JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,110,165 $481M 0.03% +89,224 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,167,947 $344M 0.02% -133,760 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,436,453 $228M 0.02% +139,317 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 702,665 $109M 0.09% +582,325 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 589,058 $93.4M 0.02% +90,081 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 507,304 $80.4M 0.16% +497,925 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 476,736 $75.6M <0.01% +1,821 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 455,418 $72.2M 0.01% -59,905 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 454,012 $72M 0.02% +97,121 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 394,714 $62.6M 0.01% +30,520 13F-HR/A Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 369,091 $58.5M 0.64% +198,137 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 367,872 $58.3M +41,502 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 307,624 $48.8M 0.77% +17,963 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 268,486 $42.6M 3.09% +4,792 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 248,025 $39.3M 0.01% -5,739 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 238,158 $37.8M 0.01% -41,557 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 202,775 $32.2M 0.04% +201,139 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 192,665 $30.6M 4.17% +9,749 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 173,700 $27.5M 0.03% +138,900 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 158,936 $25.2M 0.88% -1,220 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 158,195 $25.1M <0.01% +2,692 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 156,067 $24.7M 0.31% +29,711 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 138,494 $22M 0.04% +5,084 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 137,735 $21.8M 0.15% +115,792 13F-HR Timeline Group Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 122,747 $19.5M 3.98% +36,610 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 118,546 $18.8M 0.71% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 113,150 $17.9M 0.39% +8,700 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 111,371 $17.7M 0.2% +916 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 105,954 $16.8M <0.01% +6,502 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 102,733 $16.3M 0.39% +1,082 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 100,124 $15.9M 1.92% -17,494 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 92,318 $14.6M 3.07% +470 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,201 $14.6M <0.01% +50,369 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 90,421 $14.3M 0.02% +61,254 13F-HR Timeline Group JBGlobal.com LLC More: the full row for JBGlobal.com LLC 77,126 $12.2M 12.04% -813 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 76,986 $12.2M 2.06% -2,227 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 73,653 $11.7M 0.61% -10,831 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 70,286 $11.1M 2.23% +13,135 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 70,005 $11.1M 0.02% -26,165 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 65,630 $10.4M 1.63% +7,099 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 65,605 $10.4M 0.02% +22,685 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 65,437 $10.4M +705 Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 63,266 $10.2M 2.11% +3,574 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 63,785 $10.1M <0.01% +160 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 63,736 $10.1M 0.58% 0 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 59,432 $9.42M 0.01% +3,901 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,752 $9.32M 0.01% +4,940 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 56,335 $8.93M 5.27% -126 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 55,878 $8.86M 2.44% +4,610 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 46,560 $7.38M 5.44% 0 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 46,508 $7.38M 2.52% -2,101 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 45,532 $7.22M <0.01% +14,031 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,370 $7.19M 0.27% +38,827 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 44,852 $7.11M 2.39% +4,439 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,270 $7.02M 0.03% +1,183 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 43,255 $6.86M 0.01% +10,416 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 41,899 $6.64M 0.03% -1,472 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 40,153 $6.37M 3.01% +5,724 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 38,187 $6.06M <0.01% -900 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 37,562 $5.96M 4.19% +5,040 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 36,879 $5.85M 0.02% +120 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 36,424 $5.78M 1.3% +511 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35,854 $5.69M 0.13% -7,423 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 35,593 $5.64M 0.1% +110 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 35,417 $5.62M 0.52% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 34,891 $5.53M 0.61% +9,368 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 34,787 $5.52M 0.03% -2,268 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 33,160 $5.26M 0.17% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,403 $5.14M 0.03% -71 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 32,228 $5.11M 0.19% -5,454 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 30,623 $4.86M <0.01% -4,962 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 29,641 $4.7M 0.06% +4,290 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 30,366 $4.7M <0.01% +5,965 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 28,658 $4.54M 0.01% +23,266 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,861 $4.42M 0.01% -6,880 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 26,817 $4.25M 0.19% +977 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 25,377 $4.02M 2.4% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 24,797 $3.93M 0.01% +119 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 24,659 $3.91M <0.01% +996 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 24,576 $3.9M 0.06% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,366 $3.86M 0.01% -28 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 23,914 $3.79M 0.49% -268,841 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,018 $3.65M <0.01% -4,205 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,831 $3.62M 0.01% +1,836 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,628 $3.43M 0.68% -107 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 21,400 $3.39M <0.01% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 21,150 $3.35M 0.03% +2,173 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,039 $3.34M 0.01% +6,012 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,921 $3.23M 0.52% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 20,125 $3.19M 0.08% +574 13F-HR Timeline S&CO INC More: the full row for S&CO INC 20,000 $3.17M 0.2% 0 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 19,156 $3.04M 1.78% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 18,836 $2.91M 0.04% -3,338 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 17,949 $2.85M 0.05% -87 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 17,847 $2.83M 0.75% -1,199 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16,281 $2.58M 1.77% +6,722 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 16,119 $2.56M <0.01% +12,297 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 16,062 $2.55M 0.57% +2,185 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,450 $2.45M 0.03% +3,979 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. 15,241 $2.42M 0.04% +4,634 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,659 $2.32M 0.01% +4,336 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,656 $2.32M 0.01% -3,228 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 13,327 $2.11M 1.77% -3,233 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,238 $2.1M 0.04% +135 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 13,154 $2.09M <0.01% -35 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 13,125 $2.08M 0.47% -34 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 12,957 $2.05M 0.01% -496 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 12,045 $1.91M <0.01% new 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,788 $1.9M <0.01% -3,635 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 11,726 $1.88M 1.28% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 11,810 $1.87M 0.47% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 11,478 $1.82M 0.63% -235 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,409 $1.81M <0.01% -11,813 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,384 $1.81M 0.01% -1,300 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 11,117 $1.76M 0.2% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 10,872 $1.72M 1.13% +4,548 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,824 $1.72M 0.32% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,725 $1.7M <0.01% +2,334 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/ 10,425 $1.65M <0.01% -1,011 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,208 $1.62M 0.01% -26 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 10,000 $1.59M 0.18% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,795 $1.55M 0.11% +2,623 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 9,763 $1.55M <0.01% +4,488 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,708 $1.54M 0.07% +6,541 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,686 $1.54M <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,519 $1.51M 0.01% +82 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 9,477 $1.5M 0.26% -109 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,376 $1.49M 0.09% +21 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,351 $1.48M 0.01% -5,845 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,223 $1.46M 0.06% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,212 $1.46M 0.03% -2,256 13F-HR Timeline Group Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,175 $1.45M 0.66% -971 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 9,160 $1.45M 0.02% +354 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 9,257 $1.44M <0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,759 $1.44M 0.01% -19,829 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,781 $1.39M <0.01% +530 13F-HR Timeline Group Payne Capital LLC More: the full row for Payne Capital LLC 8,595 $1.36M 1.25% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 8,438 $1.33M 0.01% -522 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,260 $1.31M 0.29% -1,908 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,201 $1.3M 0.01% -904 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,177 $1.3M <0.01% +610 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,994 $1.29M 0.25% -10 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 8,128 $1.29M 1.59% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,054 $1.28M 0.14% -186 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,039 $1.27M 0.12% -13,512 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 7,925 $1.26M 0.05% -192 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,839 $1.24M 0.01% +14 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,814 $1.24M 0.18% +2,216 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,063 $1.19M 0.03% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,429 $1.18M 0.01% +3,447 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,386 $1.17M 0.04% +2,094 13F-HR/A Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 7,210 $1.14M 0.63% -400 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,909 $1.1M 0.67% +75 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,746 $1.07M 0.01% -2,200 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,712 $1.06M 0.01% +1,237 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,685 $1.06M 0.39% +414 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,551 $1.04M 0.01% new 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,451 $1.02M 0.04% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,311 $1M 0.09% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,204 $984K 0.11% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,143 $974K 0.03% -7,411 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,142 $974K 0.03% +517 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,045 $959K 0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,833 $946K 0.01% +5,757 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,855 $928K 0.25% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 5,849 $928K 0.07% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,780 $917K 0.35% +202 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,760 $913K 0.5% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,708 $905K 0.21% -190 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,682 $901K <0.01% -136 13F-HR Timeline Group WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 5,678 $900K 0.59% +4,242 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,526 $876K 0.01% -3,098 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,500 $872K <0.01% +916 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,468 $867K 0.13% -101 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 5,435 $862K 0.71% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 5,331 $845K 0.59% -7,950 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,200 $825K 0.11% 0 13F-HR/A Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 5,180 $821K 0.79% +373 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,145 $816K 0.06% -186 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,131 $814K 0.01% +1,640 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 4,878 $774K 0.14% 0 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 5,320 $767K 0.64% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,789 $759K 0.46% +426 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,722 $749K 0.19% +79 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,694 $744K 0.25% +817 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,680 $742K 0.09% +904 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,666 $740K 0.16% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,637 $735K 0.01% +767 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,566 $724K 0.03% +391 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,284 $679K 0.04% 0 13F-HR Timeline Mengis Capital Management, Inc. 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