WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,555,378 $117M 0.02% +346,612 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 4,554,828 $117M 0.22% -8,551 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,274,213 $109M 0.02% -392,925 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/ 3,403,550 $87.2M 0.01% +1,708,700 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 3,314,952 $84.9M 4.63% +325,573 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,153,628 $80.8M 7.69% -865,790 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,554,661 $65.4M <0.01% +182,545 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,045,817 $52.4M 0.01% -23,278 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,802,790 $46.2M 0.01% -738,455 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,526,730 $39.1M 9.08% +89,302 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,104,702 $28.3M 5.67% +102,319 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,105,715 $28.2M 2.76% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,056,143 $27M 0.01% +332,731 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 817,993 $20.9M 0.01% -11,623 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 670,630 $17.2M 11.24% +48,772 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 660,006 $16.9M 4.68% +83,576 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 595,180 $15.2M 0.03% +119,371 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 581,638 $14.9M 4.87% +123,316 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 576,532 $14.8M 0.03% -61,210 13F-HR/A Timeline White Pine Investment CO More: the full row for White Pine Investment CO 575,230 $14.7M 3.14% +19,905 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 528,739 $13.5M 4.02% -14,495 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 511,822 $13.1M 0.02% +178,464 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 487,112 $12.5M <0.01% -104,208 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 486,022 $12.4M 0.56% -15,121 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 480,200 $12.3M 0.15% +38,697 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 442,042 $11.3M 2.38% +257,570 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 392,867 $10.1M 0.01% +10,653 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 392,618 $10.1M 0.01% -26,477 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 392,126 $10M 0.02% new 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 383,146 $9.81M 6.38% +15,190 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 380,015 $9.73M 0.01% -30,074 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 378,035 $9.68M 2.35% +26,197 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for Geneos Wealth Management Inc. 272,944 $6.99M 0.14% +13,077 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 258,711 $6.63M 1.96% new 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 251,058 $6.43M 1.07% +205,229 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 243,513 $6.24M 1.68% +7,509 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 239,768 $6.14M <0.01% +67,740 13F-HR Timeline Group Montis Financial, LLC More: the full row for Montis Financial, LLC 239,348 $6.13M 1.25% +13,469 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 226,117 $5.79M 0.51% -28,875 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 220,459 $5.65M 1.36% +26,679 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 213,211 $5.46M 2.42% +6,678 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 212,498 $5.44M 0.41% +117,678 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 185,994 $4.76M 0.97% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 185,621 $4.75M 0.25% -5,872 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 184,048 $4.71M 0.13% +2,310 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 179,820 $4.61M 0.02% -13,648 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 179,412 $4.59M 0.26% +53,792 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 168,993 $4.42M 0.02% +34,352 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 170,617 $4.37M 0.05% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 170,242 $4.36M <0.01% +51,362 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 166,592 $4.27M 0.13% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 166,281 $4.26M 0.03% -42,753 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 155,198 $3.97M 0.03% -12,726 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 149,897 $3.84M 0.21% +20,532 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 148,647 $3.81M <0.01% +43,576 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 147,905 $3.79M 0.65% -1,455 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 146,951 $3.76M 0.4% +26,356 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 139,525 $3.57M 1.98% -5,944 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 138,500 $3.55M 0.4% +9,042 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 136,878 $3.51M 2.75% +2,167 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 133,885 $3.42M 1.51% +4,633 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 131,784 $3.37M 1.93% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 131,723 $3.36M 0.16% -1,098 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 129,201 $3.31M 0.08% -428,036 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 128,710 $3.3M 0.06% -8,250 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 121,281 $3.11M 0.19% +13,069 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 115,648 $2.96M 1.06% -716 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 115,403 $2.96M 2.73% -79 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 114,988 $2.94M 0.01% +5,527 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 110,908 $2.84M <0.01% +26,959 13F-HR Timeline Group Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 110,369 $2.83M 2.25% +30,356 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 110,323 $2.83M 0.28% +266 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 110,104 $2.82M 0.18% +4,985 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 108,978 $2.79M 0.06% +3,415 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 106,004 $2.71M 0.61% +1,816 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 105,021 $2.69M 0.04% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 104,932 $2.69M 0.99% +4,068 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 94,160 $2.4M 2.77% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 91,389 $2.34M <0.01% +16,162 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 88,649 $2.27M 0.89% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 88,177 $2.26M 0.11% -26,307 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 87,184 $2.23M 0.15% +32,081 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 82,817 $2.12M 0.03% -1,616 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 77,195 $1.97M 0.01% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 76,483 $1.96M 0.02% +5,756 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 95,845 $1.92M 0.21% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 74,720 $1.91M 1.64% +38,048 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 72,532 $1.86M 0.07% -659 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 72,026 $1.84M 0.35% -23,833 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 72,025 $1.84M 0.06% +71,010 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 71,169 $1.82M 0.01% +7,239 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 69,659 $1.78M 0.05% +3,709 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 64,674 $1.66M 1.24% -5,190 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 64,587 $1.65M 0.04% -18,607 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 63,246 $1.62M -93 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 61,684 $1.58M 0.01% +6,147 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 59,812 $1.53M 0.05% +19,017 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 55,970 $1.43M 0.08% +13,970 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 52,379 $1.34M 0.02% +9,349 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 51,577 $1.32M 1.03% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 51,223 $1.31M 0.01% +30,774 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50,812 $1.3M 0.02% +12,501 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 50,625 $1.3M -3,194 Timeline VIMA LLC More: the full row for VIMA LLC 49,994 $1.28M 1.25% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 49,585 $1.27M 0.06% +7,248 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 48,089 $1.23M 0.63% -2,078 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 47,450 $1.22M 0.98% +5,700 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 47,021 $1.2M 0.19% +4,952 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 46,031 $1.18M 0.01% +4,938 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 45,171 $1.16M 0.02% -5,104 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 42,824 $1.1M 0.24% -488 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 42,819 $1.1M <0.01% 0 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 40,952 $1.05M 0.37% +3,565 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,575 $1.04M 0.01% +1,240 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 39,916 $1.02M 1% -9,729 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 39,146 $1M 0.08% +2,746 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 39,110 $1M 0.49% +6,335 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 38,006 $973K 0.23% -3,281 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 37,827 $969K <0.01% -4,539 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 37,127 $951K 0.03% +3 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 33,370 $855K 0.05% -1,708 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 32,442 $831K 0.07% 0 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 32,202 $825K 0.2% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 31,545 $808K 0.04% -675 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 31,368 $803K 0.48% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 31,072 $796K 0.09% +2,429 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 30,588 $783K 0.15% -1,600 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 30,444 $780K <0.01% -685 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 30,222 $774K 0.5% +1,701 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 29,921 $766K 0.05% +14,261 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 29,747 $762K 0.01% +49 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 29,670 $760K <0.01% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 29,323 $751K <0.01% +6,582 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 27,439 $703K 0.44% +4,781 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 27,372 $701K 0.01% +3,153 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 27,314 $700K 0.31% -1,260 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 26,904 $689K 0.17% +14,281 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,590 $681K <0.01% +24 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,672 $657K 0.01% -9,893 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 25,587 $655K <0.01% -220 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,309 $648K 0.01% -3,567 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 24,758 $634K 0.31% +40 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 24,268 $622K 0.04% -2,804 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 24,022 $615K <0.01% new 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 23,749 $608K 0.35% +14,467 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 23,703 $607K 0.07% +1,651 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 23,567 $604K 0.01% -7,701 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,011 $589K <0.01% -4,713 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 20,806 $533K 0.44% +228 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 20,173 $517K 0.13% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 20,000 $512K 0.12% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,747 $506K <0.01% -12,828 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 19,680 $501K 0.06% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 19,000 $487K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,334 $470K <0.01% -77 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 16,919 $433K 0.02% +125 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,460 $422K 0.01% +1,011 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,332 $418K 0.01% new 13F-HR Timeline Vise Technologies, Inc. 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