WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,055,138 $976M 0.17% +3,124,226 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 13,272,880 $539M 0.29% +2,237,336 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 12,567,707 $510M 0.1% +377,398 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 10,273,201 $417M 0.02% +474,642 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,411,057 $260M 0.06% +638,320 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,848,941 $156M 0.2% +677,696 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,835,022 $156M 0.04% +458,004 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,252,118 $132M 4.27% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,938,701 $119M 0.11% +895,487 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,926,269 $119M 0.07% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,682,006 $109M 0.13% +701,693 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,983,161 $80.5M 0.02% +171,715 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,882,695 $76.4M <0.01% +566,951 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,862,959 $75.6M 1.74% +23,483 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,787,304 $72.5M -205,963 Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,417,443 $57.5M 11.41% +117,690 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,300,223 $52.8M 0.01% +235,765 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,298,333 $52.7M 6.7% +72,198 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,211,113 $49.1M 2.19% +31,460 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,083,146 $44M 0.09% +237,565 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 947,794 $38.5M 4.34% +53,176 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 773,260 $31.4M 5.41% +4,229 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/ 740,187 $30M <0.01% +108,656 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 736,675 $29.9M 7.04% -24,893 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 666,866 $27.1M 4.51% +634,823 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 662,335 $26.9M <0.01% +94,348 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 625,634 $25.4M 4.79% +24,145 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 579,236 $23.5M 3.01% +27,478 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 577,180 $23.4M 0.14% +161,154 13F-HR Timeline Group Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 562,734 $22.8M 4.68% +33,227 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 533,933 $21.7M 4.88% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 532,786 $21.6M 3.04% -4,029 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 499,800 $20.3M 0.02% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 493,299 $20M 0.04% +23,386 13F-HR/A Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 446,041 $18.1M 4.57% +19,911 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 435,269 $17.7M 0.11% +44,113 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 430,650 $17.5M 5.27% +35,096 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 405,636 $16.5M 0.02% +211,615 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 387,191 $15.7M 0.02% +24,378 13F-HR Timeline Group 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 383,709 $15.6M <0.01% +71,201 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 374,896 $15.2M 0.28% new 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 333,931 $13.6M 1.5% -22,540 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 307,968 $13M 5.53% +21,912 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 313,865 $12.7M 0.5% +4,000 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 298,529 $12.1M 0.02% +135,782 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 296,461 $12M <0.01% +6,554 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 281,464 $11.4M 1.13% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 272,921 $11.1M 0.05% -92,466 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 256,762 $10.4M 0.39% -29,760 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 255,337 $10.4M 0.29% +1,523 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 241,066 $9.78M 3.14% -31,427 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 225,308 $9.14M 4.25% +5,531 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 224,605 $9.11M 0.04% +36,633 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 208,652 $8.47M 0.14% +8,549 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 206,776 $8.39M 0.38% +24,122 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 229,205 $8.38M 1.71% -174,565 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 203,465 $8.26M 0.01% +124,391 13F-HR Timeline Group Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 202,799 $8.23M 2.01% +40,028 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 199,337 $8.09M 0.02% +2,135 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 196,721 $7.98M 3.86% +4,076 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 195,648 $7.94M 2.04% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 188,440 $7.65M 3.57% +8,018 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 176,121 $7.15M 0.04% +29,680 13F-HR Timeline Group Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 150,403 $6.1M 4.33% +28,528 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 145,203 $5.89M 0.38% +8,737 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 133,390 $5.41M 1.47% +72,074 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 132,196 $5.36M 0.03% -23,440 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 132,122 $5.36M 1.68% +35,524 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 121,125 $4.92M 0.49% -1,732 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 117,314 $4.76M +1,549 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 114,544 $4.65M 0.09% +8,886 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 106,412 $4.32M 0.02% +31,796 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 105,643 $4.29M 0.57% +2,412 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 105,548 $4.28M <0.01% +69,546 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 105,485 $4.28M 0.48% -7,841 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 105,130 $4.27M 0.47% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 103,823 $4.21M 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 103,348 $4.19M 0.21% -42 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 101,609 $4.12M 1.19% +27,202 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 101,115 $4.1M 0.72% +9,008 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98,480 $4M 0.01% +13,275 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 95,034 $3.86M 1.85% +20,719 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 92,938 $3.77M 0.07% +58,396 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 89,165 $3.6M <0.01% +88,076 13F-HR Timeline Group FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 87,461 $3.55M 2.27% -1,091 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 86,876 $3.53M 0.02% +7,930 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 84,867 $3.44M 0.06% -5,817 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 83,929 $3.4M 1.72% +7,859 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 82,725 $3.36M 0.28% +42 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 78,944 $3.2M 0.86% +8,430 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) 78,649 $3.19M 0.08% +67,739 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 74,620 $3.03M 1.67% +11,445 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 70,861 $2.88M 2.07% +6,726 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 69,958 $2.84M 0.02% -1,312 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 68,826 $2.79M 0.06% +11,073 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 68,290 $2.77M 0.43% +4,957 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 67,319 $2.73M 0.04% -3,206 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 66,491 $2.7M 0.11% +1,809 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 64,261 $2.61M 0.02% -78,925 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 62,685 $2.54M 1.85% +1,667 13F-HR/A Timeline LongView Wealth Management More: the full row for LongView Wealth Management 62,366 $2.53M 0.65% -45,899 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 61,587 $2.5M 0.01% +3,057 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 59,679 $2.42M 0.08% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 58,343 $2.37M 0.03% +37,461 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 58,332 $2.37M 0.11% +4,264 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 55,911 $2.27M 0.04% +285 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 54,857 $2.23M 0.63% +14,331 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 53,612 $2.18M 0.36% -185 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 50,750 $2.06M 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 49,402 $2M 0.03% +2,116 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 48,336 $1.96M 0.9% +1,967 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 45,381 $1.84M <0.01% +240 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 45,218 $1.83M 0.03% -1,543 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 42,248 $1.71M 0.2% +3,407 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 41,581 $1.69M 0.14% +1,731 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 41,300 $1.68M 0.08% +2,805 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 40,724 $1.65M 0.75% -75,684 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 39,916 $1.62M 0.3% -1,972 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 39,536 $1.6M 0.06% new 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 39,110 $1.59M 1.19% +1,703 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 37,108 $1.51M 0.3% +1,965 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 36,508 $1.48M 0.47% -20,752 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 36,236 $1.47M 0.51% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 35,640 $1.45M <0.01% +15,307 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 34,265 $1.39M 0.08% +23,235 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 33,760 $1.37M 0.06% -1,507 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 33,205 $1.35M 0.67% -27,243 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 31,806 $1.29M 0.02% +16,645 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 31,261 $1.27M <0.01% new 13F-HR Timeline Group Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 30,871 $1.25M 1.09% +9,073 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,453 $1.15M 0.02% +1,258 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 27,945 $1.13M 0.42% -1,613 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,711 $1.08M <0.01% +9,512 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 26,125 $1.08M 0.08% +6,743 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 26,339 $1.07M 0.04% +7,369 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 26,024 $1.06M 0.05% -1,901 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 25,384 $1.03M 0.07% +19,077 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 24,963 $1.01M 0.02% +64 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 24,071 $977K 0.25% -51,621 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 23,428 $951K 0.04% +284 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,423 $951K 0.02% -2,001 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 22,635 $919K 0.04% -6 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,630 $918K <0.01% +1,620 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 21,793 $884K 0.73% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 21,357 $867K 0.23% +5,698 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 21,219 $861K 0.31% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,218 $861K 0.04% -979 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21,055 $854K 0.08% +1,680 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 20,797 $844K 0.01% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 20,394 $834K 0.62% 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 20,335 $825K 0.31% +3,910 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,252 $822K 0.01% +3,387 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 20,059 $814K 0.01% -936 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,204 $779K <0.01% 0 13F-HR Timeline Group Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 18,562 $753K 0.35% +5,482 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 17,936 $728K <0.01% +3,233 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 17,452 $708K 0.11% +4,287 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 16,636 $675K 0.43% +2,516 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 16,546 $671K 0.07% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 16,514 $670K 0.56% +280 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 16,146 $655K 0.18% -381 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 16,110 $654K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,698 $637K 0.03% +1,959 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,475 $628K 0.03% +614 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 15,262 $619K 0.1% +7,369 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 14,589 $592K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 14,404 $585K 0.15% +1,867 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 14,123 $573K <0.01% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,900 $564K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,887 $564K <0.01% +8,739 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 13,664 $554K 0.01% +4,729 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 12,951 $526K 0.08% +21 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,551 $508K 0.03% -100 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,412 $504K <0.01% +4,280 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,410 $504K 0.02% +2,621 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 12,393 $503K <0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,987 $486K 0.06% +14 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,909 $483K 0.01% +2,250 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,903 $483K <0.01% +5,247 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 11,830 $480K 0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,826 $480K 0.01% +530 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,114 $451K <0.01% +2,864 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,091 $450K 0.01% +14 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,033 $448K 0.04% +2,225 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,000 $447K 0.02% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,913 $443K 0.01% -507 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,648 $432K 0.09% -4,813 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,248 $416K <0.01% +635 13F-HR Timeline Group WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,181 $413K 0.01% -1,796 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,158 $412K 0.02% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,033 $407K 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,959 $404K <0.01% +25 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,943 $403K 0.02% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 9,795 $397K <0.01% +3,708 13F-HR/A Timeline Traynor Capital Management, Inc. 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