BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 11,704,650 $1.03B 0.08% -214,723 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,696,187 $1.03B 0.59% -612,284 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,527,081 $1.01B 0.27% -692,506 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,988,724 $790M 0.05% +476,607 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,220,684 $634M 32.86% +309,867 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,841,705 $601M 0.14% -197,642 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,440,502 $302M 0.09% +26,535 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,832,094 $249M 0.26% -36,987 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,809,171 $247M +123,220 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,589,945 $228M 0.24% +139,133 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,165,567 $190M -280,545 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,654,013 $145M 0.03% -29,329 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,507,750 $132M 0.03% -110,828 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,407,611 $124M 0.58% -11,920 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,375,613 $121M -48,085 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,215,864 $107M 3.42% +199,582 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,181,434 $104M +1,499 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,149,149 $101M 0.51% +64,511 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,079,247 $94.8M 1.1% -456,062 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,067,367 $93.8M -3,853 Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,026,457 $90.2M 5.09% +35,461 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 930,174 $81.7M 6.59% +30,454 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 927,276 $81.5M 0.11% -103,269 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 874,519 $79.4M 5.82% +1,942 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 856,692 $75.3M +845,404 Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 829,962 $72.9M 5.68% +6,934 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 813,128 $71.4M 9.71% -28,167 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 761,831 $66.9M 0.12% -689 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 723,634 $63.6M 0.11% -393,814 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 722,416 $63.5M 8.87% -95,909 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 716,773 $63.1M 0.14% -509,007 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 717,040 $63M 5.43% +13,259 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 664,879 $58.4M 0.63% +660,044 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 663,745 $58.3M 13.06% +1,917 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 657,804 $56.3M <0.01% +22,366 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 614,688 $55M 0.35% -194,863 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 606,427 $53.3M 0.21% -23,165 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 603,626 $53M 10.41% -19,720 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 597,611 $52.5M 0.08% -58,573 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 581,216 $51.1M 0.06% +17,128 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 574,692 $50.5M 5.04% -3,448 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 568,471 $49.9M 10.17% -48,103 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 568,241 $49.9M 2.09% +108,920 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 561,239 $49.3M 0.18% +34,683 13F-HR/A Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 533,930 $46.9M 6.31% +6,070 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 527,285 $46.3M 0.12% -11,771 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 522,039 $45.9M 4.51% +58,981 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 520,236 $45.7M 0.12% +113,523 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 513,030 $45.1M 13.61% -46,475 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 510,077 $44.8M 6.28% -4,905 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 509,821 $44.8M 0.44% +460 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 507,774 $44.6M 12.37% -15,460 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 498,699 $43.8M 1.2% -18,016 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 497,887 $43.7M 4.67% +14,589 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 490,870 $43.1M 0.04% +10,815 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 390,211 $36.5M 7.19% -5,567 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 409,789 $36M 14.58% +21,725 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 406,724 $35.7M 0.74% +16,186 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 398,649 $35M 6.98% +16,544 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 391,711 $34.4M 15.62% +3,947 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 390,416 $34.3M 0.17% -21,201 13F-HR Timeline Group TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 390,000 $34.3M 3.78% -135,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 379,846 $33.4M 7.51% +11,352 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 375,339 $33M 3.71% +26,162 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 366,729 $32.2M 0.38% -16,861 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 365,552 $32.1M 6.94% +5,463 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 358,819 $30.8M 0.01% +26,809 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 332,954 $29.2M 1.07% +4,116 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 328,365 $28.8M 3.19% -6,010 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 327,972 $28.8M 11.31% +5,355 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 322,088 $28.4M 0.49% +12,521 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 318,370 $28M 0.36% +16,072 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 317,691 $27.9M 0.05% -15,032 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 316,695 $27.8M 0.04% -19,031 13F-HR Timeline Group Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 307,503 $27M 4.77% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 296,463 $26M 8.2% -1,979 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 294,509 $25.9M 2.11% +39,232 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 287,570 $25.3M 2.38% +2,515 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 283,428 $24.9M 2.08% +27,451 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 282,700 $24.8M 0.07% -43,065 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 277,773 $24.4M 0.93% +53,933 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 272,557 $23.9M 0.26% -78,632 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 269,078 $23.6M 0.03% -27,876 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 266,242 $23.4M 2.91% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 263,766 $23.2M 0.15% -5,587 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 258,309 $22.8M 6.34% -14,129 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 241,906 $21.2M 8.7% +16,644 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 237,640 $20.9M 0.11% +209,259 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 236,963 $20.8M 0.05% -9,698 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 234,126 $20.6M 8.75% +4,541 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 232,570 $20.4M 0.12% +4,367 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 227,624 $20M 8.66% -97,928 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 226,430 $19.9M 12.7% -36,231 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 220,333 $19.4M 8.88% +8,463 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 219,348 $19.3M 0.01% +1,664 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 217,227 $19.1M 0.1% -40,754 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 217,078 $19.1M 2.48% +23,944 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 209,339 $18.4M 0.21% -77,077 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 207,969 $18.3M 1.25% +10,568 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 203,008 $17.8M 13.51% +9,978 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 200,179 $17.6M 7.71% +3,667 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 197,697 $17.4M 6.28% +5,456 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 193,500 $17M 1.48% +2,949 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 193,059 $17M 0.3% +350 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 186,058 $16.3M 1.21% -236 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 177,659 $15.6M 0.56% +1,869 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 177,509 $15.6M 0.61% +87,250 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 180,457 $15.5M 0.56% -26,777 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 174,355 $15.3M 6.39% +982 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 173,014 $15.2M 1.11% -24,746 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 165,524 $14.5M 7.25% +3,265 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 156,981 $14.2M 11.37% -398 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 158,400 $13.9M 8.55% +6,687 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 157,328 $13.8M 0.01% -63,868 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. 151,687 $13.3M 0.24% -30,463 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 146,342 $12.9M 5.87% +3,922 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 145,669 $12.8M 1.01% +794 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 140,238 $12.3M 1.53% +1,997 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 139,329 $12.2M 7.12% -864 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 135,309 $11.9M 8.79% +3,495 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 135,254 $11.9M 0.38% +6,935 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 133,853 $11.8M 1.06% -686 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 127,643 $11.2M 1.25% +3,183 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 123,241 $10.8M 6.89% -958 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 123,167 $10.8M 0.08% +926 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 121,807 $10.7M 0.13% +19,328 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 121,030 $10.6M 0.17% -1,497 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 120,485 $10.6M 4.76% +5,319 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 120,050 $10.5M 3.13% +1,757 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 119,404 $10.5M 6.86% +3,593 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 117,853 $10.4M 5.24% +4,686 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 117,076 $10.3M 3.95% +5,536 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 116,174 $10.2M 0.2% -3,065 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 115,736 $10.2M 0.31% -583 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 114,118 $10M 1.45% +2,215 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 111,860 $9.83M 6.91% +255 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 108,637 $9.54M 0.05% -3,410 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 106,321 $9.34M 0.84% +4,401 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 105,557 $9.27M 0.8% -14,498 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 97,143 $9.25M 0.26% -27,550 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 104,620 $9.19M 0.22% -372 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 104,374 $9.17M 0.4% -10,209 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 104,243 $9.16M 0.6% -25,729 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 100,871 $8.86M 0.76% +3,800 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 100,828 $8.86M 0.01% +71,297 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 96,363 $8.46M 1.53% +3,269 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 94,746 $8.32M 0.05% -10,847 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 94,093 $8.27M 0.63% +66,317 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 91,948 $8.08M 0.36% -5,090 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 89,988 $7.91M 0.04% +3,919 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 89,773 $7.89M 5.55% +286 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 89,238 $7.83M 0.09% +46,058 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 89,101 $7.83M 0.06% -14,658 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 88,125 $7.74M 3.77% +11,078 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 86,701 $7.62M 0.01% -2,641 13F-HR Timeline Group Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 86,579 $7.61M 3.82% +1,699 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 85,737 $7.53M 0.55% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 85,279 $7.49M 0.48% -11 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 84,537 $7.43M 5.36% +329 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 84,112 $7.39M 4.59% +3,265 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 81,600 $7.17M 0.71% -1,448 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 78,907 $6.95M 0.07% -12,851 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 76,325 $6.7M 0.01% +2,153 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75,772 $6.66M 0.73% -47,275 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 74,032 $6.5M 1.51% +2,186 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73,818 $6.48M 0.14% -8,122 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 73,545 $6.46M 0.15% -30,159 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 72,162 $6.34M 3.37% +320 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 73,709 $6.24M 0.01% -6,842 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 70,737 $6.21M 0.05% -3,837 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 70,224 $6.17M <0.01% +13,562 13F-HR Timeline Group CPWA, LLC More: the full row for CPWA, LLC 64,897 $6.17M 7.37% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 70,172 $6.16M 0.29% +1,567 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 70,126 $6.16M 3.59% +1,809 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 66,263 $5.82M 0.42% -16 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 65,585 $5.76M 0.44% +18,732 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 64,192 $5.64M 0.09% -20,260 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 64,100 $5.63M 2.3% +1,188 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 63,806 $5.6M 0.84% +993 13F-HR/A Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 63,729 $5.6M 0.07% +421 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 63,186 $5.55M 0.42% +4,514 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 64,346 $5.39M 2.32% -16,218 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 60,202 $5.29M 0.18% -371 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 60,023 $5.27M 1.19% +6,438 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 56,023 $5.27M 1.12% -9,166 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 59,790 $5.25M 1.57% -979 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 58,892 $5.17M 0.03% +1,399 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 58,442 $5.13M 1.68% -65,130 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 58,293 $5.12M 0.04% +747 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 58,165 $5.11M 0.55% -1,095 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 56,263 $4.94M 2.7% +7,035 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 56,212 $4.94M 0.16% +2,658 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 55,880 $4.91M 0.52% -1,205 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 55,581 $4.88M 1.12% -22 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 53,555 $4.7M 4.96% -22,952 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 53,499 $4.7M 0.6% +1,327 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 53,134 $4.67M <0.01% +4,109 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 53,023 $4.66M 0.21% -5,086 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 52,813 $4.64M 2.73% 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 52,295 $4.59M 1.79% +380 13F-HR Timeline