BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,399,953 $281M 0.02% +398,111 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,301,983 $201M 0.01% +308,543 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,477,895 $132M 0.1% -25,929 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,969,362 $113M 0.04% +198,220 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,986,356 $75.4M 0.03% +44,905 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,464,132 $55.6M 0.01% +94,167 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,114,893 $42.3M 0.01% +220,118 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,037,714 $39.4M 0.01% -4,561 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 765,814 $29.1M 0.09% -149,793 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 710,176 $27M 0.03% -62,145 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 659,433 $25M 0.02% +156,278 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 657,564 $25M 0.04% +180,674 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 523,150 $19.9M 0.17% +220,061 13F-HR/A Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 449,419 $17.1M 0.04% -91,908 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 385,088 $14.6M 0.02% -10,052 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 376,531 $14.3M 0.02% -4,699 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 324,324 $12.5M 2.24% -44,259 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 329,086 $12.5M 0.07% -5,250 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 299,515 $11.4M 0.03% -316,446 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 296,622 $11.3M 2.81% -27,347 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 269,706 $10.2M 0.02% -403 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 263,828 $10M <0.01% +23,308 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 246,274 $9.35M 0.07% +227,343 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 236,522 $8.98M 0.29% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 222,768 $8.46M 3.36% +46,848 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 192,394 $7.31M 0.28% +125,675 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 180,685 $6.86M 0.04% +118,188 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 161,522 $6.13M 0.13% +464 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 157,976 $6M +32,699 Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 135,075 $5.13M 1.48% +809 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 133,743 $5.08M 4.87% -2,680 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 127,527 $4.84M <0.01% +20,169 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 123,338 $4.76M 0.01% +20,206 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 110,346 $4.19M 3.63% +19,158 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 109,172 $4.15M 1.11% -1,623 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 107,295 $4.07M 1.17% +14,778 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 104,250 $3.96M 0.01% +18,953 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 104,208 $3.96M 0.88% -475,482 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 102,828 $3.9M 0.02% -457 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 101,827 $3.87M 0.67% +1,819 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 96,730 $3.67M 0.15% +2,034 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 96,524 $3.67M 0.01% -76,497 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 88,916 $3.38M 0.42% -3,157 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 79,969 $3.04M 0.08% +12,990 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 78,464 $2.98M 0.24% +1,692 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 76,457 $2.9M 0.02% +10,959 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 73,129 $2.78M 0.42% +1,515 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 72,285 $2.74M <0.01% +6,114 13F-HR/A Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 71,613 $2.72M 0.47% +4,474 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 71,440 $2.71M 0.08% -1,819 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 70,678 $2.68M 0.3% -468 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 68,631 $2.61M 0.42% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 60,300 $2.29M 0.06% +1,126 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 60,000 $2.28M 1.68% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 58,694 $2.23M 0.21% -1,542 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 56,642 $2.15M <0.01% -2,797 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 55,468 $2.11M 0.05% -3,974 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 55,004 $2.09M 0.02% +11,658 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 51,342 $1.95M 0.08% +7,095 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 50,292 $1.91M <0.01% +5,716 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 49,637 $1.88M 0.02% +12,844 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 48,746 $1.85M 0.02% +20,101 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 47,121 $1.79M 0.13% +21,308 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 46,123 $1.75M 0.04% -22,339 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 45,031 $1.71M 0.1% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 44,082 $1.67M 0.14% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 41,581 $1.58M 0.07% +2,965 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 41,517 $1.58M 1.1% +492 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 40,621 $1.54M 1.08% -238 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 40,447 $1.54M 1.21% +1,480 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 39,603 $1.5M 0.03% -17,074 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 39,175 $1.49M 0.34% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 35,427 $1.35M 0.01% +3,614 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 33,903 $1.29M 0.28% -443 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 33,493 $1.27M 0.63% +9,269 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 33,250 $1.26M 0.16% +916 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 32,486 $1.23M 0.02% +5 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 31,955 $1.21M 0.04% +8,978 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,011 $1.18M 0.03% +6,939 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 30,219 $1.15M <0.01% +431 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 28,895 $1.1M 0.14% -884 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 28,256 $1.07M 0.12% +4,316 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,122 $1.07M 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 27,600 $1.05M 0.03% +16,600 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,800 $1.02M 0.08% -2,679 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 25,424 $965K 0.37% -375 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 25,323 $961K 0.07% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 25,016 $950K 0.01% -2,008 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 24,659 $936K 0.02% -643 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 24,376 $926K 0.03% +5,960 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 22,964 $872K 0.08% +3,659 13F-HR/A Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 22,881 $869K 0.29% +7,652 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 21,900 $832K 0.46% -118 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 21,368 $814K 0.01% +8,312 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,330 $810K 0.04% -309 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 21,069 $800K 0.02% +1,003 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 20,865 $792K 0.04% +1,335 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 20,663 $785K 0.03% -29,240 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,316 $771K 0.02% -3,761 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 19,502 $740K 0.1% -5,850 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 19,325 $734K 0.69% -884 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,030 $723K <0.01% +7,820 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,085 $687K <0.01% new 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 17,911 $680K 0.06% -4,220 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,859 $678K 0.06% -1,415 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 17,548 $666K <0.01% +6,639 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 17,060 $665K 0.03% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,472 $663K 0.04% -1,596 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,270 $656K 0.03% +4,000 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 16,631 $631K 0.18% +56 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 16,267 $618K 0.3% -8,422 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 16,061 $610K 0.09% -64,697 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,844 $602K <0.01% +1,765 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,780 $599K 0.16% -174 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 15,732 $597K 0.27% -205 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 15,180 $576K 0.13% +193 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 14,409 $547K 0.52% -1,705 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 13,882 $527K 0.15% -601 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,683 $520K 0.02% +61 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 13,570 $515K 0.07% -2,124 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,507 $513K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,325 $468K 0.01% +117 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 11,560 $457K 0.02% +3,300 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,082 $421K 0.01% -1,142 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,866 $413K <0.01% -540 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,645 $404K <0.01% +668 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,315 $392K 0.18% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,000 $380K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,987 $379K <0.01% -25,468 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,937 $377K <0.01% -345 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,608 $365K <0.01% +2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,272 $352K 0.03% +14 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,998 $342K 0.01% -256 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,717 $331K 0.02% -219 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,665 $329K 0.01% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,635 $328K 0.13% -455 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,481 $322K 0.01% +590 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 8,381 $318K 0.08% -184 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,311 $316K 0.09% +2,342 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,050 $313K <0.01% +1,000 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,232 $313K 0.04% +669 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,175 $310K 0.05% +2,608 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,075 $307K 0.36% -1,040 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,852 $298K 0.01% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,600 $289K <0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,482 $284K 0.01% new 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 $277K <0.01% 0 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,043 $267K 0.02% -290 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,962 $264K 0.01% -1,932 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,597 $251K 0.01% -845 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,549 $249K <0.01% -200 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,173 $234K 0.06% -768 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,161 $234K 0.23% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,133 $233K 0.01% -1,967 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,995 $228K 0.03% -1,331 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 5,864 $223K 0.14% +325 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,862 $221K 0.04% +1,001 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,705 $217K 0.01% -804 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,688 $216K 0.1% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,430 $206K 0.03% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,339 $203K <0.01% -3,603 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,280 $200K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,165 $196K <0.01% +1,264 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,398 $167K <0.01% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,350 $165K <0.01% +3,350 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,517 $134K <0.01% -44 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,875 $109K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Sunbelt Securities, Inc. 2,400 $81K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,058 $78.2K 0.03% +17 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,919 $72.9K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,896 $72K <0.01% -739 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,810 $68.7K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,645 $62.3K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,464 $55.6K 0.05% +630 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,355 $51.5K <0.01% +417 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,264 $48K <0.01% +51 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,237 $47K 0.01% +1,133 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,146 $43.5K 0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,087 $41.3K <0.01% +787 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,075 $40.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,000 $38K <0.01% -980 13F-HR Timeline Strategic Wealth Partners, Ltd. 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