BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,118,813 $375M 0.03% +191,858 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,294,574 $245M 0.01% -109,161 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,500,487 $162M 0.04% +199,411 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,397,938 $111M 0.07% -75,969 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,084,039 $96.4M 0.03% +32,508 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,068,689 $95.7M 5.4% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,918,439 $88.7M 0.02% +523,047 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,707,738 $79M 0.01% +546,241 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,482,311 $68.5M 0.07% +195,348 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,161,066 $52.9M 0.03% +191,623 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 951,799 $44M +131,619 Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 948,838 $43.9M 0.37% +225,944 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 908,537 $42M 0.11% +76,903 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 821,287 $38M 0.03% +61,109 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 749,115 $34.6M 0.05% +81,592 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 423,700 $19.6M 3.82% +40,623 13F-HR/A Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 408,679 $18.9M 0.05% -11,352 13F-HR/A Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 391,956 $18.1M 0.57% +38,604 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 367,620 $17M <0.01% +99,837 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 358,582 $16.6M 0.02% +52,250 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 330,820 $15.3M 0.17% +38,039 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 295,354 $13.7M 0.02% +38,595 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 288,935 $13.4M 0.07% +286,511 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 277,634 $12.8M 0.07% +23,783 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 268,896 $12.4M 0.03% -13,312 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 267,486 $12.4M 0.04% +3,605 13F-HR/A Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 252,034 $11.7M 1.43% +156,907 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 243,781 $11.3M 0.65% new 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 241,550 $11.2M +25,812 Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 224,244 $10.4M 3.74% -3,982 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 222,462 $10.3M 1.58% -21,069 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 209,247 $9.68M 0.02% +64,832 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 192,721 $8.91M 0.61% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 189,275 $8.75M 0.7% +176,137 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 183,239 $8.47M 5.76% +57,038 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 163,025 $7.54M 0.79% +25,882 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 162,153 $7.5M 0.18% +11,729 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 157,400 $7.28M <0.01% +14,685 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 111,547 $5.16M 1.17% +5,907 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 136,423 $5.04M 4.88% +8,211 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 105,105 $4.85M 0.14% -231 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 101,847 $4.71M 0.11% +18,271 13F-HR/A Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 99,941 $4.62M 2.97% +20,235 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 96,494 $4.46M 0.02% +2,086 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 93,262 $4.32M 0.01% -37,912 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 93,153 $4.31M 0.16% +37,553 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 90,586 $4.19M 0.05% +30,080 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 86,356 $3.99M 1.02% -6,502 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/ 85,533 $3.96M <0.01% +2,563 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 85,472 $3.95M 0.03% +19,901 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 81,736 $3.77M 0.26% +2,624 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 79,727 $3.69M 0.09% +3,704 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 78,065 $3.61M 0.81% -10,523 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 78,709 $3.59M 0.35% +2,110 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 76,878 $3.55M 0.01% +41,460 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 76,340 $3.53M 0.36% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 76,252 $3.53M 0.51% +311 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 73,621 $3.4M 0.36% +4,184 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 79,283 $3.27M 0.02% -8,140 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 70,316 $3.25M 0.04% +595 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 67,720 $3.13M 0.01% -26,766 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 62,967 $2.91M 0.05% +73 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 62,319 $2.88M 1.65% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 61,907 $2.86M 0.08% -2,734 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,203 $2.69M 0.04% +21,915 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 56,610 $2.61M 0.04% -1,567 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 55,764 $2.58M 0.03% +4,912 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 55,517 $2.57M 0.08% +17,044 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 49,993 $2.31M <0.01% +744 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 46,484 $2.15M 0.02% -1,070 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 45,595 $2.11M 0.23% +14,956 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 45,250 $2.09M 1.29% +326 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 43,928 $2.03M <0.01% new 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 43,153 $2M 0.59% -434 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 43,072 $1.99M 0.15% +6,513 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 42,794 $1.98M 0.07% +1,718 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 41,971 $1.94M <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 40,595 $1.88M 0.04% -506 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 40,429 $1.87M <0.01% -1,258 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 40,082 $1.85M 0.16% -4,000 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 39,603 $1.83M 0.15% -35 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 39,301 $1.82M 1.1% -408 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 38,500 $1.78M 0.02% +6,510 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 38,314 $1.77M 0.17% +1,030 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 35,569 $1.64M 0.01% -8,821 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 35,478 $1.64M 1.42% +458 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 35,384 $1.64M 0.29% -1,191 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 34,261 $1.58M 0.32% -32,513 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 33,687 $1.56M 0.09% +517 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 33,232 $1.54M +17,658 Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 32,677 $1.51M 0.04% -2,347 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 32,037 $1.48M 0.44% +11,063 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 31,921 $1.48M 0.52% +1,865 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 30,830 $1.43M 0.16% -3 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 30,456 $1.41M 0.16% +243 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 30,169 $1.4M 0.03% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 28,173 $1.3M 0.1% +1,865 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 27,943 $1.29M 1.09% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,060 $1.25M 0.01% +1,332 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 26,693 $1.23M 1.1% 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 26,474 $1.22M 0.09% -111 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 25,044 $1.16M 0.01% +3,567 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 27,939 $1.15M 0.48% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,195 $1.12M 0.03% +932 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,038 $1.11M 0.02% +2,862 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 23,848 $1.1M 0.02% -1,319 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,625 $1.09M 0.03% -875 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 23,274 $1.08M 0.01% -1,849 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 23,114 $1.07M <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 22,605 $1.05M 0.03% -5,141 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 21,731 $1M 0.04% +2,609 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 21,125 $977K 0.24% +2,164 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,000 $971K 0.01% +11,000 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 20,854 $964K 0.53% -1,062 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 20,563 $951K 0.04% +1,543 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 20,262 $937K 0.16% +3,301 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 20,215 $935K 0.72% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 19,159 $886K 0.72% +276 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 18,988 $878K <0.01% -323 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,835 $871K 0.01% -5,269 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,640 $862K 0.04% +1,070 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 18,058 $835K 0.19% +46 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,326 $832K +386 Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,897 $828K 0.08% +157 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 17,801 $823K 0.11% -803 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 17,256 $798K 0.19% +623 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,055 $789K 0.01% +559 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,740 $774K <0.01% 0 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 16,283 $753K 0.14% -160 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,102 $745K <0.01% -30,575 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,056 $742K 0.02% +1,159 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 15,980 $739K <0.01% +9,632 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,811 $731K 0.02% -2,387 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,793 $730K 0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 15,505 $717K <0.01% -42 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 14,962 $692K 0.01% +5 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,731 $681K 0.01% +6,438 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 14,000 $647K 0.22% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 13,540 $626K 0.14% -238 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,087 $605K 0.02% +5,940 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,990 $601K 0.01% +3,414 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,464 $576K 0.02% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,413 $574K 0.01% +398 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,828 $547K 0.02% +4,384 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,626 $538K 0.02% -5,734 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,602 $536K <0.01% +5,768 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,096 $513K <0.01% +280 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,085 $513K 0.1% +1,220 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,743 $497K 0.02% -875 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 10,315 $477K 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 10,009 $463K <0.01% -634 13F-HR Timeline Group Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 9,841 $455K 0.4% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,598 $444K <0.01% -13 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,589 $443K 0.04% +55 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,353 $432K <0.01% +3,283 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,924 $413K 0.02% -4,013 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,920 $412K 0.23% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,742 $404K 0.01% +1,160 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,687 $402K 0.06% +2,475 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 8,522 $394K 0.13% -384 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,412 $390K 0.05% +2,053 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,150 $377K 0.08% +3,297 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,050 $372K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,852 $363K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,754 $359K <0.01% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,431 $344K 0.08% +16 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,229 $334K <0.01% +1,305 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7,000 $323K 0.04% +571 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,971 $322K <0.01% -3,398 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,964 $322K 0.01% +967 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,771 $313K <0.01% new 13F-HR/A Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 6,712 $310K 0.27% -312 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,614 $306K 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 6,599 $305K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,576 $304K 0.02% +5,303 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,568 $304K 0.02% -70 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,549 $303K <0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,534 $302K 0.18% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 6,381 $295K 0.24% +87 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 $285K <0.01% 0 13F-HR Timeline Group Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 6,121 $283K 0.15% +123 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,038 $279K 0.09% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 6,000 $277K 0.23% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,015 $277K <0.01% -976 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,990 $277K 0.02% +209 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 $276K <0.01% +835 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,915 $274K 0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,835 $270K <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,802 $268K <0.01% -18,187 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,231 $242K 0.02% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,168 $239K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,156 $238K <0.01% -485 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,981 $230K 0.01% +112 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,905 $227K 0.01% -274 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,879 $226K 0.05% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,765 $220K 0.25% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,648 $215K <0.01% -5,648 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,321 $152K <0.01% +947 13F-HR/A Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,875 $133K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,354 $109K 0.06% 0 13F-HR Timeline