BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,730,058 $445M 0.03% -120,163 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,398,192 $326M 0.02% +261,878 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,279,576 $320M 0.07% +4,215,550 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,476,052 $279M 0.04% +22,191 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,492,481 $229M 0.06% +325,684 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,476,130 $177M 0.04% +221,903 13F-HR/A Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,130,128 $159M 2.5% +216,519 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 3,045,792 $155M 1.31% -87,684 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,013,672 $154M 0.04% -32,685 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,627,044 $134M <0.01% -4,673 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,511,233 $128M 0.02% +206,680 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. 2,029,454 $103M 0.06% +230,814 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,965,478 $100M 0.2% +46,823 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,762,875 $89.8M 0.02% -247,986 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,602,722 $81.7M 0.03% +311,698 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,524,738 $77.7M 4.23% +434,772 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,482,008 $75.5M 0.42% +28,489 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,407,923 $71.7M 7.89% -10,164 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,395,778 $70.9M <0.01% +103,989 13F-HR/A Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,286,338 $65.5M 0.98% -440,430 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,109,611 $56.5M 0.29% +4,126 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,086,284 $55.3M 0.06% +13,784 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,008,950 $51.4M -268,550 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,001,873 $51M 0.07% -13,239 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 937,692 $47.8M 0.04% new 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 780,000 $39.7M 0.64% 0 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 772,289 $39.3M 2.29% +4,345 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 766,742 $39.1M 0.06% -2,054 13F-HR Timeline Group Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 707,394 $36M 11.87% -9,071 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 682,255 $34.8M 9.5% +192,792 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 678,038 $34.5M 0.9% +32,181 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 651,459 $33.2M 5.31% -3,874 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 650,280 $33.1M 11.33% +102,454 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 618,431 $31.5M +6,099 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 608,070 $31M 0.08% +38,481 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 601,090 $30.6M 3.53% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 538,962 $27.5M 3.25% -17,514 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 537,209 $27.4M 4.26% -25,689 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 531,607 $27.1M 0.04% +109,711 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 494,374 $25.2M 0.03% +12,647 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 470,037 $23.9M 0.03% -1,126 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 466,134 $23.7M 2.96% +60,487 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 418,704 $21.3M +29,467 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 407,590 $20.8M 0.13% -10,679 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 406,844 $20.7M 1.21% +7,015 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 393,718 $20.1M 1.65% -8,667 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 387,259 $19.7M 4% -230,354 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 368,417 $18.8M 0.22% -20,521 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 346,718 $17.7M <0.01% -20,385 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 343,322 $17.5M 0.93% -8,120 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 339,335 $17.3M 0.05% -99,550 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 337,164 $17.2M -8,531 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 334,728 $17.1M 0.03% +32,484 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 325,990 $16.6M 0.02% +9,920 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 317,813 $16.2M 0.3% +16,690 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 311,245 $15.9M 0.45% -51,163 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 308,804 $15.7M 0.44% +8,626 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 305,052 $15.5M 0.03% +153,045 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 297,261 $15.1M 2.45% -367,795 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 295,638 $15.1M 0.12% -13,205 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 285,970 $14.6M 0.94% -738,018 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 283,983 $14.5M 0.11% +13,692 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 276,749 $14.1M 0.01% -31,891 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 266,777 $13.6M 2.97% -9,456 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 264,967 $13.5M 0.38% -10,487 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 262,648 $13.4M 3.78% +1,332 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 257,928 $13.1M 5.76% +5,587 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 244,883 $12.5M 0.6% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 243,564 $12.4M 0.57% +14,447 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 241,231 $12.3M 0.01% +54,069 13F-HR Timeline Group Alpha Zero LLC More: the full row for Alpha Zero LLC 226,132 $11.5M 5.83% +40,570 13F-HR Timeline Summit Portfolio Management, LTD. More: the full row for Summit Portfolio Management, LTD. 222,056 $11.3M 7.28% 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 220,958 $11.3M 1.16% 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 212,275 $10.8M 5.79% +18,206 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 211,765 $10.8M 2.97% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 211,733 $10.8M 0.02% -1,182 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 209,067 $10.7M 0.18% +88,449 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 205,745 $10.5M 0.27% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 203,735 $10.4M 0.06% new 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 196,584 $9.98M 5.08% +14,015 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 196,477 $9.97M 6.78% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 194,171 $9.89M 0.04% -11,170 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 192,447 $9.81M 1.1% -7,231 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 191,855 $9.76M 0.06% -25,926 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 191,485 $9.76M 0.41% +9,300 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 187,573 $9.56M 0.24% +2,041 13F-HR Timeline Group Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 184,449 $9.4M 3.72% +45,716 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 183,986 $9.37M 2.48% -36,920 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 182,348 $9.29M 1.14% +25,241 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 178,909 $9.12M 1.55% +7,718 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 173,959 $8.86M 0.69% +6,590 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 173,356 $8.83M 1.14% +9,474 13F-HR/A Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 173,132 $8.82M 2.49% +4,404 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 172,961 $8.81M +154,700 Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 171,794 $8.75M 1.74% +3,869 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 165,761 $8.45M 0.2% -13,307 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 164,279 $8.37M 0.09% +127,636 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 163,050 $8.31M 0.2% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 162,791 $8.29M 3.46% +10,457 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 161,991 $8.25M 0.51% +24,662 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 160,359 $8.17M 0.01% -2,594 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 159,743 $8.14M 2.38% +5,394 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 155,960 $7.95M 1.57% +818 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 152,334 $7.76M 4.48% +12,742 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 150,678 $7.68M 0.01% +45,123 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 149,722 $7.63M 2.08% +45,767 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 148,373 $7.56M 0.23% +9,640 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 147,196 $7.5M 0.42% +3,740 13F-HR/A Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 143,945 $7.33M 0.08% +2,527 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 143,506 $7.31M 1.65% -42,970 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 142,857 $7.25M 4.62% -106,464 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 141,615 $7.21M 0.01% +2,793 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 141,331 $7.2M 0.78% -18,808 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 140,976 $7.18M 6.94% -995 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 140,880 $7.18M 1.14% +4,265 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/ 138,506 $7.06M 0.01% -33,020 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 138,500 $7.06M 0.18% +52,023 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 137,351 $7M 0.09% -3,511 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 134,442 $6.85M 0.13% +16,121 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 132,790 $6.77M 1.91% +5,005 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 130,232 $6.64M 1.88% +13,709 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 129,584 $6.6M 0.06% -55,232 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 129,055 $6.58M 2.64% -15,964 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 127,308 $6.49M +84,289 Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 125,951 $6.42M 0.94% +54,615 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 125,853 $6.41M 1.1% +1,573 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 125,240 $6.38M 1.67% +3,075 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 125,201 $6.38M 0.08% -1,986 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 123,414 $6.26M 1.36% +4,236 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 122,500 $6.24M 0.36% -14,900 13F-HR/A Timeline JT Stratford LLC More: the full row for JT Stratford LLC 120,436 $6.14M 0.78% +8,837 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 119,117 $6.07M 0.14% +3,606 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 118,606 $6.05M 0.47% -6,839 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 118,181 $6.02M 0.08% +33,349 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 117,757 $6M <0.01% +14,570 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 116,117 $5.92M 1.79% +1,857 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 113,493 $5.78M 0.26% +12,329 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 110,514 $5.61M <0.01% +28,124 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 109,749 $5.59M 0.06% +72,990 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 108,129 $5.51M 0.91% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 106,179 $5.41M 0.01% -225,224 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 106,012 $5.4M 0.01% +99,790 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 103,099 $5.25M 0.3% +5,042 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 102,532 $5.22M 0.03% +10,561 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 100,888 $5.14M 0.05% -20,253 13F-HR Timeline 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 99,090 $5.05M 0.62% -28,120 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 98,697 $5.03M 1.2% -5,719 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 97,101 $4.95M 0.03% -4,930 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 94,933 $4.84M 2.96% +4,233 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 94,869 $4.83M 1.31% +726 13F-HR/A Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 92,513 $4.71M 2.29% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 90,813 $4.63M <0.01% +34,733 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 90,422 $4.61M 0.67% +10,000 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 89,049 $4.54M 2.71% -3,323 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 88,579 $4.51M 0.05% -18,322 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 88,546 $4.51M 0.01% -3,144 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 86,632 $4.41M 0.77% +49,400 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 86,013 $4.38M 2.93% +22,046 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 84,915 $4.33M 0.23% -2,625 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 84,219 $4.29M 0.01% -708,753 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 83,592 $4.26M 0.04% new 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 83,364 $4.25M 1.5% +15,194 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 83,051 $4.23M 0.31% +10,441 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 82,335 $4.19M 0.02% -5,151 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 82,235 $4.19M 1.14% +18,112 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 81,427 $4.15M 0.01% +79,207 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 80,611 $4.11M 0.37% -47,330 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 80,393 $4.1M 0.45% -1,045 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 80,365 $4.09M 0.46% +791 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 80,347 $4.08M 1.54% -1,378 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 79,612 $4.06M 3.46% -9,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 79,475 $4.05M 0.01% +51,160 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 78,796 $4.01M 0.92% -5,368 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 78,065 $3.98M 2.03% -1,582 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 79,315 $3.89M 0.01% 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 71,718 $3.65M 0.05% +4,463 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 71,713 $3.65M 0.06% +2,937 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 71,295 $3.63M 0.06% +5,829 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 71,283 $3.62M 0.03% +3,726 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 70,763 $3.61M 0.2% +65,354 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 70,574 $3.6M 2.35% +17,585 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 69,977 $3.57M 0.11% -39,738 13F-HR/A Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 69,438 $3.54M 0.27% +23,172 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 69,421 $3.54M 0.11% +7,459 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 68,988 $3.51M 0.02% +3,971 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 68,791 $3.5M 0.57% +3,885 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 68,110 $3.47M 0.18% -1,490 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 66,523 $3.39M 0.07% +5,693 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 65,731 $3.35M 0.12% +548 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 65,510 $3.34M 0.92% -2,199 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 65,246 $3.32M 0.04% +2,450 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 64,827 $3.3M 0.18% +19,716 13F-HR Timeline Group ETF Store, Inc. 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