BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,926,955 $327M 0.02% +325,133 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,403,735 $223M 0.01% +79,657 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,301,076 $136M 0.04% +203,855 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,473,907 $102M 0.06% -644,344 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,051,531 $84.6M 0.03% +78,873 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,395,392 $57.5M 0.01% -71,971 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,286,963 $53M 0.06% +245,444 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,161,497 $47.9M 0.01% -33,725 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 969,443 $40M 0.02% +191,772 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 831,634 $34.3M 0.09% +49,932 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 820,180 $33.8M 0.01% -104,519 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 760,178 $31.3M 0.03% +33,787 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 722,894 $29.8M 0.22% +84,217 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 667,523 $27.5M 0.04% -58,205 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 420,031 $17.3M 0.05% -9,440 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 383,077 $15.8M 3% +269,392 13F-HR/A Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 353,352 $14.6M 0.45% +16,905 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 306,332 $12.6M 0.02% -11,375 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 292,781 $12.1M 0.14% +265,273 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 282,208 $11.6M 0.03% -17,798 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 267,783 $11M <0.01% +17,694 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 263,881 $10.9M 0.04% -703 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 256,759 $10.6M 0.02% -9,129 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 253,851 $10.5M 0.06% -7,294 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 243,531 $10.2M 1.61% -18,302 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 228,226 $9.41M 3.31% +4,976 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 215,738 $8.89M +36,031 Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 162,543 $6.68M 0.16% +136 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 150,424 $6.33M 0.14% -21,750 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 144,415 $5.95M 0.01% +78,403 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 142,715 $5.88M <0.01% +7,506 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 137,143 $5.65M 0.61% +24,376 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 131,174 $5.46M 0.01% +6,350 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 128,212 $5.28M 4.61% -7,053 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 126,201 $5.2M 3.55% +5,227 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 105,640 $4.35M 0.95% -30,475 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 105,336 $4.34M 0.18% +3,070 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 95,127 $4.2M 0.52% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,486 $3.89M 0.01% +367 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 94,408 $3.89M 0.02% -5,425 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 92,858 $3.83M 0.91% -6,875 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 88,588 $3.65M 0.88% -6,286 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 87,423 $3.6M 0.02% +3,620 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 83,576 $3.44M 0.08% +200 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/ 82,970 $3.42M <0.01% +4,459 13F-HR Timeline Group BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 79,706 $3.29M 2.12% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 79,112 $3.26M 0.22% +648 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 76,599 $3.16M 0.42% +855 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 76,023 $3.13M 0.08% +17,403 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 75,941 $3.13M 0.46% +3,691 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 74,732 $3.08M 0.47% +2,953 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 69,721 $2.87M 0.03% +61,224 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 69,437 $2.86M 0.31% -1,470 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 66,774 $2.75M 0.28% +33,023 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 65,571 $2.7M 0.02% -1,115 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 64,641 $2.66M 0.07% +12,027 13F-HR/A Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 62,894 $2.59M 0.04% +1,808 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,506 $2.49M 0.04% +1,382 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 58,177 $2.4M 0.04% +755 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 55,600 $2.29M 0.08% +44,521 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 50,852 $2.1M 0.02% +1,137 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 49,249 $2.03M <0.01% -3,239 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 47,554 $1.96M 0.01% +3,754 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 46,677 $1.92M 0.01% +29,999 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 44,924 $1.85M 1.15% +3,403 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 44,390 $1.83M 0.01% +5,185 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 44,082 $1.82M 0.15% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 43,587 $1.8M 0.54% +1,077 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 41,687 $1.72M <0.01% +664 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,101 $1.69M 0.04% -486 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 41,076 $1.69M 0.06% +336 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 39,709 $1.64M 0.99% -104 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 39,638 $1.63M 0.14% -5,155 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 38,473 $1.59M 0.06% +17,122 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 37,284 $1.54M 0.15% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 36,701 $1.51M 0.06% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 36,575 $1.51M 0.28% -2,665 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 36,559 $1.51M 0.12% +18,300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 36,288 $1.5M 0.03% +2,015 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 35,418 $1.46M <0.01% new 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 35,024 $1.44M 0.04% -662 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 35,020 $1.44M 1.25% -5,190 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 34,228 $1.41M 0.01% -161 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 33,170 $1.37M 0.08% -309 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 31,990 $1.32M 0.02% 0 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 30,833 $1.27M 0.15% -696 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 30,639 $1.26M 0.14% +10,229 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 30,213 $1.25M 0.14% +1,117 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 30,056 $1.24M 0.44% -24,415 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 27,939 $1.15M 0.48% -5,844 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,746 $1.14M 0.03% -100 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,585 $1.1M 0.08% +379 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 26,308 $1.08M 0.08% +1,310 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,728 $1.06M 0.01% +4,043 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,167 $1.04M 0.02% +2,400 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 25,123 $1.04M 0.01% +14,316 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,500 $1.03M 0.03% -625 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,743 $1.02M <0.01% -133,151 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 24,104 $994K 0.01% +2,109 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,989 $989K <0.01% -9,499 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 23,263 $959K 0.02% +2,776 13F-HR Timeline Group Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 21,916 $903K 0.46% +8 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 21,477 $885K 0.01% 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 21,176 $873K 0.02% -10 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 20,974 $865K 0.26% -1,949 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 20,539 $847K <0.01% new 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 20,215 $833K 0.64% +12,140 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 19,311 $796K <0.01% +3,438 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 19,122 $788K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,020 $784K 0.03% -33,024 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 18,961 $782K 0.71% +1,584 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 18,883 $778K 0.62% -500 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 18,604 $767K 0.1% -648 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 17,940 $759K 0.02% +530 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,198 $750K 0.02% +9,906 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 18,012 $742K 0.17% -87 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,740 $731K 0.04% +500 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,570 $724K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,360 $716K 0.03% -1,953 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 16,961 $699K 0.11% +8,133 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,740 $690K <0.01% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 16,633 $686K 0.17% -550 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,496 $680K <0.01% -147 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 16,443 $678K 0.13% +945 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 15,574 $642K 0.25% -158 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 15,547 $641K <0.01% -2,139 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 14,957 $632K 0.01% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,897 $614K 0.01% +2,461 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 13,778 $568K 0.15% -120 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 13,138 $542K 0.04% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,937 $533K 0.03% -300 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,464 $514K 0.02% -542 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,015 $495K 0.01% +1,550 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,618 $479K 0.02% +898 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,816 $446K <0.01% +38 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,643 $439K <0.01% -166 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,369 $427K <0.01% 0 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,315 $425K 0.18% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,296 $424K <0.01% +9,352 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,000 $412K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,865 $407K 0.09% -55 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,611 $396K <0.01% +1,435 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,576 $395K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,534 $393K 0.03% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,920 $377K 0.24% 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,906 $367K 0.13% +210 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,293 $342K 0.01% +1,695 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,050 $332K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,852 $324K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,582 $313K 0.01% +50 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,444 $307K 0.01% +1,721 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,415 $306K 0.07% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,147 $295K 0.01% +555 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 7,024 $290K 0.25% +480 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,991 $288K <0.01% +1,537 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,638 $275K 0.02% -125 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,549 $270K <0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,359 $266K 0.03% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,429 $264K 0.04% +503 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,348 $262K <0.01% new 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 6,294 $259K 0.22% +133 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,212 $256K 0.04% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,173 $254K 0.07% 0 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. 6,160 $254K <0.01% -1,123 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,118 $252K 0.02% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,070 $250K <0.01% +5,498 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,038 $249K 0.1% +350 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 5,998 $247K 0.13% +215 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,997 $247K 0.01% -58 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,924 $244K <0.01% +730 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,834 $240K <0.01% -277 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 5,781 $238K 0.02% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,641 $233K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,179 $213K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 5,135 $212K <0.01% +1,100 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,853 $205K 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,869 $201K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,434 $183K <0.01% +23 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,389 $181K 0.08% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,037 $125K <0.01% -409 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,875 $119K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,424 $99.9K <0.01% -68 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,354 $98.1K 0.05% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,374 $97.9K <0.01% -312 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,102 $86.7K 0.05% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,086 $86.5K <0.01% +441 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,945 $80.2K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,909 $78.7K <0.01% +1 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,872 $77.2K 0.03% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,810 $74.6K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,600 $66K 0.01% +600 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,273 $52.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,237 $51K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,149 $47.4K 0.03% -315 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,075 $44.3K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,015 $41.8K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 750 $30.9K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 663 $27.3K 0.01% -293 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 577 $23.8K <0.01% -53 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 500 $21K <0.01% new 13F-HR Timeline Group