MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,448,039 $389M 0.02% +322,618 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,704,351 $262M 0.02% +123,553 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,049,701 $140M 0.03% +188,408 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,566,565 $118M 0.03% +42,981 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,418,443 $111M 0.03% +95,924 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,130,442 $98M 0.07% -30,747 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,899,378 $87.4M 0.02% +20,170 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,441,001 $66.3M +16,255 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,290,051 $59.3M 0.02% -281,587 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 738,718 $34M 0.05% +730,652 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 667,211 $30.7M 0.04% +284,718 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 660,307 $30.4M 0.05% +124,323 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 659,162 $30.3M 0.04% -61,520 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 658,681 $30.3M 0.09% +6,093 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 657,797 $30.3M <0.01% +38,690 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 627,944 $28.9M 0.01% +35,464 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 624,220 $28.7M 0.01% +6,610 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 609,111 $28M 0.03% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 428,079 $19.5M 0.03% +26,790 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 422,343 $19.4M 0.02% +15,226 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 419,980 $19.3M 0.59% -2,495 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 408,710 $18.8M 0.4% +3,689 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 377,979 $17.4M 0.04% -8,638 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 370,918 $17.1M 0.02% +18,672 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 366,478 $16.9M 0.01% -6,000 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 311,419 $14.3M 0.03% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 283,026 $13M 0.56% -2,526 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 256,523 $11.8M 0.02% +5,222 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 246,642 $11.3M 0.33% +6,214 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 243,658 $11.2M 0.98% +1,804 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 238,547 $11M 0.04% -32,812 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 236,881 $10.9M 0.14% +4,159 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 233,685 $10.7M 0.02% +51,113 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 230,864 $10.6M <0.01% +9,070 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 226,958 $10.4M 3.93% -28,255 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 207,359 $9.54M 0.23% +138,122 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 176,564 $8.12M 0.51% +16,930 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 174,410 $8.04M 0.05% +8,999 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 173,047 $7.96M 0.54% +2,589 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 153,232 $7.05M 0.11% -9,165 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 152,169 $7M 1.56% +4,159 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 150,937 $6.94M 2.06% +55,115 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 146,954 $6.76M 3.15% +29,330 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 137,311 $6.31M 0.04% +1,932 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 136,577 $6.28M 0.01% +23,369 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 134,703 $6.19M 0.59% +5,955 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 134,654 $6.19M 0.14% +25,050 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 130,240 $5.99M 0.69% -13,664 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 125,969 $5.86M 0.62% -173 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 126,274 $5.81M 0.12% +556 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 109,336 $5.03M 0.04% +234 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 109,295 $5.03M -12,235 Timeline Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 102,608 $4.72M 4.05% -573 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 102,588 $4.72M 0.03% +8,503 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 91,831 $4.22M 0.04% +76,515 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 87,655 $4.03M 1.82% +26,341 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 87,450 $4.02M 0.02% -29,712 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 84,453 $3.88M 0.01% -14,789 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 82,332 $3.79M 0.25% +53,778 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 82,146 $3.78M 0.02% +1,401 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 75,089 $3.45M 0.03% -1,387 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 75,055 $3.45M 0.01% -1,398 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 72,492 $3.33M 0.01% +10,674 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 65,501 $3.01M 0.56% +6,975 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 63,876 $2.94M 0.74% +15,521 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 62,349 $2.87M 0.17% -498 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 62,376 $2.82M 0.63% -4,388 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 59,888 $2.75M 0.05% -46,342 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 57,110 $2.63M 0.02% +8,084 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 56,169 $2.58M 1.51% +3,933 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 54,720 $2.52M 0.17% +9,710 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,926 $2.48M <0.01% +1,142 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 51,702 $2.38M 0.05% +609 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 49,357 $2.27M <0.01% +1,086 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 47,305 $2.18M 0.28% -650 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,105 $2.12M 0.03% -24 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 44,245 $2.03M 0.06% +3,541 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 41,074 $1.89M 1.17% -159 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 40,059 $1.84M 0.02% -5,139 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 39,311 $1.81M 0.24% -25,840 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 39,288 $1.81M 0.82% +1,885 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 38,429 $1.77M 1.4% -477 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 38,253 $1.76M <0.01% -549 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 36,554 $1.68M 0.14% 0 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 35,811 $1.65M <0.01% -15,522 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 35,443 $1.63M 0.05% +2,206 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 35,142 $1.62M 0.05% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 34,656 $1.59M 0.1% +9 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 32,911 $1.51M 0.1% -588 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 31,827 $1.46M 0.79% +130 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 31,739 $1.46M 0.21% -812 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 30,559 $1.41M 0.14% -4,653 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 29,937 $1.38M 0.09% +689 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 29,875 $1.37M <0.01% +1,630 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 28,993 $1.33M 0.07% -549 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 28,118 $1.29M 0.74% +2,114 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,261 $1.25M 0.03% -3,871 13F-HR/A Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 27,196 $1.25M 1.07% +174 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,115 $1.25M <0.01% -39 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 27,104 $1.25M 0.03% +3,974 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 25,553 $1.18M 0.07% +222 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 25,252 $1.16M <0.01% -8,233 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 25,102 $1.15M 0.49% +261 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,842 $1.14M <0.01% +6,449 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,786 $1.14M <0.01% -1,095 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24,020 $1.1M 0.06% +9,398 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,713 $1.09M 0.02% -605 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 23,420 $1.08M 0.97% +1,539 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 22,876 $1.05M 0.21% +66 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 22,273 $1.02M 0.61% -190 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,204 $1.02M <0.01% +7,738 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 21,557 $991K 0.43% +1,696 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 21,072 $969K 0.36% +770 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 20,145 $926K <0.01% -610 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 19,704 $906K 0.11% +7,254 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 18,511 $849K 0.25% -148 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18,342 $844K 0.13% -3,970 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 18,325 $843K 0.01% -1,680 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,632 $811K 0.02% -874 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,122 $787K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,015 $783K 0.01% -256 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 17,016 $783K 0.07% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 17,006 $782K 0.5% -310 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,580 $763K -8,749 Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 16,516 $760K 0.65% +6,712 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,188 $744K 0.16% -14,950 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,083 $740K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 15,996 $736K 0.02% -10,365 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 15,195 $699K 0.13% -305 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,940 $687K 0.02% +4,454 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,862 $684K 0.06% -1,040 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,520 $668K <0.01% +3,297 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 14,342 $660K 0.27% +3,662 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,326 $659K 0.19% -89 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 14,087 $648K 0.36% +147 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 13,831 $636K 0.48% -348 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,359 $614K 0.04% -13 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,066 $601K 0.04% +1,128 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,020 $599K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,976 $592K <0.01% +931 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 12,550 $577K 0.07% -2,500 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 12,478 $574K 0.07% +3,781 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,010 $552K 0.03% +1,145 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,994 $552K 0.01% -913 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 11,804 $543K 0.01% +1,329 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,735 $540K 0.08% 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,656 $536K 0.07% +2,319 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,252 $517K 0.06% +29 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 11,042 $508K 0.32% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 10,700 $492K 0.24% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,699 $492K 1.05% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,603 $491K 0.02% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,485 $482K 0.13% -159 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,430 $480K 0.04% +440 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,347 $476K 0.01% -67 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,752 $449K 0.01% +1,809 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/ 9,389 $432K <0.01% +21 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 9,380 $431K 0.08% +90 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,349 $430K 0.01% +223 13F-HR Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 9,288 $427K 0.25% +1,086 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,276 $427K 0.02% +296 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,274 $426K 0.03% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,257 $426K 0.03% -1,298 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 9,255 $426K 0.08% -18 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,091 $418K 0.01% -311 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,083 $418K 0.03% -565 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,798 $405K <0.01% -449 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,789 $404K <0.01% -19,574 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,746 $402K 0.08% +360 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,735 $402K 0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,523 $392K 0.01% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,490 $390K 0.22% -75 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,340 $384K 0.12% +1,060 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,163 $375K 0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,152 $375K 0.01% -305 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,126 $374K 0.01% -1,596 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 8,060 $371K 0.05% -7 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,020 $369K 0.02% +4 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,968 $366K 0.02% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,868 $362K 0.04% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,810 $359K 0.02% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,627 $351K 0.02% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,574 $348K 0.02% +251 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,563 $348K <0.01% -255 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,552 $347K 0.01% +56 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,495 $345K 0.12% -171 13F-HR/A Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,343 $338K 0.24% +37 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,240 $333K 0.01% +684 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 7,205 $326K 0.04% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,064 $325K 0.23% +2,325 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,054 $324K 0.08% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,939 $319K <0.01% +82 13F-HR Timeline Group Kondo Wealth Advisors, Inc. 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