BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,544,057 $436M 0.03% -186,001 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,372,129 $376M 0.08% +1,092,553 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,592,155 $337M 0.02% +193,963 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,762,305 $294M 0.03% +286,253 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,466,922 $279M 0.06% +974,441 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,955,418 $202M 1.41% +909,626 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,520,077 $180M 0.03% +43,947 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,145,977 $161M 2.22% +15,849 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,050,266 $156M 0.03% +36,594 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,039,586 $155M <0.01% +412,542 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,314,490 $118M 0.02% -196,743 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,163,813 $110M 9.62% +755,890 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,143,534 $109M 0.02% +380,659 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,101,238 $107M 5.85% +576,500 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,084,199 $106M 0.18% +118,721 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. 2,075,529 $106M 0.05% +46,075 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,843,094 $94.1M 0.03% +240,372 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,474,897 $75.3M 0.38% -7,111 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,354,166 $69.1M <0.01% -41,612 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,226,500 $62.6M 0.13% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,108,482 $56.6M 0.67% -177,856 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,011,845 $51.7M 0.05% -74,439 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,010,394 $51.6M 0.06% +8,521 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 879,949 $44.9M 0.05% +113,207 13F-HR Timeline Group Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 841,052 $42.9M 11.9% +133,658 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 829,313 $42.3M -179,637 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 780,000 $39.8M 0.71% 0 13F-HR Timeline Group Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 732,529 $37.4M 11.57% +82,249 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 722,584 $36.9M 5.17% +71,125 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 696,961 $35.6M 0.08% +88,891 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 685,102 $34.9M 3.6% +84,012 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 681,091 $34.8M 0.81% +3,053 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 675,708 $34.5M 1.81% -96,581 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 666,239 $34M 0.17% -443,372 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 627,723 $32M <0.01% +281,005 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 619,619 $31.6M +1,188 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 597,003 $30.5M 0.04% +65,396 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 542,453 $27.7M 0.03% +48,079 13F-HR Timeline Group Towercrest Capital Management More: the full row for Towercrest Capital Management 527,506 $26.9M 3.75% -9,703 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 520,622 $26.6M 2.64% -18,340 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 484,553 $24.7M 2.94% +18,419 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 481,741 $24.6M 2% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 473,378 $24.2M 0.64% +162,133 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 466,052 $23.8M 0.45% +430,004 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 448,144 $22.9M 0.02% +171,395 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 447,284 $22.8M +28,580 Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 441,517 $22.5M 3.39% +144,256 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 436,810 $22.3M 0.02% -33,227 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 429,723 $21.9M 1.22% +22,879 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 415,334 $21.2M 0.12% +7,744 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 413,476 $21.1M 0.04% +74,141 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 406,989 $20.8M 4.13% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 373,717 $19.1M 1.38% -20,001 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 358,003 $18.3M 4.59% -324,252 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 354,280 $18.1M 0.19% -14,137 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 351,530 $17.9M 0.02% +25,540 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 350,665 $17.9M 7.69% +207,808 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 338,106 $17.3M 3.39% -49,153 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 336,173 $17.2M -991 Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 333,563 $17M 0.17% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 309,081 $15.8M 0.02% -25,647 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 296,646 $15.1M 0.09% +12,663 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 293,076 $15M 0.1% -2,562 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 288,086 $14.7M 0.23% -29,727 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 287,635 $14.7M 5.56% +61,503 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 286,822 $14.6M 0.37% -21,982 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 286,611 $14.6M 5.86% +28,683 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 282,726 $14.4M 3.77% +20,078 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 273,884 $14M 0.83% -12,086 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 269,317 $13.7M 5.47% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 268,368 $13.7M 2.67% +1,591 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 264,672 $13.5M 0.31% +126,172 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 264,348 $13.5M 0.02% -40,704 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 260,824 $13.3M 0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 253,121 $12.9M 0.06% +49,386 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 241,923 $12.4M 1.11% +20,965 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 240,655 $12.3M 0.25% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 237,750 $12.1M 0.3% -27,217 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 233,655 $11.9M 0.54% -9,909 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 232,862 $11.9M 4% new 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 232,202 $11.9M 2.75% +20,437 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 222,764 $11.4M 0.01% +72,086 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 222,365 $11.3M 0.46% -22,518 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 216,691 $11.1M 0.16% +7,624 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 215,695 $11M 5.27% +3,420 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 214,694 $11M 3.82% +30,245 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 214,124 $10.9M 0.07% +22,269 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 212,826 $10.9M 0.01% -28,405 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 207,285 $10.6M 0.02% -4,448 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 204,778 $10.4M 5.26% +8,194 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 202,885 $10.4M 0.4% +11,400 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 201,127 $10.3M 0.22% +13,554 13F-HR Timeline Group MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 200,834 $10.2M 6.72% +4,357 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 195,179 $9.96M 0.04% +1,008 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 188,578 $9.63M 0.99% +6,230 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 187,968 $9.6M 0.98% -4,479 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 187,550 $9.57M 1.69% +15,756 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 184,254 $9.41M 0.2% +18,493 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 182,241 $9.3M 1.43% +3,332 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 182,076 $9.28M +9,115 Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 175,894 $8.98M 3.36% +13,103 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 175,033 $8.94M 0.56% +13,042 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 173,379 $8.85M 2.3% +247 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 172,579 $8.81M 1.07% -777 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 172,350 $8.8M 0.6% -1,609 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 171,980 $8.78M 2.11% +46,740 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 169,090 $8.63M 2.11% -14,896 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 165,424 $8.44M 2.24% +5,681 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 163,391 $8.34M <0.01% +45,634 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 162,640 $8.3M <0.01% new 13F-HR Timeline Group Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 161,383 $8.24M 5.67% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 158,202 $8.08M 0.01% -2,157 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 157,654 $8.05M 2.02% +7,932 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 156,611 $8M 0.4% +9,415 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 156,071 $7.97M 1.49% +111 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 154,747 $7.9M 0.76% +13,416 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 154,217 $7.87M 4.22% +1,883 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 152,580 $7.79M 6.71% +11,604 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 151,623 $7.74M 1.56% +8,117 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 151,400 $7.73M 0.15% +16,958 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 148,580 $7.59M +4,635 Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 148,126 $7.56M 2.52% +108,100 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 146,696 $7.49M 0.32% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 142,005 $7.25M 1.04% +1,125 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 140,779 $7.19M 0.33% +70,016 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 138,480 $7.07M 1.93% +22,363 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 136,894 $6.99M 0.12% +115,355 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 136,011 $6.94M 0.07% -1,340 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 135,317 $6.91M 1.7% +2,527 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 134,141 $6.85M 0.27% +109,974 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 133,281 $6.8M <0.01% +22,767 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 130,392 $6.66M 1.32% +160 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 127,589 $6.51M 0.71% +7,153 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 126,330 $6.45M 0.84% +379 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 125,524 $6.41M 0.07% +323 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 123,029 $6.28M 0.12% +3,912 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 122,500 $6.25M 0.3% 0 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 121,159 $6.19M 2.8% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 119,528 $6.1M 0.97% -6,325 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 118,357 $6.04M -8,951 Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 117,503 $6M 0.01% -21,003 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 116,171 $5.93M 0.72% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 114,866 $5.85M 1.15% -8,548 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 113,820 $5.81M 1.04% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 113,499 $5.79M 0.4% -5,107 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 113,316 $5.78M 0.07% -4,865 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 111,419 $5.69M 0.03% +8,887 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 109,596 $5.59M 0.03% +53,394 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 107,071 $5.47M 0.28% +3,972 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 103,912 $5.3M 0.08% 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 102,776 $5.25M 2.38% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 101,475 $5.18M 0.68% +11,053 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 101,230 $5.17M <0.01% +10,417 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 100,980 $5.16M 1.86% -28,075 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 100,449 $5.13M 0.69% -7,680 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 99,394 $5.07M 1.02% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 99,039 $5.06M 1.04% +342 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 98,597 $5.03M 0.18% -14,896 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 97,826 $4.99M 0.04% -3,062 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 97,171 $4.96M 0.73% +10,539 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 96,294 $4.92M 0.02% -807 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 95,047 $4.85M 2.68% +114 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 93,608 $4.78M 0.61% new 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 92,513 $4.72M 2.2% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 91,436 $4.67M 1.18% +9,201 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 90,969 $4.64M 0.38% +10,358 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 90,359 $4.61M 1.45% +6,995 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 90,164 $4.6M 0.03% +50,652 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 88,725 $4.53M 2.45% -324 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 88,702 $4.53M 0.01% +9,227 13F-HR/A Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 87,524 $4.47M 1.13% new 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 87,391 $4.46M 3.53% +7,779 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 87,036 $4.44M 0.04% -1,543 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 86,851 $4.43M 2.48% +838 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 86,307 $4.39M 0.43% +5,942 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 85,740 $4.38M 0.23% +825 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 85,550 $4.37M 0.03% +1,958 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 85,075 $4.34M 2.01% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 85,001 $4.34M 0.01% +782 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 84,993 $4.34M 0.01% -3,553 13F-HR/A Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 88,067 $4.3M 0.01% +8,752 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 84,064 $4.29M 0.48% -15,026 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 82,675 $4.22M 0.07% +16,152 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 82,489 $4.21M 0.02% +154 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 81,166 $4.14M 0.06% +9,871 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 80,936 $4.13M 1.64% +2,871 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 80,246 $4.1M 0.37% +20,436 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 80,334 $4.09M 1.39% -13 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 79,363 $4.05M 0.64% +32,098 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 79,197 $4.04M +23,241 Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 79,061 $4.04M 0.01% -2,366 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 79,064 $4.03M 0.46% -1,329 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 77,707 $3.97M 0.25% -5,344 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 77,048 $3.93M 0.04% +11,802 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 75,768 $3.87M 0.06% +6,347 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 75,742 $3.87M 0.03% +4,459 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 75,534 $3.86M 3.23% +11,269 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 75,707 $3.85M 0.23% +16,451 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 75,489 $3.85M 0.41% +13,840 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 75,229 $3.84M 1.55% +26,710 13F-HR Timeline