PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,755,575 $1.4B 0.85% -4,032,584 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 12,370,100 $1.1B 0.32% -98,733 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,983,890 $1.07B 0.08% -438,147 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,484,188 $755M 0.05% -189,280 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,123,977 $634M 0.15% +183,937 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,423,652 $305M 0.1% -116,673 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,914,632 $259M 0.29% +65,514 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,539,650 $226M 0.04% +102,758 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,449,019 $218M 0.25% +494,716 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,379,990 $212M +158,368 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,689,850 $150M 0.03% +14,849 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,580,843 $141M 0.03% -17,174 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,508,409 $134M 0.66% +217,275 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,393,857 $124M 1.56% -7,524 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,294,595 $115M 0.45% +836 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,222,919 $109M 0.16% +64,999 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,108,482 $98.6M +32,235 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,096,735 $97.6M 0.56% +51,351 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,088,486 $96.8M 0.13% -381,256 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 978,139 $87M 7.4% +32,060 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 965,583 $85.9M -32,893 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 894,688 $79.6M 2.8% +256,599 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 887,226 $78.9M 6.73% +11,202 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 865,536 $77M 5.93% -907 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 836,036 $74.4M 10.45% +3,970 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 822,644 $73.2M 5.71% +18,373 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 818,458 $72.8M 10.03% -2,034 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 801,369 $71.3M 16.03% +5,921 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 785,267 $69.9M 0.51% +26,817 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 764,951 $68.1M 0.26% -2,406 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 752,541 $66.9M 0.14% +15,489 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 726,566 $64.6M 0.13% -84,254 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 699,778 $62.3M 5.41% +933 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 641,853 $57.1M 1.82% -40,770 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 630,753 $56.1M <0.01% +36,305 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 626,510 $55.7M 0.23% +619,608 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 625,450 $55.6M 10.74% -17,017 13F-HR/A Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 615,340 $54.7M 10.29% +66,258 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 596,043 $53M 0.24% -2,811 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 594,844 $52.9M 5.2% -29,409 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 558,380 $49.2M 0.07% +28,151 13F-HR Timeline Group Schorn Wealth LLC More: the full row for Schorn Wealth LLC 551,306 $49M 14.99% +30,044 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 542,575 $48.3M 6.71% -15,800 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 529,101 $47.1M 5.95% -8,358 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 525,000 $46.7M 4.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 511,036 $45.5M 0.47% -6,152 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 490,267 $43.6M 12.27% +47,404 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 473,834 $42.2M 0.13% +89,402 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 469,554 $41.8M 4.89% +75,251 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 456,910 $40.6M 0.04% +10,618 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 436,306 $38.8M 3.6% +123,663 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 433,572 $38.6M 0.23% -12,139 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 412,870 $36.7M 0.1% +14,632 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 395,233 $35.7M 7.19% -1,050 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 398,367 $35.4M 0.92% +184 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 382,777 $34.1M 1.13% +7,846 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 381,734 $34M 15.74% +5,403 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 371,646 $33.1M 0.04% -4,521 13F-HR Timeline Group Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 371,131 $33M 5.64% -13,788 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 367,151 $32.7M 0.56% -11,152 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 365,036 $32.5M 8.01% +5,779 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 343,845 $30.6M 0.05% -35,822 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 341,850 $30.4M 3.72% +7,471 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 341,831 $30.4M 3.64% -60,588 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 342,114 $30.3M 0.43% -107,726 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 339,009 $30.2M 6.7% +8,630 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 323,502 $28.8M 12.73% +18,501 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 321,720 $28.6M 12.27% -7,405 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 317,668 $28.3M 1.08% +35,609 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 308,267 $27.3M 10.2% +14,894 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 306,564 $27.3M 0.07% -378 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 303,375 $27M 0.53% +7,696 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 303,324 $27M 8.37% +1,525 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 301,752 $26.8M 0.02% +50,051 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 297,739 $26.5M 0.3% -36,796 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 295,622 $26.3M 2.78% -13,154 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 290,409 $25.8M 2.48% -1,815 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 286,027 $25.4M 0.34% +28,669 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 285,854 $25.4M 0.03% +6,569 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 276,984 $24.6M 0.17% -390 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 273,583 $24.3M 0.14% -34,202 13F-HR/A Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 265,336 $23.6M 16.32% -207 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 258,432 $23M 2.62% +4,340 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 248,994 $22.2M 1.91% -24,886 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 246,044 $21.9M 0.05% -33,591 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 236,775 $21.2M 6.18% +7,133 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 231,224 $20.6M 9.18% +3,368 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 229,372 $20.4M 8.24% -37,522 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 228,471 $20.3M 0.13% +6,531 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 222,852 $19.8M 0.02% -1,684 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 222,766 $19.8M 0.84% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 219,983 $19.6M 0.01% -58,050 13F-HR Timeline Group SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 218,800 $19.5M 10.83% -207,617 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 213,994 $19M 1.67% +21,071 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 200,702 $17.9M 8.88% +18,077 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 198,648 $17.7M 0.32% -4,927 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 198,429 $17.7M 1.37% -14,141 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 194,651 $17.3M 1.11% -4,008 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 193,724 $17.2M 14.1% +21,365 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 193,496 $17.2M 6.12% +2,101 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 186,478 $16.6M 1.25% +20,123 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 185,376 $16.5M 1.41% +5,239 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 184,106 $16.4M 0.56% +20,346 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 182,872 $16.3M 2.23% +14,020 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. 181,894 $16.2M 0.32% -26,421 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 177,183 $15.8M 2.41% +1,260 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 174,915 $15.6M 0.55% +653 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 172,084 $15.3M <0.01% +93,236 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 169,910 $15.1M 4.3% -5,042 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 170,417 $15.1M 0.93% +41,314 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 167,785 $14.9M 6.46% -1,065 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 162,448 $14.5M 6.97% +3,808 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 160,555 $14.3M +65,269 Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 160,755 $14.2M 10.46% +1,270 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 153,457 $13.7M 1.12% -41,323 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 145,843 $13M 0.03% -48,751 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 139,930 $12.4M 6.67% +861 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 138,585 $12.3M 0.85% +2,536 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 135,036 $12M 5.44% +13,818 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 132,741 $11.8M 1.59% -26,291 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 132,563 $11.8M 1.06% +4,810 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 130,998 $11.7M 0.53% +12,015 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 127,813 $11.4M 3.2% -2,186 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 126,872 $11.3M 0.43% +8,917 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 126,545 $11.3M 7.01% +2,428 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 124,886 $11.1M 0.45% +121,079 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 123,201 $11M 0.06% -2,490 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 121,852 $10.8M 5.18% -9,302 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 121,448 $10.8M 0.8% -1,525 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 120,292 $10.7M 0.07% -5,768 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 119,281 $10.6M 1.17% -780 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 118,852 $10.6M 0.37% +183 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 117,413 $10.4M 3.29% -121,426 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 117,266 $10.4M 0.22% +2,967 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 115,956 $10.3M 6.61% -1,524 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 115,648 $10.3M 0.54% -49 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 114,633 $10.2M 4.74% +6,905 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 114,609 $10.2M 1.22% +5,144 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 113,339 $10.1M 0.44% -1,131 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 109,794 $9.77M 1.34% -2,303 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 109,121 $9.76M 2.38% -40,484 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 109,157 $9.71M 4.15% -2,734 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 108,615 $9.66M 5.6% +5,808 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 106,951 $9.51M 0.19% -14,545 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 105,749 $9.43M 7.82% -18,721 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 105,517 $9.39M 0.24% -97 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 103,936 $9.25M 6.51% +2,112 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 99,193 $8.82M 0.21% +83 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 97,832 $8.7M 0.43% -6,484 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 97,224 $8.65M 0.8% -4,089 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 97,062 $8.63M 1.39% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 93,600 $8.33M 0.01% -192,500 13F-HR Timeline Group Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 93,483 $8.32M 3.46% +6 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 91,701 $8.16M 0.72% +7,284 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 89,652 $7.98M 0.12% +5,745 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 87,680 $7.8M 1.47% +35,632 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 87,546 $7.79M 1.31% -2,068 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 87,115 $7.75M 0.47% -12 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 85,254 $7.58M 0.01% +3,971 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 85,159 $7.58M 0.13% -1,209 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 85,186 $7.58M 2.44% +1,078 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 84,038 $7.48M 0.01% +17,835 13F-HR Timeline Group Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 82,981 $7.38M 3.72% +806 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 81,632 $7.26M 0.76% -293 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 81,095 $7.21M 0.05% +2,563 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 79,456 $7.07M 0.05% -1,153 13F-HR Timeline Group PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 79,311 $7.03M 5.36% +341 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 77,925 $6.93M 0.06% -8,359 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 77,025 $6.85M 4.78% -175 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 75,820 $6.74M 0.09% +5,662 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 75,238 $6.69M 0.8% -689 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 74,312 $6.61M 0.07% +22,837 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 73,700 $6.56M 0.01% +59,500 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 73,452 $6.53M 2.15% +2,117 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 72,750 $6.47M 0.87% +527 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 71,548 $6.37M 1.51% -74 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 71,317 $6.34M 0.01% +7,417 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 70,939 $6.31M 3.69% +2,966 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 69,720 $6.2M 0.12% -1,202 13F-HR Timeline Group FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 68,313 $6.08M 3.77% +3,298 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 66,806 $5.94M 1.85% -5,655 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 66,314 $5.9M 0.36% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 64,534 $5.74M 0.37% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 63,596 $5.66M 0.01% +62,308 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 63,127 $5.62M 1.57% +523 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 62,823 $5.59M 0.43% +5,196 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 62,706 $5.58M 0.83% -27,743 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 61,414 $5.46M 0.08% +1,061 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,989 $5.43M 0.07% +1,598 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 60,748 $5.4M 0.26% +611 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 60,228 $5.36M 3.29% +1,883 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 60,192 $5.35M 0.1% +314 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 59,876 $5.33M 0.03% -120 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 59,842 $5.32M 0.18% -77,032 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 59,097 $5.26M 0.42% -63 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 58,515 $5.21M 0.33% -1,101 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 58,269 $5.18M 1.31% +12,125 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 56,860 $5.06M 3.12% -4,917 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 56,043 $4.99M 1.21% -9,711 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 55,689 $4.96M 0.52% +6,468 13F-HR Timeline