BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,338,030 $361M 0.02% +219,217 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,794,616 $251M 0.01% +500,042 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,798,776 $164M 0.04% +298,289 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,440,654 $106M 0.06% +42,716 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,181,851 $94.5M 0.03% +97,812 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,059,834 $89.2M 4.41% -8,855 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,897,579 $82.2M 0.01% -20,860 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,708,592 $74M 0.01% +854 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,508,189 $65.3M 0.06% +25,878 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,371,404 $59.9M 0.02% +210,338 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,146,295 $49.6M 0.38% +197,457 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,031,824 $44.7M +80,025 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 916,962 $39.7M 0.09% +8,425 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 868,110 $37.6M 0.04% +118,995 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 737,415 $31.9M 0.03% -83,872 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 445,448 $19.3M 0.05% +36,769 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 413,372 $17.9M 0.51% +21,416 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 403,695 $17.5M 3.2% -20,005 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 379,362 $16.4M <0.01% +11,742 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 374,953 $16.2M 0.02% +16,371 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 362,363 $15.7M 0.16% +31,543 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 303,501 $13.1M 0.03% +34,605 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 297,982 $12.9M 0.02% +2,628 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 282,440 $12.2M 1.18% +30,406 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 266,466 $11.5M 0.03% -1,020 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 247,327 $10.7M +5,777 Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 226,773 $9.82M 3.21% +2,529 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 220,024 $9.53M 0.01% +10,777 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 209,579 $9.45M 1.36% -12,883 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 203,951 $8.83M 0.11% +180,677 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 196,919 $8.53M 0.77% +33,894 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 190,575 $8.25M 5.12% +7,336 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 179,097 $7.75M 0.13% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 165,860 $7.18M 0.13% +3,707 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 158,325 $6.86M <0.01% +925 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 135,875 $5.88M 0.03% +39,381 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 121,880 $5.28M 0.06% +31,294 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 112,506 $4.87M 1.93% +959 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 109,198 $4.73M 0.01% +41,478 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 107,742 $4.67M 0.14% +2,637 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 107,231 $4.64M 1.32% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 103,595 $4.49M 0.08% +1,748 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 101,416 $4.39M 0.93% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 92,570 $3.98M 0.24% +10,834 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 90,273 $3.91M 0.03% +19,957 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 88,096 $3.81M <0.01% +2,563 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 85,476 $3.7M <0.01% +8,598 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 85,347 $3.7M 0.08% +5,620 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 84,659 $3.67M 0.02% -813 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 83,352 $3.61M 0.84% -3,004 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 80,510 $3.49M 0.34% +1,801 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,506 $3.42M 0.01% -15,756 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 76,497 $3.31M 0.02% -2,786 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 76,174 $3.3M 2.32% -60,249 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 76,130 $3.3M 0.31% +2,509 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 76,021 $3.29M 0.02% +70,865 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 74,063 $3.21M 0.47% -2,189 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 73,233 $3.17M 0.04% +15,030 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 72,631 $3.14M 0.64% -5,434 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 71,623 $3.1M 0.28% -4,717 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 67,191 $2.91M 0.28% +21,596 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 65,351 $2.83M 0.04% +2,384 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 64,660 $2.8M 0.09% +9,143 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 59,912 $2.59M 0.06% -1,995 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 57,331 $2.48M 0.02% +1,567 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,008 $2.47M 0.01% -220,626 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 50,967 $2.21M <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 50,785 $2.2M 0.05% +18,108 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 50,121 $2.17M <0.01% +128 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 49,038 $2.12M 0.07% -44,115 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 45,261 $1.96M 1.09% +11 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,089 $1.95M 0.06% +2,295 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 44,032 $1.91M 0.5% +879 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 43,360 $1.88M 0.12% +288 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,718 $1.85M 0.01% -3,766 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 42,663 $1.85M 0.02% +4,163 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 41,475 $1.8M <0.01% +1,046 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 41,224 $1.78M 0.15% +2,910 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 40,944 $1.77M 0.03% +349 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 40,268 $1.74M <0.01% -3,660 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 40,082 $1.74M 0.14% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 39,951 $1.73M 0.04% +15,756 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 39,117 $1.69M 0.89% -184 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 36,422 $1.66M +18,096 Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 37,975 $1.64M 0.12% -1,628 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 37,498 $1.62M 0.01% +1,929 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 37,426 $1.62M 1.09% +1,948 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 36,672 $1.59M 0.21% +1,288 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 34,449 $1.49M 0.1% +6,276 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 33,403 $1.45M 0.26% -858 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,173 $1.44M 0.01% +6,113 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 32,970 $1.43M 0.07% -717 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 32,043 $1.39M <0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 31,019 $1.34M 0.01% +5,975 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 30,810 $1.33M 0.14% +354 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,441 $1.32M 0.02% +6,403 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 30,341 $1.31M 0.02% +172 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 30,332 $1.31M 0.48% +2,393 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 29,981 $1.3M 0.41% -1,940 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 29,729 $1.29M 0.13% -1,101 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 29,497 $1.28M 0.01% +24,592 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 27,794 $1.2M 0.65% -149 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,757 $1.2M 0.01% -28,853 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 27,508 $1.19M 0.02% +12,777 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,793 $1.16M 0.11% +319 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 26,675 $1.16M 0.29% -5,362 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 26,361 $1.14M <0.01% +3,247 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 24,779 $1.13M 0.02% +931 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 22,688 $982K 0.21% +4,630 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 22,434 $971K 0.03% +1,871 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 21,947 $950K 0.15% +1,685 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,943 $907K 0.03% -788 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,620 $893K 0.04% +8,792 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 20,288 $878K 0.12% 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 19,869 $860K 0.44% -985 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 19,835 $859K 0.64% +676 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 19,252 $834K <0.01% +2,197 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,688 $809K 0.03% +48 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,118 $785K 0.01% -717 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,862 $773K <0.01% +1,760 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 17,801 $771K 0.09% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 17,489 $757K <0.01% +1,984 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,475 $757K 0.02% -6,150 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,870 $730K 0.06% -1,027 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,740 $725K <0.01% 0 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 16,715 $724K 0.39% -3,500 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 16,708 $723K 0.24% +92 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 16,420 $711K <0.01% +440 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 16,144 $699K 0.11% -139 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,512 $672K 0.01% -299 13F-HR Timeline 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 15,280 $662K <0.01% -3,708 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 15,257 $661K 0.01% +295 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,264 $618K 0.01% +1,274 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 14,184 $614K 0.35% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,095 $610K 0.01% -1,698 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,000 $606K 0.01% -7,000 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,628 $590K 0.11% -3,628 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 13,546 $587K 0.13% +6 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,293 $576K 0.01% +880 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,303 $533K 0.1% +1,218 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,713 $507K <0.01% +617 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,528 $499K 0.01% -4,528 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,426 $495K 0.01% +683 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 10,828 $469K <0.01% new 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,649 $461K 0.09% +2,499 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,563 $457K 0.02% -1,063 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,315 $447K 0.18% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 10,223 $443K 0.24% -89,718 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 9,841 $426K 0.31% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,687 $419K 0.06% +1,000 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,391 $407K <0.01% +3,376 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,140 $396K 0.01% -3,324 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,134 $396K 0.12% +612 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,131 $395K <0.01% +1,902 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,920 $386K 0.18% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,857 $384K 0.01% +115 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,594 $372K 0.03% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,431 $372K 0.04% +19 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,444 $366K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 8,220 $356K 0.08% +3,341 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,050 $349K <0.01% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,010 $347K 0.02% -914 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,892 $342K <0.01% -1,706 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,852 $340K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,764 $336K <0.01% -2,245 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,584 $328K 0.01% +620 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,446 $322K 0.06% +15 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,368 $319K 0.01% +754 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,201 $312K 0.03% +201 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,194 $311K 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,149 $310K <0.01% +600 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,144 $309K <0.01% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 7,077 $306K 0.16% +543 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 7,048 $305K 0.23% +336 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,930 $300K 0.01% +354 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,829 $296K 0.11% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,818 $295K 0.22% +437 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,752 $295K <0.01% +3,431 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,495 $281K 0.08% +457 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,314 $273K <0.01% -657 13F-HR Timeline Group QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 6,124 $265K 0.14% 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 6,064 $263K 0.13% -57 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,042 $262K <0.01% -5,560 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 6,037 $261K 0.02% +47 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,036 $261K 0.01% +121 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,970 $259K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,941 $257K 0.01% -7,146 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,883 $255K <0.01% +81 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,828 $252K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,601 $243K <0.01% -998 13F-HR Timeline Group Vise Technologies, Inc. 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More: the full row for AMG Asset Management Group, Inc. 5,120 $222K 0.14% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,680 $203K 0.18% -85 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,634 $201K <0.01% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,608 $200K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,483 $194K <0.01% new 13F-HR Timeline