834 $1.31M 0.76% -32,646 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 45,288 $1.27M <0.01% +2,894 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 44,105 $1.24M 0.71% -12,195 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 43,758 $1.23M 0.3% -1,706 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 42,260 $1.19M 0.13% +1,177 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 40,399 $1.13M 0.05% new 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 40,209 $1.13M 0.04% +55 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 39,149 $1.1M 0.05% +5,999 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,863 $1.09M <0.01% -4,712 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 36,369 $1.02M <0.01% -5,760 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36,136 $1.01M 0.01% +4,400 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 35,504 $996K 0.11% +9,402 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 31,944 $978K 0.87% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 34,670 $973K 0.93% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,018 $967K <0.01% +4,350 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 33,803 $949K 0.65% +39 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 31,798 $932K 0.05% -206 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 32,739 $919K 0.53% -51 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,738 $862K 0.05% +8,780 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 30,235 $848K 0.08% +9,748 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 30,218 $848K 0.04% -469 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 29,712 $834K 0.77% +5,185 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29,058 $815K 0.01% +1,527 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 28,951 $812K 0.01% -1,451 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 28,845 $809K 0.47% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 28,702 $805K 0.09% +17,287 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 28,316 $795K 0.04% -1,380 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 28,216 $792K <0.01% +20,161 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,513 $772K <0.01% +6,254 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 27,384 $768K 0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 26,867 $754K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 26,672 $748K 0.18% -505 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 26,539 $745K -3,491 Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 26,136 $733K 0.21% +3,574 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 25,246 $708K 0.03% +1,586 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 24,748 $694K 0.8% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 23,573 $661K 0.2% +752 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,264 $653K <0.01% -164 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 23,220 $652K <0.01% +5,791 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 22,446 $630K 0.15% -40,930 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,408 $573K <0.01% -1,075 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 20,078 $563K 0.22% +432 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 19,083 $535K <0.01% +932 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 19,068 $535K 0.24% +165 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,071 $535K 0.02% -771 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 18,287 $513K 0.07% new 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 17,520 $492K 0.44% 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 17,499 $491K 0.02% -2,696 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 17,018 $479K 0.47% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 16,959 $476K <0.01% +2,335 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,349 $459K 0.01% new 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 16,332 $458K 0.4% 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 15,507 $435K <0.01% +1,186 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 15,265 $428K 0.14% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 15,177 $426K 0.44% 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 15,100 $424K 0.03% new 13F-HR Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 15,000 $421K 0.18% new 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 14,782 $415K 0.01% +147 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 13,557 $397K 0.16% -20,563 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 13,733 $385K <0.01% +6,033 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,477 $378K 0.01% +4,051 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13,257 $372K 0.07% -874 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 13,200 $370K 0.22% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,585 $367K 0.06% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,026 $366K 0.01% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 12,799 $359K 0.34% 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 12,656 $355K 0.24% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,639 $355K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,116 $340K 0.01% +246 13F-HR Timeline Group Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 11,921 $335K 0.43% 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 11,850 $333K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,816 $332K 0.01% +1,701 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,786 $331K 0.02% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,219 $326K 0.12% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,495 $323K 0.01% -562 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,103 $312K 0.03% +2,738 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 10,871 $305K 0.12% -60,582 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,768 $302K 0.01% -1,531 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,667 $299K 0.06% -621 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,572 $297K 0.01% +128 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,283 $289K <0.01% -166 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,248 $288K 0.01% +212 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10,235 $287K 0.15% 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,157 $285K 0.03% -899 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,254 $260K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,714 $245K 0.03% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,470 $238K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,415 $236K <0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 8,251 $232K 0.04% -30,619 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 7,940 $223K <0.01% -20,116 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,520 $220K 0.05% +185 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 7,796 $219K <0.01% +1,796 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,706 $216K 0.05% new 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 7,640 $214K 0.2% 13F-HR/A Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,623 $214K 0.05% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,591 $213K 0.02% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,506 $211K 0.07% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,803 $191K <0.01% +775 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,777 $190K 0.01% new 13F-HR/A Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 6,449 $182K 0.03% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,431 $124K <0.01% -4,546 13F-HR Timeline Group