Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,100,187 $467M 1.84% +4,587 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,073,520 $466M 0.03% -101,684 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,385,184 $311M 0.05% -55,906 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,333,956 $300M 8.81% -28,233 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 719,253 $162M +36,131 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 694,702 $156M 0.04% +85,840 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 653,240 $147M 0.64% -36,684 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 647,184 $145M 0.19% -71,459 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 476,873 $107M -112,630 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 402,846 $90.5M 0.14% -76,555 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 365,438 $82.1M <0.01% +22,833 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 313,356 $70.4M 0.04% +7,672 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 299,564 $67.4M 0.1% +4,486 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 259,819 $58.4M 0.15% +46,304 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 235,462 $52.9M 6.12% -3,269 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 215,088 $48.3M 0.07% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 187,362 $42.1M <0.01% +7,216 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 149,048 $33.5M 0.52% +62,396 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 142,604 $32M <0.01% -732 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 120,334 $27M 0.6% -21,890 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,811 $26.9M 0.02% +3,001 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 112,649 $25.3M 1.9% +108,577 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 112,367 $25.2M <0.01% +3,020 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 110,076 $24.7M 0.03% +3,949 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 109,081 $24.5M 0.01% -61,680 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 107,724 $24.2M 0.8% +104,830 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 104,900 $23.6M 0.2% 0 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 105,465 $23.5M 2.72% -2,980 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 100,631 $22.6M 1.1% -31 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 97,095 $21.8M 0.12% +934 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 95,979 $21.6M 0.12% +27,453 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 96,003 $21.6M <0.01% +18,168 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 95,145 $21.4M 1.26% -15,212 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 93,646 $21M 5.65% +4,774 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 86,643 $19.5M 8.86% +17,388 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 86,551 $19.4M 5.14% +614 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 86,003 $19.3M <0.01% +4,048 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 81,384 $18.5M 4.16% +21,099 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 82,201 $18.5M <0.01% +2,835 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 80,319 $18M 4.96% +2,284 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 72,262 $16.2M 0.02% -6,910 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 65,800 $14.8M 0.02% +4,994 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 59,203 $13.3M 0.19% -4,000 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 56,054 $12.6M 4.63% -18,496 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 53,650 $12.1M 1.45% -285 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,033 $11.9M 0.03% -1,180 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 51,948 $11.7M 1.3% +1,504 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 51,779 $11.6M 1.51% -19,939 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 51,511 $11.6M 1.85% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 49,996 $11.2M 0.12% -4,799 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 49,572 $11.1M 0.02% +14,038 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 48,522 $10.9M 0.16% -3,991 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,412 $10.7M 0.04% -17,705 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 46,690 $10.5M 0.22% +2,322 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 45,231 $10.2M 1.13% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 45,108 $10.1M 0.5% -436 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 42,993 $9.66M 1.16% +456 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 42,507 $9.55M 0.01% +4,667 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 40,843 $9.18M 1.7% +6,806 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 40,095 $9.01M 4.16% -1,176 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 38,535 $8.66M 0.21% -426 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 38,136 $8.57M 0.02% -20,855 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 37,405 $8.4M 0.46% -591 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 36,641 $8.23M 1.12% +3,566 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 36,591 $8.22M 4.92% -16,564 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 36,248 $8.13M +2,308 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 35,724 $8.03M 0.01% +1,699 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 33,032 $7.97M 0.22% -238 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 34,463 $7.74M 1.65% +3,651 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 34,463 $7.74M 1.43% +3,651 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 34,392 $7.73M 1.62% +467 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,631 $7.33M 0.19% -802 13F-HR Timeline CX Institutional More: the full row for CX Institutional 32,267 $7.25M 0.22% +2,853 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 31,265 $7.02M 0.04% -1,646 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 30,000 $6.74M 0.5% -1,014 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 29,852 $6.71M 9.72% +8,403 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 29,120 $6.54M 1.76% +595 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 28,791 $6.47M 5.65% -586 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,288 $6.47M 0.01% +1,754 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 28,765 $6.46M 0.04% +24,730 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 26,584 $5.97M 4.01% +107 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 26,503 $5.95M 1.96% 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 25,838 $5.81M 5.45% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 25,756 $5.79M 0.03% +24,321 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,898 $5.37M 0.04% -79 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,755 $5.34M <0.01% +4,777 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 23,652 $5.33M 1.49% +177 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 23,677 $5.32M 1.01% -5 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 23,592 $5.3M 0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 23,549 $5.29M 0.35% -241 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,431 $5.04M 0.38% -621 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,219 $4.99M 0.07% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 21,596 $4.85M 0.81% +7,515 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 21,563 $4.84M 0.01% -8,509 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 21,418 $4.81M <0.01% -2,489 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 21,049 $4.73M 0.23% +173 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,777 $4.68M 0.12% +263 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 20,789 $4.67M 4.15% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,606 $4.63M 0.09% +432 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,393 $4.58M 0.08% -655 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,355 $4.57M 0.03% -569 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,935 $4.48M 0.09% +214 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 19,856 $4.46M -820 Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 19,785 $4.45M 3.61% +555 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 19,604 $4.4M 2.8% -423 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 19,540 $4.39M 1.1% -139 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 18,826 $4.23M <0.01% +3,126 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 18,467 $4.15M 0.02% +1,185 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 18,326 $4.12M 1.58% -1,958 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 18,270 $4.1M 3.19% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,104 $4.07M 0.14% -93 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18,015 $4.05M 0.27% -184 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 17,769 $3.99M 1.94% 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 17,903 $3.93M 1.37% 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 17,363 $3.9M 1.63% +1,322 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 17,250 $3.88M 3.04% +553 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 17,115 $3.85M 0.17% -465 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 17,113 $3.84M 0.31% +16 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 16,918 $3.8M 0.5% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 16,768 $3.77M <0.01% +2,624 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,765 $3.77M 0.03% +15,089 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,740 $3.76M 0.04% -1,597 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,609 $3.73M 0.09% -491 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 16,516 $3.71M 1.48% -216 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,325 $3.67M 0.16% -1,104 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 16,215 $3.64M 0.76% -139 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,026 $3.6M 0.01% -818 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,781 $3.55M <0.01% +1,072 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 15,744 $3.54M 0.56% +231 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,728 $3.53M 0.1% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 15,663 $3.52M 2.45% +833 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 15,368 $3.45M 1.24% -224 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,398 $3.23M 0.02% 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,041 $3.15M 0.09% -659 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,602 $3.06M 0.05% +2,784 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 13,322 $2.99M 1.5% -231 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,076 $2.94M 0.02% -5,509 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,074 $2.94M 0.15% +814 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12,984 $2.92M 0.28% +4,299 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,797 $2.88M 0.06% -4,207 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,791 $2.87M 0.01% +435 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,776 $2.87M <0.01% +316 13F-HR/A Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 12,657 $2.84M 0.08% +6,242 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 12,434 $2.79M 2.69% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,317 $2.77M 0.15% -7 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,110 $2.72M 0.3% -435 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 11,674 $2.62M 0.93% -667 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 11,398 $2.56M 0.53% +4,707 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,236 $2.52M 0.23% +4,326 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,175 $2.51M 0.12% +3,643 13F-HR Timeline Buttonwood Financial Group, LLC More: the full row for Buttonwood Financial Group, LLC 10,924 $2.48M 1.32% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 11,043 $2.48M 1.11% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,010 $2.47M 0.26% -781 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,995 $2.47M 0.03% +38 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,821 $2.43M 0.72% +128 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,654 $2.39M 0.01% -70 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10,635 $2.39M 1.64% +996 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,465 $2.35M 0.08% -920 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,350 $2.33M 0.03% -54 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 10,310 $2.32M 0.24% +419 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 10,020 $2.25M 0.27% 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,835 $2.21M +264 Timeline NWAM LLC More: the full row for NWAM LLC 9,550 $2.17M 0.12% -164 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,460 $2.13M 0.01% -5,252 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,459 $2.13M 0.4% +14 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,297 $2.09M 0.03% +1,274 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,152 $2.06M 0.04% +322 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 9,104 $2.05M 0.05% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,885 $2M 0.07% +74 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,619 $1.94M 0.06% -170 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,581 $1.93M 0.28% +780 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,399 $1.89M <0.01% -409 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,378 $1.88M 0.33% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,223 $1.85M 0.03% -3,110 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 8,173 $1.84M 0.86% -621 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,149 $1.83M 0.06% -132 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,145 $1.83M 0.12% +1,446 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 7,965 $1.79M 0.56% -93 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,909 $1.78M 0.66% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,735 $1.74M 0.06% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,729 $1.74M 0.03% +3,798 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,712 $1.73M 0.47% -131 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 7,666 $1.72M 0.98% +37 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,665 $1.72M 0.02% +696 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 36,217 $1.72M 0.04% +1,269 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 7,611 $1.71M 0.66% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,545 $1.7M 0.04% -1,394 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,520 $1.69M 1.4% +89 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,223 $1.64M +5,183 Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 7,310 $1.64M 0.14% +110 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,265 $1.63M 0.05% -33 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 7,228 $1.62M 0.3% -122 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) 7,104 $1.6M 0.04% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,009 $1.57M 0.05% +2,006 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,789 $1.55M 0.16% +303 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,826 $1.53M 0.1% +718 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,819 $1.53M <0.01% -53 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 6,643 $1.49M 1.2% -152 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,623 $1.49M 0.05% +227 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 6,614 $1.48M 0.44% +521 13F-HR Timeline