RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 14,813,665 $660M 0.21% +401,802 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,152,887 $319M 0.09% +525,576 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,770,409 $123M 4.29% +66,180 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,724,657 $121M 0.18% +8,459 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,386,245 $106M 0.01% +545,316 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,311,564 $103M 0.03% +219,002 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,001,176 $89.2M 0.1% +102,832 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,775,366 $79.1M 0.19% +83,441 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,590,216 $70.9M 0.01% +77,903 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,578,999 $70.4M 0.01% +70,136 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,270,273 $56.6M 0.08% +121,260 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 917,279 $40.9M 3.57% +19,524 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 880,356 $39.2M 0.01% +213,025 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 870,316 $38.4M 0.05% +75,744 13F-HR Timeline Group Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 765,866 $34.1M 10.82% +63,441 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 716,650 $31.9M +23,268 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 713,398 $31.8M 0.04% +158,613 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 654,401 $29.2M 0.03% +178,600 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 625,362 $27.9M 0.14% +31,609 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 597,240 $26.6M 2.81% +6,039 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 560,554 $25M 0.14% -330,362 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 529,080 $23.6M 0.07% +108,676 13F-HR Timeline Group NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 474,576 $21.2M 11.08% +10,843 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 458,617 $20.4M 5.12% +16,655 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 440,006 $19.6M 4.13% +5,695 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 420,519 $18.7M 0.03% +383,719 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 412,647 $18.4M 8.1% -3,566 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 410,234 $18.3M 11.72% -420,678 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 402,391 $17.9M 0.16% new 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 383,062 $17.1M 0.26% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 382,111 $17M 0.08% +19,658 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 363,589 $16.2M 0.42% +23,952 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 362,792 $16.2M 3.15% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 340,826 $15.2M 3.65% -8,919 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 326,320 $14.5M 4.23% +24,606 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 315,659 $14.1M 0.28% -58,595 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/ 315,179 $14M <0.01% +175,212 13F-HR/A Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 302,782 $13.5M 0.15% +35,728 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 289,934 $13M 7.54% +26 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 282,415 $12.6M 4.88% -16,700 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 265,786 $11.8M 0.03% -15,363 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 265,288 $11.8M <0.01% -16,202 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 264,638 $11.8M 0.27% +16,899 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 255,583 $11.4M 0.22% +36,357 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 246,825 $11M 6.04% -120 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 230,633 $10.3M -38,236 Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 226,625 $10.1M 0.47% -1,582 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 226,252 $10.1M 1.2% +4,021 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 226,067 $10.1M 0.01% +216,466 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 220,903 $9.85M 0.01% -125,086 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 217,200 $9.68M 0.77% -1,106 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 212,638 $9.48M 0.17% +45,560 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 182,924 $8.15M 3.13% -9,279 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 182,045 $8.11M 1.5% +6,706 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 177,654 $7.92M 0.06% +29,198 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 177,509 $7.91M 3.45% -42,838 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 175,146 $7.81M 0.51% +27,577 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 172,864 $7.71M 0.02% +6,189 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 171,470 $7.64M 4.62% -1,035 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 171,468 $7.64M 2.43% +540 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. 169,465 $7.55M 0.15% +10,008 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 168,577 $7.51M 0.59% +12,981 13F-HR Timeline Security National Bank More: the full row for Security National Bank 165,499 $7.38M 1.13% new 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 148,475 $6.62M 4.24% -473 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 144,161 $6.43M 0.88% +5,759 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 140,479 $6.26M 1.95% +31,405 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 140,359 $6.26M 0.29% -5,504 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 140,398 $5.9M 1.15% +13,262 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 128,189 $5.71M 3.13% +7,722 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 127,504 $5.68M +4,146 Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 126,837 $5.65M 0.44% +44,242 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 126,020 $5.62M 0.27% +11,134 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 122,314 $5.45M 4.58% +812 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 117,930 $5.26M 1.14% -2,198 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 115,227 $5.14M 3.55% +51,754 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 113,989 $5.08M 0.1% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 113,989 $5.08M 0.35% new 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 113,036 $5.04M 2.92% +617 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 111,257 $4.96M 0.14% +14,798 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 109,493 $4.88M 2.08% +3,478 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 108,836 $4.85M 0.17% +63,680 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 108,814 $4.85M 0.1% +31,928 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 107,970 $4.81M 0.29% +1,634 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 105,733 $4.71M 1.83% -189 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 102,662 $4.58M 0.01% +55,763 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 101,529 $4.53M 2.48% +2,117 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 100,372 $4.47M 0.01% +19,018 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 98,150 $4.37M 0.17% +5,659 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 95,530 $4.26M 0.26% +17,329 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 93,706 $4.18M 1.02% +1,110 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 91,253 $4.07M 0.12% +519 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 91,218 $4.07M 0.13% +5,656 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 89,395 $3.98M 1.54% +1,658 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 87,308 $3.89M 0.19% +5,178 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 84,664 $3.82M 0.34% -24,663 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 84,869 $3.78M 0.13% -3,474 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 84,799 $3.78M 0.24% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 84,295 $3.76M 0.01% +13,790 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 79,269 $3.53M 0.11% +4,242 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 78,554 $3.5M 0.02% new 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 76,895 $3.43M 2.4% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 76,718 $3.42M 0.21% +952 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 76,708 $3.42M 1.19% +8,494 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 75,436 $3.36M 0.41% +174 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 74,190 $3.33M 0.74% +3,217 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 72,600 $3.24M 1.65% +2,388 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 71,971 $3.21M 0.91% -4,884 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 69,371 $3.09M 0.48% -4,452 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 68,481 $3.05M 0.13% -1,368 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 66,770 $2.98M 0.99% +6,225 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 62,540 $2.79M 0.4% -864 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 60,508 $2.7M 1.33% +125 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 57,200 $2.55M <0.01% +17,600 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 56,466 $2.52M 0.34% +10,058 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 55,509 $2.47M 0.28% -12,061 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 54,090 $2.41M 0.99% +14,261 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 51,461 $2.29M 2.05% -3,198 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 50,072 $2.23M 0.02% +18,997 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 49,392 $2.2M 0.03% -381 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 47,434 $2.11M 0.86% +52 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 46,673 $2.08M 0.01% +5,473 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 45,821 $2.04M 0.16% +1,654 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 45,491 $2.03M 0.03% -1,601 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 44,909 $2M 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 44,668 $1.99M 0.01% +824 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 44,114 $1.97M 2.53% +69 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 43,617 $1.94M 0.37% +2,522 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 42,910 $1.91M 0.47% +319 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 42,446 $1.89M 0.03% +659 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41,682 $1.86M <0.01% +2,620 13F-HR/A Timeline Group Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 39,856 $1.78M 0.01% +1,777 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 39,209 $1.75M 0.01% +5,554 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 39,120 $1.74M 0.99% +5,130 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 38,561 $1.72M 0.02% -1,403 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 37,525 $1.67M 0.1% +16,848 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 37,302 $1.66M 0.13% +3,036 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,248 $1.66M 0.03% +19,302 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 37,211 $1.66M 0.1% +7,003 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 36,700 $1.64M 0.03% -933 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 34,675 $1.55M 0.22% +3,653 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 33,685 $1.5M 0.22% -712 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 33,648 $1.5M 0.46% +13,339 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 31,563 $1.41M 0.03% +4,244 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 31,388 $1.4M 0.05% +63 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 31,224 $1.39M 0.72% -842 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 30,984 $1.38M 0.78% -2,506 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 30,602 $1.36M 0.05% +2,872 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 30,387 $1.35M 0.01% +15,761 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,490 $1.32M <0.01% +15,655 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 29,070 $1.3M 0.09% +1,108 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,004 $1.29M <0.01% +20,343 13F-HR Timeline Group Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 26,945 $1.2M 0.94% +48 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 26,876 $1.2M 0.88% -211 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 26,686 $1.19M 0.34% +59 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,718 $1.15M 0.1% +1,329 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,626 $1.14M 0.04% +114 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,338 $1.13M 0.03% +1,831 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 25,202 $1.12M 0.55% -941 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,336 $1.08M 0.06% new 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 24,202 $1.08M 0.73% +3,615 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 23,518 $1.05M 0.57% -847 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 22,796 $1.02M 0.5% +831 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 22,082 $984K 0.13% -2,750 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 21,900 $976K 0.33% -200 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,781 $971K <0.01% +3,364 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 21,031 $937K 0.06% -5 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 20,480 $913K 0.34% +240 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 20,418 $910K <0.01% +2,368 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 20,301 $899K 0.02% +353 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. 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