BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,001,842 $259M 0.02% -325,792 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,993,440 $185M 0.01% +319,782 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,503,824 $130M 0.11% -235,619 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,771,142 $102M 0.04% +317,745 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,941,451 $71.8M 0.03% +284,177 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,369,965 $50.7M 0.01% +92,258 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,042,275 $38.5M 0.01% +83,688 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 915,607 $33.9M 0.11% -1,353 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 894,775 $33.1M 0.01% +29,796 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 772,321 $28.6M 0.03% +217,821 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 615,961 $22.8M 0.06% -79,742 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 579,690 $21.4M 5.16% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 541,327 $20M 0.05% +28,777 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 503,155 $18.7M 0.02% +186,142 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 476,890 $17.6M 0.04% -19,999 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 395,140 $14.6M 0.03% +1,285 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 381,230 $14.1M 0.02% -67,179 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 334,336 $12.4M 0.08% +61,648 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 368,583 $12.3M 2.78% -43,924 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 323,969 $12M 2.78% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 303,089 $11.2M 0.11% +47,502 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 303,089 $11.2M 0.11% +47,502 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 270,109 $9.99M 0.02% +18,831 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 240,520 $8.89M <0.01% -3,111 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 175,920 $6.51M 3.01% -60,194 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 173,021 $6.4M 0.01% -118,911 13F-HR/A Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 162,484 $6.01M 0.25% +887 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 161,058 $5.96M 0.18% -600 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 138,871 $5.14M 0.01% +78,266 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 136,423 $5.05M 4.88% -1,197 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 134,266 $4.97M 1.53% +2,155 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 125,277 $4.63M +51,979 Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 110,795 $4.1M 0.74% -1,235 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 107,358 $3.97M <0.01% +6,294 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 106,099 $3.92M 0.16% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 103,285 $3.82M 0.02% +2,936 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 103,132 $3.81M 0.01% -377 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 100,008 $3.7M 0.73% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 94,696 $3.5M 0.16% 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 92,517 $3.42M 1.08% +3,463 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 92,073 $3.4M 0.48% -6,359 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 91,188 $3.37M 3.09% -4,555 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 85,297 $3.15M 0.01% -7,707 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 80,758 $2.99M 0.56% +100 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 76,772 $2.84M 0.25% -2,346 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 73,259 $2.71M 0.08% +1,233 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 71,614 $2.65M 0.41% +3,370 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 71,146 $2.63M 0.31% +4,527 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 68,462 $2.53M 0.04% +42,747 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 67,139 $2.48M 0.57% new 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 66,979 $2.48M 0.09% +4,667 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 66,719 $2.47M 0.21% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 66,171 $2.45M <0.01% +8,844 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 65,498 $2.42M 0.02% -2,244 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 62,497 $2.31M 0.01% +359 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 60,236 $2.23M 0.23% +1,264 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 60,000 $2.22M 1.88% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 59,442 $2.2M 0.07% +2,326 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 59,439 $2.2M 0.01% -13,858 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 59,174 $2.19M 0.07% +10,406 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 56,677 $2.1M 0.03% -2,314 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 51,804 $1.92M 0.04% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 49,903 $1.85M 0.1% -4,995 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 44,576 $1.65M <0.01% -4,325 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 44,247 $1.64M 0.07% +1,329 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 44,082 $1.63M 0.16% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 43,346 $1.6M 0.02% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 41,189 $1.52M <0.01% +29,189 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 41,025 $1.52M 1.19% -2,323 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 40,859 $1.51M 1.17% +75 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 39,527 $1.45M 0.81% +13,882 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 39,175 $1.45M 0.35% -14,750 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 38,967 $1.44M 1.31% +148 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 38,616 $1.43M 0.07% -19,685 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 36,793 $1.36M 0.02% +361 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,455 $1.31M 0.02% new 13F-HR Timeline Group Lane & Associates LLC More: the full row for Lane & Associates LLC 34,566 $1.28M 0.69% +2,273 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 34,346 $1.27M 0.33% +2,102 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,481 $1.2M 0.02% -2,049 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 32,334 $1.2M 0.17% +228 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 31,813 $1.18M <0.01% +4,357 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 29,788 $1.1M <0.01% -11,615 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 29,779 $1.1M 0.15% +732 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 29,479 $1.09M 0.09% +316 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,645 $1.06M 0.01% +20,053 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,122 $1.04M 0.03% -432 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,024 $999K 0.02% -16,782 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 25,813 $955K 0.06% +17,531 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 25,799 $954K 0.4% -472 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 25,352 $938K 0.13% -3,555 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,302 $936K 0.02% -141 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 24,689 $913K 0.51% +3,368 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 24,224 $896K 0.52% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,077 $890K 0.03% +8,702 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 24,072 $890K 0.03% -1,740 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 23,940 $885K 0.11% +8,740 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,977 $850K 0.03% new 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 22,131 $818K 0.06% -4,154 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 22,018 $814K 0.5% -204 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,639 $800K 0.04% +18 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 20,209 $747K 0.76% -1,430 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,066 $742K 0.02% +1,841 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 19,530 $722K 0.04% -1,187 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 19,305 $714K 0.07% -447 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 19,274 $713K 0.07% -8,202 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,068 $705K 0.04% +2,954 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,931 $700K 0.01% -406 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 18,416 $681K 0.02% +8,176 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,060 $631K 0.03% -3,624 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,477 $609K 0.01% +198 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 16,114 $596K 0.6% -12,795 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,954 $590K 0.17% +17 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 15,937 $589K 0.3% -144 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 15,694 $580K 0.08% +30 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 15,376 $569K 0.43% -329 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,229 $563K 0.2% +725 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 16,575 $559K 0.18% -1,600 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 14,987 $554K 0.15% +787 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,483 $536K 0.17% +27 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 14,079 $523K 0.01% -4,940 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,622 $504K 0.03% -9,469 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,270 $491K 0.03% +120 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,056 $483K 0.01% +1,211 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,224 $452K 0.01% +537 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,208 $451K 0.01% -1,872 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,406 $422K <0.01% +551 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,210 $415K <0.01% +308 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,036 $408K 0.03% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,000 $407K 0.01% new 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 10,909 $403K <0.01% -571 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,928 $390K 0.05% -8,828 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,315 $381K 0.2% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,282 $380K <0.01% +292 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,000 $370K <0.01% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,977 $369K <0.01% -5,379 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,606 $355K <0.01% +839 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,258 $342K 0.03% +419 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,254 $342K 0.01% +1,441 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 9,115 $337K 0.4% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,090 $336K 0.15% -159 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,942 $331K <0.01% +109 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,936 $330K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,894 $329K 0.01% -6,421 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 8,565 $317K 0.09% -993 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 8,260 $304K 0.02% 0 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,100 $300K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,959 $294K <0.01% +78 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,891 $292K 0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,852 $290K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,653 $283K 0.03% -150 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,563 $280K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,442 $275K 0.02% +1,955 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,333 $272K 0.03% -1,800 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,326 $271K 0.04% -3,233 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,283 $270K <0.01% -14,723 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,279 $269K <0.01% +6,209 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,214 $267K 0.01% +15 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,050 $261K <0.01% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,941 $254K 0.07% -6,941 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,749 $250K <0.01% +75 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,509 $241K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,969 $221K 0.07% -1,138 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,688 $210K 0.1% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,567 $206K 0.04% -650 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 5,539 $205K 0.14% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,861 $178K 0.03% +1,636 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,322 $160K 0.1% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,901 $145K <0.01% +30 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,561 $130K <0.01% -46 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,919 $108K 0.01% -614 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,875 $106K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,635 $97.5K <0.01% +1,199 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,041 $75.5K 0.03% +149 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,980 $73.2K 0.01% +980 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,919 $71K <0.01% +96 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,810 $66.9K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,533 $56.7K <0.01% -1,404 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,213 $44.9K <0.01% -1,563 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,075 $39.8K 0.01% +773 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,014 $37K <0.01% +330 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,000 $37K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 938 $34.7K <0.01% +5 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 834 $30.8K 0.03% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 811 $30K <0.01% +761 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 634 $23.4K <0.01% +57 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 556 $20.6K <0.01% +7 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 533 $19.7K 0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 500 $18.5K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 390 $14.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 350 $12.9K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 348 $12.9K <0.01% +305 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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